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1015822-Reverted the prompt cards changes in AI Agent Tools UG documentation #2596

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1af79f3
Reverted the changes in the Prompt cards
AtchayaSekar28 Apr 8, 2026
e6900cd
Merge branch 'development' of https://github.com/syncfusion-content/d…
AtchayaSekar28 Apr 8, 2026
d19f91f
Modified the confidence threshold value in data extraction prompt
AtchayaSekar28 Apr 8, 2026
fde2e20
updated the prompt in conversion module
AtchayaSekar28 Apr 8, 2026
d6567d8
Merge branch 'development' into AI-Agent-Tools
RavikumarBaladhandapani Apr 8, 2026
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66 changes: 3 additions & 63 deletions Document-Processing/ai-agent-tools/example-prompts.md
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Expand Up @@ -21,27 +21,15 @@ Create, manipulate, secure, extract content from, and perform OCR on PDF documen
{% promptcard CreatePdfDocument, FindTextInPdf, ExportPDFDocument %}
Load the insurance policy document ‘policy_document.pdf’ from {InputDir}. Then search for all occurrences of the term ‘exclusion’ and return their exact page locations and bounding rectangle positions so our legal team can quickly audit every exclusion clause in the policy.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard CreatePdfDocument, FindTextInPdf, RedactPdf, ExportPDFDocument %}
Load the court filing document ‘case_filing.pdf’ from {InputDir} and Find the Text ‘John Michael’ and ‘Ellwood Drive, Austin, TX 78701’ and ‘472-90-1835’. Permanently redact all identifiable information. Use black highlight color for all redactions. Export the redacted document as ‘case_filing_redacted.pdf’ to {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard CreatePdfDocument, SignPdf, ExportPDFDocument %}
Load the vendor contract 'vendor_agreement_draft.pdf' from {InputDir} and apply a digital signature using the company certificate 'certificate.pfx' (located at {InputDir}) with the password 'password123'. Place the signature in the bottom-right corner of the last page and use the company logo 'signature_logo.png' from {InputDir} as the signature appearance image. Export the signed contract as 'vendor_agreement_signed.pdf' to {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard MergePdfs, ReorderPdfPages, ExportPDFDocument %}
Merge the following monthly financial reports into a single consolidated annual report: ‘Jan_report.pdf’, ‘Feb_report.pdf’, ‘Mar_report.pdf’, ‘Apr_report.pdf’, ‘May_report.pdf’, ‘Jun_report.pdf’ — all located at {InputDir}. Each PDF has 3 pages, with the last page being the executive summary. After merging, reorder pages so each month’s summary page appears first, followed by the other two pages, while keeping January–June chronological order. Save the final file as annual_report_2025.pdf in {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard CreatePdfDocument, EncryptPdf, SetPermissions, ExportPDFDocument %}
Load the sensitive HR performance review document 'performance_review_Q4.pdf' from {InputDir}. Encrypt it using AES-256 encryption with the password 'HR@Secure2025'. Restrict permissions so that only reading and accessibility copy operations are allowed — disable printing, editing, and annotation. Export the secured document as 'performance_review_Q4_secured.pdf' to {OutputDir}.
{% endpromptcard %}
Expand All @@ -55,33 +43,18 @@ Create, edit, protect, mail-merge, track changes, and manage form fields in Word
{% promptcard CreateDocument, MergeDocuments, ExportDocument %}
Assemble the annual company report by merging the following department Word documents from {InputDir} in order: 'cover_page.docx', 'executive_summary.docx', 'finance_report.docx', 'hr_report.docx', 'operations_report.docx', and 'appendix.docx'. Merge them all into 'cover_page.docx' using destination styles to maintain a consistent look. Export the final assembled report as 'annual_report_2025.docx' to {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard CreateDocument, ExecuteMailMerge, ExportDocument %}
Load the employee Onboarding letter template 'Onboarding_template.docx' from {InputDir} and execute a mail merge using the new hire data from the file 'new_hire_data.json' located at {InputDir}. Export the merged letters as 'Onboarding_letters_april2026.docx' to {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard CreateDocument, FindAndReplace, FindAndReplaceWithRegex, ExportDocument %}
Load the legal service agreement template 'service_agreement_template.docx' from {InputDir}. Replace the placeholder '[CLIENT_NAME]' with 'Apex Innovations Ltd.', '[SERVICE_FEE]' with '$18,500', and '[CONTRACT_DATE]' with 'April 1, 2026'. Additionally, use a regex pattern to find all date placeholders matching the pattern '\[DATE_[A-Z]+\]' and replace them with 'TBD'. Return the total count of all replacements made. Export the finalized agreement as 'service_agreement_apex.docx' to {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard CreateDocument, ImportMarkdown, ExportDocument %}
