skill-doc-delivery

The saved excerpt is a snapshot from review. The external source remains the complete and most current version.

---
name: skill-doc-delivery
description: "Convert markdown to DOCX, PPTX, XLSX, PDF office documents — use when you need exportable deliverables"
---

> **Host: Codex CLI** — This skill was designed for Claude Code and adapted for Codex.
> Cross-reference commands use installed skill names in Codex rather than `/octo:*` slash commands.
> Use the active Codex shell and subagent tools. Do not claim a provider, model, or host subagent is available until the current session exposes it.
> For host tool equivalents, see `skills/blocks/codex-host-adapter.md`.


# 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
```

If not installed:

```bash
/plugin install document-skills@anthropic-agent-skills
```

## 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

The document-skills plugin provides these capabilities:

**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/ f