Document Analysis Playbooks

Pitch Deck Review

• Good for: evaluating startup decks, preparing investor questions, due diligence
• Best setup: upload the pitch deck (PDF or PowerPoint), then ask
• Example prompt:

Pitch deck review

Read this pitch deck. Summarise the business model in two sentences. Highlight the three strongest claims and flag anything that feels unsupported or overstated. Then give me five questions an investor would ask in the first meeting.

Contract Key Terms Extraction

• Good for: reviewing agreements, pulling obligations, spotting risks
• Best setup: upload the PDF or Word document
• Example prompt:

Contract extraction

Read this contract and extract every date, deadline, financial commitment, and termination clause into a table. Flag any unusual terms or asymmetric obligations. Summarise the overall risk posture in one paragraph.

Report Comparison

• Good for: tracking changes between versions, audit trails
• Best setup: upload both files in the same session
• Example prompt:

Report diff

Compare these two quarterly reports. Tell me what changed between them: new claims, revised numbers, dropped sections, and shifts in tone. Present the differences in a table with the old value, new value, and your assessment of significance.

Board Pack Summary

• Good for: executives who need the signal without the noise
• Best setup: upload the full pack (PDF or PowerPoint)
• Example prompt:

Board pack digest

Read this board pack and produce a one-page executive digest. Lead with the three decisions the board needs to make. Then summarise each section in one sentence. End with the two biggest risks and one thing the pack doesn't address but should.

Academic Paper Synthesis

• Good for: literature reviews, staying current on research
• Best setup: upload the paper or provide the title for Alfred to find
• Example prompt:

Paper synthesis

Read this academic paper. Summarise the methodology, key findings, and limitations in plain business English. Then tell me: does this research support or challenge [our hypothesis]? What would I need to believe for the conclusions to hold?

Financial Model Audit

• Good for: reviewing spreadsheet assumptions, stress-testing projections
• Best setup: upload the Excel file
• Example prompt:

Model audit

Read this financial model. List every assumption, flag the three with the highest sensitivity, and stress-test the revenue line with a 20% downside scenario. Present the results as a risk summary with a sensitivity table.

Meeting Notes to Action Items

• Good for: turning long transcripts into structured next steps
• Best setup: upload the transcript or notes document
• Example prompt:

Meeting actions

Read these meeting notes. Extract every action item, assign it to the person who was mentioned as responsible, and add a suggested deadline based on the context. Present as a table sorted by urgency.

Edit a Word Table In Place

• Good for: correcting figures in an uploaded .docx without losing its formatting
• Best setup: upload the Word file, then ask — Alfrada OS uses Doc Patch to patch the real file and hand it back
• Example prompt:

Patch a Word table

I uploaded curriculum.docx. Rewrite the hours table so Intro is 48 and add a row for Advanced (60), and change the total in section 2.2.1 to 330 hours. Keep all the other formatting exactly as it is and send it back as Word.

Fill Placeholders and Keep Formatting

• Good for: finishing a templated contract, letter, or form — including one you already saved under Settings → Templates
• Best setup: upload the .docx with placeholders like [CLIENT NAME], or name the saved templates/<file>.docx; leftover are reported and a visual check can catch overflow before delivery
• Example prompts:

Fill a Word template

Replace every [CLIENT NAME] with 'Ooredoo' and every [DATE] with today's date in agreement.docx, preserve all the formatting, and give me the finished Word file.

Fill a saved Word pack

I saved agreement.docx as a template. Fill every leftover placeholder for Ooredoo, keep the letterhead, and tell me if any placeholder is still showing.

Surgical Section Edit With a Preservation Check

• Good for: changing one section while proving the rest is untouched
• Best setup: upload the .docx, ask for the change, then ask to verify
• Example prompt:

Edit then verify

In proposal.docx, replace the second paragraph of the Scope section with the updated text I gave you and don't change anything else. Then verify which paragraphs changed and confirm the rest stayed identical.

Edit an Uploaded Deck In Place (PPTX Patch)

• Good for: fixing a figure, swapping a logo or template hero photo, updating a chart, editing a table cell, or changing one slide in a .pptx you were sent — without rebuilding the deck
• Best setup: upload the PowerPoint file, then ask — PPTX Patch is the PowerPoint twin of the Word workflows above: it edits the real file and hands it back with the design untouched
• Example prompts:

Patch a PowerPoint deck

In pitch.pptx, update the revenue figure on slide 6 and swap the logo on the cover — keep every other slide and the design untouched.

