| name | doc-gen |
| description | Generate professional DOCX, XLSX, PDF, PPTX documents with CPS branding |
CPS Document Generator
Generate professional, branded documents in multiple formats (Word, Excel, PDF, PowerPoint) with consistent CPS branding.
Skill Metadata
- Name: CPS Document Generator
- Command:
/doc-gen
- Category: Document Generation
- Version: 1.0
- Author: CPS Business Consulting
What This Skill Does
- Generates documents in 4 formats: DOCX, XLSX, PDF, PPTX
- Applies consistent CPS branding (colors, fonts, logos)
- Uses pre-defined templates for common deliverable types
- Supports bilingual output (English/Arabic)
- Includes headers, footers, page numbers, and watermarks
When to Use
- Creating client deliverables (reports, presentations, spreadsheets)
- Generating formal letters and communications
- Producing proposals and contracts
- Exporting analysis results in professional format
Instructions for Claude
When /doc-gen is invoked:
Step 1: Identify Document Requirements
Ask or determine:
- Format: DOCX | XLSX | PDF | PPTX
- Type: Report | Letter | Proposal | Presentation | Spreadsheet | Contract
- Language: English | Arabic | Bilingual
- Confidentiality: Public | Internal | Confidential | Strictly Confidential
Step 2: Load Branding Configuration
Read branding from: assets/cps-branding.json
{
"colors": {
"primary": "#1B4F72",
"secondary": "#2874A6",
"accent": "#F39C12",
"text": "#2C3E50",
"background": "#FFFFFF",
"critical": "#CC0000",
"high": "#FF8C00",
"complete": "#228B22",
"alt_row": "#F8FBFD"
},
"fonts": {
"heading": "Arial Black",
"body": "Arial",
"body_size": 11
},
"logo":
Step 3: Apply Document Template
Document Templates
Template 1: Executive Report (DOCX/PDF)
┌─────────────────────────────────────────────────────────────────────────────┐
│ [LOGO] │ LINE │ CORE PATH STRATEGIES | CONFIDENTIAL │
├─────────────────────────────────────────────────────────────────────────────┤
│ │
│ [DOCUMENT TITLE] │
│ [Subtitle/Client Name] │
│ [Date] │
│ │
├─────────────────────────────────────────────────────────────────────────────┤
│ EXECUTIVE SUMMARY │
│ ─────────────────────────────────────────────────────────────────────────── │
│ [Key findings and recommendations in 3-5 bullet points] │
│ │
├─────────────────────────────────────────────────────────────────────────────┤
│ 1. INTRODUCTION │
│ ─────────────────────────────────────────────────────────────────────────── │
│ [Background, objectives, scope] │
│ │
├─────────────────────────────────────────────────────────────────────────────┤
│ 2. METHODOLOGY │
│ ─────────────────────────────────────────────────────────────────────────── │
│ [Approach, data sources, frameworks used] │
│ │
├─────────────────────────────────────────────────────────────────────────────┤
│ 3. FINDINGS │
│ ─────────────────────────────────────────────────────────────────────────── │
│ [Detailed analysis and observations] │
│ │
├─────────────────────────────────────────────────────────────────────────────┤
│ 4. RECOMMENDATIONS │
│ ─────────────────────────────────────────────────────────────────────────── │
│ [Prioritized recommendations with rationale] │
│ │
├─────────────────────────────────────────────────────────────────────────────┤
│ 5. NEXT STEPS │
│ ─────────────────────────────────────────────────────────────────────────── │
│ [Action items, owners, timelines] │
│ │
├─────────────────────────────────────────────────────────────────────────────┤
│ APPENDICES │
│ ─────────────────────────────────────────────────────────────────────────── │
│ [Supporting data, detailed tables, references] │
│ │
├─────────────────────────────────────────────────────────────────────────────┤
│ [Document Title] Page X of Y │
└─────────────────────────────────────────────────────────────────────────────┘
Sections: Title Page, Executive Summary, TOC, Body, Appendices
Header: Logo (0.77") | Vertical Line | "CORE PATH STRATEGIES | [CONFIDENTIALITY]"
Footer: Document Title | Page X of Y
Template 2: Formal Letter (DOCX/PDF)
┌─────────────────────────────────────────────────────────────────────────────┐
│ │
│ [CPS LOGO - Full Width Header] │
│ ═══════════════════════════════════════════════════════════════════════ │
│ │
│ [Date] │
│ │
│ [Recipient Name] │
│ [Title] │
│ [Organization] │
│ [Address Line 1] │
│ [Address Line 2] │
│ │
│ Subject: [Subject Line] │
│ │
│ Dear [Salutation], │
│ │
│ [Opening paragraph - Purpose of letter] │
│ │
│ [Body paragraphs - Details, requests, information] │
│ │
│ [Closing paragraph - Next steps, call to action] │
│ │
│ Sincerely, │
