Document Creation

Document Creation

Generate structured documents from conversations, summaries, and content in open formats.

Core Capabilities

Supported formats:

• Markdown (.md) - Structured text with formatting
• PDF (.pdf) - Professional documents with optional visual polish
• Text (.txt) - Plain text for maximum compatibility

Document types:

• Conversation summaries - Extract and structure chat content
• Executive reports - Polished summaries for leadership
• Technical documentation - Structured reference materials
• Meeting notes - Organized action items and decisions
• Project briefs - Scoped overviews and requirements

Workflow

1. Determine Document Type

Identify the document's purpose and audience:

Executive/Client-facing: Reports, presentations, proposals, executive summaries → Use design-assistant skill for visual polish

Internal/Working: Meeting notes, drafts, technical docs, quick summaries
→ Create directly without design enhancement

Triggers for design integration:

• User explicitly requests "professional", "polished", or "presentation-ready"
• Document is labeled as executive summary, client report, or proposal
• Context suggests external audience

2. Extract and Structure Content

From conversations:

• Identify key points, decisions, and action items
• Remove conversational artifacts (greetings, clarifications)
• Organize chronologically or thematically
• Preserve important context and reasoning

From summaries:

• Condense while maintaining essential information
• Use clear hierarchical structure
• Highlight critical insights upfront
• Include relevant details without bloat

3. Apply Format-Specific Patterns

Markdown:

• Use headers (# ## ###) for hierarchy
• Bold for emphasis, italics for nuance
• Lists for structured information
• Code blocks for technical content
• Links for references

PDF (without design skill):

• Clean, readable typography
• Adequate whitespace
• Consistent formatting
• Professional but simple appearance

PDF (with design-assistant):

• Enhanced visual hierarchy
• Brand-appropriate styling
• Professional layout and graphics
• Executive-ready presentation

Text:

• Clear line breaks for readability
• Minimal formatting, maximum compatibility
• Section markers using caps or delimiters

4. Structure Guidelines

Standard document structure:

Title/Header
- Clear, descriptive

Executive Summary (if appropriate)
- 2-3 sentences maximum
- Key takeaway upfront

Body Content
- Logical sections with clear headers
- Scannable with visual hierarchy
- Bullet points for lists
- Paragraphs for detailed explanation

Conclusion/Next Steps (if appropriate)
- Action items
- Decisions required
- Follow-up needed

For conversation summaries:

Summary of [Topic/Meeting]
Date: [date]

Key Decisions:
- [Decision 1]
- [Decision 2]

Discussion Points:
- [Point 1]: [Brief explanation]
- [Point 2]: [Brief explanation]

Action Items:
- [ ] [Action item 1] - [Owner]
- [ ] [Action item 2] - [Owner]

Next Steps:
- [What happens next]

Integration with Design Skill

When visual polish is needed:

1. Create the document content first (markdown or structured text)
2. Invoke design-assistant skill with content and context
3. Specify document type (report, brief, summary)
4. Let design skill handle visual formatting and PDF generation

Don't trigger design skill when:

• User requests a "quick summary" or "notes"
• Document is explicitly internal or draft
• User specifies "simple" or "basic" format
• Speed is prioritized over appearance

Best Practices

Clarity:

• Lead with the most important information
• Use active voice
• Avoid jargon unless audience-appropriate
• Define acronyms on first use

Scannability:

• Break long paragraphs into shorter ones
• Use headers to create visual hierarchy
• Employ bullet points for lists
• Bold key terms sparingly

Conciseness:

• Remove redundant information
• Combine related points
• Eliminate filler words
• Respect the reader's time

Accuracy:

• Verify facts from conversation
• Maintain original meaning
• Note uncertainties or assumptions
• Date-stamp when relevant

Output Location

Save documents to /mnt/user-data/outputs/ and provide computer:// links for user access.

Example Triggers

• "Create a document summarizing our conversation"
• "Make a report about [topic]"
• "Export this to PDF"
• "Document this in markdown"
• "Generate meeting notes from this discussion"
• "Create an executive summary of our analysis"
• "I need this formatted as a professional report"

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