business-document-generator_skill

Overview

This skill generates professional business documents (project proposals, business plans, and annual budgets) from high-quality PDF templates and a Python generation script. It combines user-provided JSON data with ready-made templates to produce polished PDF outputs suitable for client delivery, investor review, or internal planning. The package focuses on fast, repeatable document creation using a CLI-driven script.

How this skill works

Provide the document type and a JSON file with the required fields, then run the included Python script to overlay the data onto the selected PDF template. The script reads templates from an assets directory, fills cover-page fields (title, client, company, date, contact info), and writes a new PDF to the chosen output directory. For broader customization you can extend the script to add text overlays, parse form fields, or programmatically replace placeholders.

When to use it

• You need a quick, professional project proposal for a client pitch.
• You want a structured business plan for investors or strategy sessions.
• You must produce an annual budget document with forecast tables and assumptions.
• You have standard company or client data and want repeatable document generation.
• You prefer to automate cover page population and produce ready-to-share PDFs.

Best practices

• Collect all required fields up front and validate them against the provided JSON schema.
• Start from the example JSON files in assets/examples to ensure correct field names and formats.
• Install required Python packages (pypdf, reportlab) before running the script.
• Keep template filenames or update the script’s TEMPLATE_MAP when customizing templates.
• Verify generated PDFs visually and adjust coordinates if you extend overlays beyond cover pages.

Example use cases

• Create a tailored project proposal PDF for a sales meeting using client and project data.
• Generate a comprehensive business plan PDF for an investor deck, filled from a startup’s data file.
• Produce an annual budget PDF with assumptions and forecasts for board review.
• Automate recurring document creation (monthly proposals or quarterly budget updates) from a pipeline of JSON records.