PDF Processing Guide
🎯 Load Full PAI Context
Before starting any task with this skill, load complete PAI context:
read ~/.claude/skills/CORE/SKILL.md
This provides access to:
- •Complete contact list (Angela, Bunny, Saša, Greg, team members)
- •Stack preferences (TypeScript>Python, bun>npm, uv>pip)
- •Security rules and repository safety protocols
- •Response format requirements (structured emoji format)
- •Voice IDs for agent routing (ElevenLabs)
- •Personal preferences and operating instructions
When to Activate This Skill
Direct PDF Task Triggers
- •User wants to create a new PDF document
- •User wants to merge, combine, or concatenate multiple PDFs
- •User wants to split or separate a PDF into individual pages/sections
- •User mentions "extract text from PDF", "PDF text extraction"
- •User mentions "extract tables from PDF", "PDF tables"
- •User wants to "fill PDF form", "PDF form filling"
- •User mentions "OCR", "scanned PDF", or "scan to text"
- •User wants to add watermarks, password protection, or encryption
- •User wants to extract images from a PDF
- •User wants to rotate pages or manipulate PDF structure
Contextual Triggers
- •User provides a .pdf file path for processing
- •User mentions form filling automation or batch PDF processing
- •User needs to process PDFs programmatically at scale
🔀 PDF Workflow Routing
This skill supports multiple PDF processing workflows:
Creation Workflow
Trigger: "create PDF", "generate PDF", "make PDF", "PDF from data"
Tools: reportlab (Python) Documentation: Lines 136-181 (SKILL.md)
Use Cases:
- •Creating new PDFs from scratch
- •Generating reports programmatically
- •Multi-page documents with text and graphics
- •PDF generation from templates or data
Merge/Split Workflow
Trigger: "merge PDFs", "combine PDFs", "split PDF", "separate pages"
Tools: pypdf (Python), qpdf (CLI) Documentation: Lines 46-68 (SKILL.md), Lines 199-211 (qpdf)
Use Cases:
- •Combining multiple PDFs into one document
- •Splitting PDFs into individual pages or ranges
- •Reorganizing PDF page order
- •Extracting specific page ranges
Text Extraction Workflow
Trigger: "extract text", "PDF to text", "read PDF content"
Tools: pdfplumber (Python), pdftotext (CLI) Documentation: Lines 95-103 (pdfplumber), Lines 186-196 (pdftotext)
Use Cases:
- •Extracting text while preserving layout
- •Converting PDFs to plain text
- •Batch text extraction from multiple PDFs
- •Metadata extraction
Table Extraction Workflow
Trigger: "extract tables", "PDF tables", "table data from PDF"
Tools: pdfplumber + pandas (Python) Documentation: Lines 106-133 (SKILL.md)
Use Cases:
- •Extracting structured table data to Excel/CSV
- •Financial data extraction from PDF reports
- •Converting PDF tables to dataframes
- •Multi-table extraction and combination
Form Filling Workflow
Trigger: "fill PDF form", "PDF form filling", "complete PDF form"
Tools: pdf-lib (JavaScript) or pypdf (Python) Documentation: forms.md (complete guide)
Use Cases:
- •Programmatic form completion
- •Batch form processing
- •Template-based PDF generation
- •Form field population from data sources
OCR Workflow
Trigger: "OCR", "scanned PDF", "extract text from scan", "image to text"
Tools: pytesseract + pdf2image (Python) Documentation: Lines 227-244 (SKILL.md)
Use Cases:
- •Extracting text from scanned documents
- •Processing image-based PDFs
- •Converting scanned forms to editable text
- •Legacy document digitization
Manipulation Workflow
Trigger: "watermark", "password protect", "encrypt PDF", "rotate pages", "extract images"
Tools: pypdf (Python), pdfimages (CLI) Documentation: Lines 246-288 (SKILL.md)
Use Cases:
- •Adding watermarks to PDFs
- •Password protection and encryption
- •Page rotation and transformation
- •Image extraction from PDFs
Overview
This guide covers essential PDF processing operations using Python libraries and command-line tools. For advanced features, JavaScript libraries, and detailed examples, see reference.md. If you need to fill out a PDF form, read forms.md and follow its instructions.
Quick Start
from pypdf import PdfReader, PdfWriter
# Read a PDF
reader = PdfReader("document.pdf")
print(f"Pages: {len(reader.pages)}")
# Extract text
text = ""
for page in reader.pages:
text += page.extract_text()
Python Libraries
pypdf - Basic Operations
Merge PDFs
from pypdf import PdfWriter, PdfReader
writer = PdfWriter()
for pdf_file in ["doc1.pdf", "doc2.pdf", "doc3.pdf"]:
reader = PdfReader(pdf_file)
for page in reader.pages:
writer.add_page(page)
with open("merged.pdf", "wb") as output:
writer.write(output)
Split PDF
reader = PdfReader("input.pdf")
for i, page in enumerate(reader.pages):
writer = PdfWriter()
writer.add_page(page)
with open(f"page_{i+1}.pdf", "wb") as output:
writer.write(output)
Extract Metadata
reader = PdfReader("document.pdf")
meta = reader.metadata
print(f"Title: {meta.title}")
print(f"Author: {meta.author}")
print(f"Subject: {meta.subject}")
print(f"Creator: {meta.creator}")
Rotate Pages
reader = PdfReader("input.pdf")
writer = PdfWriter()
page = reader.pages[0]
page.rotate(90) # Rotate 90 degrees clockwise
writer.add_page(page)
with open("rotated.pdf", "wb") as output:
writer.write(output)
pdfplumber - Text and Table Extraction
Extract Text with Layout
import pdfplumber
with pdfplumber.open("document.pdf") as pdf:
for page in pdf.pages:
text = page.extract_text()
print(text)
Extract Tables
with pdfplumber.open("document.pdf") as pdf:
for i, page in enumerate(pdf.pages):
tables = page.extract_tables()
for j, table in enumerate(tables):
print(f"Table {j+1} on page {i+1}:")
for row in table:
print(row)
Advanced Table Extraction
import pandas as pd
with pdfplumber.open("document.pdf") as pdf:
all_tables = []
for page in pdf.pages:
tables = page.extract_tables()
for table in tables:
if table: # Check if table is not empty
df = pd.DataFrame(table[1:], columns=table[0])
all_tables.append(df)
# Combine all tables
if all_tables:
combined_df = pd.concat(all_tables, ignore_index=True)
combined_df.to_excel("extracted_tables.xlsx", index=False)
reportlab - Create PDFs
Basic PDF Creation
from reportlab.lib.pagesizes import letter
from reportlab.pdfgen import canvas
c = canvas.Canvas("hello.pdf", pagesize=letter)
width, height = letter
# Add text
c.drawString(100, height - 100, "Hello World!")
