AI document automation guide

Turn your document template into a reusable AI Skill

Already have a branded proposal template? Reverse-engineer it into a repeatable Claude Skill and generate precise, on-brand proposals in seconds.

See how it worksSee how it works

Step 1 · InputYour existing filePDF, DOCX or Figma template with your fonts, layout and furniture.
Automated by ClaudeStep 2 · AutomationReusable .skill bundleExtracts geometry, vector assets, voice rules and a PDF pipeline.
Step 3 · OutputProduction-ready PDFPass new client data and get a brand-aligned document in seconds.

No visual approximation
Extracts real vectors and fonts
Built-in commercial guardrails

Prerequisites

What you need to start

Three inputs. Claude handles the forensic disassembly, asset bundling and pipeline construction.

Single source of truth

Your existing template

Your existing proposal as a PDF, DOCX or Keynote file. Claude analyses its exact geometry, margins, typography and page furniture.

A PDF with real visual styling works best for extraction.

Visual consistency

Your brand assets

Your logos, colour codes, font families and decorative design motifs. Claude extracts vector artwork directly from the document.

Vector logos inside the PDF are preserved automatically.

Dynamic variables

Your project content

The unique client variables: project scope, timeline, commercial pricing and deliverables that change for each new client.

The Skill prompts you for any missing business data.

Supported document

Built for your proposal template

The prompt is written for proposals. It reads your existing proposal as the source of truth and reproduces its standard exactly.

Available now

Proposal Skill

Reverse-engineers layout, branding, scope tables and sign-offs.

What the Skill reverse-engineers and validates

Exact cover and interior geometry
Payment milestones and commercial intake
Executive summary and deliverables layout
Terms, conditions and sign-off blocks

Step by step

How to build your document Skill

Four steps. Claude reverse-engineers your document in a single run and hands you a production-ready Skill.

01
Paste the prompt and attach your template
Send the prompt and your template PDF in a single Claude message.
Open Claude, paste the Skill creation prompt, and attach your existing proposal template in the same message. Claude analyses geometry, fonts, branding, section structure and writing conventions in forensic detail.
10 phases · 10,160 characters
1. 01
  Forensic geometry
  Measures page points, margins, columns, rules and furniture with exact precision.
2. 02
  Font identification
  Detects exact font weights, line heights, letter spacing and open-source equivalents.
3. 03
  Asset extraction
  Isolates vector logos, corner artwork, masks and backgrounds directly from the PDF.
4. 04
  Content architecture
  Separates reusable boilerplate sections from project-specific sections.
5. 05
  Writing style rules
  Encodes point of view, bullet structure, commercial boundary voice and tone.
6. 06
  Skill structure
  Packages SKILL.md, reference specs, generation scripts and validation routines.
7. 07
  Commercial guardrails
  Enforces missing pricing intake before generation. No invented pricing.
8. 08
  PDF engine pipeline
  Configures HTML/CSS with headless Chromium, or another high-fidelity pipeline.
9. 09
  Automated validation
  Scans for overflow, placeholder text, broken tables and missing sign-offs.
10. 10
  Visual regression test
  Renders side-by-side comparisons against the original PDF before completion.
02
Download the generated .skill package
Claude compiles the forensic rules into an independent, reusable package.
Once the analysis finishes, Claude provides a downloadable bundle. It contains everything required to reproduce your document design without the original template.
proposal-generation.skill
- SKILL.mdmaster instructions and commercial guardrails
- references/geometry.md, typography.md, content-skeleton.md
- assets/extracted vector logos, backgrounds, corner furniture
- scripts/generate-pdf.js, validate-geometry.js
03
Add the Skill to Claude
Store it once in Claude Skills or a Claude Project for permanent access.
Go to the Skills or Projects section of your Claude workspace and upload the bundle. The Skill is now attached and available to you and your team on demand.
04
Generate new documents on demand
Give it the new client variables and get a finished, validated PDF.
Whenever you need a new proposal, prompt Claude with the raw business parameters. The Skill formats the typography, calculates totals, applies your branding and validates the final PDF.
Example request to Claude
```
Generate a new proposal for client "Vertex Cloud Systems".
Project scope: Enterprise multi-tenant SaaS architecture & SOC 2 compliance.
Total investment: $24,500
Timeline: 8 weeks across 3 milestones (30% deposit, 40% beta delivery, 30% sign-off).
Proposal validity: 30 days.
```

Usage and plans

Do I need a Claude subscription?

You can build and test this workflow on Claude Free. Here is what to expect on each plan.

Claude Free

$0 / month

Works for testing and small document templates. Because the prompt performs a forensic disassembly, it consumes significant usage in one go.

Generates the complete .skill bundle without payment
The generated Skill never expires

If you hit the hourly limit, wait for the window to reset and send the same message again.

Claude Pro or Team

Recommended

Higher usage limits and Claude Projects. The right fit for agencies and businesses producing proposals and contracts every week.

Handles large, complex templates of 20+ pages
Generates documents without waiting on limits

No Claude Pro? Drox Dev can build and test the Skill for you.

Choose your path

Ready to automate?

Do it yourself with the free guide, or have Drox Dev engineer and validate a Skill for your business.

Build it yourself

Free and self-guided

If you have Claude access and 15 minutes, copy the prompt, attach your existing template, and Claude generates your custom Skill.

The complete 10-phase prompt
Works on Claude Free
Full ownership of the generated Skill

Back to the walkthrough

Done for you

Engineered and tested by Drox Dev

No Claude subscription, or you want the geometry checked by hand? Send us your document. We extract the vector assets, write the validation scripts and deliver a tested Skill.

Pixel-accurate geometry and font matching
Vector logo and graphic asset extraction
Tested across varied client scopes
Delivered in 24 to 48 hours

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