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What should I do if WorkBuddy can't read PDF or Excel? Follow the three-step troubleshooting process

What should I do if WorkBuddy can't read PDF or Excel? Follow the three-step troubleshooting process

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WorkBuddy can't read PDF, Excel, or Word. The most common reason isn't file corruption, but that the model doesn't support the input type, lacks corresponding document processing skills, or the task is packed with too many files at once. First, switch to a model that supports file or visual input, then install appropriate document processing capabilities, and finally split the large task into smaller parts; These three steps are usually more effective than repeatedly uploading the same file.

Step 1: First, determine which type of failure it is

PhenomenonMore likely reasonsHandling methods
Files can be added, but the model says it can't see the contentThe current model does not support this typeSwitch models that support file or multimodal input
Scanning PDFs only shows blank or garbled textThe page is an image, with no copyable textExtraction is done after using OCR or visual models
Excel only read the first partToo many worksheets, large data volumes, or unclear requirementsSpecify the worksheet, column name, and row range
Can analyze, but generates files but cannot be openedThe output format was not clearly specifiedClearly require generating xlsx, docx, or PDF

Test with a small file first. If the small file is normal and the large file fails, it suggests more of a capacity issue, contextual or step complexity; If all similar files fail, then check the model and skill. Do not authorize the entire drive directory at once just to troubleshoot.

Step 2: Supplement processing capacity and split tasks

Install the corresponding PDF, spreadsheet, Word, or OCR capabilities in the plugin or skill market, then reopen the task and try again. Complex tasks can be broken down into four sections: "Read table of contents and filenames—extract content—check fields—generate results." Each section should first confirm output. Excel should clearly explain worksheets, headers, statistical scopes, and null value handling; PDF should specify whether it is a text version or a scanned version, and which pages need to be read.

For example, instead of just saying "Analyze this report," you can write: "Read sales.xlsx's order worksheet, only count data for August 2026, summarize tax-inclusive sales by region, column missing regions separately, output summary.xlsx, and do not overwrite the source file." "Acceptable prompts can reduce the model's own guesswork."

Step 3: Check the path, permissions, and client status

Make sure the file is in the current workspace, not exclusively controlled by moves, encryption, or other programs, and grant WorkBuddy necessary read-only permissions. If the task remains stuck, shrink the attachment range, switch models, and restart the task; If it still fails, run the diagnostic tool, record the error time, and reproduce the file type. When sharing logs, do not include the client's original text, account directory, or key. Finally, check the four acceptance criteria using page count, line count, key sum, and whether the output file can be opened, to avoid "task shown as completed" but leaving unusable results.

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