structured-document-creation

Structured Document Creation Workflow

This skill guides you through creating multiple audience-specific documents from a single reference source while maintaining consistency, proper formatting, and cross-references.

When to Use This Skill

Use this pattern when you need to:

• Create both internal and external-facing documents from the same source material
• Maintain consistent information across multiple documents
• Extract structured requirements (timelines, roles, steps, policies)
• Ensure proper cross-referencing between related documents

Step-by-Step Instructions

Step 1: Read and Analyze Reference Material

First, thoroughly read the reference document to understand the source content.

# Example: Read reference document
from docx import Document

def read_reference_doc(path):
    doc = Document(path)
    content = []
    for para in doc.paragraphs:
        content.append(para.text)
    return '\n'.join(content)

reference_content = read_reference_doc('Reference_Document.docx')

Key actions:

• Identify all key sections, policies, and requirements
• Note any timelines, deadlines, or time-sensitive information
• Extract role definitions and responsibilities
• Identify process steps and workflows
• Flag any sensitive/internal-only information

Step 2: Extract Structured Requirements

Create a structured extraction of key information categories:

structured_requirements = {
    'timelines': [],      # Deadlines, timeframes, schedules
    'roles': [],          # Who is responsible for what
    'steps': [],          # Process steps in order
    'policies': [],       # Rules and guidelines
    'contacts': [],       # Points of contact
    'internal_only': []   # Information not for external audiences
}

Extraction checklist:

• All dates and timeframes captured
• All roles and responsibilities identified
• All process steps documented in sequence
• All policies and rules extracted
• Sensitive information flagged for internal documents only