Our developer wrote the API release notes in Markdown format — load the file 'release_notes_v3.2.mdx' from {InputDir}, import it into a new Word document to convert it into a properly formatted .docx file suitable for distribution to non-technical stakeholders. Export the document as 'release_notes_v3.2.docx' to {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard CreateDocument, GetFormData, SetFormFields, ExportDocument %}
Load the patient intake form 'patient_intake_form.docx' from {InputDir}. First, read all current form field values to see what fields are available. Then set the form with the following patient information: PatientName='Robert Hayes', DateOfBirth='03/12/1978', Gender='Male', ContactNumber='+1 (214) 555-7834', EmailAddress='Robert.Hayes@example.com', Address='4567 Elm Street, Apt 210, Dallas, TX 75201, United States', InsuranceProvider='Blue Cross Blue Shield', InsuranceID='INS-4892-XY', InsuranceGroupNumber='GRP-10293', Diabetes = "true", EmergencyContact='Laura Hayes', EmergencyRelation='Spouse', EmergencyPhone='+1 (214) 555-4466', Declaration = 'true', PatientSignature='Robert Hayes', FormDate='04/02/2026'. Export the completed form as 'Intake_Form_Robert_Hayes.docx' to {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard CreateDocument, GetBookmarks, SplitDocument, ExportDocument %}
Load the comprehensive legal contract bundle 'master_contracts_2026.docx' from {InputDir}. List all bookmarks in the document to identify the section boundaries. Split the document by bookmarks so that each bookmarked region — such as 'VendorAgreement', 'NDASection', and 'SLATerms' — becomes a standalone contract file. Export each split document to {OutputDir}.
{% endpromptcard %}
Expand All @@ -95,27 +68,15 @@ Create and manage workbooks, worksheets, charts, conditional formatting, and dat
{% promptcard CreateWorkbook, CreateWorksheet, AddDropdownListValidation, CreateChart, SetChartElement, ExportWorkbook %}
Load a sales performance dashboard workbook ‘sales_dashboard_Q1_2026.xlsx’ from {InputDir}. Add a worksheet named ‘DataValidation’ and create the List validation in the A1:B3 range and the list names "Excel", "Presentation", "Word", "PDF". Then create a clustered bar chart from the `Sales data’ sheet data range A1:D5, positioning it in rows 8–23 and columns 1–8. Set the chart title to ‘Q1 2026 Regional Sales Performance’, set the category axis title to ‘Region’, and the value axis title to ‘Revenue (USD)’. Enable the chart legend at the bottom. Export the workbook to {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard CreateWorkbook, SetActiveWorkbook, AddConditionalFormat, ExportWorkbook %}
Load an inventory management workbook ‘inventory_status.xlsx’ from {InputDir}. Get the "Stock_Levels" sheet and apply conditional formatting to the In_Stock column (D2:D11): highlight cells in red where the value is less than the reorder threshold (use 10 as the formula threshold for the conditional format). Export the workbook to {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard CreateWorkbook, SetActiveWorkbook, GetAllWorkbooks, ProtectWorksheet, ProtectWorkbook, ExportWorkbook %}
Load a confidential board-level financial model workbook ‘board_financial_model_2026.xlsx’ from {InputDir}. Protect the Assumptions and Projections worksheets with the password ‘ModelLock@2026’ to prevent unauthorized edits to the model logic. Protect the overall workbook structure with the password ‘Board@2026’ to prevent adding or deleting sheets. Export the workbook to {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard CreateWorkbook, CreateWorksheet, CreatePivotTable, ExportWorkbook %}
Load a sales analysis workbook ‘sales_pivot_analysis.xlsx’ from {InputDir}. Create new worksheet named as "Pivot_table" and create a pivot table at cell A3 and use the data from 'Raw_Data' sheet and the range A1:F13. use Region as the row field (index 1), Product as the column field (index 3), and Revenue as the data field (index 5) with a Sum subtotal. Apply the built-in style ‘PivotStyleMedium2’ to the pivot table and layout the pivot to materialize the values. Export the workbook to {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard CreateWorkbook, CreateChart, SetChartElement, ConvertToPDF %}
Load a sales performance dashboard workbook ‘car_brands.xlsx’ from {InputDir}. Create a clustered column chart from the `Car_Brands’ sheet data range A1:C10, positioning it in rows 12–35 and columns 1–10. Set the chart title to ‘Premium car sales’, set the category axis title to ‘Brands’, and the value axis title to ‘Price (USD)’. Enable the chart legend at the bottom. Convert the workbook into a PDF to {OutputDir}.
{% endpromptcard %}
Expand All @@ -129,27 +90,15 @@ Load, merge, split, secure, and extract content from PowerPoint presentations.
