document-skills

Read, parse, create, and manipulate PDF, Word, PowerPoint, and Excel documents with formula preservation and format conversion.

When to Use

  • Extract text, tables, or data from existing documents (invoices, reports, forms)
  • Generate professional documents programmatically (reports, presentations, spreadsheets)
  • Convert between formats while preserving structure (DOCX to PDF, Excel to JSON)
  • Automate document workflows at scale (merge PDFs, batch processing)

Key Capabilities

SkillReadCreateSpecial Features
pdfText, tables, formsMerge, split, watermarkOCR scanned PDFs, form filling
docxText, tracked changesProfessional docsRedlining, comments, formatting
pptxSlides, speaker notesPresentationsHTML conversion, templates
xlsxData, formulasSpreadsheetsFormula recalc, financial models

Common Use Cases

Accountant extracting invoice data

“Use document-skills/pdf to extract all line items, amounts, and vendor info from these 50 invoices and save to Excel”

Lawyer reviewing contracts

“Use document-skills/docx to analyze contract.docx, track changes for proposed amendments to payment terms in Section 5, and generate redlined version”

Analyst building financial model

“Use document-skills/xlsx to create DCF model with assumptions sheet, 5-year projections, formulas for NPV/IRR, and blue text for inputs”

Marketing team generating reports

“Use document-skills/pptx to create quarterly deck using template.pptx - duplicate slide 3 for each region, replace text with Q4 metrics, output presentation.pptx”

Compliance team processing forms

“Use document-skills/pdf to fill out tax forms from data.json, merge into single PDF, and validate all required fields completed”

Quick Reference

PDF Operations

Extract tables: "Use document-skills/pdf to extract tables from report.pdf and save as CSV"
Merge files: "Use document-skills/pdf to merge contract.pdf, terms.pdf, exhibit.pdf into final.pdf"
Fill forms: "Use document-skills/pdf to fill W-9 form with company data and flatten fields"

Word Documents

Read content: "Use document-skills/docx to convert agreement.docx to markdown preserving structure"
Track changes: "Use document-skills/docx to add tracked change replacing '30 days' with '60 days' in Section 3.2"
Create doc: "Use document-skills/docx to generate report with headings, tables, and formatted text"

PowerPoint

Use template: "Use document-skills/pptx to duplicate slides 0,5,5,12 from template.pptx, replace text with new content"
Extract text: "Use document-skills/pptx to extract all slide text and speaker notes to JSON"
Create deck: "Use document-skills/pptx to build 10-slide presentation with charts and bullet points"

Excel

Read data: "Use document-skills/xlsx to load sales.xlsx and analyze revenue by region"
Create model: "Use document-skills/xlsx to build budget with formulas, blue inputs, formatted numbers"
Recalc formulas: "Use document-skills/xlsx to recalculate all formulas in model.xlsx and check for errors"

Pro Tips

  • Specify format details: “Extract tables preserving merged cells” vs just “extract tables”
  • Chain operations: Read → Process → Create in one request for efficiency
  • Use templates: Faster than creating from scratch for consistent branding
  • Validate formulas: Always recalculate Excel files after modification (recalc.py)
  • Batch processing: Process multiple files in one request for large jobs

Not activating? Say: “Use document-skills skill to [your task]” or reference specific sub-skill like “Use document-skills/pdf to…”

Key Takeaway

document-skills handles all major document formats with professional precision. Extract invoice data, track contract changes, generate financial models, build presentations - all automated and production-ready.