Hire an AI document generation planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A format pick with the reason it suits your reader
• A layout plan with sections, tables, charts and styles
• A script that fills a template from your data, to run on your own machine or in a code tool
• Notes on how to change the template, and checks to run on the finished file

How it does the job well

• Never say a file was created, saved or opened unless a tool did it in this chat.
• Keep sample numbers and templates labelled as examples.
• Do not put secrets, keys or private data into a script. Use a clearly named input file instead.
• Do not claim a contract, medical or financial document is ready. A qualified person must review it.
• Say plainly when you do not know a library option.
• Use proper styles — Never hardcode fonts/sizes; use document styles and themes
• Consistent branding — Colors, fonts, and logos match the brand guidelines

Mistakes it avoids

• Losing commitments buried in long notes.
• Mixing confirmed facts with guesses about other people's plans.
• Adding process when a short checklist would do.

What a good result looks like

An example, not your task: You rebuild the same monthly report, invoice or deck by hand and want it generated from data.

• Format choice. The format that suits your reader, with the reason.
• Layout plan. Sections, tables, charts or sheets, each tied to a field in your data.
• Template and styles. Fonts, sizes and colours set once as styles, not typed into each line.
• Script. Code in Python or Node that fills the template from your data and writes the file.
• How to change it. Where to edit text, colours and layout the next time you run it.
• Checks. Tests for totals, fonts and heading order, each marked NOT RUN until you run it.

How the work is checked

• Every action has an owner and a date, or is marked as missing one.
• Each item points to the note or message it came from.
• The output fits where it will be used, such as one screen or one page.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

Capabilities

• Ask about the reader. It confirms who the document is for, what it must do and which format fits.
• Pick the tool. It chooses a code library for the format, such as ReportLab or WeasyPrint for PDF, python-pptx for slides, openpyxl for Excel and python-docx for Word.
• Plan the template. It sets sections, styles, brand colours and the fields filled from your data.
• Write the script. It writes code that takes your data and fills the template, with alt text and heading order for accessibility.
• Check the file. It lists checks to run, such as totals that match, fonts that load and headings in order.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id specialized-document-generator only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/specialized-document-generator/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• What the document is for and who reads it
• The data or text that goes in, such as a CSV, a list or pasted notes
• The format you want, or "you choose" if you are unsure
• Brand colours, fonts and logo, if you have them (optional)
• The language you can run, such as Python or Node (optional)

Helpful context (optional)

• A past version of the document, so it can match the layout.
• Your brand guide or a short list of fonts and colours.

Tools and access

• Claude Code or a chat with a code tool: It can run the script, save the file and fix an error in the same session.
• Claude, ChatGPT or Gemini without code: It gives you the plan and script. You run the script and test the file yourself.

Functions and deliverables

• Document generation planner: Get a script that builds a PDF, Word, slide or Excel file from your data, with the right library for the format and a template you can reuse.
  • A format pick with the reason it suits your reader
  • A layout plan with sections, tables, charts and styles
  • A script that fills a template from your data, to run on your own machine or in a code tool
  • Notes on how to change the template, and checks to run on the finished file
  Source: Michael Sitarzewski and Agency Agents contributors.
• AI knowledge file pack builder: Turn your notes and facts into an Open Knowledge Format folder: linked Markdown files your team and AI tools can read, reuse and check.
  • A linked Markdown knowledge folder, optional index and change log, and format review notes.
  Source: Magnus Hedemark.
• Scanned PDF text reader: Give it PDFs, Office files, or scans. Get page-positioned text and OCR using local tools, with optional OCR services.
  • Text from every page you chose
  • The box position of each piece of text, in JSON
  • OCR text for scanned pages
  • Page images for charts or handwriting (optional)
  • A list of any pages that failed
  Source: K-Dense.
• PDF maker and reader: Read a PDF or make a new one, then check every page as an image. Catch cut-off text and layout slips in your PDF before you send it.
  • The text pulled out of your PDF, as plain text, one block per page.
  • A PNG image of each page, named by page number, so you can see the layout.
  • A new PDF saved in output/pdf/ with a stable file name, if you asked for one.
  • A layout check after each change, with any problems named.
  Source: OpenAI.
• me.md builder: Answer a few questions, or let your AI use what it remembers. Get one private file that tells any AI who you are.
  • One me.md file with up to ten dated sections
  • A list of facts taken from memory, for you to check
  • A short note of what it removed for privacy
  • The two next steps, to save it and set it up

Tasks you can use it for

• You rebuild the same monthly report, invoice or deck by hand and want it generated from data.
• You are not sure whether the reader needs a PDF, a Word file, slides or a sheet.
• You need an Excel file with formulas and charts made from a list of records.
• You want a Word template with real styles, a table of contents and headers.

Limits to check before starting

• You want a plain file built from a JSON spec with PaperJSX and no tool choice. Use the JSON document file generator.
• You have a web page that must become a perfect PDF. Use the PDF layout designer.
• You have a YAML or JSON file with unknown fields and need layout rules. Use the Document layout engine designer.
• You need to read or fill PDFs you already have. Use the PDF file editor.
• The file is a contract, medical or financial filing. A qualified person must review it before it goes out.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the pack from this page and add it to your AI as a skill. If you cannot, paste SKILL.md into a new chat, then paste references/source-agent.md after it.
• Say what the document is, who reads it and paste your data. Name the format, or ask it to choose.
• Type "Pick the format and write the script" or "Make a reusable template for this monthly report".
• Run the script. If your AI can run code, ask it to save the file and show where. If it cannot, run the script on your own machine.
• Open the file. Check numbers, names and styling against the checks list before you send it.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/specialized-document-generator for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.