executive-summary-formatter

Transform poorly formatted executive summaries into professionally formatted documents matching a specific brand template. Use when the user provides an executive summary (text, markdown, docx, or PDF

SKILL.md

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Executive Summary Formatter

Transform any executive summary content into a professionally formatted .docx document matching the brand template exactly.

Quick Start

  1. Read the content from the user's input (text, markdown, or uploaded document)
  2. Create a new document using docx-js with the specifications below
  3. Apply all formatting rules precisely
  4. Output to /mnt/user-data/outputs/

Brand Specifications

Fonts

  • Primary Font: Work Sans (body text, tables, lists)
  • Light Variant: Work Sans Light (document title only - 48pt)
  • Fallback: Arial (if Work Sans unavailable)

Color Palette

Element Color Code Usage
Section Headers #DA291C (red) Major section titles
Table Header BG #032340 (navy) Table header row background
Table Header Text #FFFFFF (white) Text in table headers
Body Text #000000 (black) Normal paragraph text
Subtitle/Caption #808080 (gray) Subtitle, secondary info
Table Borders (Data) #CCCCCC (light gray) Data row borders
Table Borders (Header) #AAAAAA (medium gray) Header row borders
Alternating Row BG #F2F2F2 (very light gray) Every other data row
Highlight Cell BG #FFE3E3 (light pink) Special emphasis cells
Hyperlink #0563C1 (blue) Links

Typography Scale (half-points)

Element Size Weight Additional
Document Title 48 (24pt) Light Work Sans Light, centered, NOT bold
Subtitle 22 (11pt) Regular Italic, gray #808080, centered
Section Header (Large) 48 (24pt) Regular Red #DA291C, NOT bold
Section Header (Small) 28 (14pt) Regular Red #DA291C, NOT bold
Body Text 22 (11pt) Regular Work Sans (inherited from defaults)
Table Header 18 (9pt) Bold White on navy #032340
Table Data 18 (9pt) Regular Work Sans
Table Data (Small) 16 (8pt) Regular Used in compact tables
Bullet Items 22 (11pt) Regular Work Sans

Spacing (in twips, 1440 = 1 inch)

Element Before After
Document Title 0 120
Subtitle 0 400
Section Header (large) 360 160
Section Header (small) 360 160
Body Paragraph 0 160
Bullet Item 0 120
Table 240 240

Page Layout

  • Page Size: A4 (11906 × 16838 twips)
  • Margins: 1440 twips (1 inch) all sides
  • Header Distance: 708 twips
  • Footer Distance: 708 twips

Document Structure

1. Title Block

[Document Title - Work Sans Light 24pt, centered]
[Subtitle - Work Sans 11pt italic gray, centered]
[Blank line]

2. Section Pattern

[Section Header - Work Sans 24pt or 14pt red]
[Body paragraphs - Work Sans 11pt, 160 twips after]
[Tables as needed]
[Bullet lists as needed]

docx-js Implementation Patterns

The skill uses the docx npm package. Here are working patterns:

Required Imports

const { 
  Document, Packer, Paragraph, TextRun, Table, TableRow, TableCell,
  Header, Footer, AlignmentType, WidthType, BorderStyle, 
  ShadingType, VerticalAlign, PageNumber, ImageRun,
  convertInchesToTwip
} = require('docx');

Table Creation - CRITICAL RULES

  1. Always use percentage width for tables with explicit columnWidths:
const table = new Table({
  width: { size: 100, type: WidthType.PERCENTAGE },
  borders: tableBorders,
  columnWidths: [1800, 850, 850, 850, 850], // REQUIRED - specify explicit widths
  rows: [...]
});

  1. Always specify columnWidths array - Without this, columns will collapse or be uneven. This is the #1 cause of table rendering issues.

  2. Define borders once and reuse:

const tableBorders = {
  top: { style: BorderStyle.SINGLE, size: 4, color: "CCCCCC" },
  bottom: { style: BorderStyle.SINGLE, size: 4, color: "CCCCCC" },
  left: { style: BorderStyle.SINGLE, size: 4, color: "CCCCCC" },
  right: { style: BorderStyle.SINGLE, size: 4, color: "CCCCCC" },
  insideHorizontal: { style: BorderStyle.SINGLE, size: 4, color: "CCCCCC" },
  insideVertical: { style: BorderStyle.SINGLE, size: 4, color: "CCCCCC" }
};

