markdown-to-sheets-presenter

name	markdown-to-sheets-presenter
description	Transforms markdown reports into professionally formatted Google Sheets for client presentation. Auto-invoke when user wants to make a report presentable, share analysis with clients, convert markdown to Sheets, or export competitive analysis. Triggers include "make this presentable", "create a Google Sheet", "export to sheets", "format for client".
allowed-tools	["Read","Write","Bash","Glob","Grep","WebFetch"]
version	1.0.0

Markdown to Google Sheets Presenter

Overview

This skill transforms markdown reports (competitive analysis, ad recon, performance reports) into professionally formatted Google Sheets ready for client presentation.

Trigger Phrases:

• "Make this presentable for the client"
• "Create a Google Sheet from this"
• "Export this to Google Sheets"
• "Format this report for sharing"
• "Convert this to a spreadsheet"

Prerequisites

1. Google Sheets API credentials configured
2. OAuth token at ./token.json (project root). See the google-ads-api-setup skill for OAuth setup — add the Sheets and optionally Drive scopes.
3. Target Google Drive folder ID (optional, configured per client)

Workflow

Step 1: Identify Input

When triggered, identify the source:

• If path provided: Use that path directly
• If recent analysis in conversation: Use that content
• If ambiguous: Ask user to specify

Step 2: Parse Markdown Structure

Analyze the markdown to determine:

• Document title and metadata
• Section hierarchy (H1, H2, H3)
• Tables with headers and data
• Lists (bulleted, numbered, checkbox)
• Scoring data (X/45, percentages, etc.)

Step 3: Determine Tab Structure

For Competitive Analysis / Ad Recon Reports:

Section	Tab Name	Notes
Executive Summary	Summary	First tab, KPIs
Strategic Analysis	Strategic_Scores	15-attribute scoring
Tactical Scan	Tactical_Scores	7-attribute flags
Gap Identification	Gaps	Opportunities list
Verified Angles	Recommendations	Client-ready angles
Per Competitor	Competitor_[Name]	If multiple competitors

For Performance Reports:

Section	Tab Name	Notes
Overview	Dashboard	KPI metrics
Campaign Data	Campaigns	Main data table
Recommendations	Action_Items	Next steps

Step 4: Apply Formatting

Color Palette (Professional Blue):

Header Background: #1a73e8 (Google Blue)
Header Text: #ffffff (White)
Subheader Background: #e8f0fe (Light Blue)
Subheader Text: #1a73e8 (Google Blue)
Row Alternating 1: #ffffff (White)
Row Alternating 2: #f8f9fa (Light Gray)
Border Color: #dadce0 (Gray)
Success/Green: #34a853
Warning/Yellow: #fbbc04
Alert/Red: #ea4335

Typography:

• Headers: Bold, 12pt
• Subheaders: Bold, 11pt
• Data: Regular, 10pt
• Font: Arial (default)

Conditional Formatting (Auto-Applied):

Pattern	Condition	Format
Score columns	>= 80% of max	Green background
Score columns	50-79% of max	Yellow background
Score columns	< 50% of max	Red background
Status	"HIGH" threat	Red background
Status	"MEDIUM" threat	Yellow background
Status	"LOW" threat	Green background
Flags	Contains checkmark	Green text
Flags	Contains X	Red text

Step 5: Create Google Sheet

Use the create_spreadsheet.py script:

cd "."
python .claude/skills/markdown-to-sheets-presenter/scripts/create_spreadsheet.py "Report Name" --folder FOLDER_ID

Naming Convention:

[Client Name] - [Report Type] - [YYYY-MM-DD]
Example: "Example Client - Competitive Analysis - 2025-12-16"

Step 6: Return Results

Provide user with:

1. Clickable Google Sheets link
2. Summary of tabs created
3. Data rows per tab

Output Format

## Google Sheet Created

**Sheet Name:** [Name]
**Link:** [URL]

### Tabs Created:
| Tab | Rows | Description |
|-----|------|-------------|
| Summary | 15 | Executive overview with KPIs |
| Strategic_Scores | 20 | 15-attribute competitive scoring |
| ... | ... | ... |

---
*Click the link above to open your Google Sheet.*

Executive Presentation Requirements

When creating CEO/executive presentations:

NEVER Truncate Text

Ad copy and descriptions are critical - always show full text.

Column Width

Description columns must be 550+ pixels for full visibility.

Chart Positioning

Charts must be positioned BELOW all data (row 24+), never overlapping.

Special Handling

Large Tables (>100 rows)

• Enable filtering on header row
• Add pagination note

Scoring Tables

• Apply conditional formatting based on score thresholds
• Right-align numeric columns
• Include score interpretation legend

Missing Data

• Use "—" for empty cells (not blank)
• Gray out unavailable metrics

Currency Values

• Apply accounting format
• Right-align

Percentages

• Apply percentage format
• Right-align

Error Handling

Error	Action
No credentials	Provide setup instructions
File not found	Ask user to verify path
API quota	Suggest waiting or manual copy
Parse failure	Fall back to raw text layout

Integration

Works with these your workspace outputs:

• Ad Recon Hybrid analysis reports
• Competitive analysis from SERP API
• Extension audit reports
• Performance assessments

Configuration

Client folder IDs should be stored in: ./client_folders.json (project root)

{
 "default_folder": "FOLDER_ID",
 "clients": {
 "example-client": "FOLDER_ID",
 "client-name": "FOLDER_ID"
 }
}

Maintenance

Update this skill when:

• New report types are added
• Formatting requirements change
• Google Sheets API updates