Template Engine Skill Overview This skill enables template-based document generation - define templates with placeholders, then automatically fill them with data. Works with Word, Excel, PowerPoint, and more. How to Use Describe what you want to accomplish Provide any required input data or files I'll execute the appropriate operations Example prompts: "Mail merge for bulk letters/contracts" "Generate personalized reports from data" "Create certificates from templates" "Auto-fill forms with user data" Domain Knowledge Template Syntax (Jinja2-based) {{ variable }} - Simple substitution {% for item in list %} - Loop {% if condition %} - Conditional {{ date | format_date }} - Filter Word Template Example from docxtpl import DocxTemplate

Create template with placeholders:

Dear {{ name }},

Thank you for your order #{{ order_id }}...

def fill_template ( template_path : str , data : dict , output_path : str ) : doc = DocxTemplate ( template_path ) doc . render ( data ) doc . save ( output_path ) return output_path

Usage

fill_template ( "templates/order_confirmation.docx" , { "name" : "John Smith" , "order_id" : "ORD-12345" , "items" : [ { "name" : "Product A" , "qty" : 2 , "price" : 29.99 } , { "name" : "Product B" , "qty" : 1 , "price" : 49.99 } ] , "total" : 109.97 } , "output/confirmation_john.docx" ) Excel Template from openpyxl import load_workbook import re def fill_excel_template ( template_path : str , data : dict , output_path : str ) : wb = load_workbook ( template_path ) ws = wb . active

Find and replace placeholders like {{name}}

for row in ws . iter_rows ( ) : for cell in row : if cell . value and isinstance ( cell . value , str ) : for key , value in data . items ( ) : placeholder = "{{" + key + "}}" if placeholder in cell . value : cell . value = cell . value . replace ( placeholder , str ( value ) ) wb . save ( output_path ) return output_path Bulk Generation (Mail Merge) import csv from pathlib import Path def mail_merge ( template_path : str , data_csv : str , output_dir : str ) : """Generate documents for each row in CSV.""" Path ( output_dir ) . mkdir ( exist_ok = True ) with open ( data_csv ) as f : reader = csv . DictReader ( f ) for i , row in enumerate ( reader ) : output_path = f" { output_dir } /document_ { i + 1 } .docx" fill_template ( template_path , row , output_path ) print ( f"Generated: { output_path } " )

Usage with contacts.csv:

name,email,company

John,john@example.com,Acme

Jane,jane@example.com,Corp

mail_merge ( "templates/welcome_letter.docx" , "data/contacts.csv" , "output/letters" ) Advanced: Conditional Content from docxtpl import DocxTemplate

Template with conditionals:

{% if vip %}

Thank you for being a VIP member!

{% else %}

Thank you for your purchase.

{% endif %}

doc

DocxTemplate ( "template.docx" ) doc . render ( { "name" : "John" , "vip" : True , "discount" : 20 } ) doc . save ( "output.docx" ) Best Practices Use clear placeholder naming ({{client_name}}) Validate data before rendering Handle missing data gracefully Keep templates version-controlled Installation

Install required dependencies

pip install python-docx openpyxl python-pptx reportlab jinja2 Resources docxtpl / yumdocs Repository Claude Office Skills Hub