Column Width Calculation Guidelines

Total usable width for A4 with 1" margins: ~9300 DXA

Content Type Recommended Width (DXA) Examples
Single character / dash 700-850 "—", "3", "4"
Percentage values 800-900 "40%", "65%"
Short text (1-3 words) 1000-1400 "Production", "Live 2024"
Medium text (4-8 words) 1600-2200 "Shape standard & preserve IP"
Long text (sentences) 2800-4500 Full descriptions
Row labels (first column) 1600-2000 Category names
Highlight columns 1000-1200 "CDM Relevance" values

For multi-column tables (6+ columns):

  • Use abbreviated headers (e.g., "MS" not "Morgan Stanley", "BofA" not "Bank of America")
  • Keep data columns uniform width (800-900 DXA each)
  • Give first column extra width for row labels (1600-1800 DXA)
  • Verify total width sums to ~9300 DXA

Cell Shading for Alternating Rows

CRITICAL: Must include all three shading properties:

shading: { 
  fill: "F2F2F2",           // The background color
  type: ShadingType.CLEAR,  // Required
  color: "auto"             // Required
}

Highlight Column Rules

CRITICAL: When a column uses highlight formatting (e.g., pink background for "CDM Relevance"), ALL cells in that column must use the highlight cell function, including empty cells:

// WRONG - leaves cell without highlight, breaks column consistency
createHighlightCell("", 1100)  

// CORRECT - maintains column consistency with placeholder
createHighlightCell("—", 1100)

Multi-Paragraph Table Cells

For cells with multiple lines of content, pass an array:

createDataCell(["Line 1.", "Line 2."], width, isFirstCol, isAltRow)

// Implementation adds spacing between paragraphs:
const children = paragraphs.map((para, idx) => new Paragraph({
  spacing: idx > 0 ? { before: 80 } : {},
  children: [new TextRun({ text: para, ... })]
}));

Working Helper Functions

// Brand colors constant
const COLORS = {
  RED_ACCENT: "DA291C",
  NAVY_HEADER: "032340",
  WHITE: "FFFFFF",
  BLACK: "000000",
  GRAY_SUBTITLE: "808080",
  BORDER_LIGHT: "CCCCCC",
  BORDER_HEADER: "AAAAAA",
  ALT_ROW_GRAY: "F2F2F2",
  HIGHLIGHT_PINK: "FFE3E3"
};

// Table header cell (navy background, white bold text)
function createHeaderCell(text, width) {
  return new TableCell({
    width: { size: width, type: WidthType.DXA },
    shading: { fill: COLORS.NAVY_HEADER, type: ShadingType.CLEAR, color: "auto" },
    verticalAlign: VerticalAlign.CENTER,
    margins: { 
      top: convertInchesToTwip(0.03), 
      bottom: convertInchesToTwip(0.03), 
      left: convertInchesToTwip(0.06), 
      right: convertInchesToTwip(0.06) 
    },
    children: [new Paragraph({
      alignment: AlignmentType.CENTER,
      children: [new TextRun({ 
        text, 
        bold: true, 
        color: COLORS.WHITE, 
        size: 18,
        font: "Work Sans" 
      })]
    })]
  });
}

// Data cell with alternating row support
function createDataCell(content, width, isFirstCol = false, isAlternateRow = false, centered = false) {
  const paragraphs = Array.isArray(content) ? content : [content];
  
  const children = paragraphs.map((para, idx) => new Paragraph({
    alignment: centered ? AlignmentType.CENTER : AlignmentType.LEFT,
    spacing: idx > 0 ? { before: 80 } : {},
    children: [new TextRun({ 
      text: para, 
      bold: isFirstCol, 
      size: 18, 
      font: "Work Sans" 
    })]
  }));

  const cell = new TableCell({
    width: { size: width, type: WidthType.DXA },
    verticalAlign: VerticalAlign.CENTER,
    margins: { 
      top: convertInchesToTwip(0.04), 
      bottom: convertInchesToTwip(0.04), 
      left: convertInchesToTwip(0.06), 
      right: convertInchesToTwip(0.06) 
    },
    shading: isAlternateRow ? { fill: COLORS.ALT_ROW_GRAY, type: ShadingType.CLEAR, color: "auto" } : undefined,
    children: children
  });
  
  return cell;
}

// Highlight cell (pink background) - use for special emphasis columns
function createHighlightCell(text, width) {
  return new TableCell({
    width: { size: width, type: WidthType.DXA },
    shading: { fill: COLORS.HIGHLIGHT_PINK, type: ShadingType.CLEAR, color: "auto" },
    verticalAlign: VerticalAlign.CENTER,
    margins: { 
      top: convertInchesToTwip(0.03), 
      bottom: convertInchesToTwip(0.03), 
      left: convertInchesToTwip(0.02), 
      right: convertInchesToTwip(0.02) 
    },
    children: [new Paragraph({
      alignment: AlignmentType.CENTER,
      children: [new TextRun({ 
        text: text || "—",  // Always use placeholder for empty cells
        bold: true, 
        color: COLORS.BLACK, 
        size: 16, 
        font: "Work Sans" 
      })]
    })]
  });
}