{% promptcard LoadPresentation, FindAndReplace, ExportPresentation %}
Load the product launch presentation 'product_launch_template.pptx' from {InputDir}. The presentation is a reusable template — replace all occurrences of '[PRODUCT_NAME]' with 'Orion Pro X1', '[LAUNCH_DATE]' with 'May 15, 2026', '[PRICE]' with '$299', and '[TARGET_MARKET]' with 'Enterprise Customers'. Export the customized presentation as 'product_launch_orion_pro_x1.pptx' to {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard LoadPresentation, MergePresentations, ExportPresentation %}
Assemble the annual all-hands meeting presentation by merging the following department slide decks from {InputDir} into the master deck 'all_hands_master.pptx', preserving each department's source formatting: 'chief_executive_officer_intro.pptx', 'finance_update.pptx', 'product_road_map.pptx', 'hr_highlights.pptx', 'engineering_wins.pptx'. Export the complete merged presentation as 'all_hands_annual_2026.pptx' to {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard LoadPresentation, EncryptPresentation, ExportPresentation %}
Load the confidential M&A strategy presentation 'ma_strategy_2026.pptx' from {InputDir}. Encrypt it with the password 'MAStrategy@Conf2026' to ensure only authorized executives can open it. Export the encrypted file as 'ma_strategy_2026_encrypted.pptx' to {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard LoadPresentation, ExportAsImage, ExportPresentation %}
Load the product demo presentation 'product_demo_v3.pptx' from {InputDir}. Export all slides as individual PNG images to {OutputDir} so the marketing team can use them as standalone visual assets for social media and documentation. Also export the original presentation to {OutputDir} as a backup.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard LoadPresentation, GetSlideCount, GetText, ExportPresentation %}
Load the investor pitch deck 'investor_pitch_Q1_2026.pptx' from {InputDir}. Get the total slide count to confirm it's complete. Extract all text content from the presentation so we can review the messaging before the meeting. Return the slide count and full text content.
{% endpromptcard %}
Expand All @@ -163,17 +112,11 @@ Convert documents between different formats including Word, Excel, and PowerPoin
{% promptcard CreateDocument (Word), ConvertToPDF, WatermarkPdf, ExportPDFDocument %}
Load the signed vendor contract 'vendor_contract_final.docx' from {InputDir}, convert it to PDF for archiving purposes, and then apply a 'ARCHIVED' watermark with 30% opacity across all pages of the resulting PDF. Export the archived PDF as 'vendor_contract_final_archived.pdf' to {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard CreateWorkbook (Excel), ConvertToPDF, EncryptPdf, ExportPDFDocument %}
Load the annual financial summary workbook 'financial_summary_2025.xlsx' from {InputDir}, convert it to PDF for board distribution, then encrypt the resulting PDF with the password 'Board@Secure2025' and restrict permissions to read-only (no printing or editing). Export the secured financial report as 'financial_summary_2025_board.pdf' to {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard LoadPresentation (PowerPoint), ConvertToPDF, MergePdfs, ExportPDFDocument %}
Convert the sales conference presentation 'sales_conference_2026.pptx' from {InputDir} to PDF. Then merge the converted PDF with the existing supplementary materials PDF 'conference_appendix.pdf' (also at {InputDir}) into a single unified conference package. Export the combined document as 'sales_conference_package_2026.pdf' to {OutputDir}.
{% promptcard LoadPresentation (PowerPoint), ConvertToPDF, ExportPDFDocument, MergePdfs, ExportPDFDocument %}
Convert the sales conference presentation 'sales_conference_2026.pptx' from {InputDir} to PDF format. Save the converted PDF as 'sales_conference_2026.pdf' in {InputDir}. Then merge the converted presentation PDF with the existing supplementary materials PDF 'conference_appendix.pdf' (also located in {InputDir}) into a single unified conference package. Finally, export the combined merged document as 'sales_conference_package_2026.pdf' to {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

Expand All @@ -185,11 +128,8 @@ Extract structured data including text, tables, forms, and checkboxes from PDFs
{% promptcard ExtractDataAsJSON %}
Extract all structured data from the vendor invoice 'invoice_APR2026_00142.pdf' located at {InputDir}. Enable both form and table detection to capture invoice header fields (vendor name, invoice number, date, due date) and the line-item table (description, quantity, unit price, total). Use a confidence threshold of 0.7 for reliable results. Save the extracted JSON to 'invoice_APR2026_00142_data.json' in {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

{% promptcards %}
{% promptcard ExtractTableAsJSON %}
Extract only the table data from the quarterly financial report 'financial_report_Q1_2026.pdf' located at {InputDir}. The report contains multiple financial tables across 15 pages — enable border less table detection to ensure all tables are captured even if they lack visible borders. Use a confidence threshold of 0.65. Save the extracted table data as 'financial_tables_Q1_2026.json' in {OutputDir}.
Extract only the table data from the quarterly financial report 'financial_report_Q1_2026.pdf' located at {InputDir}. The report contains multiple financial tables across 15 pages — enable border less table detection to ensure all tables are captured even if they lack visible borders. Use a confidence threshold of 0.3. Save the extracted table data as 'financial_tables_Q1_2026.json' in {OutputDir}.
{% endpromptcard %}
{% endpromptcards %}

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