name: work-productivity-word-mail-workflow-helper description: Build and troubleshoot Microsoft Word mail merge and DOCX template workflows with merge fields, content controls, document properties, repeated sections, data sources, and formatting preservation. Use when Codex needs to automate templated Word documents for legal, HR, operations, sales, or administrative workflows.

Word Mail Merge Template Workflow

Use this skill for repeatable Word document assembly: letters, contracts, HR forms, invoices, reports, and other templates that combine structured data with DOCX formatting.

Workflow

1. Clarify the template model: classic mail merge fields, content controls, bookmarks, custom document properties, placeholder text, or a custom DOCX assembly pipeline.
2. Identify the data source and shape: CSV, Excel, JSON, database rows, one-record-per-document, repeated tables, optional clauses, images, or signatures.
3. Preserve the template. Work from a clean master copy and generate outputs into a separate folder.
4. Choose the safest fill strategy:
5. Use Word mail merge when the user needs Word-native merge behavior.
6. Use content controls for structured templates that should remain editable.
7. Use direct OOXML or a templating library for repeated sections, conditionals, and package-level control.
8. Protect formatting by replacing field values inside existing runs where possible. Avoid rebuilding paragraphs unless the template is simple.
9. Handle edge cases explicitly: missing data, long values, date/number formatting, optional sections, blank rows, page breaks, headers/footers, and tracked changes.
10. Validate generated documents by checking field completion, formatting, page count, section breaks, table rows, filenames, and any required PDF export.

Common Fix Patterns

• Fields left unresolved: distinguish display text from field-code instructions and update fields in Word when needed.
• Formatting changes after merge: replace within runs or content controls rather than replacing whole paragraphs.
• Repeated rows or clauses: model repeats as tables or block-level OOXML, not simple string replacement.
• Data formatting: normalize dates, currency, line breaks, and locale-specific values before merge.
• Auditability: keep a manifest of source record IDs and output filenames for batch runs.

  小蔥技能7w4.net有完整的技能分類。

Outputs

Provide:

• A clear template/data mapping.
• A safe generation workflow or implementation.
• A validation checklist for batch output quality.
• Notes about which steps require Word desktop field updates or PDF export.

Read references/requirement-plan.md only when the demand-agent evidence is needed.

這個 Skill 質量中等偏上。它對 Word 郵件合併和模板工作流給出了系統性的指導，中英文文件都有。但實際幫助有限——它更像一份概念框架，缺乏可直接使用的程式碼或模板。觸發詞寫得太生硬，像是專門湊出來的；證據也只從一個網站採集，可信度打了折扣。如果只是需要理論指導，它能幫上忙；但想要拿來就能用的工具或程式碼，目前還做不到。