document-processing

name	document-processing
description	PDF/DOCX/XLSX/PPTX generation and parsing on Cloudflare Workers. Covers CF Browser Rendering → PDF, pdf-lib Worker-native generation, docx/exceljs output, pptxgenjs slides, and RAG-ready text extraction. Use cases: donor annual reports, SaaS invoices, tax receipts, financial reports, grant applications. Source: anthropics/skills pdf/docx/pptx/xlsx patterns.
when_to_use	Any request involving document output (invoice, report, receipt, export) or document input (parse a PDF, extract tables, RAG ingestion from uploaded docs).
effort	high
model	inherit
priority	5
pack	documents
stage	stable
triggers	["PDF","invoice","receipt","annual report","DOCX","XLSX","spreadsheet","PPTX","slide deck","parse document","extract text","RAG ingestion"]
paths	["src/worker/**","apps/**","workers/**"]

18 — Document Processing

Worker-native document I/O. All generation runs at the edge — no Lambda, no container, no third-party conversion SaaS.

Sub-modules

• pdf-generation.md — CF Browser Rendering → PDF + pdf-lib fallback
• pdf-parsing.md — text + table extraction for RAG ingestion
• docx-xlsx.md — DOCX (docx library) + XLSX (exceljs) generation in Workers
• pptx-generation.md — PPTX via pptxgenjs in Workers

Decision tree

Need document output?
├── PDF (invoice / receipt / report)
│   ├── Complex layout (HTML → PDF) → CF Browser Rendering
│   └── Programmatic (no layout) → pdf-lib in Worker
├── DOCX / XLSX (data export / mail merge)
│   ├── DOCX → docx library (pure JS, Worker-compat)
│   └── XLSX → exceljs (no canvas dep, Worker-compat)
└── PPTX (slide deck / pitch deck)
    └── pptxgenjs (Worker-compat, no native deps)

Need document input (RAG)?
├── PDF text → pdf-parse (pure JS) or Workers AI document extraction
└── Tables → structured JSON → D1 or Vectorize

Cloudflare primitives used

• CF Browser Rendering — puppeteer-compatible Workers binding for HTML → PDF
• R2 — store and serve generated documents
• D1 — job state + document metadata
• Workers AI — optional OCR for scanned PDFs (Llama Vision)
• Queues — async generation jobs (large reports)

Use case map

Use case	Format	Method
SaaS invoice	PDF	pdf-lib → R2
Tax receipt (nonprofit)	PDF	CF Browser Rendering → R2
Donor annual report	PDF	CF Browser Rendering (full layout)
Financial export	XLSX	exceljs → R2
Grant application	DOCX	docx → R2
Board slide deck	PPTX	pptxgenjs → R2
RAG: donor docs	Text	pdf-parse → Vectorize

Cross-links

• rules/cloudflare-lock-in-is-leverage.md — CF Browser Rendering over puppeteer SaaS
• rules/feature-flags.md — gate new doc types behind flag before GA
• 13-observability-and-growth/ — track document generation events in PostHog
• 08-deploy-and-runtime-verification/ — smoke-test R2 presigned URL after deploy