c.drawString(100, height - 120, "This is a PDF created with reportlab")
# Add a line
c.line(100, height - 140, 400, height - 140)
# Save
c.save()
Create PDF with Multiple Pages
from reportlab.lib.pagesizes import letter
from reportlab.platypus import SimpleDocTemplate, Paragraph, Spacer, PageBreak
from reportlab.lib.styles import getSampleStyleSheet
doc = SimpleDocTemplate("report.pdf", pagesize=letter)
styles = getSampleStyleSheet()
story = []
# Add content
title = Paragraph("Report Title", styles['Title'])
story.append(title)
story.append(Spacer(1, 12))
body = Paragraph("This is the body of the report. " * 20, styles['Normal'])
story.append(body)
story.append(PageBreak())
# Page 2
story.append(Paragraph("Page 2", styles['Heading1']))
story.append(Paragraph("Content for page 2", styles['Normal']))
# Build PDF
doc.build(story)
Command-Line Tools
pdftotext (poppler-utils)
# Extract text pdftotext input.pdf output.txt # Extract text preserving layout pdftotext -layout input.pdf output.txt # Extract specific pages pdftotext -f 1 -l 5 input.pdf output.txt # Pages 1-5
qpdf
# Merge PDFs qpdf --empty --pages file1.pdf file2.pdf -- merged.pdf # Split pages qpdf input.pdf --pages . 1-5 -- pages1-5.pdf qpdf input.pdf --pages . 6-10 -- pages6-10.pdf # Rotate pages qpdf input.pdf output.pdf --rotate=+90:1 # Rotate page 1 by 90 degrees # Remove password qpdf --password=mypassword --decrypt encrypted.pdf decrypted.pdf
pdftk (if available)
# Merge pdftk file1.pdf file2.pdf cat output merged.pdf # Split pdftk input.pdf burst # Rotate pdftk input.pdf rotate 1east output rotated.pdf
Common Tasks
Extract Text from Scanned PDFs
# Requires: pip install pytesseract pdf2image
import pytesseract
from pdf2image import convert_from_path
# Convert PDF to images
images = convert_from_path('scanned.pdf')
# OCR each page
text = ""
for i, image in enumerate(images):
text += f"Page {i+1}:\n"
text += pytesseract.image_to_string(image)
text += "\n\n"
print(text)
Add Watermark
from pypdf import PdfReader, PdfWriter
# Create watermark (or load existing)
watermark = PdfReader("watermark.pdf").pages[0]
# Apply to all pages
reader = PdfReader("document.pdf")
writer = PdfWriter()
for page in reader.pages:
page.merge_page(watermark)
writer.add_page(page)
with open("watermarked.pdf", "wb") as output:
writer.write(output)
Extract Images
# Using pdfimages (poppler-utils) pdfimages -j input.pdf output_prefix # This extracts all images as output_prefix-000.jpg, output_prefix-001.jpg, etc.
Password Protection
from pypdf import PdfReader, PdfWriter
reader = PdfReader("input.pdf")
writer = PdfWriter()
for page in reader.pages:
writer.add_page(page)
# Add password
writer.encrypt("userpassword", "ownerpassword")
with open("encrypted.pdf", "wb") as output:
writer.write(output)
Quick Reference
| Task | Best Tool | Command/Code |
|---|---|---|
| Merge PDFs | pypdf | writer.add_page(page) |
| Split PDFs | pypdf | One page per file |
| Extract text | pdfplumber | page.extract_text() |
| Extract tables | pdfplumber | page.extract_tables() |
| Create PDFs | reportlab | Canvas or Platypus |
| Command line merge | qpdf | qpdf --empty --pages ... |
| OCR scanned PDFs | pytesseract | Convert to image first |
| Fill PDF forms | pdf-lib or pypdf (see forms.md) | See forms.md |
Examples
Example 1: Extract tables from PDF report
User: "Pull the tables out of this quarterly report PDF" → Opens PDF with pdfplumber → Extracts tables, converts to pandas DataFrame → Exports to Excel file with clean formatting
Example 2: Merge multiple PDFs
User: "Combine these three contracts into one PDF" → Uses pypdf to read all input files → Adds pages sequentially to new writer → Saves merged document to output path
Example 3: Fill out a PDF form
User: "Fill in this tax form with my info" → Reads forms.md for form-filling workflow → Uses pdf-lib to populate form fields → Saves completed PDF with flattened form data
Next Steps
- •For advanced pypdfium2 usage, see reference.md
- •For JavaScript libraries (pdf-lib), see reference.md
- •If you need to fill out a PDF form, follow the instructions in forms.md
- •For troubleshooting guides, see reference.md