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The Office Four-Pack: Word, Excel, PPT, and PDF

Four things are unavoidable in office work: Word for documents, Excel for spreadsheets, PPT for presentations, and PDF for reading materials. LanMate ships with built-in skills for all four — no plugins needed, ready out of the box. This case walks through the common uses of the four-pack all at once.

Skills Used

Pain Points

Core Principle: Answer Five Questions First

No matter which type of document you’re creating, answering these five questions first will lead to much better results. Many office tasks where “the AI didn’t do a good job” stem not from the model being unable to write, but from the person not making the acceptance criteria clear.

Question What to Clarify Example
Goal Who is this material helping make what decision For the department head, to decide whether to continue investing in the project
Audience Who will read it, do they know the background Executives only want conclusions; the project team needs process and owners
Materials Which files are the source of truth data.xlsx is the sole data source; the old PPT is only for structure reference
Format Word, Excel, PPT, or PDF A retrospective Word, a risk register Excel, an 8-page presentation PPT
Acceptance How to judge whether the result is usable Numbers trace back to the source file, PPT doesn’t overflow on projection

Word: From a Blank Page to a Formal Document

Tasks Suited for Word

Step What LanMate Does What You Need to Confirm
1 Read the materials, list available information and missing items Which materials are sources of truth, which are just references
2 Generate the document outline and writing guidelines Who the reader is, whether the document is for reporting, approval, or execution
3 Generate the first Word draft based on the outline Heading hierarchy, section order, whether key information is complete
4 Refine, supplement, or trim based on feedback Which content can be finalized, which should be marked “TBC”
5 Output an editable .docx Whether it’s ready to send to colleagues for review

Prompt Example: Generate a Team-Building Event Plan

Help me generate a Word document for a company team-building event plan.
The company has about 80 people. Include: event goals, suggested event themes,
overall schedule (with time milestones), grouping and interactive game suggestions,
budget breakdown, division of labor, contingency plans, and notes.
Keep the language concise and practical — no need to be overly detailed.
Focus on laying out the overall framework and key decision items clearly,
suitable for taking directly to leadership to confirm the event direction.

For Revisions, Describe the Differences — Don’t Rewrite

Please modify the previous version of the team-building event plan — do not regenerate the entire document.
Modification requirements:
- Compress the event goals into 3 items, each no more than 50 words
- Change the schedule into a table with columns: Time, Segment, Main Content, Owner, Required Materials
- Add games suitable for a group of 80 in the interactive section; remove plans that are too hard to execute
- In the budget section, add: Item, Estimated Amount, Quantity, Unit Price, Notes
- Add a contingency plan covering late arrivals, equipment failure, program overtime, and sudden safety issues
Output the revised v2 Word document.

Advanced: Comparing Two Versions of a Document

Compare policy-v3.docx with policy-v4.docx.
Output four categories of differences: additions, deletions, modifications, and formatting-only changes,
with section and original-text references.
Highlight amounts, dates, responsible parties, approval conditions, exceptions, and negative expressions.
Generate an impact list and questions to be confirmed — do not give legal conclusions, do not modify the original files.

Excel: Turn Spreadsheets into Analysis That Answers Questions

Tasks Suited for Excel

Stage Prompt Focus Output
Read table First describe the workbook structure, field meanings, dirty data Data dictionary, issue list
Define metrics State the business questions to answer Metric definitions table
Clean Explain how to handle missing, duplicate, and outlier values Cleaned xlsx
Calculate Generate formulas, pivot tables, or statistical tables Summary tables, formula explanations
Visualize Choose charts based on the business question Charts + analysis conclusions

Prompt Example: Sales Data Analysis

Please read the "e-commerce-sales-data.xlsx" I uploaded — do not modify the original file first.
Business question: Analyze this month's sales performance and profitability across product lines.

Please output:
1. Explain the data field meanings, check for missing values, duplicate records, and outliers
2. By product line, calculate sales revenue, gross profit, gross margin, sales share, and rank them
3. Summarize daily sales revenue and gross margin, analyze day-over-day changes
4. Generate bar charts comparing each product line's sales and gross profit, and line charts showing daily changes
5. Identify anomalous dates, explain them with data — do not speculate on business reasons
6. Summarize the best-performing product line, product lines needing attention, and 3 retrospective conclusions

Requirements: Keep the original data; chart titles should state conclusions directly;
mark reasons that cannot be confirmed as "unverified" — do not fabricate.

