documents

Documents — PDF, Word, Excel & PowerPoint Skill

One skill for the four most common document formats. All four share a single agent workflow — structured content in, render-ready, validated artifact out — so they live in ONE family skill with per-format references, following the epub precedent. Load the shared workflow below, then pull the per-format reference for the format you are actually touching.

Format	Extension	Reference (load on demand)
PDF	.pdf	references/pdf.md
Word	.docx	references/word.md
Excel	.xlsx	references/excel.md
PowerPoint	.pptx	references/powerpoint.md
All formats	—	references/output-quality.md

Generation templates for each format live in templates/, and the validation script with per-format fixtures lives in scripts/.

When to use

Load this skill when the task involves any of the four formats:

• Generate: build a report, memo, spreadsheet, or deck from structured content (markdown, JSON, data tables, outlines).
• Edit: modify an existing document's content, layout, or metadata in place.
• Extract: pull text, tables, or structure out of an existing file.
• Convert: move content between formats or from a data source into a document.
• Validate: check that a produced artifact is structurally sound and will render correctly before it is delivered.

When not to use

• Ebooks and EPUB — use the epub skill; it owns the EPUB container, reading order, and package validation.
• Images, video, and other media — this skill covers document formats only; route media production to the appropriate media skills.
• Code and API documentation sites — use the technical-documentation and documentation-site conventions, not office documents.
• Data pipelines — moving or transforming raw data belongs to data-engineering; Excel here is a deliverable format, not a data store.
• Office documents to Markdown — converting an existing office document (docx, xlsx, pptx, pdf, odt, rtf, epub, csv) to GitHub-Flavored Markdown belongs to the anydoc skill; this skill owns generation, editing, and validation, not document-to-markdown extraction.

The Shared Workflow

Every document task follows the same six steps, regardless of format. Deep format-specific detail is deferred to the per-format reference — read it at the step where it matters.

1. Scope

Pin down what the document is for before touching a file:

• Audience and purpose — who reads it and what decision it supports.
• Format — PDF (fixed layout, print, archival), Word (editable prose, review), Excel (data, calculations), PowerPoint (presentation).
• Boundaries — page/slide count, size limits, brand or style constraints.
• Source of truth — the structured content the document is generated from (markdown, JSON, CSV, outline), so the artifact is reproducible.

2. Content model

Represent the document's content as structured data before rendering:

• A title, sections/headings, body text, and metadata for prose documents.
• A table model (headers, rows, column types) for spreadsheets.
• A slide outline (title + bullets per slide, speaker notes) for decks.
• Keep content and layout separate: content in the model, layout in the template. This is what makes regeneration cheap.

3. Template

Choose the generation template for the target format from templates/:

• templates/pdf-template.md — fixed-layout document skeleton (print-ready HTML/CSS or LaTeX source).
• templates/word-template.md — Word processing document structure (styles, headings, tables).
• templates/excel-template.md — workbook structure (sheets, cells, shared strings, formulas).
• templates/powerpoint-template.md — slide deck structure (slides, layouts, notes).

Fill the [fill: ...] markers in the template with content from the content model. Templates are the contract between content and layout — changing the template is how you change appearance without touching content.

4. Render

Produce the artifact file:

• PDF — render the template to PDF (print CSS in a browser or engine, or a LaTeX toolchain). See references/pdf.md for tooling.
• Word / Excel / PowerPoint — write the OOXML package directly (stdlib zipfile + XML for small artifacts) or with the conventional library for the format (python-docx, openpyxl, python-pptx). See the per-format reference for the exact package layout to produce.

5. Validate

Never deliver unvalidated output. Run the validation script:

python3 scripts/validate-documents.py --render-check --json report.pdf brief.docx data.xlsx deck.pptx

The script performs structural sanity (container signatures, required parts, XML well-formedness) and, when a renderer is installed, a render check (actually renders the file). When no renderer is present it reports unavailable instead of failing — validation never hard-requires a renderer. See references/output-quality.md for the full output-quality checklist, and the fixture files in fixtures/ (one per format) to smoke-test the script itself:

python3 scripts/validate-documents.py --json fixtures/sample.pdf fixtures/sample.docx fixtures/sample.xlsx fixtures/sample.pptx

6. Deliver

Hand off the artifact with its provenance:

• The source content model (so it can be regenerated).
• The template version used.
• The validation result (structure passed; render checked or unavailable).
• Any known deviations (fonts substituted, images downscaled, layout drift).

Exit conditions

The task is complete when the artifact exists, passes structural validation (and the render check when a renderer is available), and the content matches the agreed scope. Stop after delivering the validated artifact with its provenance; do not keep iterating on layout without a new scope instruction.

Scripts

All scripts live in scripts/ relative to this skill's directory and follow cli-builder conventions: --json for machine output, non-interactive, errors to stderr. Run with --help for full flag details.

validate-documents.py — Structural Sanity + Render Check

python3 scripts/validate-documents.py report.pdf            # human report
python3 scripts/validate-documents.py --json report.pdf    # machine report
python3 scripts/validate-documents.py --render-check --json report.pdf data.xlsx deck.pptx

Behavior:

• Structural sanity per format: PDF header/EOF/page objects; OOXML ZIP container, [Content_Types].xml, required parts, XML well-formedness. Legacy .doc/.xls/.ppt files are recognized via OLE2 magic bytes.
• Render check (--render-check): renders PDF via pdftoppm/mutool/gs and Office formats via LibreOffice. Reports unavailable — exit 0 — when no renderer is installed (graceful degradation, never a crash).
• Exit codes: 0 all pass (or render check unavailable); 1 a file fails structure or rendering; 2 usage/I/O error.
• JSON output: top-level status (ok / fail / unavailable / error) with per-file checks and render results.

Related skills

• epub — ebook container skill; the sibling family-skill precedent for this format family.
• data-engineering — data pipelines and transformation; Excel is a deliverable format here, not a data store.
• cli-builder — the CLI conventions the validation script follows (--json, non-interactive, exit codes).