# business-document-generator

Turns your data into a PDF proposal, business plan or annual budget by filling a ready template with a Python script.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 1400 installs · ★ 458
- Author: ailabs-393
- License: MIT · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/ailabs-393/ai-labs-claude-skills/tree/HEAD/dist/skills/business-document-generator/SKILL.md
- Updated: 2025-11-11
- HTML: https://affpapa.org/en/nevibecode/skills/business-document-generator

## What it does

The skill kicks in when you ask for a business document built from a template. Three PDF templates ship in `assets/templates`: Professional Proposal Template, Comprehensive Business Plan Template and Annual Budget Plan Template. The script `scripts/generate_document.py` reads a template, overlays your data and writes a new PDF.

You supply the data as a JSON file — project title, client, your company, dates and so on. Field schemas live in `references/document_schemas.md`, and working examples sit in `assets/examples/`. A run looks like this: `python3 scripts/generate_document.py proposal my_proposal_data.json --templates-dir assets/templates --output-dir ./generated_docs`. The first argument is `proposal`, `business_plan` or `budget`.

Install the dependencies first: `pip install pypdf reportlab`. One catch worth knowing before you start: the script fills the cover page only — titles, names, dates. The body stays a framework you finish by hand or in another PDF editor. If you expected every section to fill itself, read the script before promising that to anyone.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add ailabs-393/ai-labs-claude-skills --skill business-document-generator -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/business-document-generator/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/business-document-generator/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add ailabs-393/ai-labs-claude-skills --skill business-document-generator -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/business-document-generator/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add ailabs-393/ai-labs-claude-skills --skill business-document-generator -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/business-document-generator/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install ailabs-393/ai-labs-claude-skills business-document-generator
```

2. **Manually: put the files in place**
- File: `.github/skills/business-document-generator/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add ailabs-393/ai-labs-claude-skills --skill business-document-generator -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/ailabs-393/ai-labs-claude-skills --path dist/skills/business-document-generator
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/business-document-generator/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add ailabs-393/ai-labs-claude-skills --skill business-document-generator -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/ailabs-393/ai-labs-claude-skills/tree/HEAD/dist/skills/business-document-generator/SKILL.md

## When to use it
- build a client-ready PDF proposal from a template
- produce a business plan with a filled cover page for investors
- generate an annual budget PDF with tables and projections
- inject company details into a PDF without manual layout work
- keep several business documents in one consistent format from JSON

## Example prompts
- create a project proposal for Acme Corporation using the proposal template
- generate a business plan from my plan_data.json file
- build the annual budget PDF from budget_data.json

## Source text · SKILL.md · MIT

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BEGIN THIRD-PARTY FILE cd8d1f24da3ec611
````text
---
name: business-document-generator
description: This skill should be used when the user requests to create professional business documents (proposals, business plans, or budgets) from templates. It provides PDF templates and a Python script for generating filled documents from user data.
---

# Business Document Generator

## Overview

Generate professional business documents (Project Proposals, Business Plans, Annual Budgets) from high-quality PDF templates. Use the bundled Python script to fill templates with user-provided data and output polished PDF documents ready for distribution.

## When to Use This Skill

Activate this skill when the user asks to:
- Create a business proposal or project proposal
- Generate a business plan document
- Develop an annual budget plan
- Create any professional business document based on the available templates
- Fill in business templates with specific data

## Available Document Types

This skill supports three types of professional business documents:

1. **Project Proposal** - Professional proposals for client projects
   - Template: `assets/templates/Professional Proposal Template.pdf`
   - Use case: Pitching projects to clients, stakeholders

2. **Business Plan** - Comprehensive business planning documents
   - Template: `assets/templates/Comprehensive Business Plan Template.pdf`
   - Use case: Startup planning, investor presentations, strategic planning

3. **Annual Budget** - Detailed budget planning documents
   - Template: `assets/templates/Annual Budget Plan Template.pdf`
   - Use case: Financial planning, budget proposals, fiscal year planning

## Quick Start Workflow

### Step 1: Understand User Requirements

Gather information from the user about:
- Document type needed (proposal, business plan, or budget)
- Key data to include (company name, client info, dates, etc.)
- Any specific customization needs

### Step 2: Prepare the Data

Create a JSON file with the document data. Reference the data schemas in `references/document_schemas.md` for field requirements.

**Example for Proposal:**
```json
{
  "title": "Digital Transformation Initiative",
  "subtitle": "A Comprehensive Plan for Acme Corporation",
  "client_org": "Acme Corporation",
  "client_contact": "Jane Smith, CTO",
  "company_name": "TechSolutions Inc.",
````
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First 2306 of 8038 bytes. © ailabs-393 · MIT · https://github.com/ailabs-393/ai-labs-claude-skills/tree/HEAD/dist/skills/business-document-generator/SKILL.md

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