Documents

Customization

Before executing, check for user customizations at: ${PAI_USER_DIR}/SKILLCUSTOMIZATIONS/Documents/

If this directory exists, load and apply any PREFERENCES.md, configurations, or resources found there. These override default behavior. If the directory does not exist, proceed with skill defaults.

2. Output text notification:

   Running the **WorkflowName** workflow in the **Documents** skill to ACTION...
   

This is not optional. Execute this curl command immediately upon skill invocation.

Documents Skill

🎯 Load Full PAI Context

Before starting any task with this skill, load complete PAI context:

read ${PAI_HOME}/SKILL.md

When to Activate This Skill

Word Documents (DOCX)

• User wants to create, edit, or analyze Word documents
• User mentions "tracked changes", "redlining", "document review"
• User needs to convert documents to other formats
• User wants to work with document structure, comments, or formatting

PDF Files

• User wants to create, merge, split, or manipulate PDFs
• User mentions "extract text from PDF", "PDF tables", "fill PDF form"
• User needs to convert PDFs to/from other formats
• User wants to add watermarks, passwords, or extract images

PowerPoint Presentations (PPTX)

• User wants to create or edit presentations
• User mentions "slides", "presentation template", "speaker notes"
• User needs to convert presentations to other formats
• User wants to work with slide layouts or design elements

Excel Spreadsheets (XLSX)

• User wants to create or edit spreadsheets
• User mentions "formulas", "financial model", "data analysis"
• User needs to work with Excel tables, charts, or pivot tables
• User wants to convert spreadsheets to/from other formats

Workflow Routing

Document Type Details

This skill organizes document processing across 4 document types plus specialized workflows:

Consulting Reports (HTML + Playwright PDF)

Reference Documentation:

• Workflows/ConsultingReport.md - Complete consulting report generation workflow

Routing Logic:

• "Create consulting report", "generate report PDF" → ConsultingReport workflow
• "Build assessment report", "strategic assessment" → ConsultingReport workflow
• "McKinsey-style report", "professional report PDF" → ConsultingReport workflow

Pipeline: Report Artifacts → Structured HTML → Playwright PDF

Key Capabilities:

• Parse report directories with mixed content (markdown, TypeScript data, images)
• Professional CSS typography (Georgia serif body, Inter sans headings)
• Color-coded callout boxes (red/amber/green) and severity badges
• Auto-generated linked Table of Contents
• Cover page with classification marking
• Headers/footers with CONFIDENTIAL and page numbers
• Image compression pipeline (PNG → JPEG, max 1200px)
• A4 format with Playwright for pixel-perfect PDF output

Reference Implementation: Quorum Cyber assessment at /path/to/reference/generate-pdf.mjs

Word Documents (DOCX)

Reference Documentation:

• Docx/SKILL.md - Complete DOCX processing guide
• Docx/docx-js.md - Creating new documents with JavaScript
• Docx/ooxml.md - Editing existing documents with OOXML

Routing Logic:

• "Create Word document", "new docx" → Create workflow (docx-js)
• "Edit Word document", "tracked changes", "redlining" → Edit workflow (OOXML)
• "Read Word document", "extract text from docx" → Read workflow (pandoc)
• "Document review", "track changes" → Redlining workflow

Supporting Resources:

• Scripts: ${CLAUDE_SKILL_DIR}/Docx/Scripts/
• OOXML tools: ${CLAUDE_SKILL_DIR}/Docx/Ooxml/
• License: ${CLAUDE_SKILL_DIR}/Docx/LICENSE.txt

Key Capabilities:

• Create professional documents with docx-js
• Edit with tracked changes (redlining workflow)
• Extract text/comments with pandoc
• Convert to images for visual inspection
• Work with raw OOXML for advanced features

PDF Processing

Reference Documentation:

• Pdf/SKILL.md - Complete PDF processing guide
• Pdf/forms.md - Filling PDF forms
• Pdf/reference.md - Advanced features and troubleshooting

Routing Logic:

