WorkBuddy Practical: 11 - Office Suite Automation (Word, Excel, PPT)

Choose the right Skills: a recommended office combination

SkillHub contains Skills for office productivity, document processing, spreadsheets, presentations, and meeting minutes.

A practical combination is Word / DOCX, Excel / XLSX, and PowerPoint / PPTX for local files; Tencent Docs or kdocs skill for online collaboration; Markdown Converter when many materials need structural extraction; and Tencent Meeting or a meeting-minutes Skill for meeting workflows.

Word: from a blank page to a formal document

The pain points

Word appears to be just writing, but real office work usually has four difficulties: choosing a structure, maintaining a formal tone, keeping headings and numbering consistent, and preserving evidence sources.

For proposals, notices, reports, meeting minutes, policies, applications, and PRDs, asking AI to improvise from a blank page often produces a generic template that looks complete but is difficult to submit directly.

WorkBuddy is best used to turn existing materials into a stable, consistent, editable first draft. It does not replace decisions that the source material does not support.

State the document goal, recipient, tone, and structure together. After generation, give targeted feedback instead of regenerating from scratch each time.

Good Word tasks

• Formal proposals: event, project, marketing, and training plans;
• Management documents: policies, notices, applications, minutes, retrospectives, and weekly or monthly reports;
• Product materials: PRDs, requirements, competitor analysis, and user-interview summaries.

Recommended process

Prompt example: create a team-building plan in Word

Create a Word document outline for a company team-building event.
The company has about 80 people. Include: event goals, theme options, an overall schedule with time points, group and interactive-game suggestions, a budget breakdown, staffing, a risk plan, and notes.
Keep the language concise and practical. Do not make it excessively detailed; clearly list the overall structure and key decisions so it can be used to confirm the event direction with leadership.

For a second revision, state the differences instead of rewriting

Modify the previous company team-building Word document. Do not regenerate the whole document.
Requirements:
Compress the event goals into three items, each no longer than 50 Chinese characters;
Turn the schedule into a table with time, segment, main content, owner, and materials;
Add interaction ideas suitable for a company of 100 people and remove options that are too difficult to execute;
Break down the budget into item, estimated amount, quantity, unit price, and notes, and add the total;
Add a risk section covering late arrivals, equipment failure, overlong programs, and unexpected safety issues;
Make the overall language more formal and concise for leadership approval.
Output the revised v2 Word document and list the changes in changelog.md.

Excel: turn a spreadsheet into analysis that answers questions

The pain points

Excel problems are usually not about whether someone can make a chart. They are about what question the table should answer.

Many workbooks mix dates, text, empty values, merged cells, multiple definitions, and temporary notes. Asking AI to analyze them directly can produce a polished chart with little business value.

Import the Excel or CSV file first, then state the metrics, chart types, dimensions, time range, and whether a report is required. Define the business question before choosing the chart instead of generating a beautiful chart first.

Good Excel tasks

• Data cleaning: deduplicate, fill missing values, standardize dates, split fields, and merge tables;
• Business analysis: sales, margin, conversion, average order value, renewal, and inventory turnover;
• Report generation: weekly or monthly reports, budget execution, attendance, and project-progress registers;
• Formula assistance: generate or explain complex formulas and troubleshoot #N/A, #VALUE!, and circular references;
• Visualization: bar and line charts, pie charts, pivot tables, dashboards, and anomaly flags.

Recommended process

Prompt example: analyze sales data

Read e-commerce-sales-data.xlsx. Do not modify the original file.
Business question: analyze the sales performance and profitability of each product line this month, identify high-contribution and weak-margin lines, and find abnormal fluctuations.
Output:
Explain the fields and check missing values, duplicates, anomalies, and format problems;
For each product line, calculate sales, gross profit, gross margin, sales share, and gross-profit contribution share, then rank them;
Aggregate daily sales and gross margin, and analyze daily changes. Add weekly statistics if the time span and completeness allow;
Create bar charts comparing sales and gross profit by product line, and a line chart showing daily sales;
Identify dates or records with unusually high sales, gross margin, or single-order amount. Describe the anomaly from the data and do not infer a business cause without evidence;
Summarize the strongest product line, the line needing attention, and three conclusions for a business retrospective.
Output output/sales-analysis.xlsx and output/summary.md.
Requirements: preserve the raw data; make formulas and calculations traceable; make chart titles state the main conclusion; label causes that cannot be confirmed as “to verify” and do not invent them.

PPT: turn materials into a narrative instead of a template

The pain points

PPT is easy to misuse.

If the task says “make a sophisticated PPT,” AI can only guess the style and may produce attractive empty phrases. A usable deck must answer three questions: who will see it, what decision should they make afterward, and how much time is available.

Provide source materials, slide count, audience, and style preference together. The PPT Skill can generate pages, but the story must be confirmed first. Otherwise visual polish can hide logical problems.

Good PPT tasks

• Project reports: progress, retrospectives, milestones, risks, and resource requests;
• Business reports: monthly operations, sales review, budget execution, and growth review;
• Training decks: onboarding, product, customer, and internal training;
• Solution presentations: customer proposals, bids, business plans, and product launches.

Recommended process

Prompt example: create a presentation from a material pack

Create a presentation of no more than eight slides about AI Agents from the materials in the current workspace.
Audience: managers with basic AI knowledge who do not understand Agents in business and management.
Duration: 10 minutes.

Goal: help the audience understand what an AI Agent is, how it differs from ordinary AI chat tools, which problems it can solve, and how an enterprise should decide whether to adopt it.
Materials:
AI Terms Panorama Handbook.md is the primary source;
do not add facts or data outside the workspace.
Keep the deck within eight slides, with one core conclusion per slide;
mark the source of every case, data point, and key judgment, and do not add unverified content;
make titles state conclusions directly instead of using generic titles such as “AI Agent introduction” or “Application scenarios”;
output output/ai-agent.pptx;
after generation, check text overflow, whitespace, chart definitions, missing images, font consistency, and page numbers.

Style: professional, concise, and technical without excessive gradients, glows, or decoration; suitable for a formal internal presentation.

Integrated case: turn one meeting into a delivery package

Many office workflows need several artifacts after a meeting, not one file.

After a product-review meeting, for example, there may be user feedback, feature decisions, actions, and a next-version plan. The manual process is usually to organize minutes, add a PRD, make an action spreadsheet, and then prepare a presentation.

WorkBuddy can connect those deliverables to one chain of facts.

Pain points

• Discussion is conversational, so decisions, disagreements, and actions are mixed together;
• A PRD needs structure that minutes do not have;
• An Excel action table needs owner, due date, and status fields rather than a paragraph;
• A management deck cannot simply copy the entire meeting transcript.

Useful Skill combination

Prompt example: meeting to PRD, action table, and presentation

Read the transcript and AI minutes of this product-review meeting and create an office delivery package.
Goal: turn the meeting into materials that can move development forward.
Output:
1. Word: output/feature-prd.docx with background, goals, target users, core problems, requirements, process, acceptance criteria, risks, and questions to confirm;
2. Excel: output/action-items.xlsx with item, owner, priority, due date, dependency, status, and acceptance criteria;
3. PPT: output/review-summary.pptx, no more than six slides for management, highlighting decisions, resource requests, and risks.
Constraints:
- Do not write unconfirmed meeting content as a settled conclusion;
- Preserve source names, dates, and feature scope;
- Mark missing owners or dates as “to confirm”;
- Output the outline and a preview of the action-table fields first, then wait for my confirmation before generating files.

Common errors and corrections