git:20260813.14437ae to git:20261105.62d262d

45 added, 33 removed. Audit A to A.

---
name: skill-doc-delivery
disable-model-invocation: true
aliases:
- docs
- document-delivery
- doc-delivery
description: Convert markdown to DOCX, PPTX, XLSX, PDF office documents — use when you need exportable deliverables
trigger: |
EXPLICITLY USE when user requests:
- Export knowledge work to office formats (e.g., "export to Word", "create PowerPoint", "convert to DOCX")
- Generate professional documents from research (e.g., "create presentation from this synthesis")
- Deliver knowledge work as polished documents (e.g., "make this a business case document")
Look for markdown files in ~/.claude-octopus/results/ from:
- empathize workflow (UX research → personas/journey maps)
- advise workflow (strategy → business cases/decks)
- synthesize workflow (research → literature reviews)
DO NOT activate for:
- Code-related document requests
- General file conversions (use document-skills directly)
- - When document-skills plugin not installed
paths:
- "**/docs/**"
- "**/*.md"
- "**/README*"
---
# Document Delivery for Knowledge Workers
Convert knowledge work outputs from markdown to professional office documents (DOCX, PPTX, XLSX).
## Overview
This skill helps you transform knowledge work results into polished, deliverable documents:
- **After empathize** → Export personas to PPTX decks or requirements to DOCX specs
- **After advise** → Convert strategic analysis to PPTX presentations or DOCX business cases
- **After synthesize** → Generate literature reviews as DOCX academic format or PDF
## Prerequisites Check
- Before converting documents, verify the document-skills plugin is installed:
-
- ```bash
- /plugin list | grep document-skills
- ```
+ Inspect the current session's advertised skills for the requested format.
+ A standalone `pptx`, `docx`, `xlsx` or `pdf` skill, or a namespaced equivalent,
+ is sufficient. The `document-skills` plugin is one possible source. Files on
+ disk do not establish that a skill is enabled for this session.
- If not installed:
+ Set `OCTO_ROOT` to the installed Octopus root identified by this loaded skill or
+ the host's plugin-root metadata. Verify that it contains
+ `scripts/helpers/document-renderer.py`, then run it with
+ `--format FORMAT` and one `--available-skill NAME` for each advertised skill.
+ Pass `--renderer NAME` and `--template PATH` when explicitly requested.
+ Quote each argument as data, including every advertised skill name.
+ Use the returned `skill` and `template` for conversion.
+ The helper also reads saved choices from
+ `~/.claude-octopus/document-renderers.json`. See `docs/DOCUMENT-RENDERERS.md`.
- ```bash
- /plugin install document-skills@anthropic-agent-skills
- ```
+ If the selected skill is unavailable, discovery is ambiguous or the template is
+ missing, report that specific problem. Do not replace a saved or explicit choice
+ silently. Offer installation guidance only when the needed capability is absent;
+ do not install plugins automatically.
## Format Recommendations by Workflow
### Empathize Workflow → UX Research Outputs
**Best for PPTX (PowerPoint):**
- Persona decks for stakeholder presentations
- Journey map visualizations
- Research synthesis highlights
- Executive summaries
**Best for DOCX (Word):**
- Detailed persona documentation
- Research requirements specifications
- Interview transcripts and analysis
- User story documentation
### Advise Workflow → Strategic Analysis
**Best for PPTX (PowerPoint):**
- Strategy presentations for leadership
- Market analysis decks
- Competitive intelligence briefs
- Business case pitch decks
- Board presentations
**Best for DOCX (Word):**
- Comprehensive business cases
- Strategic recommendations reports
- Market research documentation
- Financial analysis reports
### Synthesize Workflow → Research Synthesis
**Best for DOCX (Word):**
- Literature review papers
- Research synthesis reports
- Academic research documentation
- Annotated bibliographies
- Technical white papers
**Best for PDF:**
- Final publications
- Archival versions
- Shareable research reports
## Conversion Guidelines
### Step 1: Locate Source Markdown
Knowledge work outputs are stored in:
```bash
~/.claude-octopus/results/
```
List recent outputs:
```bash
ls -lht ~/.claude-octopus/results/ | head -10
```
### Step 2: Choose Format Based on Purpose
Ask yourself:
- **Presenting to stakeholders?** → PPTX (visual, concise)
- **Comprehensive documentation?** → DOCX (detailed, structured)
- **Final publication?** → PDF (archival, unchangeable)
- **Data/frameworks?** → XLSX (tables, calculations)
- ### Step 3: Use Document-Skills Plugin
+ ### Step 3: Invoke the selected renderer
- The document-skills plugin provides these capabilities:
+ Invoke the resolved skill with the source markdown, requested format and
+ selected template. For slides with approved materials, include the approved
+ slide skeleton, visual callout plan and appendix list. Otherwise, pass the source
+ markdown without implying that an outline or slide materials were approved.
