pre-send-review

name	pre-send-review
description	Final go/no-go checklist before a document is sent, submitted, or published. Use when the user says "is this ready?", "final check", "review before sending", or asks you to verify a document is complete. Distinct from consistency-check — this skill focuses on completeness and deliverability, not style consistency.
metadata	{"author":"talk2view-word","version":"2.0"}
allowed-tools	get_document get_comments search_document

Pre-Send Review

When to use

• User asks "is this document ready to send?"
• User asks for a "final check", "last review", or "pre-send review"
• User is about to email, submit, or publish a document
• You just finished building or editing a document and want to verify before telling the user it's done

How this differs from consistency-check

consistency-check	pre-send-review
Finds style violations and structural issues	Verifies nothing is missing or broken
"Your headings skip from H1 to H3"	"You have no page numbers"
Run during editing	Run when editing is finished
Reports issues to fix	Reports a pass/fail checklist

The checklist

Work through every check in order. Each check produces a PASS or FAIL with details.

Check 1: No placeholder text remains

Search for placeholder patterns. Two wildcard calls cover most cases, then a few literal scans for bare tokens.

// {{…}} placeholders
search_document(query="\\{\\{*\\}\\}", match_wildcards=true)

// [INSERT …], [TODO …], bracketed placeholders
search_document(query="\\[*\\]", match_wildcards=true)

// Underscore fill-in lines
search_document(query="___")

Only run literal TODO/TBD/FIXME/XXX searches if the bracketed search missed them (Word wildcards don't support | alternation).

• PASS if all return count 0
• FAIL if any return count > 0 — list each placeholder found

Check 2: Document has content

get_document()

• PASS if total_paragraphs > 0 and the text is not empty
• FAIL if the document body is empty or contains only whitespace

Check 3: Document has a title or heading

From the get_document() response, check if any paragraph has style Title or Heading1.

• PASS if at least one Title or Heading1 exists
• FAIL if the document has no top-level heading — "Document has no title or top-level heading"

Check 4: No excessive empty paragraphs

From the paragraph list, count paragraphs with empty text.

• PASS if 0-1 empty paragraphs (one trailing empty paragraph is normal)
• FAIL if 2+ empty paragraphs — list their indices. "Empty paragraphs at indices [5, 6, 12] — use paragraph spacing instead of blank lines"

Check 5: Headers and footers are set (if expected)

This check depends on document type. For formal documents (reports, proposals, letters), headers and/or footers are expected.

There's no tool to read header/footer content, so this check is advisory:

• Ask the user: "Does this document need headers/footers? I can set them with set_header_footer if needed."
• If the user previously set headers/footers during this session, mark as PASS.
• If no header/footer work was done on a formal document, mark as REVIEW — "No headers or footers were set. Should this document have them?"

Check 6: Page numbers are present (if multi-page)

For documents with substantial content (more than ~10 paragraphs or the user mentioned multiple pages):

• If insert_page_numbers was called during this session, PASS
• If not, mark as REVIEW — "No page numbers were added. Should this document have page numbers?"

Check 7: Heading hierarchy is valid

From the paragraph list, check heading levels are sequential (no H1 → H3 skips).

• PASS if hierarchy is valid
• FAIL if any heading level is skipped — list the violations

Check 8: Document properties are set (if relevant)

From the get_document() response, check the properties object:

• If title is empty and the document has a Title-style paragraph, mark as REVIEW — "Document properties 'title' is empty. Should it match the document title?"
• If author is empty, mark as REVIEW — "Document properties 'author' is not set."
• Otherwise PASS

Step-by-step: Run the review

1. Read the document:

   get_document()
   

2. Run placeholder checks (Check 1):

   search_document(query="\\{\\{*\\}\\}", match_wildcards=true)
   search_document(query="\\[*\\]",       match_wildcards=true)
   search_document(query="___")
   

3. Analyze the paragraph list for Checks 2-4 and 7.

4. Assess Checks 5-6 based on session context and document size.

5. Check properties for Check 8.

6. Present the report to the user:

Pre-Send Review:

  PASS  No placeholder text found
  PASS  Document has content (24 paragraphs)
  PASS  Document has a title ("Quarterly Report")
  PASS  No excessive empty paragraphs
  REVIEW  No headers/footers set — should this document have them?
  REVIEW  No page numbers — should this document have them?
  PASS  Heading hierarchy is valid
  REVIEW  Document 'author' property is empty

Result: 4 passed, 0 failed, 3 items to review

7. Offer to fix any FAIL or REVIEW items:
   • "I can add page numbers — where would you like them? (header or footer, what format?)"
   • "I can set the header text — what should it say?"

Decision framework

Result	What to tell the user
All PASS	"Document looks ready to send."
All PASS + some REVIEW	"Document looks good. A few optional items to consider: [list REVIEW items]"
Any FAIL	"Found [N] issues that should be fixed before sending: [list FAIL items]. Want me to fix them?"

Common mistakes

Mistake	Why it's wrong	Fix
Skipping the placeholder check	A {{client_name}} in the document reaches the recipient	Always search for common placeholder patterns
Reporting too many REVIEW items	Overwhelms the user with optional suggestions	Limit REVIEW items to genuinely relevant ones based on document type
Automatically fixing issues without asking	User might disagree with the fix	Report issues, then ask before fixing
Running this instead of consistency-check	They serve different purposes; this checks completeness, not style	Run both if the user wants a thorough review
Only checking {{ pattern	Misses [INSERT, TODO, ___ patterns	Search for all common placeholder formats