Skill Doc Delivery

Format Recommendations by Workflow

Empathize Workflow → UX Research Outputs

Best for PPTX (PowerPoint):

• Persona decks for stakeholder presentations
• Journey map visualizations
• Research synthesis highlights
• Executive summaries

Best for DOCX (Word):

• Detailed persona documentation
• Research requirements specifications
• Interview transcripts and analysis
• User story documentation

Advise Workflow → Strategic Analysis

Best for PPTX (PowerPoint):

• Strategy presentations for leadership
• Market analysis decks
• Competitive intelligence briefs
• Business case pitch decks
• Board presentations

Best for DOCX (Word):

• Comprehensive business cases
• Strategic recommendations reports
• Market research documentation
• Financial analysis reports

Synthesize Workflow → Research Synthesis

Best for DOCX (Word):

• Literature review papers
• Research synthesis reports
• Academic research documentation
• Annotated bibliographies
• Technical white papers

Best for PDF:

• Final publications
• Archival versions
• Shareable research reports

Conversion Guidelines

Step 1: Locate Source Markdown

Knowledge work outputs are stored in:

~/.claude-octopus/results/

List recent outputs:

ls -lht ~/.claude-octopus/results/ | head -10

Step 2: Choose Format Based on Purpose

Ask yourself:

• Presenting to stakeholders? → PPTX (visual, concise)
• Comprehensive documentation? → DOCX (detailed, structured)
• Final publication? → PDF (archival, unchangeable)
• Data/frameworks? → XLSX (tables, calculations)

Step 3: Use Document-Skills Plugin

The document-skills plugin provides these capabilities:

For DOCX (Word):

Use the /document-skills:docx skill to convert markdown to Word format.
Supports headings, lists, tables, and formatting.

For PPTX (PowerPoint):

Use the /document-skills:pptx skill to convert markdown to PowerPoint.
Each ## heading becomes a slide, bullet points auto-format.

For PDF:

Use the /document-skills:pdf skill to generate PDF documents.
Ideal for final deliverables and archival.

Step 4: Apply Professional Styling

After conversion, consider:

• Consistent formatting - Use heading styles, bullet hierarchies
• Visual hierarchy - Important points first, details later
• Brand alignment - Add logos, colors, fonts if needed
• Readability - Break up long paragraphs, use white space

Common Conversion Patterns

Pattern 1: Single Workflow → Single Document

User ran one workflow, wants one document:

User: "Export my latest synthesis to a Word document"

1. Check ~/.claude-octopus/results/ for most recent .md file
2. Identify it's from synthesize workflow
3. Recommend DOCX for academic report format
4. Use document-skills:docx to convert
5. Save to appropriate location

Pattern 2: Multiple Sections → Presentation

User wants to create a deck from research:

User: "Create a PowerPoint from this research"

1. Locate the research markdown
2. Identify key sections (## headings)
3. Use document-skills:pptx to convert
4. Each ## heading becomes a slide
5. Recommend adding title slide and summary

Pattern 3: Batch Conversion

User wants multiple formats:

User: "Create both a Word doc and PowerPoint from this strategy"

1. Locate source markdown
2. Convert to DOCX using document-skills:docx
3. Convert to PPTX using document-skills:pptx
4. Provide both file paths

Professional Styling Tips

DOCX (Word) Best Practices

• Use built-in heading styles (Heading 1, Heading 2, etc.)
• Add table of contents for documents >5 pages
• Use bullet points and numbered lists appropriately
• Include page numbers and headers/footers
• Add executive summary at the beginning
• Use tables for structured data

PPTX (PowerPoint) Best Practices

• One main idea per slide
• Use title slide with author/date
• 5-7 bullet points max per slide
• Use consistent fonts and colors
• Add slide numbers
• Include summary/next steps slide
• Use visuals where possible (charts, diagrams)

