Article

Document Workflow Automation with MCP

Feb 1, 2026•5 min read

Documents are everywhere—Drive, Dropbox, email attachments, Notion pages. Finding the right one, summarizing a long one, or organizing the mess takes hours every week. These workflows automate document discovery, summarization, organization, and creation. Stop drowning in files.

What You Need

Workflow 1: The Smart Document Finder

You know the document exists. You just can't remember the exact name, folder, or when you created it. Search by concept, not just keyword.

The Prompt

I'm looking for a document about [TOPIC]. What I remember: - It might be called [POSSIBLE NAMES] (or similar) - Created/modified around [TIME FRAME] - Contains information about [KEY CONTENT] Search my Drive and find matching documents. For each match, show: 1. File name and location 2. Last modified date 3. Brief summary of contents (first paragraph or key points) 4. Confidence level (how well it matches) Rank by relevance.

Workflow 2: The "TL;DR" Summarizer

50-page reports are necessary to write but impossible to read quickly. Get the insights without the fluff.

The Prompt

Read the file [FILENAME] (PDF/Doc). Create an Executive Summary that includes: 1. **The Core Thesis**: What is this document arguing/proposing in 1 sentence? 2. **Key Data Points**: Extract the 5 most important numbers or stats. 3. **Action Items**: What needs to be done next? 4. **Counter-arguments/Risks**: What potential issues are mentioned? Finally, rate the document's clarity on a scale of 1-10.

Workflow 3: The Digital Librarian

Your "Downloads" folder is a graveyard of unorganized files. Let Claude suggest a structure.

The Prompt

Look at the files in my "Downloads" folder (or [TARGET FOLDER]). Based on their contents/filenames, propose a better folder structure to organize them. Group them by: - Project/Client - Document Type (Invoice, Contract, Draft) - Date (Year/Month) List which files should go into which new folder.

Workflow 4: Meeting to Proposal

You had a great brainstorming session. Now you have to write the proposal. Just use the transcript.

The Prompt

Here is the transcript from our planning meeting: [PASTE TRANSCRIPT] Please write a formal **Project Proposal Document** based on this discussion. Follow this structure: 1. **Objective**: What are we trying to achieve? 2. **Scope**: What is included/excluded? 3. **Timeline**: What dates were mentioned? 4. **Resources**: Who/what do we need? Save this as "Draft Proposal - [Project Name].md".

Workflow 5: The Cross-Reference Check

Does this new vendor contract contradict your standard NDA? Don't guess. Check.

The Prompt

Compare [NEW_AGREEMENT.pdf] with our standard [NDA_TEMPLATE.pdf]. 1. Identify any clauses in the new agreement that conflict with our standard terms. 2. Highlight any non-standard definitions of "Confidential Information". 3. Check if the "Term/Termination" clauses match our policy (30 days notice). Summarize findings in a table: Clause | New Doc | Standard Doc | Risk Level.

Connect Your Knowledge Base

Files are just the beginning. Learn how to connect Notion, Obsidian, and your internal wikis to MCP.

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