Document Generation

Use this skill when creating professional documents — campaign decks, reports, proposals, or any structured document for print or sharing.

Available Tools

Document Creation

Tool	Output	Complexity	Best For
pro_pdf_document	PDF	Advanced	Campaign decks, branded reports, presentations
pro_word_document	.docx	Advanced	Editable drafts, templates, collaborative docs
generate_pdf	PDF	Simple	Quick PDF from plain content
generate_word	.docx	Simple	Quick Word doc from plain content
generate_excel	.xlsx	Simple	Quick spreadsheet from CSV/JSON data
excel_data_export	.xlsx	Structured	Export arrays with headers to formatted Excel
html_to_pdf	PDF	Conversion	Convert HTML/CSS content to PDF
generate_invoice_pdf	PDF	Specialized	Professional invoices with line items and tax

Document Processing

Tool	Purpose
extract_pdf_text	Extract text from PDFs (auto-detects scanned + OCR)
ocr_pdf_text	OCR for scanned/image-only PDF documents
pro_document_ocr	Advanced batch OCR with structured output (JSON/Markdown/HTML)
extract_image_text	OCR text from images (screenshots, documents, handwriting)
merge_pdfs	Combine multiple PDFs into one
add_watermark_to_pdf	Add text/image watermarks to PDFs for branding/security

WP-CLI Commands

Key mcp-ai WP-CLI commands for document workflows. Run via terminal:

Command	Use for
wp mcp-ai health	Verify document generation tools are registered
wp mcp-ai log	Check document generation success/failure logs
wp mcp-ai bulk	Batch-process document exports from post types
wp media import	Import generated documents into the media library

When to use this skill

Trigger when ANY of the following is true:

• Creating a monthly campaign presentation (SOP Step 7).
• The task asks to "generate a PDF", "create a report", "make a document", or "create a spreadsheet".
• Building a campaign brief for approval.
• Generating an analytics report from data.
• Creating brand guidelines or strategy documents.
• The task mentions "presentation deck", "campaign proposal", "deliverable", or "invoice".
• Exporting structured content (calendar, product list, strategy doc) to a shareable format.
• Converting HTML content to PDF.
• Extracting text from PDFs or images (OCR).
• Merging multiple PDFs or adding watermarks.

pro_pdf_document — PDF Generation

Creates polished, print-ready PDF documents from descriptions or structured data.

Parameters

operation    — "generate" (from description), "structure" (from sections), "format" (apply styling)
description  — Natural language description of the document to create
content      — Plain text or structured content
title        — Document title (metadata + optional first page)
author       — Document author (metadata)
sections     — Array of { heading, content } objects (for "structure" operation)
formatting   — { font_size, font_family, color, line_height }
page_size    — "A4" (default), "Letter", "Legal", "A3", "A5"
orientation  — "portrait" (default) or "landscape"
model        — AI model override (optional)
upload       — Upload to WordPress media library (default: true)

Operation Modes

Operation	Use When	Input
generate	"Make me a campaign deck for August"	description — natural language
structure	"Here's my content, format it nicely"	sections — structured array
format	"I have raw text, apply branding to it"	content + formatting

Sophie's Core Documents

1. Monthly Campaign Deck (SOP Step 7)

pro_pdf_document {
  operation: "structure"
  title: "August 2026 — The Parfumerie Monthly Campaign Plan"
  author: "Sophie — Digital Marketing"
  sections: [
    { heading: "1. Monthly Theme", content: "'Scents of Sri Lanka' — celebrating island-inspired fragrances..." },
    { heading: "2. Product Selection", content: "Hero: Carolina Herrera Good Girl (Rs. 27,500, 6 units)\nSupport: Conatural Rose Face Wash (Rs. 1,500, 3 units)\nSlow Mover Push: CN29 Lavender & Chamomile (Rs. 2,750, 4 units)" },
    { heading: "3. Weekly Content Calendar", content: "Week 1: Theme launch + Islandwide Delivery post\nWeek 2: Product deep-dive carousel + Reel\nWeek 3: Weekend flash sale promo\nWeek 4: Gift guide + E-Gift Vouchers" },
    { heading: "4. Reel Storyboards", content: "Reel 1: 'Morning Ritual' — skincare routine with Conatural products\nReel 2: 'Scent of the Day' — Carolina Herrera Good Girl unboxing\nReel 3: 'Behind the Counter' — store lifestyle, gift wrapping in action" },
    { heading: "5. Campaign & Promo Calendar", content: "Aug 15–17: Weekend flash sale — 15% off all fragrances\nAug 22: GWP launch — free mini with orders over Rs. 10,000\nSMS blast: Aug 14 (sale teaser), Aug 16 (last chance)" },
    { heading: "6. Asset Checklist", content: "Images needed: 3 reels, 8 static posts, 15 story slides\nCopy needed: All captions, email newsletter, SMS\nStatus: [ ] In Progress  [ ] Ready for Review  [ ] Approved" }
  ]
  page_size: "A4"
  orientation: "portrait"
  upload: true
}

