create-from-template

Create from Template

Generate a new, ready-to-use Office document based on a predefined domain template. Each template is pre-structured with the right sections, tables, and layouts for its purpose — the user only needs to fill in their specific data.

Template domains

Load references/templates.md for the full structure of each template. The available domains and their documents are:

Finanzas:

• reporte-financiero (docx) — Estado de resultados mensual/trimestral con análisis de varianza
• dashboard-presupuesto (xlsx) — Presupuesto vs. real con fórmulas y gráficas
• presentacion-ejecutiva (pptx) — Deck de resultados financieros para dirección

Marketing:

• brief-campana (docx) — Brief completo de campaña con objetivos, audiencia y KPIs
• dashboard-metricas (xlsx) — Tracker de métricas de marketing con visualizaciones
• deck-campana (pptx) — Presentación de campaña lista para cliente o dirección

Ventas:

• propuesta-comercial (docx) — Propuesta de venta estructurada con alcance y condiciones
• cotizacion-tracker (xlsx) — Seguimiento de cotizaciones con estado y montos
• deck-ventas (pptx) — Deck de presentación de ventas / pitch comercial

Operaciones / RRHH:

• manual-proceso (docx) — Documentación de proceso con pasos, responsables y excepciones
• tracker-rrhh (xlsx) — Seguimiento de personal, vacaciones, evaluaciones
• presentacion-onboarding (pptx) — Deck de bienvenida/inducción para nuevos integrantes

Process

1. Identify the domain (finanzas, marketing, ventas, operaciones/RRHH) and document type (docx, xlsx, pptx) from the user's request.
2. If both are unclear, ask the user to choose the domain first, then the document type.
3. Load references/templates.md to retrieve the exact structure for the requested template.
4. Ask which visual theme to apply (Corporativo Azul, Oscuro Profesional, Claro Minimalista, or Moderno Vivo). If not specified, recommend the most suitable theme for the domain.
5. Ask for any specific data to pre-populate (company name, period, amounts, names, etc.). If the user has no data yet, create the template with placeholder text.
6. Generate the document using the appropriate skill:
   • .pptx → invoke the pptx skill
   • .docx → invoke the docx skill
   • .xlsx → invoke the xlsx skill
7. Apply the chosen theme's colors, fonts, and styles as defined in apply-theme/references/themes.md.
8. Save the file to the workspace folder and offer to upload to Google Drive.

Theme recommendations by domain

Domain	Recommended theme	Reason
Finanzas	Corporativo Azul	Formal, trustworthy feel
Marketing	Moderno Vivo	Bold, energetic, creative
Ventas	Oscuro Profesional	Impactful, modern pitch feel
RRHH / Ops	Claro Minimalista	Clear, friendly, easy to read

Rules

• Always include a professional cover page or title section in every document.
• Pre-populate section headings and table structure; leave data cells with clear placeholder labels (e.g., [Nombre del cliente], [Monto Q1]).
• For xlsx templates, include working Excel formulas (SUM, IF, VLOOKUP, etc.) wherever appropriate.
• Never generate dummy financial numbers that could be mistaken for real data — use clearly labeled placeholders.
• After generation, confirm what was created and offer to apply the same template to another document type.