Screen papers in a folder against your criteria

Codex can read PDFs or spreadsheets in a project folder, sort items by your rules, and write the results into new files.

Done with Codexยท Intermediate

What they did
A user installed the Codex app, opened a folder of PDFs or CSVs, and set up an AGENTS.md file with the role, standards, and task instructions. They then gave Codex access to the whole folder and asked it to screen papers against inclusion and exclusion rules, look for papers that pushed back on a pasted argument, or tidy a messy CSV or Excel sheet. Codex pulled out the needed details, organized them into tables or new files, and asked before doing things like renaming or saving.
How it went
Codex produced tables and new markdown, Word, or Excel files in the folder. The user still had to check the screening and other outputs before using them, since Codex handled the extraction work but not the final call.
Tips
Have Codex ask before it edits anything in the folder, especially renaming or saving files. Treat the output as a draft and verify every screening decision yourself.

Try it yourself with Codex

Open the files in [folder] and review every PDF or spreadsheet against these rules: [paste inclusion/exclusion criteria, or the argument to test]. Make a table for all items with a decision, a brief reason, and a supporting quote or snippet where possible. If a case is unclear, mark it for my review instead of guessing. Before you rename, overwrite, delete, or save any file, pause and ask for my approval. When you finish, write the results into [preferred file type] in the folder.

Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.

Read the original on x.com โ†—

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