+ Follow that skill's supported-format,
+ authentication, publication and sharing rules. Report its actual artifact path
+ or native deck URL, and report failures without claiming a completed conversion.
+ When the default document-skills renderers are selected, their capabilities are:
+
**For DOCX (Word):**
```
Use the /document-skills:docx skill to convert markdown to Word format.
Supports headings, lists, tables, and formatting.
```
**For PPTX (PowerPoint):**
```
Use the /document-skills:pptx skill to convert markdown to PowerPoint.
Each ## heading becomes a slide, bullet points auto-format.
```
**For PDF:**
```
Use the /document-skills:pdf skill to generate PDF documents.
Ideal for final deliverables and archival.
```
### Step 4: Apply Professional Styling
After conversion, consider:
- **Consistent formatting** - Use heading styles, bullet hierarchies
- **Visual hierarchy** - Important points first, details later
- **Brand alignment** - Add logos, colors, fonts if needed
- **Readability** - Break up long paragraphs, use white space
## Common Conversion Patterns
### Pattern 1: Single Workflow → Single Document
User ran one workflow, wants one document:
```
User: "Export my latest synthesis to a Word document"
1. Check ~/.claude-octopus/results/ for most recent .md file
2. Identify it's from synthesize workflow
3. Recommend DOCX for academic report format
- 4. Use document-skills:docx to convert
+ 4. Invoke the resolved DOCX renderer with the selected template
5. Save to appropriate location
```
### Pattern 2: Multiple Sections → Presentation
User wants to create a deck from research:
```
User: "Create a PowerPoint from this research"
1. Locate the research markdown
2. Identify key sections (## headings)
- 3. Use document-skills:pptx to convert
+ 3. Invoke the resolved presentation renderer with the selected template
4. Each ## heading becomes a slide
5. Recommend adding title slide and summary
```
### Pattern 3: Batch Conversion
User wants multiple formats:
```
User: "Create both a Word doc and PowerPoint from this strategy"
1. Locate source markdown
- 2. Convert to DOCX using document-skills:docx
- 3. Convert to PPTX using document-skills:pptx
+ 2. Resolve and invoke the DOCX renderer
+ 3. Resolve and invoke the PPTX renderer
4. Provide both file paths
```
## Professional Styling Tips
### DOCX (Word) Best Practices
- Use built-in heading styles (Heading 1, Heading 2, etc.)