2. Campaign Brief (One-Page)

pro_pdf_document {
  operation: "generate"
  description: "A clean, professional one-page campaign brief for The Parfumerie.
  Dark navy header with gold accent. Sections: Campaign Name, Dates, Theme,
  Hero Products (with prices), Content Plan (reels + statics + stories),
  Success Metrics. Modern luxury aesthetic. Footer with brand logo space."
  title: "Campaign Brief — August 2026"
  page_size: "A4"
}

3. Analytics Report

pro_pdf_document {
  operation: "structure"
  title: "July 2026 — Monthly Performance Report"
  author: "Sophie — Digital Marketing"
  sections: [
    { heading: "Executive Summary", content: "July revenue: Rs. XXX,XXX (+12% MoM). Top performer: Instagram Reels (3.2% engagement). Slow mover flagged: SKU CN29." },
    { heading: "Social Media Performance", content: "Instagram: 24 posts, 45K reach, 2.8% engagement\nFacebook: 12 posts, 18K reach, 1.2% engagement\nTop post: Reel — 'Date Night Scent' (12K reach, 4.1% engagement)" },
    { heading: "E-Commerce Dashboard", content: "Total orders: 47\nRevenue: Rs. XXX,XXX\nAOV: Rs. X,XXX\nTop seller: Carolina Herrera Good Girl (8 units)\nSlowest: CN29 (0 units in 60 days — action needed)" },
    { heading: "Product Velocity", content: "Fast: Carolina Herrera Good Girl (2.0 units/week)\nHealthy: Hyaluronic Acid Shampoo (0.8 units/week)\nSlow: CN29 Lavender Face Wash (0.0 units/week — feature in August)" },
    { heading: "Learnings & Next Month", content: "Keep: Friday 6 PM reels (highest engagement)\nStop: Static posts on Monday mornings (lowest reach)\nTry: Carousel format for product comparisons" }
  ]
}

pro_word_document — Editable Documents

Creates .docx files that recipients can edit — ideal for collaborative drafts, templates, and client-facing documents.

Parameters

operation    — "generate", "structure", "format", "template"
description  — Natural language description
content      — Text or structured content
title        — Document title
author       — Author metadata
sections     — Array of { heading, content, level }
formatting   — { font_size, font_family, color, bold, italic }
template     — "business_letter", "report", "resume", "memo", "proposal"
orientation  — "portrait" or "landscape"
page_margins — { top, bottom, left, right } in inches
upload       — Upload to media library (default: true)

When to Use Word vs PDF

Scenario	Format
Final presentation, sharing with stakeholders	PDF (pro_pdf_document)
Collaborative draft, needs editing	Word (pro_word_document)
Printed handout, brand document	PDF
Template to reuse and adapt	Word
Monthly campaign deck (Step 7)	PDF
Team meeting agenda / notes	Word

Template Presets

business_letter — Formal correspondence, supplier communications
report          — Analytics reports, performance summaries
memo            — Internal communications, quick updates
proposal        — Campaign proposals, partnership pitches

Example: Campaign Proposal

pro_word_document {
  operation: "template"
  template: "proposal"
  title: "Q3 Fragrance Campaign Proposal — The Parfumerie"
  author: "Sophie"
  description: "A proposal for a Q3 multi-channel fragrance campaign targeting
  Sri Lankan luxury buyers aged 25–45. Includes Instagram/Facebook strategy,
  email sequence, influencer collaboration plan, and projected ROI."
  upload: true
}

Simple Document Tools

For quick one-off documents without needing structured sections:

generate_pdf — Quick PDF

generate_pdf {
  content: "Plain text or markdown content here..."
  title: "Quick Report"
}

generate_word — Quick Word Doc

generate_word {
  content: "Plain text content..."
  title: "Meeting Notes"
}

generate_excel — Quick Spreadsheet

generate_excel {
  data: "[{\"Product\":\"CH Good Girl\",\"Price\":27500,\"Stock\":6},...]"
  title: "Product Inventory — August 2026"
}

excel_data_export — Structured Data Export

Exports arrays with headers to formatted .xlsx. Best for WooCommerce data exports or analytics:

excel_data_export {
  data: [
    ["CH Good Girl", 27500, 6, "instock"],
    ["CN29 Face Wash", 2750, 4, "instock"]
  ]
  headers: ["Product", "Price", "Stock", "Status"]
  title: "The Parfumerie — Product Stock Report"
  filename: "parfumerie-stock-august-2026"
}