PDF Best Practices

• Convert from DOCX after final review
• Ensure all fonts are embedded
• Optimize for screen or print
• Add metadata (title, author, keywords)
• Use bookmarks for navigation

Example Workflows

Example 1: UX Research Persona Deck

Input: ~/.claude-octopus/results/empathize-session-2026-01-18.md

Output Goal: Stakeholder presentation

Steps:
1. Read the empathize markdown
2. Extract persona sections
3. Convert to PPTX using document-skills:pptx
4. Each persona becomes a slide
5. Add title slide and key insights summary
6. Save as "UX-Personas-2026-01-18.pptx"

Example 2: Strategic Business Case

Input: ~/.claude-octopus/results/advise-market-analysis-2026-01-18.md

Output Goal: Comprehensive business case document

Steps:
1. Read the advise markdown
2. Structure as: Executive Summary, Analysis, Recommendations, Appendix
3. Convert to DOCX using document-skills:docx
4. Add table of contents
5. Format tables and charts properly
6. Save as "Market-Analysis-Business-Case-2026-01-18.docx"

Example 3: Literature Review Paper

Input: ~/.claude-octopus/results/synthesize-ai-safety-2026-01-18.md

Output Goal: Academic paper format

Steps:
1. Read the synthesize markdown
2. Structure as: Abstract, Introduction, Literature Review, Gaps, Conclusions
3. Convert to DOCX using document-skills:docx
4. Apply academic formatting (citations, references)
5. Export to PDF for final version
6. Save as "AI-Safety-Literature-Review-2026-01-18.pdf"

Handling Edge Cases

No Recent Workflow Output

If user requests export but no workflow was run:

Response: "I don't see any recent knowledge work outputs. Would you like to run:
- /octo:empathize (UX research)
- /octo:advise (strategic analysis)
- /octo:synthesize (literature review)

Then I can convert the results to your preferred format."

Format Not Specified

If user doesn't specify format:

Response: "I can convert this to:
- DOCX (Word) - Best for detailed documentation
- PPTX (PowerPoint) - Best for presentations
- PDF - Best for final deliverables

Which format would you prefer based on your use case?"

Multiple Markdown Files

If multiple outputs exist:

Response: "I found several knowledge work outputs:
1. empathize-personas-2026-01-15.md (3 days ago)
2. advise-market-analysis-2026-01-18.md (today)
3. synthesize-research-2026-01-10.md (8 days ago)

Which would you like to convert?"

Document-Skills Not Installed

If plugin missing:

Response: "The document-skills plugin is required for conversion.
Install it with:

/plugin install document-skills@anthropic-agent-skills

Then I can convert your knowledge work to office formats."

Integration with Knowledge Mode

This skill is designed to work seamlessly with the three knowledge mode workflows:

Knowledge Work Flow:
1. Run workflow: /octo:empathize (or advise/synthesize)
2. Review markdown output in ~/.claude-octopus/results/
3. Request conversion: "Export to PowerPoint"
4. This skill activates automatically
5. Professional document delivered

Best Practices

1. Review Before Converting - Check markdown quality first
2. Choose Right Format - Match format to audience and purpose
3. Add Context - Include dates, authors, version numbers
4. Test Compatibility - Ensure recipients can open the format
5. Archive Sources - Keep original markdown files
6. Version Control - Use descriptive filenames with dates

Quick Reference Commands

# List recent knowledge work outputs
ls -lht ~/.claude-octopus/results/ | head -5

# Check document-skills installed
/plugin list | grep document-skills

# Install document-skills
/plugin install document-skills@anthropic-agent-skills

# View specific markdown
cat ~/.claude-octopus/results/[filename].md

Getting Help

For questions about:

• Document conversion → Ask about specific format needs
• Knowledge workflows → See /octo:knowledge-mode
• Document-skills capabilities → See /document-skills:* skills
• Styling and formatting → Ask for best practices by format

Document delivery skill for claude-octopus v7.3.0+