Chart and status-chip update

In ops-review.pptx, put these new monthly figures into the chart on slide 3, turn the slide 5 status cells green / amber / red as marked, and don't change the rest of the deck.

Not sure whether you want a brand-new deck, an edit to one Alfrada OS built, or a patch to one you uploaded? The presentations playbook opens with a decision table for exactly that.

Fill a PDF Form In Place

• Good for: applications, KYC packs, and any AcroForm you were sent — filled in the real PDF, not retyped into a new file
• Best setup: upload the .pdf, then name the fields or describe what to fill; Alfrada OS inspects the form and patches it
• Example prompt:

Fill a PDF form

I uploaded application.pdf. Fill the applicant name, date of birth, and address from these notes, leave every other field and page alone, and send the same PDF back.

Fix Small Text In a PDF (Without Rebuilding It)

• Good for: a typo, a wrong date, or a single letter whose weight looks wrong — Alfrada OS covers the original glyphs and restamps the correction in place
• Best setup: upload the PDF and quote the exact text to change; this is a visual fix, not redaction, and it is not for rewriting a whole paragraph
• Example prompt:

Surgical PDF text fix

In resume.pdf, the H in 'Harvard' on page 1 is the wrong weight. Fix just that letter so it matches the rest of the word, don't restyle the page, and tell me if the original glyphs are still underneath.

For a wholesale rewrite of body copy, ask Alfrada OS to convert the pages to Word and say so — the layout will be reconstructed, not identical.

Merge, Split, Or Stamp a PDF

• Good for: dropping an appendix in, pulling pages 3–7 into a new file, rotating a scanned page, or putting a confidential watermark on every page
• Best setup: upload the PDF (and any second file to merge); say which pages move and what must stay
• Example prompt:

Merge and watermark

Merge appendix.pdf after page 4 of pack.pdf, watermark every page 'Confidential — Board only' at low opacity, and return the combined file without rewriting the original pages.

Write Corrections Back Into the Workbook (Excel)

• Good for: going one step past the Financial Model Audit above — repairing the model itself, not just reporting on it
• Best setup: upload the Excel file and ask for the fix along with the audit — the Excel tool inspects first, then writes live formulas and numbers back into the same workbook (not a rebuild)
• Example prompt:

Audit, then repair

Read this financial model. List every assumption, flag the three with the highest sensitivity, and stress-test the revenue line with a 20% downside scenario — then fix the broken assumption in place, add the sensitivity table as a new sheet, and return the workbook.

Fill A Saved Workbook Template

• Good for: next quarter's model or next client's scorecard using furniture you already branded
• Best setup: save the .xlsx under Settings → Templates, then name that template; Alfrada OS seeds a working copy, fills every , and can visually check for clipped columns before delivery
• Example prompt:

Fill a saved financial model

Use our saved financial-model template. Fill it for Meridian Logistics with these assumptions, don't restyle the sheets, and check the layout before you hand it over.

Release note: Workbooks And Word Files Now Fill Like The File You Sent.

Clinical and Medical Documents (Medical Vision)

• Good for: scans, medical imaging, and clinical PDFs — radiology reports, lab panels, discharge summaries
• Best setup: upload the report and any images together — Alfrada OS hands them to its dedicated Medical Vision tool (experimental), which runs locally so your medical files never leave the deployment; the full tool notes cover what it can read
• Example prompt:

Plain-language radiology read

Read this radiology report and the attached image; summarise the findings in plain language and list questions for the doctor.

Medical Vision is a second opinion for understanding documents, not medical advice — it is no substitute for a licensed clinician, so confirm anything that matters with your doctor.

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Under the hood — the tools on this page

Workflow	Tool
Word in-place edits and saved-template fills	Doc Patch (doc_ops)
PowerPoint in-place edits	PPTX Patch (pptx_patch)
PDF forms, page surgery, stamps, small text fixes	PDF Patch (pdf_ops)
Workbook audit, write-back, and saved-template fills	Excel (excel_ops)
Clinical documents and imaging	Medical Vision (medical_vision)