- Add table of contents for documents >5 pages
- Use bullet points and numbered lists appropriately
- Include page numbers and headers/footers
- Add executive summary at the beginning
- Use tables for structured data
### PPTX (PowerPoint) Best Practices
- One main idea per slide
- Use title slide with author/date
- 5-7 bullet points max per slide
- Use consistent fonts and colors
- Add slide numbers
- Include summary/next steps slide
- Use visuals where possible (charts, diagrams)
### PDF Best Practices
- Convert from DOCX after final review
- Ensure all fonts are embedded
- Optimize for screen or print
- Add metadata (title, author, keywords)
- Use bookmarks for navigation
## Example Workflows
### Example 1: UX Research Persona Deck
```markdown
Input: ~/.claude-octopus/results/empathize-session-2026-01-18.md
Output Goal: Stakeholder presentation
Steps:
1. Read the empathize markdown
2. Extract persona sections
- 3. Convert to PPTX using document-skills:pptx
+ 3. Convert with the resolved presentation renderer
4. Each persona becomes a slide
5. Add title slide and key insights summary
6. Save as "UX-Personas-2026-01-18.pptx"
```
### Example 2: Strategic Business Case
```markdown
Input: ~/.claude-octopus/results/advise-market-analysis-2026-01-18.md
Output Goal: Comprehensive business case document
Steps:
1. Read the advise markdown
2. Structure as: Executive Summary, Analysis, Recommendations, Appendix
- 3. Convert to DOCX using document-skills:docx
- 4. Add table of contents
- 5. Format tables and charts properly
+ 3. Add table of contents
+ 4. Format tables and charts properly
+ 5. Convert with the resolved DOCX renderer
6. Save as "Market-Analysis-Business-Case-2026-01-18.docx"
```
### Example 3: Literature Review Paper
```markdown
Input: ~/.claude-octopus/results/synthesize-ai-safety-2026-01-18.md
Output Goal: Academic paper format
Steps:
1. Read the synthesize markdown
2. Structure as: Abstract, Introduction, Literature Review, Gaps, Conclusions
- 3. Convert to DOCX using document-skills:docx
- 4. Apply academic formatting (citations, references)
- 5. Export to PDF for final version
- 6. Save as "AI-Safety-Literature-Review-2026-01-18.pdf"
+ 3. Apply academic formatting (citations, references)
+ 4. Resolve and invoke the PDF renderer with the selected template
+ 5. Save as "AI-Safety-Literature-Review-2026-01-18.pdf" and report its actual path
```
## Handling Edge Cases
### No Recent Workflow Output
If user requests export but no workflow was run:
```
Response: "I don't see any recent knowledge work outputs. Would you like to run:
- /octo:empathize (UX research)
- /octo:advise (strategic analysis)
- /octo:synthesize (literature review)
Then I can convert the results to your preferred format."
```
### Format Not Specified
If user doesn't specify format:
```
Response: "I can convert this to:
- DOCX (Word) - Best for detailed documentation
- PPTX (PowerPoint) - Best for presentations
- PDF - Best for final deliverables
Which format would you prefer based on your use case?"
```
### Multiple Markdown Files
If multiple outputs exist:
```
Response: "I found several knowledge work outputs:
1. empathize-personas-2026-01-15.md (3 days ago)
2. advise-market-analysis-2026-01-18.md (today)
3. synthesize-research-2026-01-10.md (8 days ago)
Which would you like to convert?"
```
- ### Document-Skills Not Installed
+ ### No renderer available
- If plugin missing:
+ If no suitable skill is advertised:
```
- Response: "The document-skills plugin is required for conversion.
- Install it with:
+ Response: "No renderer for the requested format is available in this session.
+ Enable an installed skill for that format, name an available renderer, or install
+ a suitable plugin such as:
/plugin install document-skills@anthropic-agent-skills
Then I can convert your knowledge work to office formats."
```
## Integration with Knowledge Mode
This skill is designed to work seamlessly with the three knowledge mode workflows:
```
Knowledge Work Flow:
1. Run workflow: /octo:empathize (or advise/synthesize)
2. Review markdown output in ~/.claude-octopus/results/
3. Request conversion: "Export to PowerPoint"
4. This skill is used after explicit invocation
5. Professional document delivered
```
## Best Practices
1. **Review Before Converting** - Check markdown quality first
2. **Choose Right Format** - Match format to audience and purpose
3. **Add Context** - Include dates, authors, version numbers
4. **Test Compatibility** - Ensure recipients can open the format
5. **Archive Sources** - Keep original markdown files
6. **Version Control** - Use descriptive filenames with dates
## Quick Reference Commands
```bash
# List recent knowledge work outputs
ls -lht ~/.claude-octopus/results/ | head -5
- # Check document-skills installed
- /plugin list | grep document-skills
-
- # Install document-skills
- /plugin install document-skills@anthropic-agent-skills
+ # Resolve from the actual advertised skills, for example a standalone pptx skill
+ python3 "$OCTO_ROOT/scripts/helpers/document-renderer.py" --format pptx --available-skill pptx
# View specific markdown
cat ~/.claude-octopus/results/[filename].md
```
## Getting Help
For questions about:
- **Document conversion** → Ask about specific format needs
- **Knowledge workflows** → See /octo:knowledge-mode
- **Document-skills capabilities** → See /document-skills:* skills
- **Styling and formatting** → Ask for best practices by format
---
*Document delivery skill for claude-octopus v7.3.0+*