Organize documents and spreadsheets with an agent
Start with a source-backed summary, then choose a Word, Excel, PDF, or presentation Skill. Define inputs, outputs, and checks; preserve originals and inspect text, numbers, and layout.
For people organizing research, drafting documents, or processing spreadsheets with repeatable instructions.
A practical order to follow
Prepare clear inputs
Place permitted materials in a separate directory and retain originals. Identify authoritative sources, reference material, and the desired output format.
Confirm facts before formatting
Review the summary and outline before generating a finished file. Choose a Skill for the target format and check its required software or scripts are available.
Open and inspect the output
Verify names, dates, amounts, formulas, and references. Check page breaks, overflowing tables, fonts, and charts rather than relying only on a completion message.
Read these three files and create a one-page summary with conclusions, evidence, and open questions. Cite the filename and page or paragraph for each conclusion. Say ‘not found’ when the sources do not answer a question. Do not invent numbers or overwrite originals.
Every conclusion should be traceable to its source. Check formulas and units in spreadsheets, open documents and slides to inspect layout, and list unreadable scanned pages.
Tutorials and common questions
- How do I summarize a set of project documents with an agent?
Open a local folder containing the materials, specify inputs and output format, and keep the originals for verification.
- What is the difference between a Skill and a prompt?
A prompt gives instructions for a conversation; a Skill can package reusable instructions, workflows, and files and must be supported by the agent.
- How do I tell whether a Skill fits my task?
Match it to a real task, then review its source, agent compatibility, files, and permissions; inspect unfamiliar content carefully.
- How do I choose and install a community Skill?
Use the community to discover resources; review compatibility, files, and conflicts in the app before installing.
- Why does an installed Skill not work in my agent?
Installation only places a Skill on the device. Check its enabled state, permissions, and compatibility, then select it for the agent or current workspace.
Explore Skills for this task
Review the purpose and prerequisites before choosing. These are source reading notes; community availability and client compatibility are shown on their respective pages.
Create, edit, and inspect Word documents
docxChoose a DOCX workflow for creation, reading, or editing, accounting for Word paragraphs, tables, styles, and templates. Useful for deliverable .docx files.
Prerequisites, example, and checks
- Before you start
- Provide the document goal, audience, template, and formatting or tracked changes to preserve. For existing files, identify content that must stay unchanged.
- Example task
- Turn interview notes into a DOCX with heading levels and a table. Follow the supplied template, render a preview, and inspect pagination, tables, and headers.
- Check the result
- Reopen or render page previews to confirm complete content, sound pagination, preserved formatting, and no placeholder text.
Analyze and edit Excel workbooks
xlsxHandle spreadsheet tasks involving workbook inputs, formulas, formatting, and charts across .xlsx, .xlsm, CSV, and related files. Useful for creation, analysis, or edits.
Prerequisites, example, and checks
- Before you start
- Specify the file, target sheets, formulas and styles to preserve, and output format. Define metrics or provide authoritative sources for values.
- Example task
- Summarize orders by month and add a gross-margin formula and chart. Preserve existing formatting, recalculate, and inspect formula errors and chart ranges.
- Check the result
- Use formulas instead of hardcoded totals, verify calculations, references, and formatting, and inspect a rendered view of the workbook.
Create and inspect PowerPoint presentations
pptxCreate, read, or edit PPTX/POTX slides while accounting for templates, charts, typography, and visual review. Useful for editable presentations.
Prerequisites, example, and checks
- Before you start
- Provide the topic, audience, presentation goal, template, and output format. For existing decks, identify masters, charts, or notes to preserve.
- Example task
- Turn quarterly results into a six-slide update using the brand template. Plan the story and charts, then build slides and inspect each for overflow and layout issues.
- Check the result
- Review rendered slides for overflow, placeholders, chart sources, and consistency; rerender after fixes.
Read, create, and verify PDF files
pdfChoose a workflow for PDF text, pages, forms, or generation. Useful for extracting information, filling forms, or delivering PDFs with visual page checks.
Prerequisites, example, and checks
- Before you start
- Provide the PDF, target pages, and desired result. For forms, specify which fields may be filled and where values come from.
- Example task
- Extract the parties, term, and renewal clause from a contract PDF with page references; format a summary as PDF and check its pages and links.
- Check the result
- Compare extracted text with source pages, verify fields and page numbers, and render generated files page by page. Treat OCR guesses as uncertain.
Work precisely with connected Google Sheets
google-sheetsIdentify the spreadsheet, tab, range, and headers before planning formulas, charts, or scoped edits. Useful for collaborative online workbooks.
Prerequisites, example, and checks
- Before you start
- Provide a link or title, target tab, metric definitions, and edit range. State whether existing formulas may be rearranged or changed.
- Example task
- Add a margin column and monthly summary to the sales sheet. Verify headers and ranges, explain the formula, update only the requested column, and check adjacent formulas.
- Check the result
- Confirm the correct spreadsheet and range were edited, preserve other formulas and formatting, and verify results and chart ranges.
Search the web with sources you can verify
tavily-searchSearch through the Tavily CLI with domain and date filters. Useful for recent information, technical references, and comparing sources.
Prerequisites, example, and checks
- Before you start
- A working Tavily CLI is required. Third-party authentication, quotas, and charges depend on its current service terms; installing this Skill does not include those credits.
- Example task
- Find the latest official upgrade notes for this library. Use only its official site and repository; include publication dates, original links, and changes affecting our current version.
- Check the result
- Open original sources and verify dates and context. Search snippets can be incomplete, especially for compatibility and pricing claims.