Nicholas Lin
b891783b23
Financial services plugins for Claude Code covering: - Equity Research - Financial Analysis (comps, DCF, LBO, 3-statements, check-deck, check-model) - Investment Banking (strip profiles, CIM, pitch decks, merger models) - Private Equity (deal screening, IC memos, portfolio monitoring) - Wealth Management
255 lines
8.7 KiB
Markdown
255 lines
8.7 KiB
Markdown
---
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name: ppt-template-creator
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description: Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill from their template. For creating actual presentations, use the pptx skill instead.
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---
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# PPT Template Creator
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**This skill creates SKILLS, not presentations.** Use this when a user wants to turn their PowerPoint template into a reusable skill that can generate presentations later. If the user just wants to create a presentation, use the `pptx` skill instead.
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The generated skill includes:
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- `assets/template.pptx` - the template file
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- `SKILL.md` - complete instructions (no reference to this meta skill needed)
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**For general skill-building best practices**, refer to the `skill-creator` skill. This skill focuses on PPT-specific patterns.
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## Workflow
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1. **User provides template** (.pptx or .potx)
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2. **Analyze template** - extract layouts, placeholders, dimensions
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3. **Initialize skill** - use the `skill-creator` skill to set up the skill structure
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4. **Add template** - copy .pptx to `assets/template.pptx`
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5. **Write SKILL.md** - follow template below with PPT-specific details
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6. **Create example** - generate sample presentation to validate
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7. **Package** - use the `skill-creator` skill to package into a .skill file
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## Step 2: Analyze Template
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**CRITICAL: Extract precise placeholder positions** - this determines content area boundaries.
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```python
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from pptx import Presentation
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prs = Presentation(template_path)
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print(f"Dimensions: {prs.slide_width/914400:.2f}\" x {prs.slide_height/914400:.2f}\"")
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print(f"Layouts: {len(prs.slide_layouts)}")
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for idx, layout in enumerate(prs.slide_layouts):
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print(f"\n[{idx}] {layout.name}:")
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for ph in layout.placeholders:
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try:
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ph_idx = ph.placeholder_format.idx
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ph_type = ph.placeholder_format.type
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# IMPORTANT: Extract exact positions in inches
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left = ph.left / 914400
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top = ph.top / 914400
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width = ph.width / 914400
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height = ph.height / 914400
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print(f" idx={ph_idx}, type={ph_type}")
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print(f" x={left:.2f}\", y={top:.2f}\", w={width:.2f}\", h={height:.2f}\"")
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except:
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pass
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```
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**Key measurements to document:**
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- **Title position**: Where does the title placeholder sit?
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- **Subtitle/description**: Where is the subtitle line?
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- **Footer placeholders**: Where do footers/sources appear?
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- **Content area**: The space BETWEEN subtitle and footer is your content area
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### Finding the True Content Start Position
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**CRITICAL:** The content area does NOT always start immediately after the subtitle placeholder. Many templates have a visual border, line, or reserved space between the subtitle and content area.
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**Best approach:** Look at Layout 2 or similar "content" layouts that have an OBJECT placeholder - this placeholder's `y` position indicates where content should actually start.
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```python
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# Find the OBJECT placeholder to determine true content start
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for idx, layout in enumerate(prs.slide_layouts):
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for ph in layout.placeholders:
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try:
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if ph.placeholder_format.type == 7: # OBJECT type
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top = ph.top / 914400
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print(f"Layout [{idx}] {layout.name}: OBJECT starts at y={top:.2f}\"")
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# This y value is where your content should start!
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except:
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pass
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```
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**Example:** A template might have:
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- Subtitle ending at y=1.38"
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- But OBJECT placeholder starting at y=1.90"
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- The gap (0.52") is reserved for a border/line - **do not place content there**
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Use the OBJECT placeholder's `y` position as your content start, not the subtitle's end position.
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## Step 5: Write SKILL.md
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The generated skill should have this structure:
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```
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[company]-ppt-template/
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├── SKILL.md
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└── assets/
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└── template.pptx
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```
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### Generated SKILL.md Template
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The generated SKILL.md must be **self-contained** with all instructions embedded. Use this template, filling in the bracketed values from your analysis:
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````markdown
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---
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name: [company]-ppt-template
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description: [Company] PowerPoint template for creating presentations. Use when creating [Company]-branded pitch decks, board materials, or client presentations.
