Document Processing AI Skills

Send a message to a Copilot Studio agent via DirectLine v3. Use for agents with no auth or manual auth. Requires a token endpoint URL or DirectLine secret.

Reliable Python execution workflow when execute_code_sandbox or shell_agent fail

Use run_shell with Python heredoc when execute_code_sandbox or read_file fail

Systematic workflow to resolve FileNotFoundError by locating and verifying file paths

Report tool failures transparently and attempt minimal viable output with disclaimers

EU AI Act per-system inventory — track each AI system's role (provider, deployer, importer, distributor, authorized representative, product manufacturer) and risk tier (prohibited, high-risk, limited,…

Run the cold-start interview — learns your AI governance practice and writes `~/.claude/plugins/config/claude-for-legal/ai-governance-legal/CLAUDE.md` from your AI policy, a reference impact…

Handle Excel files with irregular headers, merged cells, and unknown header row positions using pattern-matching and index-based extraction.

Extract text from local PDFs using pdftotext or PyMuPDF via run_shell

Recover generated files in sandboxed environments by searching from confirmed roots and copying to expected locations

Use when app, service, or user-mode driver C++ coroutine code holds a thread-affine lock across suspension and later hangs or fails. Not for all coroutine crashes or choosing lock performance.

House cold-start interview (request list + prior memo), or --new-deal for deal-specific context. Modular: identifies which practice areas apply (M&A, Board & Secretary, Public Company, Entity…

Tabular review — one row per document, one column per data point, every cell cited to source. Built for M&A diligence ("review these 200 target contracts for change-of-control, assignment, and MAC…

Cold-start setup — learns your jurisdictional footprint and escalation rules from your handbook and termination memos. Asks which states and countries have employees, reads seed documents, and builds…

Use this skill whenever the user asks to check, review, or fix the accessibility of a PowerPoint deck, Word document, HTML page, or Markdown file, and before handing over any deck or document this…

Use this skill whenever the user wants values written INTO an existing PDF form that lives in the connected SharePoint knowledge source — filling out, completing, populating, or submitting a fillable…

Use this skill whenever the user asks to monitor, capture, or track action items directed at them across Microsoft Teams chats, meeting transcripts, and Outlook mail, and record them as Microsoft To…

Use this skill whenever the user wants to inspect, understand, snapshot, compare, or document the capabilities of the current agent harness — for example "what can this harness do?", "which Python…

Builds a scenario-driven content pack for a Microsoft 365 Copilot customer demo. From a customer name, line of business, and target personas, it proposes demo scenarios for operator approval, then…

Draft a cease-and-desist letter (send mode) or triage one you received (receive mode). Use when asserting your rights against an infringer with a demand letter calibrated to your enforcement posture,…

Run the cold-start interview to learn your IP practice and write your practice profile. Use on first install when the practice profile is missing or still contains placeholders, when re-onboarding…

Applies bundled or SharePoint-hosted organization-approved PowerPoint and Word templates whenever the agent is about to create, generate, export, or substantially rebuild a presentation, slide deck,…

Use this skill whenever the user wants to create a marketing-campaign presentation, pitch deck, or launch deck for a brand. Ask the campaign questions, then run the bundled script to fill the template…

Analyzes a .docx or .pptx file, researches the topic using internal documents, emails, Microsoft Teams messages, and web sources, then adds native comments throughout the file authored by "Copilot…

Build an interactive sales battlecard comparing your product or company against one or more named competitors: their likely pitch, where you win, where you're genuinely vulnerable, and…

Turn a Cowork conversation or workflow into a high-value Cowork use case one-pager as a printable HTML page. Use when the user asks to "write up a Cowork use case", "make a one-pager for this…

Use this skill whenever the user asks to convert a document or file from one format to another — Markdown, HTML, PDF, Word (.docx), PowerPoint (.pptx), Excel (.xlsx), CSV, or plain text (e.g. "turn…

Use this skill whenever the user asks to audit, scan, review, classify, or de-risk environmental, sustainability, climate, circularity, recycling, emissions, or green marketing claims in pasted…

Bundle every file the agent produced in this session into a single timestamped .zip and hand it back as a download. Use when the user asks to "export all produced files", "zip my files", "package…

Use this skill whenever you create or edit ANY file for the user in the Copilot Studio container — a document, spreadsheet, slide deck, code file, data export, anything. It keeps your work-in-progress…

Use this skill whenever the user wants to search, browse, or look up records in a Microsoft Dataverse table — for example "look up accounts", "find opportunities for Contoso", "show me contact…

Reads maintenance fault notes, operator reports, alarm/event logs, asset IDs and location into the mfg.maintenance-triage.v1 contract inputs. Use when the user says "triage this fault", "work this…

Use this skill whenever the user asks to run a Monte Carlo simulation, model risk or uncertainty with random sampling, estimate P5/P50/P95 outcomes, or produce a probability distribution for project…

Ingests orders arriving as email, PDF or portal export into the rtl.order-intake-o2c.v1 contract. Use when the user says "order came in by email", "key in this PO", "process the attached order", or an…

Use this skill whenever the user wants tabular data from a PDF document AS A FILE — to extract, pull out, export, convert, or "put into a spreadsheet/Excel/CSV" (e.g. "pull out the rebates from the…

Processes expense receipts and creates expense report entries following company policies with approval thresholds and validation rules. Use when user says "log this expense", "process this receipt",…