│ │
│ [Signature Block] │
│ [Name] │
│ [Title] │
│ Core Path Strategies │
│ │
│ ═══════════════════════════════════════════════════════════════════════ │
│ Core Path Strategies | www.core-path.org | info@core-path.org │
│ │
└─────────────────────────────────────────────────────────────────────────────┘
Template 3: Presentation (PPTX)
Slide 1: Title Slide
┌─────────────────────────────────────────────────────────────────────────────┐
│ │
│ [CPS LOGO] │
│ │
│ │
│ [PRESENTATION TITLE] │
│ ───────────────────── │
│ [Subtitle] │
│ │
│ │
│ [Client Name] │
│ [Date] │
│ │
│ ═══════════════════════════════════════════════════════════════════════ │
│ CONFIDENTIAL │
└─────────────────────────────────────────────────────────────────────────────┘
Slide 2+: Content Slides
┌─────────────────────────────────────────────────────────────────────────────┐
│ [CPS LOGO - small, top right] │
│ │
│ [SLIDE TITLE] │
│ ═══════════════════════════════════════════════════════════════════════ │
│ │
│ • [Bullet point 1] │
│ • [Bullet point 2] │
│ • [Bullet point 3] │
│ │
│ ┌───────────────────────────────────────────────────────────────────────┐ │
│ │ [Chart / Table / Diagram Area] │ │
│ │ │ │
│ └───────────────────────────────────────────────────────────────────────┘ │
│ │
│ ───────────────────────────────────────────────────────────────────────── │
│ [Footer: Client Name | Date | Page #] │
└─────────────────────────────────────────────────────────────────────────────┘
Final Slide: Thank You / Contact
┌─────────────────────────────────────────────────────────────────────────────┐
│ │
│ [CPS LOGO - Large, centered] │
│ │
│ Thank You │
│ ────────── │
│ │
│ [Contact Name] │
│ [Email] │
│ [Phone] │
│ │
│ www.core-path.org │
│ │
└─────────────────────────────────────────────────────────────────────────────┘
Template 4: Data Workbook (XLSX)
Sheet Structure:
Sheet 1: Executive Summary
├── Title Block (merged cells, CPS branding)
├── Key Metrics Table
├── Summary Charts Area
└── Notes/Assumptions
Sheet 2: Detailed Data
├── Column Headers (blue background, white text)
├── Data Rows (alternating: white/#F8FBFD)
├── Totals Row (bold, border top)
└── Footer Notes
Sheet 3: Analysis
├── Pivot Tables
├── Charts
└── Trend Analysis
Sheet 4: Appendix
├── Reference Data
├── Assumptions
└── Data Sources
Formatting Standards:
| Element | Format |
|---|
| Header Row | Background: #1B4F72, Font: White, Bold, 12pt |
| Data Rows | Alternating: White / #F8FBFD |
| Totals | Bold, Border Top, Background: #E8F4FD |
| Currency | $#,##0.00 |
| Percentage | 0.00% |
| Dates | YYYY-MM-DD |
| Numbers | #,##0 (with thousands separator) |
Template 5: Contract/Agreement (DOCX/PDF)
┌─────────────────────────────────────────────────────────────────────────────┐
│ │
│ [CPS LOGO] [AGREEMENT TITLE] [Client Logo] │
│ │
│ ═══════════════════════════════════════════════════════════════════════ │
│ │
│ This [Agreement Type] ("Agreement") is entered into as of [Date] │
│ ("Effective Date") by and between: │
│ │
│ CORE PATH STRATEGIES ("CPS") │
│ [Address] │
│ │
│ AND │
│ │
│ [CLIENT NAME] ("Client") │
│ [Address] │
│ │
│ ───────────────────────────────────────────────────────────────────────── │
│ │
│ 1. SCOPE OF SERVICES │
│ 2. DELIVERABLES │
│ 3. TIMELINE │
│ 4. FEES AND PAYMENT │
│ 5. CONFIDENTIALITY │
│ 6. INTELLECTUAL PROPERTY │
│ 7. LIMITATION OF LIABILITY │
│ 8. TERMINATION │
│ 9. GOVERNING LAW │
│ 10. SIGNATURES │
│ │
│ ───────────────────────────────────────────────────────────────────────── │
│ │
│ AGREED AND ACCEPTED: │
│ │
│ CORE PATH STRATEGIES [CLIENT NAME] │
│ │
│ _________________________ _________________________ │
│ Signature Signature │
│ │
│ _________________________ _________________________ │
│ Name Name │
│ │
│ _________________________ _________________________ │
│ Title Title │
│ │
│ _________________________ _________________________ │
│ Date Date │
│ │
└─────────────────────────────────────────────────────────────────────────────┘
Step 4: Generate Document
For DOCX (Word):
const doc = new Document({
sections: [{
properties: {},
headers: {
default: new Header({
children: [
new Paragraph({
children: [
new ImageRun({ data: logoBuffer, transformation: { width: 77, height: 77 } }),
new TextRun({ text: " | CORE PATH STRATEGIES | CONFIDENTIAL", font: "Arial", size: 20 })
]
})
]
})
},
footers: {
default: new Footer({
children: [
new Paragraph({
children: [
new TextRun({ text: documentTitle }),
new TextRun({ text: "Page " }),
new SimpleField({ instruction: "PAGE" }),
new TextRun({ : }),
({ : })
]
})
]
})
},
: [
({
: title,
: .,
: .
