Manage your small business paperwork with Acrobat's AI

Type a request in plain language and get pages reorganized, signed, and converted in one chat box.

Published September 8, 2026

00:01

Introduction and meet Angelo Montilla

[Angelo Montilla]: Running a small business often means managing proposals, contracts, questionnaires, and expenses all at once.

Hi everyone, my name is Angelo Montilla, and in this tutorial I'll show you how AI Assistant in Adobe Acrobat uses conversational prompts to quickly launch editing, conversion, and e-sign tools, helping you streamline everyday business document workflows.

Let's jump in and explore how to utilize AI Assistant as a small business owner to work more efficiently.

In this use case, a self-employed marketing consultant needs to prepare a

00:34

Reorganize pages and add page numbers without leaving the chat box

proposal, questionnaire, project contract, and an expense sheet for a new cafe client.

Starting with the campaign proposal which you see here on my screen, I'd like to rearrange some of the pages in this document, specifically pages 3 and 4.

Now instead of digging through menus and tools, the AI Assistant allows you to use conversational prompts to make those changes.

I'll click on Ask AI Assistant in the upper right-hand corner of the screen and add my prompt here in the chat box.

"Reorganize pages 3 and 4."

I'll click Submit to enter the prompt and you'll see that the AI Assistant automatically swaps those pages.

If I go back to my Pages panel, you'll see pages 3 and 4 have been rearranged.

I just realized I also need to add page numbers in the footer.

I'll go back to the AI Assistant and in the chat box, I'll add my second prompt, "Add page numbers to this document."

I'll click Submit and you'll see that the AI Assistant does in fact add page numbers to all four pages inside of this document.

Next, let's focus on the client questionnaire document.

01:43

Edit document text directly from the AI Assistant chat

In this case, I need to revise the campaign launch date at the bottom of the page.

I'll go back to the AI Assistant and in the chat box, I'll add my next prompt.

"Replace October 27th with November 27th."

I'll click Submit and that'll take a few moments.

The AI Assistant opens the Find tool within the panel and automatically swaps out October 27th with November 27th.

Simply click Replace to finalize that change.

Now, I'd like to add the questionnaire to a PDF Space

02:16

Turn a client questionnaire into a shareable PDF space with a built-in summary

and easily share it with my client.

I'll add my next prompt to help me create a PDF Space to extract information from this questionnaire document, I'll go ahead and click Submit to enter the text prompt and not only does it give you a step-by-step overview of how to create a PDF Space, we can also click the Create PDF Space button for quick access.

Go ahead and click Create a PDF Space.

Then choose the client questionnaire and click Create PDF Space.

You can always add more files to the space later on, but this is a good starting point.

Once the PDF Space loads, it'll automatically generate an audio summary which gives you a quick overview of the document.

You can see that located on the left-hand side of the PDF Space.

In the AI Assistant prompt box, I'll add my next prompt, asking it to create a concise campaign strategy based on the client's responses from this questionnaire.

I'll click Submit to generate the copy for the campaign strategic plan.

And you can see after a few moments, it does a fantastic job at pulling the client's responses from the questionnaire to create that strategic plan.

The AI Assistant is also a great tool when you need to sign contracts.

In this example, I have a contract in Word format that needs to be converted and add a signature.

With any existing document open, for example, if I go back to project proposal, in the chat box I'll add my next prompt,

03:45

Convert a Word contract to PDF and add your signature in one flow

"Convert a Word document to a PDF."

Click Submit.

The AI Assistant will send a reply with a button asking you to choose a file.

I'll click Select file, choose the Project Contract here in Word format, and then click Open.

The Word file will be converted to a PDF and opened as a separate document.

I'll make my way to page 2 in this contract, go up to Ask AI Assistant, and then in the chat box I'll add my next prompt, "Add my signature to this contract."

I'll click Submit.

Now if you already have a signature saved in the E-Sign tab, it'll appear here in the AI Assistant.

You can see there is a signature saved.

I'll click on it once.

Hover over the signature field in my contract and click to drop it in.

I now want to track expenses for this project and combine the PDF with a master expense report.

Start by opening the Project Expenses PDF here in Acrobat.

Go back to the AI Assistant

04:47

Combine expense files and export to Excel for ongoing tracking

and in the chat box I'll add my next prompt.

"Combine this PDF with another file."

Go ahead and click Submit.

The AI Assistant gives you instructions on how to combine files, but also displays a shortcut button to the Combine files tool.

I'll go ahead and click Combine files, and here I'll choose Add Files.

I'll choose Project Expenses, hold Cmd or Ctrl on your keyboard, and choose Master Expenses, and then click Add files.

In the top right-hand corner, click Combine as, and then choose Combine files into a PDF.

Acrobat will automatically merge the Project Expense sheet with the 2026 Master Expenses.

Now, to make the information easier for me to track, let's go back to Ask AI Assistant, and in the chat box, I'll add my final prompt, "Convert this PDF to an Excel spreadsheet" Click Submit.

The AI Assistant will open the Export PDF workflow with Microsoft Excel selected.

I'll click Choose location, then choose the destination where you want to save it.

I'll rename the file to Master Expenses, and then click Save to export the Excel spreadsheet.

The expense information can now be opened in Excel, where the consultant can continue organizing costs, update amounts, and track expenses throughout the campaign.

And that's how AI Assistant in Adobe Acrobat can help streamline everyday small business tasks.

By using simple conversational prompts, you can quickly access familiar Acrobat tools, update client documents, generate insights, complete contracts, and organize business records, all from one place.

Thanks for watching.

Again, my name is Angelo Montilla, and I'll see you in the next video.

Note: Stock assets provided are for practice purposes only. See terms.

What you’ll learn

Reorganize pages and add page numbers without leaving the chat box

Rearrange pages or add page numbers by typing what you need into the AI Assistant chat box. Acrobat carries out the change directly in your document.

Edit document text directly from the AI Assistant chat

Describe the exact text you want replaced, and AI Assistant opens the Find and Replace tool with your change already staged.

Turn a client questionnaire into a shareable PDF space with a built-in summary

Type a prompt to create a PDF space, and AI Assistant converts the questionnaire and generates an audio summary as soon as it loads.

Convert a Word contract to PDF and add your signature in one flow

One prompt converts the Word file to PDF; a second adds your signature, pulled straight from the Sign tab into the right field.

Combine expense files and export to Excel for ongoing tracking

A single prompt combines the project and master expense PDFs, opening the Combine Files tool with both files already selected. A final prompt exports the result as an Excel spreadsheet.

Instruction by: Angelo Montilla
Adobe Stock Contributors: VERTEX SPACE; ulhaq_std; mozyen

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General information

Cookies are small text files stored by your web browser when you use websites. There are also other technologies that can be used for similar purposes like HTML5 Local Storage, web beacons, and embedded scripts. These technologies help us do things like remembering you and your preferences when you return to our sites, measure how you use the website, conduct market research, and gather information about the ads you see and interact with.

If enabled:

We can improve your experience by tailoring the site and the content to things we think might be of interest
We can better keep track of your preferences — like what language you prefer to use
We will better understand your likely interests so we can provide you more relevant Adobe ads and content on non-Adobe websites and in non-Adobe apps
It will help us improve the performance of our website and those of our partners who use the Adobe Experience Cloud

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View transcript

What you’ll learn

Reorganize pages and add page numbers without leaving the chat box

Edit document text directly from the AI Assistant chat

Turn a client questionnaire into a shareable PDF space with a built-in summary

Convert a Word contract to PDF and add your signature in one flow

Combine expense files and export to Excel for ongoing tracking

Try these tutorials with Acrobat