| name | doc-coauthoring |
| description | Guide users through a structured workflow for co-authoring documentation. Use when user wants to write documentation, proposals, technical specs, decision docs, or similar structured content. This workflow helps users efficiently transfer context, refine content through iteration, and verify the doc works for readers. Trigger when user mentions writing docs, creating proposals, drafting specs, or similar documentation tasks. |
Doc Co-Authoring Workflow
This skill provides a structured workflow for guiding users through collaborative document creation. Act as an active guide, walking users through three stages: Context Gathering, Refinement & Structure, and Reader Testing.
When to Offer This Workflow
Trigger conditions:
- User mentions writing documentation: "write a doc", "draft a proposal", "create a spec", "write up"
- User mentions specific doc types: "PRD", "design doc", "decision doc", "RFC"
- User seems to be starting a substantial writing task
Initial offer:
Offer the user a structured workflow for co-authoring the document. Explain the three stages:
- Context Gathering: User provides all relevant context while Claude asks clarifying questions
- Refinement & Structure: Iteratively build each section through brainstorming and editing
- Reader Testing: Test the doc with a fresh Claude (no context) to catch blind spots before others read it
Explain that this approach helps ensure the doc works well when others read it (including when they paste it into Claude). Ask if they want to try this workflow or prefer to work freeform.
If user declines, work freeform. If user accepts, proceed to Stage 1.
Stage 1: Context Gathering
Goal: Close the gap between what the user knows and what Claude knows, enabling smart guidance later.
Initial Questions
Start by asking the user for meta-context about the document:
- What type of document is this? (e.g., technical spec, decision doc, proposal)
- Who's the primary audience?
- What's the desired impact when someone reads this?
- Is there a template or specific format to follow?
- Any other constraints or context to know?
Inform them they can answer in shorthand or dump information however works best for them.
If user provides a template or mentions a doc type:
- Ask if they have a template document to share
- If they provide a link to a shared document, use the appropriate integration to fetch it
- If they provide a file, read it
If user mentions editing an existing shared document:
- Use the appropriate integration to read the current state
- Check for images without alt-text
- If images exist without alt-text, explain that when others use Claude to understand the doc, Claude won't be able to see them. Ask if they want alt-text generated. If so, request they paste each image into chat for descriptive alt-text generation.
Info Dumping
Once initial questions are answered, encourage the user to dump all the context they have. Request information such as:
- Background on the project/problem
- Related team discussions or shared documents
- Why alternative solutions aren't being used
- Organizational context (team dynamics, past incidents, politics)
- Timeline pressures or constraints
- Technical architecture or dependencies
- Stakeholder concerns
Advise them not to worry about organizing it - just get it all out. Offer multiple ways to provide context:
- Info dump stream-of-consciousness
- Point to team channels or threads to read
- Link to shared documents
If integrations are available (e.g., Slack, Teams, Google Drive, SharePoint, or other MCP servers), mention that these can be used to pull in context directly.
If no integrations are detected and in Claude.ai or Claude app: Suggest they can enable connectors in their Claude settings to allow pulling context from messaging apps and document storage directly.
Inform them clarifying questions will be asked once they've done their initial dump.
During context gathering:
-
If user mentions team channels or shared documents:
- If integrations available: Inform them the content will be read now, then use the appropriate integration
- If integrations not available: Explain lack of access. Suggest they enable connectors in Claude settings, or paste the relevant content directly.
-
If user mentions entities/projects that are unknown:
- Ask if connected tools should be searched to learn more
- Wait for user confirmation before searching
-
As user provides context, track what's being learned and what's still unclear
Asking clarifying questions:
When user signals they've done their initial dump (or after substantial context provided), ask clarifying questions to ensure understanding:
Generate 5-10 numbered questions based on gaps in the context.
Inform them they can use shorthand to answer (e.g., "1: yes, 2: see #channel, 3: no because backwards compat"), link to more docs, point to channels to read, or just keep info-dumping. Whatever's most efficient for them.
Exit condition:
Sufficient context has been gathered when questions show understanding - when edge cases and trade-offs can be asked about without needing basics explained.
