doc-coauthoring – Documents & Office skill for AI agents

Doc Co-Authoring Workflow

This skill provides a structured workflow for guiding users through collaborative document creation. Act as an active guide, walking users through three stages: Context Gathering, Refinement & Structure, and Reader Testing.

When to Offer This Workflow

Trigger conditions:

• User mentions writing documentation: "write a doc", "draft a proposal", "create a spec", "write up"
• User mentions specific doc types: "PRD", "design doc", "decision doc", "RFC"
• User seems to be starting a substantial writing task

Initial offer:

Offer the user a structured workflow for co-authoring the document. Explain the three stages:

1. Context Gathering: User provides all relevant context while Claude asks clarifying questions

2. Refinement & Structure: Iteratively build each section through brainstorming and editing

3. Reader Testing: Test the doc with a fresh Claude (no context) to catch blind spots before others read it

Explain that this approach helps ensure the doc works well when others read it (including when they paste it into Claude). Ask if they want to try this workflow or prefer to work freeform.

If user declines, work freeform. If user accepts, proceed to Stage 1.

Stage 1: Context Gathering

Goal: Close the gap between what the user knows and what Claude knows, enabling smart guidance later.

Initial Questions

Start by asking the user for meta-context about the document:

1. What type of document is this? (e.g., technical spec, decision doc, proposal)

2. Who's the primary audience?

3. What's the desired impact when someone reads this?

4. Is there a template or specific format to follow?

5. Any other constraints or context to know?

Inform them they can answer in shorthand or dump information however works best for them.

If user provides a template or mentions a doc type:

• Ask if they have a template document to share
• If they provide a link to a shared document, use the appropriate integration to fetch it
• If they provide a file, read it

If user mentions editing an existing shared document:

• Use the appropriate integration to read the current state
• Check for images without alt-text
• If images exist without alt-text, explain that when others use Claude to understand the doc, Claude won't be able to see them. Ask if they want alt-text generated. If so, request they paste each image into chat for descriptive alt-text generation.

Info Dumping

Once initial questions are answered, encourage the user to dump all the context they have. Request information such as:

• Background on the project/problem
• Related team discussions or shared documents
• Why alternative solutions aren't being used
• Organizational context (team dynamics, past incidents, politics)
• Timeline pressures or constraints
• Technical architecture or dependencies
• Stakeholder concerns

Advise them not to worry about organizing it - just get it all out. Offer multiple ways to provide context:

• Info dump stream-of-consciousness
• Point to team channels or threads to read
• Link to shared documents

If integrations are available (e.g., Slack, Teams, Google Drive, SharePoint, or other MCP servers), mention that these can be used to pull in context directly.

If no integrations are detected and in Claude.ai or Claude app: Suggest they can enable connectors in their Claude settings to allow pulling context from messaging apps and document storage directly.

Inform them clarifying questions will be asked once they've done their initial dump.

During context gathering:

• If user mentions team channels or shared documents:
• If integrations available: Inform them the content will be read now, then use the appropriate integration
• If integrations not available: Explain lack of access. Suggest they enable connectors in Claude settings, or paste the relevant content directly.

• If user mentions entities/projects that are unknown:
• Ask if connected tools should be searched to learn more
• Wait for user confirmation before searching

• As user provides context, track what's being learned and what's still unclear

Asking clarifying questions:

When user signals they've done their initial dump (or after substantial context provided), ask clarifying questions to ensure understanding:

Generate 5-10 numbered questions based on gaps in the context.

Inform them they can use shorthand to answer (e.g., "1: yes, 2: see #channel, 3: no because backwards compat"), link to more docs, point to channels to read, or just keep info-dumping. Whatever's most efficient for them.

Exit condition:

Sufficient context has been gathered when questions show understanding - when edge cases and trade-offs can be asked about without needing basics explained.

Transition:

Ask if there's any more context they want to provide at this stage, or if it's time to move on to drafting the document.

If user wants to add more, let them. When ready, proceed to Stage 2.

Stage 2: Refinement & Structure

Goal: Build the document section by section through brainstorming, curation, and iterative refinement.

Instructions to user:

Explain that the document will be built section by section. For each section:

1. Clarifying questions will be asked about what to include

2. 5-20 options will be brainstormed

3. User will indicate what to keep/remove/combine

4. The section will be drafted

5. It will be refined through surgical edits

Start with whichever section has the most unknowns (usually the core decision/proposal), then work through the rest.

Section ordering:

If the document structure is clear:

Ask which section they'd like to start with.

Suggest starting with whichever section has the most unknowns. For decision docs, that's usually the core proposal. For specs, it's typically the technical approach. Summary sections are best left for last.

If user doesn't know what sections they need:

Based on the type of document and template, suggest 3-5 sections appropriate for the doc type.

Ask if this structure works, or if they want to adjust it.

Once structure is agreed:

Create the initial document structure with placeholder text for all sections.

If access to artifacts is available:

Use create_file to create an artifact. This gives both Claude and the user a scaffold to work from.

Inform them that the initial structure with placeholders for all sections will be created.

Create artifact with all section headers and brief placeholder text like "[To be written]" or "[Content here]".

Provide the scaffold link and indicate it's time to fill in each section.

If no access to artifacts:

Create a markdown file in the working directory. Name it appropriately (e.g., decision-doc.md, technical-spec.md).

Inform them that the initial structure with placeholders for all sections will be created.

Create file with all section headers and placeholder text.

Confirm the filename has been created and indicate it's time to fill in each section.

For each section:

Step 1: Clarifying Questions

Announce work will begin on the [SECTION NAME] section. Ask 5-10 clarifying questions about what should be included:

Generate 5-10 specific questions based on context and section purpose.

Inform them they can answer in shorthand or just indicate what's important to cover.

Step 2: Brainstorming

For the [SECTION NAME] section, brainstorm [5-20] things that might be included, depending on the section's complexity. Look for:

• Context shared that might have been forgotten
• Angles or considerations not yet mentioned

Generate 5-20 numbered options based on section complexity. At the end, offer to brainstorm more if they want additional options.

Step 3: Curation

Ask which points should be kept, removed, or combined. Request brief justifications to help learn priorities for the next sections.

Provide examples:

• "Keep 1,4,7,9"
• "Remove 3 (duplicates 1)"
• "Remove 6 (audience already knows this)"
• "Combine 11 and 12"

If user gives freeform feedback (e.g., "looks good" or "I like most of it but...") instead of numbered selections, extract their preferences and proceed. Parse what they want kept/removed/changed and apply it.

Step 4: Gap Check

Based on what they've selected, ask if there's anything important missing for the [SECTION NAME] section.

Step 5: Drafting

Use str_replace to replace the placeholder text for this section with the actual drafted content.

Announce the [SECTION NAME] section will be drafted now based on what they've selected.

If using artifacts:

After drafting, provide a link to the artifact.

Ask them to read through it and indicate what to change. Note that being specific helps learning for the next sections.

If using a file (no artifacts):

After drafting, confirm completion.

Inform them the [SECTION NAME] section has been drafted in [filename]. Ask them to read through it and indicate what to change. Note that being specific hel

… (full content is in the download package)