abilityai/trinity-skills/document-extractor

Document Extractor

Analyze documents in a specified folder and create structured markdown extracts that capture the most important information from each document.

Workflow

1. Initial Setup

• Get current date/time: date '+%Y-%m-%d %H:%M:%S %Z'
• List all files in the specified folder
• Create output directory: Files/[folder_name]/ in the workspace

2. Document Processing

For each document:

1. Read using the Read tool
2. Collect metadata (file hash, modification date, extraction timestamp)
3. Identify document type and extract key information
4. Write to Files/[folder_name]/[original_name].md

3. Information Categories

Legal/Official Documents: Document type/number, dates, issuing authority, key terms, obligations, deadlines

Financial Documents: Account numbers (masked), transactions, amounts, payment dates, tax info

Insurance Documents: Policy numbers, coverage types/limits, premiums, deductibles, exclusions

Contracts/Agreements: Party names, duration, obligations, payment terms, termination clauses

Personal Documents: Document numbers (masked), validity periods, restrictions

4. Output Template

# [Document Title/Type]
 
## Document Information
-**Document Type**: [Type]
-**File Name**: [Original filename]
-**File Hash**: [MD5/SHA256 hash]
-**Last Modified**: [File modification date]
-**Extraction Date**: [Current timestamp]
 
## Key Information
[Main extracted data organized by relevance]
 
## Important Dates
-**Issue Date**: [Date]
-**Expiry Date**: [Date if applicable]
-**Next Action Required**: [Date/Description if applicable]
 
## Notes and Observations
-[Important observations]
-[Unusual clauses]
-[Action items]
 
---
*Extracted: [timestamp] | Original: [path]*

5. Security

• Mask sensitive info (show last 4 digits only)
• Note when information has been redacted
• Flag potential security concerns

6. Summary Report

After processing all documents, create Files/[folder_name]/summary.md with:

• Total documents processed
• Document categories found
• Key findings
• Items requiring attention

Useful Commands

# Get timestamp
date '+%Y-%m-%d %H:%M:%S %Z'
 
# Get file hash (macOS)
md5 -q /path/to/file
shasum -a 256 /path/to/file | cut -d' ' -f1
 
# Get modification date (macOS)
stat -f "%Sm" -t "%Y-%m-%d %H:%M:%S" /path/to/file
 
# List documents
find /path/to/folder -type f \( -name "*.pdf" -o -name "*.txt" -o -name "*.jpg" -o -name "*.png" \)

Error Handling