1. Case description
Office documents often encounter two types of tasks: first filling in the information scattered in the documents into the established template, and then modifying the existing documents based on feedback. This case describes how to use PilotDeck to complete the above process.
2. Generate Word files based on templates
1) Applicable scenarios and preparation materials
Suitable for documents with fixed formats such as project establishment, application, and reporting. The task input for this case is Project establishment report template and Project original information The purpose of these two Word documents is to form a "Starbridge AI Knowledge Base Construction Project Establishment Report" that can be reviewed and approved by the management.
2) Operation method
- Put the template and source material in the same project and tell PilotDeck which document handles the layout and which document provides the factual content.
- Identify the page dimensions, heading styles, headers, footers, and table styles that must be preserved, and list the sections and tables that must be included in the report.
- Explain data conflicts and numerical calculation rules; write uncertain information as "to be confirmed" to avoid unauthorized finalization for users.
- Open the generated DOCX, check the structure, values, table pagination and approval terms, and then make any necessary secondary adjustments.
3) Example instructions
Please use "01_Project Establishment Report Template.docx" as the format and structure benchmark, and generate the Word version of the project establishment report based on "02_Project Original Data_Xingqiao AI Knowledge Base.docx". Retain the page settings, title levels, headers, footers, and table styles of the template; complete each chapter and four tables of project KPIs, implementation milestones, budgets and benefits, and main risks. Calculate the budget and benefits according to the rules given in the original data. If you encounter conflicts or missing information, please clearly indicate the processing method and matters to be confirmed. Outputs a DOCX file that can be reviewed by management.
4) Case process and effect
This case shows the task requirements, the return entry point to the generated file, and the process of opening Word preview in PilotDeck and checking chapters and tables. The result is a DOCX file that can be downloaded or modified.
After generation, it is recommended to check the complex layout and table pagination in Word, especially the amount, date and fields to be confirmed in the approval document.
3. Incorporate quality inspection or review comments into the manuscript
1) Applicable scenarios and preparation materials
It is suitable for situations where formal documents already exist and need to be modified based on comments one by one and review records are retained. This case uses "Course Ideological and Political Project Acceptance Notice_Original Draft.docx" and "Leader's Revision Opinions.txt" as examples to show how to write feedback item by item back to the original document.
2) Operation method
- Provide original manuscripts and opinion documents, make it clear that only the pointed-out content will be modified, and uninvolved page settings, paragraphs, tables and document formats will be retained.
- It is required to enable the Word revision mode so that changes such as insertions and deletions can be tracked; the changed text is visually marked for quick location.
- When modifying interrelated expressions such as date and acceptance classification, check the full text simultaneously to avoid conflicts.
- Attach a "Revision Comments Processing Form" at the end of the article, listing the comments, processing results, modification location and status, and finally delivering the DOCX with revision traces.
3) Example instructions
Please modify the "Course Ideological and Political Project Acceptance Notice_Original Draft.docx" according to the "Leadership Modification Opinions.txt". Make minimal modifications to the original document, retaining the original page layout, paragraphs, tables, and document formats; use Word revision mode for all changes. For content involving dates and acceptance categories, please check the full text related statements. Add a "Modification Opinion Processing Form" at the end of the article to explain the processing results, modification location and status item by item, and deliver the DOCX file with revision traces.
4) Case process and effect
This case first displays the modification task and the returned files, then opens the yellow preview to check the location of the changes, and checks the revision traces, unmodified content, and processing table. During the formal review, revisions should be accepted or rejected individually in Word.
The yellow markers in this case are for a quick overview of changes; the revision history and final DOCX still need to be checked in Word to see if formal review requirements are met.
4. Suggestions for use
- First distinguish the file roles:The template determines the structure and style, the original data provides the facts, and the opinion document specifies the scope of modifications.
- Write the delivery criteria into the directive:Try to explain the file format, the layout that must be retained, the tables to be checked, and the required revision traces at one time.
- Use the difference to continue modifying:After generation, directly point out the chapters, fields and text to be added or adjusted without having to re-describe the entire task.
- Final manual verification:Final check of amounts, dates, names and complex layouts before formal submission.