PPT: Not Templates, but Turning Materials into a Narrative

PPT is the most easily misused tool. Many people say “make me a high-end-looking PPT,” and the AI can only guess at the style. A truly usable PPT must answer three questions first: who is the audience, what decision should they make after listening, and how much time do you have to present.

Step What LanMate Does What You Need to Confirm
1 Turn Word, Excel, and old PPTs into material summaries Which content must be kept
2 Generate a 6-10 page storyline and per-page titles Audience, duration, decision goal
3 Create the PPT after confirmation Whether each page conveys only one core point
4 Add charts, speaker notes, source mapping Whether key numbers come from Excel
5 Layout check: text overflow, font sizes, colors Whether it’s readable when projected

Prompt Example: Create a Presentation PPT from Materials

Please create a project progress presentation PPT of no more than 8 pages based on the materials in the current workspace.
Audience: Department head. Presentation duration: 10 minutes.
Goal: Let leadership understand project progress, risks, and the next-phase plan.

Requirements:
- Each page expresses only one core conclusion
- Cases and data must cite their source materials; do not add what can't be confirmed
- Titles should state the viewpoint directly — avoid generic titles like "Project Progress"
- After generating, check for text overflow, page whitespace, missing images, and font consistency
Style: Professional and concise, no over-decoration, suitable for a formal presentation.

Prompt Example: Generate a PPT from a Word Outline

Please read the content of "project-report.docx" and extract key information to create a PPT:
- No more than 10 pages, 16:9
- Structure: Background → Current Status → Problems → Solution → Plan → Decisions Needed
- No more than 5 bullet points per page
- Keep the original facts and numbers; do not add unverified data

PDF: Read, Merge, Search, Convert

Tasks Suited for PDF

Prompt Example: Extract PDF Content

Please read "policy-document.pdf" and extract the full text.
Output page by page, labeling each page number.
If it's a scanned document (image-based PDF), use OCR to recognize text.

Prompt Example: Keyword Search in a Long Document

Please search for the following keywords in "contract-collection.pdf":
- "liquidated damages"
- "force majeure"
- "dispute resolution"
Return the page number and context snippet for each keyword.

Prompt Example: PDF Conversion

Please convert "project-proposal.pdf" to PPT, with each PDF page corresponding to one slide.
16:9 ratio, images scaled proportionally and centered.

Four-Pack Combo: Automatically Produce a Deliverable Package After a Meeting

Many office tasks aren’t single-file — they’re “something needs to come out after the meeting.” For example, after a product review meeting, you may need to produce meeting minutes in Word, an action-item list in Excel, and a presentation PPT — all at once.

Prompt Example

Please read the transcript of this product review meeting and generate an office deliverable package.
Output:
1. Word: Meeting minutes, including background, decisions, and questions to be confirmed
2. Excel: Action-item list, with fields: Task, Owner, Priority, Deadline, Status
3. PPT: A management presentation of no more than 6 pages, highlighting decisions, resource requests, and risks

Constraints:
- Content not explicitly confirmed in the meeting should not be written as settled conclusions
- Names, dates, and feature scope must preserve their sources
- Missing owners or dates should be marked "TBC"
- Output the outline and task-list field preview first; generate the files after I confirm

Acceptance Criteria

Document Type Acceptance Points
Word Clear heading hierarchy, consistent numbering, complete key information, ready for distribution
Excel Numbers trace back to the source file, formulas can be recalculated, anomalies not silently deleted
PPT One core point per page, numbers have sources, readable when projected
PDF Extracted content is complete, search results include page numbers, nothing missing after conversion

Common Mistakes

Common Mistake Why It Happens Better Practice
“Make me a PPT, make it look high-end” No audience, goal, or material constraints Specify the audience, presentation duration, page count, decision goal, and data that must be kept
“Analyze this Excel” No business question, so the model can only give a generic summary State what question to answer, which metrics to compute, and which dimensions to compare
“Write a report” No document type or tone specified Specify whether it’s a proposal, summary, application, or minutes, and identify the reader
“Do it all automatically, no need to ask me” Key definitions aren’t confirmed, amplifying risk Let LanMate output a material list and outline first, then generate after confirmation
Revising by rewriting from scratch Assuming every revision needs a full regeneration Describe the differences: “Modify based on the previous version — do not regenerate the entire document”