• "Create PDF" → Creation workflow (reportlab)
• "Merge PDFs", "split PDF" → Manipulation workflow (pypdf)
• "Extract text from PDF" → Extraction workflow (pdfplumber)
• "Fill PDF form" → Forms workflow (pdf-lib or pypdf)
• "Extract tables from PDF" → Table extraction (pdfplumber + pandas)

Supporting Resources:

• Scripts: ${CLAUDE_SKILL_DIR}/Pdf/Scripts/
• License: ${CLAUDE_SKILL_DIR}/Pdf/LICENSE.txt

Key Capabilities:

• Create PDFs with reportlab
• Extract text/tables with pdfplumber
• Merge/split with pypdf or qpdf
• Fill forms programmatically
• Add watermarks and password protection
• Extract images from PDFs

PowerPoint Presentations (PPTX)

Reference Documentation:

• Pptx/SKILL.md - Complete PPTX processing guide
• Pptx/html2pptx.md - Creating presentations from HTML
• Pptx/ooxml.md - Editing existing presentations

Routing Logic:

• "Create presentation", "new slides" → Creation workflow (html2pptx)
• "Edit presentation", "modify slides" → Edit workflow (OOXML)
• "Use presentation template" → Template workflow
• "Extract slide text" → Read workflow (markitdown)
• "Create thumbnail grid" → Thumbnail workflow

Supporting Resources:

• Scripts: ${CLAUDE_SKILL_DIR}/Pptx/Scripts/
• OOXML tools: ${CLAUDE_SKILL_DIR}/Pptx/Ooxml/
• License: ${CLAUDE_SKILL_DIR}/Pptx/LICENSE.txt

Key Capabilities:

• Create presentations with html2pptx (HTML → PPTX)
• Professional design with color palettes and layouts
• Edit with OOXML for advanced features
• Work with templates (rearrange, inventory, replace)
• Generate thumbnail grids for visual analysis
• Convert to images for inspection

Excel Spreadsheets (XLSX)

Reference Documentation:

• Xlsx/SKILL.md - Complete XLSX processing guide
• Xlsx/recalc.py - Formula recalculation script

Routing Logic:

• "Create spreadsheet", "new Excel file" → Creation workflow (openpyxl)
• "Edit spreadsheet", "modify Excel" → Edit workflow (openpyxl)
• "Analyze data", "read Excel" → Analysis workflow (pandas)
• "Financial model", "formulas" → Financial modeling workflow
• "Recalculate formulas" → Recalculation workflow (recalc.py)

Supporting Resources:

• Recalc script: ${CLAUDE_SKILL_DIR}/Xlsx/recalc.py
• License: ${CLAUDE_SKILL_DIR}/Xlsx/LICENSE.txt

Key Capabilities:

• Create spreadsheets with formulas (openpyxl)
• Data analysis with pandas
• Financial modeling with color coding standards
• Formula recalculation with LibreOffice
• Error detection and validation
• Preserve formatting and formulas when editing

📋 Document Processing Principles

DOCX Best Practices

1. Tracked Changes - Use redlining workflow for professional document review
2. Minimal Edits - Only mark text that actually changes, preserve original RSIDs
3. Batch Changes - Group related edits (3-10 changes) for efficient processing
4. Verification - Always convert to markdown to verify changes applied correctly

PDF Best Practices

1. Library Selection - pypdf for basic ops, pdfplumber for text/tables, reportlab for creation
2. OCR for Scanned - Use pytesseract + pdf2image for scanned documents
3. Form Filling - Follow forms.md for programmatic form completion
4. Command Line - Use qpdf/pdftotext for simple operations

PPTX Best Practices

1. Design First - Analyze content and choose appropriate colors/layouts before coding
2. Web-Safe Fonts - Only use web-safe fonts (Arial, Helvetica, Times, etc.)
3. Visual Verification - Always generate thumbnails to inspect layout issues
4. Template Analysis - Create inventory before using templates to understand structure

XLSX Best Practices

1. Use Formulas - ALWAYS use Excel formulas, NEVER hardcode calculated values
2. Zero Errors - Deliver with zero formula errors (#REF!, #DIV/0!, etc.)
3. Recalculate - Run recalc.py after creating/editing to update formula values
4. Financial Standards - Follow color coding (blue inputs, black formulas, green links)