Table Formatting

Table Structure

// Table width: 100% with explicit columnWidths
// Cell margins (header): top 0.03", left 0.06", bottom 0.03", right 0.06"
// Cell margins (data): top 0.04", left 0.06", bottom 0.04", right 0.06"
// Cell margins (highlight): top 0.03", left 0.02", bottom 0.03", right 0.02"

Header Row

  • Background: #032340 (navy)
  • Text: White (#FFFFFF), Bold, 9pt (18 half-pts), centered
  • Borders: 4pt #CCCCCC
  • Vertical align: center

Data Rows - Alternating Colors

  • Odd rows (1, 3, 5...): No fill (white background)
  • Even rows (2, 4, 6...): Fill #F2F2F2 (light gray) with type: CLEAR, color: auto
  • Text: Black, Regular, 9pt (18 half-pts)
  • Borders: 4pt #CCCCCC
  • First column: Bold (archetype/category names)
  • Vertical align: center

Special Highlight Cells

  • Background: #FFE3E3 (light pink) with type: CLEAR, color: auto
  • Used for emphasis columns like "CDM Relevance"
  • Text: Bold, centered, 8pt (16 half-pts)
  • Apply to ALL cells in highlight column, use "—" for empty

Bullet List Formatting

  • Style: Symbol bullet (●)
  • Indent: 360 twips left
  • Spacing: 120 twips after each item
  • Font: Work Sans 11pt

Header/Footer

Header

  • Graphic bar spanning full page width at top
  • Uses assets/media/image2.svg or image1.png (decorative header bar)
  • Position: anchored to page, offset from top

Footer

  • Centered page numbering: "Page X of Y"
  • Logo in right margin (assets/media/image3.png)
  • Font: Default (Arial 11pt)

Pre-Delivery Checklist

Before outputting the document, verify:

  • All tables have columnWidths array specified
  • Column widths sum to approximately 9300 DXA for A4
  • Highlight columns have styling on ALL cells (no empty unstyled cells)
  • Empty highlight cells use "—" placeholder
  • Alternating row shading includes type: ShadingType.CLEAR, color: "auto"
  • Long text content has adequate column width (2500+ DXA)
  • Multi-column tables (6+) use abbreviated headers
  • First column has adequate width for row labels (1600+ DXA)

Workflow

  1. Parse Input: Extract text content, identify structure (titles, sections, tables, bullets)
  2. Analyze Tables: Count columns, estimate content length, calculate widths
  3. Map to Template: Match content to template elements
  4. Build Document: Use docx-js with exact specifications above
  5. Add Header/Footer: Include branded graphics from assets/media/
  6. Validate: Run through pre-delivery checklist
  7. Export: Save as .docx to outputs directory

Assets

The skill includes these brand assets in assets/media/:

  • image1.png - Header bar / Footer logo (fallback)
  • image2.svg - Header decorative bar
  • image3.png - Footer logo

Critical Rules

  1. ALWAYS use Work Sans font family (Light variant for title only - NOT BOLD)
  2. ALWAYS use exact color codes - no approximations
  3. ALWAYS apply precise spacing - before/after values in twips
  4. Table headers MUST be navy #032340 with white bold text
  5. Section headers MUST be red #DA291C - NOT bold
  6. Alternating table rows: white, then #F2F2F2 (light gray)
  7. Never use default Word styles - apply custom formatting explicitly
  8. Preserve content hierarchy - don't flatten structure
  9. ALWAYS specify columnWidths for tables - this is required for proper rendering
  10. Highlight columns: style ALL cells including empty ones (use "—")
  11. Multi-paragraph table cells use spacing before: 80 twips for 2nd+ paragraphs
  12. Body text inherits 11pt from document defaults - don't set explicitly unless overriding

Common Issues and Solutions

Issue Cause Solution
Tables collapse/render incorrectly Missing columnWidths Always specify columnWidths array
Uneven column spacing Widths don't match content Use width guidelines by content type
Missing highlight on cells Empty cell = no styling applied Use "—" placeholder with highlight styling
Alternating rows not showing Incomplete shading object Include fill, type: CLEAR, and color: auto
Text overflow in cells Column too narrow Increase width, abbreviate headers if needed

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