skill-doc-delivery

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:

/plugin list | grep document-skills

If not installed:

/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:

~/.claude-octopus/results/

List recent outputs:

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/ 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
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
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
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

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
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

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
6. Save as "Market-Analysis-Business-Case-2026-01-18.docx"

Example 3: Literature Review Paper

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"

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

If plugin missing:

Response: "The document-skills plugin is required for conversion.
Install it with:

/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

# 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

# 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+