Examples

Example 1: Create proposal with tracked changes

User: "Create a consulting proposal doc with redlining"
→ Routes to DOCX workflows
→ Creates document with docx-js
→ Enables tracked changes for review workflow
→ Outputs professional .docx with revision marks

Example 2: Fill a PDF form programmatically

User: "Fill out this NDA PDF with my info"
→ Routes to PDF workflows
→ Reads form fields from PDF
→ Fills fields programmatically with pdf-lib
→ Outputs completed, flattened PDF

Example 3: Build financial model spreadsheet

User: "Create a revenue projection spreadsheet"
→ Routes to XLSX workflows
→ Creates workbook with openpyxl
→ Adds formulas (never hardcoded values)
→ Runs recalc.py to update calculations

Example 4: Generate professional consulting report PDF

User: "Create a consulting report from the assessment data"
→ Routes to ConsultingReport workflow
→ Parses report directory for data files, markdown, diagrams
→ Compresses images (PNG→JPEG, max 1200px)
→ Generates styled HTML with professional typography
→ Converts to PDF via Playwright with headers/footers
→ Outputs McKinsey-quality A4 PDF with TOC, diagrams, color boxes

🔗 Integration with Other Skills

Feeds Into:

• writing skill - Creating documents for blog posts and newsletters
• business skill - Creating consulting proposals and financial models
• research skill - Extracting data from research documents

Uses:

• media skill - Creating images for document illustrations
• development skill - Building document processing automation
• system skill - Command-line tools and scripting

🎯 Key Principles

Document Creation

1. Quality First - Professional formatting and structure from the start
2. Template Reuse - Leverage existing templates when available
3. Validation - Always verify output (visual inspection, error checking)
4. Automation - Use scripts for repetitive tasks

Document Editing

1. Preserve Intent - Maintain original formatting and structure
2. Track Changes - Use proper workflows for document review
3. Batch Processing - Group related operations for efficiency
4. Error Prevention - Validate before finalizing

Document Analysis

1. Right Tool - Choose appropriate library/tool for the task
2. Data Integrity - Preserve original data when extracting/converting
3. Format Awareness - Understand document structure (OOXML, PDF structure, etc.)
4. Performance - Use efficient methods for large documents

📚 Full Reference Documentation

Word Documents (DOCX):

• Main Guide: ${CLAUDE_SKILL_DIR}/Docx/SKILL.md
• Creation Reference: ${CLAUDE_SKILL_DIR}/Docx/docx-js.md
• Editing Reference: ${CLAUDE_SKILL_DIR}/Docx/ooxml.md

PDF Processing:

• Main Guide: ${CLAUDE_SKILL_DIR}/Pdf/SKILL.md
• Forms Guide: ${CLAUDE_SKILL_DIR}/Pdf/forms.md
• Advanced Reference: ${CLAUDE_SKILL_DIR}/Pdf/reference.md

PowerPoint Presentations (PPTX):

• Main Guide: ${CLAUDE_SKILL_DIR}/Pptx/SKILL.md
• Creation Reference: ${CLAUDE_SKILL_DIR}/Pptx/html2pptx.md
• Editing Reference: ${CLAUDE_SKILL_DIR}/Pptx/ooxml.md

Excel Spreadsheets (XLSX):

• Main Guide: ${CLAUDE_SKILL_DIR}/Xlsx/SKILL.md
• Recalc Script: ${CLAUDE_SKILL_DIR}/Xlsx/recalc.py

Summary

The documents skill provides comprehensive document processing:

• DOCX - Create, edit, analyze Word documents with tracked changes support
• PDF - Create, manipulate, extract from PDFs with form filling capabilities
• PPTX - Create, edit presentations with professional design and templates
• XLSX - Create, edit spreadsheets with formulas and financial modeling

Reference-based organization - Each document type has complete guides and tooling

Routing is automatic - Analyzes user intent and activates appropriate document type workflow

Professional quality - Standards and best practices for production-ready documents