HTML to PDF

Convert HTML/CSS content directly to styled PDF — ideal for branded documents with custom formatting:

html_to_pdf {
  html: "<h1 style='color: #1a1a2e;'>Monthly Campaign Plan</h1><p>...</p>"
  title: "August 2026 Campaign Plan"
  filename: "campaign-plan-august"
  page_size: "a4"
  orientation: "portrait"
}

Invoice Generation

Create professional branded invoices for clients or partner billing:

generate_invoice_pdf {
  invoice_number: "INV-2026-08-001"
  date: "2026-08-11"
  due_date: "2026-08-25"
  bill_to: { name: "Client Name", address: "Colombo, Sri Lanka" }
  items: [
    { description: "Monthly Marketing Retainer", quantity: 1, rate: 45000, amount: 45000 },
    { description: "Social Media Ad Management", quantity: 1, rate: 25000, amount: 25000 }
  ]
  subtotal: 70000
  tax_rate: 0
  total: 70000
  currency: "LKR"
}

PDF Processing & OCR

Extract Text from PDFs

Read and extract text from PDF documents for analysis or repurposing:

extract_pdf_text {
  attachment_id: 12345
  enable_ocr: true  // auto-detects scanned PDFs
  max_pages: 10
}

OCR for Scanned Documents

Extract text from image-only or scanned PDFs:

ocr_pdf_text {
  url: "https://example.com/scanned-brochure.pdf"
  provider: "auto"
  preprocess: true  // enhances contrast for better accuracy
}

Advanced Batch OCR

Process multiple documents with structured output:

pro_document_ocr {
  source: { urls: ["url1.pdf", "url2.pdf"] }
  options: { output_format: "markdown", preserve_layout: true }
}

PDF Merging & Watermarking

Combine Multiple PDFs

merge_pdfs {
  attachment_ids: [101, 102, 103]
  title: "August 2026 — Complete Campaign Package"
  filename: "parfumerie-august-campaign-bundle"
}

Add Watermarks

add_watermark_to_pdf {
  attachment_id: 12345
  text: "THE PARFUMERIE — CONFIDENTIAL"
  opacity: 0.2
  position: "diagonal"
}

Document Delivery Workflow

1. GENERATE
   pro_pdf_document or pro_word_document → returns attachment_id

2. REVIEW
   Download from WordPress Media Library → review content

3. SHARE
   Upload to Google Drive (see gws-drive skill)
   or
   Share WordPress attachment URL directly
   or
   Email as attachment

Critical Rules

• PDF for final, Word for drafts — match the format to the recipient's needs.
• Always set title and author — metadata matters for professional documents.
• Use structure operation with clear sections — produces the most predictable, well-formatted output.
• Upload to media library by default — keeps documents accessible via WordPress.
• One document per purpose — don't try to make a single PDF serve as both a campaign deck and an analytics report.
• Review before sharing — always download and check formatting before sending.

Common Mistakes

WRONG:
  ● Using Word for a final presentation (unintended edits, formatting shifts)
  ● No title or author set (document metadata shows "Untitled")
  ● Overly vague description in "generate" mode (unpredictable output)
  ● Forgetting to upload (can't find the file later)
  ● One massive document with 5 unrelated sections

RIGHT:
  ✅ PDF for final deliverables, Word for collaborative editing
  ✅ Title + author set on every document
  ✅ "structure" mode with clear heading/content pairs for predictable output
  ✅ upload: true (default) — file saved to Media Library
  ✅ One clear purpose per document

What This Skill Does NOT Cover

• Image generation — use design-image-generation to create visuals for document inclusion.
• Data analysis and reporting — use design-analytics-reporting to compile metrics before generating report documents.
• Campaign planning — use design-campaign-orchestration to build the monthly plan before generating the deck.
• Email delivery — use design-email-marketing to send generated documents as email attachments.
• CRM or project documents — use design-project-management for project reports or design-crm for deal/client documents tied to CRM records.
• Brand identity design — use design-brand-kit for logo placement, brand colors, and typography in documents.

Cross-references

• Run design-campaign-orchestration to build the monthly plan before generating the deck.
• Run design-analytics-reporting to compile metrics before generating a report document.
• Run design-product-research for product data that feeds into campaign documents.
• Run design-brand-kit to ensure document styling uses correct brand colors and fonts.
• Run gws-drive to upload generated documents to Google Drive "Approved" folders.
• Run design-project-management to generate project reports and task plans from mcp_ai_project and mcp_ai_task CPT records.
• Run design-crm to generate deal summaries, lead profiles, and customer-facing documents from CRM records.