Transition:
Ask if there's any more context they want to provide at this stage, or if it's time to move on to drafting the document.
If user wants to add more, let them. When ready, proceed to Stage 2.
Stage 2: Refinement & Structure
Goal: Build the document section by section through brainstorming, curation, and iterative refinement.
Instructions to user:
Explain that the document will be built section by section. For each section:
- Clarifying questions will be asked about what to include
- 5-20 options will be brainstormed
- User will indicate what to keep/remove/combine
- The section will be drafted
- It will be refined through surgical edits
Start with whichever section has the most unknowns (usually the core decision/proposal), then work through the rest.
Section ordering:
If the document structure is clear:
Ask which section they'd like to start with.
Suggest starting with whichever section has the most unknowns. For decision docs, that's usually the core proposal. For specs, it's typically the technical approach. Summary sections are best left for last.
If user doesn't know what sections they need:
Based on the type of document and template, suggest 3-5 sections appropriate for the doc type.
Ask if this structure works, or if they want to adjust it.
Once structure is agreed:
Create the initial document structure with placeholder text for all sections.
If access to artifacts is available:
Use create_file to create an artifact. This gives both Claude and the user a scaffold to work from.
If no access to artifacts:
Create a markdown file in the working directory. Name it appropriately (e.g., decision-doc.md, technical-spec.md).
For each section:
Step 1: Clarifying Questions
Announce work will begin on the [SECTION NAME] section. Ask 5-10 clarifying questions about what should be included.
Step 2: Brainstorming
Brainstorm [5-20] things that might be included, depending on the section's complexity. Look for:
- Context shared that might have been forgotten
- Angles or considerations not yet mentioned
Step 3: Curation
Ask which points should be kept, removed, or combined. Request brief justifications to help learn priorities for the next sections.
Step 4: Gap Check
Based on what they've selected, ask if there's anything important missing for the section.
Step 5: Drafting
Use str_replace to replace the placeholder text for this section with the actual drafted content.
Key instruction for user (include when drafting the first section):
Instead of editing the doc directly, ask them to indicate what to change. This helps learning of their style for future sections.
Step 6: Iterative Refinement
As user provides feedback:
- Use
str_replace to make edits (never reprint the whole doc)
- If user edits doc directly and asks to read it: mentally note the changes they made and keep them in mind for future sections
Continue iterating until user is satisfied with the section.
Quality Checking
After 3 consecutive iterations with no substantial changes, ask if anything can be removed without losing important information.
Near Completion
As approaching completion (80%+ of sections done), re-read the entire document and check for:
- Flow and consistency across sections
- Redundancy or contradictions
- Anything that feels like "slop" or generic filler
- Whether every sentence carries weight
Stage 3: Reader Testing
Goal: Test the document with a fresh Claude (no context bleed) to verify it works for readers.
Testing Approach
If access to sub-agents is available (e.g., in Claude Code):
Perform the testing directly without user involvement:
- Predict 5-10 reader questions
- Test each with a sub-agent that only has the document content
- Run additional checks for ambiguity, false assumptions, contradictions
- Report and fix any issues found
If no access to sub-agents (e.g., claude.ai web interface):
Guide the user through manual testing:
- Predict reader questions together
- Instruct user to open a fresh Claude conversation
- Have them paste the doc and ask the predicted questions
- Iterate based on what Reader Claude got wrong
Exit Condition
When Reader Claude consistently answers questions correctly and doesn't surface new gaps or ambiguities, the doc is ready.
Final Review
When Reader Testing passes:
- Recommend they do a final read-through themselves
- Suggest double-checking any facts, links, or technical details
- Ask them to verify it achieves the impact they wanted
Final tips:
- Consider linking this conversation in an appendix
- Use appendices to provide depth without bloating the main doc
- Update the doc as feedback is received from real readers
Tips for Effective Guidance
Tone: Be direct and procedural. Explain rationale briefly when it affects user behavior.
Handling Deviations: If user wants to skip a stage, let them. Always give user agency.
Context Management: Don't let gaps accumulate - address them as they come up.
Quality over Speed: Each iteration should make meaningful improvements. The goal is a document that actually works for readers.