Finance & Office / PROJECT NOTES
Trade-document Review Skill
Organizes contracts, invoices, and delivery evidence into an inventory, consistency checks, and an evidence-linked report.
OCRPythonAgent SkillsExcel
01 / THE INTENT
Repeated document reviews can lose track of pages, amount definitions, and cross-file relationships.
02 / THE FLOW
How it works
- 01Inventory materials
- 02Extract fields and pages
- 03Cross-check evidence
- 04Export reports and ledgers
03 / THE WORK
What exists
01
Classification and numbered rename plans
02
Party, amount, quantity, and validity checks
03
Risk lists, Word reports, and Excel ledgers
04 / CURRENT POSITION
Where the project stands
A reusable skill, checklist, and batch outputs exist. The case study shares the method without customer documents.
AI-assisted English translation of the Chinese project record.