}),
]
}]
});
For XLSX (Excel):
const workbook = new ExcelJS.Workbook();
const sheet = workbook.addWorksheet('Summary');
sheet.getRow(1).eachCell(cell => {
cell.fill = { type: 'pattern', pattern: 'solid', fgColor: { argb: 'FF1B4F72' } };
cell.font = { color: { argb: 'FFFFFFFF' }, bold: true, size: 12 };
cell.alignment = { horizontal: 'center', vertical: 'middle' };
});
for (let i = 2; i <= lastRow; i++) {
if (i % 2 === 0) {
sheet.getRow(i).eachCell(cell => {
cell.fill = { type: 'pattern', pattern: 'solid', fgColor: { argb: 'FFF8FBFD' } };
});
}
}
For PDF:
const doc = new PDFDocument({ margin: 50 });
doc.image('assets/logos/cps-logo-full.png', 50, 45, { width: 55 });
doc.fontSize(10)
.text('CORE PATH STRATEGIES | CONFIDENTIAL', 120, 50);
doc.moveTo(50, 80).lineTo(550, 80).stroke('#1B4F72');
doc.fontSize(24)
.font('Helvetica-Bold')
.fillColor('#1B4F72')
.text(title, { align: 'center' });
For PPTX (PowerPoint):
const pptx = new PptxGenJS();
let slide = pptx.addSlide();
slide.addImage({ path: 'assets/logos/cps-logo-full.png', x: 0.5, y: 0.5, w: 1.5, h: 1.5 });
slide.addText(title, { x: 1, y: 2.5, w: 8, h: 1, fontSize: 36, bold: true, color: '1B4F72' });
slide.addText(subtitle, { x: 1, y: 3.5, w: 8, h: 0.5, fontSize: 18, color: '2C3E50' });
slide = pptx.addSlide();
slide.addText(sectionTitle, { x: 0.5, y: 0.5, w: 9, h: , : , : , : });
slide.(bullets, { : , : , : , : , : , : });
Step 5: Output Document
File Naming Convention
[CLIENT]_[DOCTYPE]_[DESCRIPTION]_[DATE].[ext]
Examples:
- CPS_Report_Digital_Maturity_Assessment_2026-02-02.docx
- CPS_Proposal_AI_Governance_2026-02-02.pdf
- CPS_Analysis_Financial_Model_2026-02-02.xlsx
- CPS_Presentation_Strategy_Review_2026-02-02.pptx
Output Location
05_Deliverables_Final/[DOCTYPE]/[FILENAME]
Step 6: Display Confirmation
═══════════════════════════════════════════════════════════════════════════════
DOCUMENT GENERATED SUCCESSFULLY
═══════════════════════════════════════════════════════════════════════════════
Document: [Title]
Format: [DOCX | XLSX | PDF | PPTX]
Template: [Executive Report | Letter | Presentation | Workbook | Contract]
Pages/Slides: [N]
Size: [X KB/MB]
Language: [English | Arabic | Bilingual]
Branding: CPS Standard Applied
Output Path: 05_Deliverables_Final/[folder]/[filename]
═══════════════════════════════════════════════════════════════════════════════
Quick Reference: Document Type Matrix
| Document Type | Formats | Template | Use Case |
|---|
| Executive Report | DOCX, PDF | exec-report | Analysis findings, recommendations |
| Formal Letter | DOCX, PDF | letter | Client communications, requests |
| Presentation | PPTX | presentation | Client meetings, workshops |
| Data Workbook | XLSX | workbook | Financial models, data analysis |
| Proposal | DOCX, PDF | proposal | New engagement proposals |
| Contract | DOCX, PDF | contract | Engagement agreements |
| Status Report | DOCX, PDF | status-report | Weekly/monthly updates |
| Risk Register | XLSX | risk-register | Risk tracking |
| Project Plan | XLSX | project-plan | Timeline, milestones |
Supported Languages
| Language | Code | RTL | Font |
|---|
| English | en | No | Arial |
| Arabic | ar | Yes | Arial Unicode MS |
| Bilingual | en-ar | Mixed | Arial / Arial Unicode MS |
Integration with Other Skills
| Skill | Integration |
|---|
/cps-budget | Export budget estimate as formatted report |
/dashboard | Export dashboard as PDF/PPTX |
/proposal | Uses doc-gen for proposal document creation |
/risk-assessment | Export risk register as XLSX |
/status-report | Uses doc-gen for status report creation |
Error Handling
| Error | Resolution |
|---|
| Logo not found | Use text-only header |
| Font not available | Fall back to system fonts |
| Template missing | Use default template |
| Invalid data | Show validation errors |
Skill Version: 1.0
Last Updated: 2026-02-02