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---
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# [Company] PPT Template
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Template: `assets/template.pptx` ([WIDTH]" x [HEIGHT]", [N] layouts)
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## Creating Presentations
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```python
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from pptx import Presentation
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prs = Presentation("path/to/skill/assets/template.pptx")
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# DELETE all existing slides first
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while len(prs.slides) > 0:
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rId = prs.slides._sldIdLst[0].rId
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prs.part.drop_rel(rId)
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del prs.slides._sldIdLst[0]
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# Add slides from layouts
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slide = prs.slides.add_slide(prs.slide_layouts[LAYOUT_IDX])
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```
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## Key Layouts
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| Index | Name | Use For |
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|-------|------|---------|
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| [0] | [Layout Name] | [Cover/title slide] |
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| [N] | [Layout Name] | [Content with bullets] |
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| [N] | [Layout Name] | [Two-column layout] |
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## Placeholder Mapping
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**CRITICAL: Include exact positions (x, y coordinates) for each placeholder.**
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### Layout [N]: [Name]
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| idx | Type | Position | Use |
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|-----|------|----------|-----|
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| [idx] | TITLE (1) | y=[Y]" | Slide title |
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| [idx] | BODY (2) | y=[Y]" | Subtitle/description |
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| [idx] | BODY (2) | y=[Y]" | Footer |
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| [idx] | BODY (2) | y=[Y]" | Source/notes |
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### Content Area Boundaries
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**Document the safe content area for custom shapes/tables/charts:**
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```
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Content Area (for Layout [N]):
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- Left margin: [X]" (content starts here)
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- Top: [Y]" (below subtitle placeholder)
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- Width: [W]"
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- Height: [H]" (ends before footer)
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For 4-quadrant layouts:
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- Left column: x=[X]", width=[W]"
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- Right column: x=[X]", width=[W]"
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- Top row: y=[Y]", height=[H]"
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- Bottom row: y=[Y]", height=[H]"
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```
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**Why this matters:** Custom content (textboxes, tables, charts) must stay within these boundaries to avoid overlapping with template placeholders like titles, footers, and source lines.
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## Filling Content
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**Do NOT add manual bullet characters** - slide master handles formatting.
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```python
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# Fill title
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for shape in slide.shapes:
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if hasattr(shape, 'placeholder_format'):
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if shape.placeholder_format.type == 1: # TITLE
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shape.text = "Slide Title"
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# Fill content with hierarchy (level 0 = header, level 1 = bullet)
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for shape in slide.shapes:
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if hasattr(shape, 'placeholder_format'):
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idx = shape.placeholder_format.idx
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if idx == [CONTENT_IDX]:
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tf = shape.text_frame
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for para in tf.paragraphs:
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para.clear()
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content = [
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("Section Header", 0),
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("First bullet point", 1),
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("Second bullet point", 1),
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]
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tf.paragraphs[0].text = content[0][0]
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tf.paragraphs[0].level = content[0][1]
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for text, level in content[1:]:
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p = tf.add_paragraph()
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p.text = text
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p.level = level
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```
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## Example: Cover Slide
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```python
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slide = prs.slides.add_slide(prs.slide_layouts[[COVER_IDX]])
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for shape in slide.shapes:
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if hasattr(shape, 'placeholder_format'):
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idx = shape.placeholder_format.idx
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if idx == [TITLE_IDX]:
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shape.text = "Company Name"
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elif idx == [SUBTITLE_IDX]:
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shape.text = "Presentation Title | Date"
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```
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## Example: Content Slide
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```python
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slide = prs.slides.add_slide(prs.slide_layouts[[CONTENT_IDX]])
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for shape in slide.shapes:
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if hasattr(shape, 'placeholder_format'):
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ph_type = shape.placeholder_format.type
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idx = shape.placeholder_format.idx
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if ph_type == 1:
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shape.text = "Executive Summary"
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elif idx == [BODY_IDX]:
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tf = shape.text_frame
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for para in tf.paragraphs:
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para.clear()
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content = [
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("Key Findings", 0),
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("Revenue grew 40% YoY to $50M", 1),
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("Expanded to 3 new markets", 1),
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("Recommendation", 0),
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("Proceed with strategic initiative", 1),
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]
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tf.paragraphs[0].text = content[0][0]
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tf.paragraphs[0].level = content[0][1]
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for text, level in content[1:]:
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p = tf.add_paragraph()
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p.text = text
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p.level = level
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```
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````
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## Step 6: Create Example Output
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Generate a sample presentation to validate the skill works. Save it alongside the skill for reference.
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## PPT-Specific Rules for Generated Skills
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1. **Template in assets/** - always bundle the .pptx file
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2. **Self-contained SKILL.md** - all instructions embedded, no external references
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3. **No manual bullets** - use `paragraph.level` for hierarchy
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4. **Delete slides first** - always clear existing slides before adding new ones
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5. **Document placeholders by idx** - placeholder idx values are template-specific
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