Tutorials
Practical, real-world guides for developers — essential workflows broken down into clear steps, with ready-to-use code you can drop into your project.
Search a PDF From Your Editor
The integration spec is a PDF and your questions arrive mid-function. With the editor connected over MCP, 'what's the retry policy?' comes back with the exact line and page — and a regex search turns 'list every error code' into one call with three cited matches.
3 min read
Freelancers: A Proposal Workflow Without Per-Seat Tools
Proposal software is priced for sales teams; freelancers just need the signal. A one-person workflow on the free plan: links per contact reveal the 12-minute open, the internal forward, and the 21:21 return visit that camped on the price page — plus the three-slot pipeline trick and honest edges.
4 min read
Stream PDF Reader Events into Your Own Database
Your warehouse answers questions no analytics UI anticipates. One automation fires on every engagement moment; a small Go receiver lands each webhook in Postgres — attributed, session-enriched, and idempotent under redelivery — so reading behavior becomes a column you can join against your CRM.
5 min read
Watermark Draft PDFs via Claude Before Sharing
The draft that leaks is the one you didn't stamp. Conversationally it's one message: the agent designs the translucent DRAFT — CONFIDENTIAL stamp itself with the PDF generator, overlays it across every page, renders a page to prove it looks right — and mints one named copy per reviewer.
3 min read
Track Who Read the Documents They Were Required to Read
When the auditor asks who read the safety policy, 'we emailed it' is a shrug. Per-person links measure the reading, an in-document acknowledgement checkbox collects the signature, and one script joins them into a defensible roster: read 100% and acknowledged, read but unsigned, never opened.
4 min read
Get Notified Only for PDF Engagement That Matters
The ping-on-every-open automation gets muted within a week. The Only-if box fixes it: stack conditions like total reading time and completion rate, and a 15-second skim stays silent while the cover-to-cover read sends exactly one notification — proven live with two readers.
4 min read
Password-Protect PDFs in an Agent Workflow
Encryption as a step the agent runs, not a desktop-tool detour: lock a client statement with owner and user passwords, have the agent probe the result to prove the lock held (encrypted: true, everything else hidden), and unlock the archive copy in the same conversation.
4 min read
Onboard Clients with a Tracked Welcome Packet and Intake Form
Welcome PDF here, form tool there, chase emails everywhere — or one tracked link: the packet with the intake form as its last page. The client reads, fills and submits in a single visit, and both halves come back attributed — the answers machine-readable, the read confirmed page by page.
5 min read
Ask Claude Which Deals Are Hot
The morning question isn't about one document — it's 'across everything, who should I call first?' With the workspace connected over MCP, the agent sweeps every document's sessions, ranks re-opens over deep reads over skims, and answers with evidence: the Arslans came back for the price page.
4 min read
Extract PDF Content into Markdown Notes with an Agent
Stop pasting PDFs into chat windows: the agent pulls clean, page-numbered text over MCP and writes the vault-ready note itself — front matter, the headline stat with its page citation, and a section map. Weeks later, search-pdf-content retrieves the exact quote without re-reading anything.
4 min read
Real Estate: Share Exposés Securely and Spot Serious Buyers
Ten people request the exposé; one is a buyer. Per-prospect links tell them apart: a 22-second price peek is a looker, a return visit with 95 seconds on the floor plan and two minutes on the price page is a phone call — and the day it sells, one loop turns every circulating copy off.
5 min read