@heylemon/lemonade 0.1.6 → 0.1.7

package/skills/docx/references/templates.md

@@ -1,46 +1,682 @@
-# Document Templates
+# Document Templates with docx-js Examples
 
-When the user asks for a document, pick the template that fits best.
+Each template shows the structure and a docx-js code snippet for that document type.
 
 ## Report
 
-```json
-{
-  "title": "[Topic] Report",
-  "sections": [
-    {"heading": "Executive Summary", "level": 1, "content": "..."},
-    {"heading": "Background", "level": 1, "content": "..."},
-    {"heading": "Key Findings", "level": 1, "content": "..."},
-    {"heading": "Recommendations", "level": 1, "items": ["...", "..."], "numbered": true},
-    {"heading": "Next Steps", "level": 1, "table": {"headers": ["Action", "Owner", "Due Date"], "rows": [["...", "...", "..."]]}}
-  ]
-}
+The most versatile template. Use for analytical, strategic, or informational documents.
+
+**Structure:**
+1. Executive Summary (2-3 paragraphs: findings, conclusions, recommendations upfront)
+2. Background (brief context only)
+3. Key Findings (3 major findings with supporting data/tables)
+4. Recommendations (numbered action items with owners and timeline)
+5. Next Steps (action table with owners and due dates)
+6. Appendices (supporting details, raw data)
+
+**docx-js Example:**
+
+```javascript
+const { Document, Packer, Paragraph, Table, TableRow, TableCell, WidthType,
+        HeadingLevel, AlignmentType, BorderStyle, ShadingType } = require("docx");
+const fs = require("fs");
+
+const TYPOGRAPHY = { title: 52, h1: 36, h2: 28, h3: 24, body: 22, small: 18 };
+const COLORS = { primary: "1B3A5C", accent: "2E86AB", lightAccent: "E8F4F8", text: "2C3E50", muted: "7F8C8D" };
+
+const doc = new Document({
+  sections: [{
+    properties: {
+      page: {
+        margins: { top: 1152, bottom: 1152, left: 1440, right: 1440 }
+      }
+    },
+    header: {
+      children: [
+        new Paragraph({
+          text: "Company Name",
+          alignment: AlignmentType.RIGHT,
+          run: { size: TYPOGRAPHY.small, color: COLORS.muted }
+        })
+      ]
+    },
+    children: [
+      // Title
+      new Paragraph({
+        text: "Q3 Analysis Report",
+        spacing: { before: 480, after: 120 },
+        run: { size: TYPOGRAPHY.title, bold: true, color: COLORS.primary, font: "Arial" }
+      }),
+      new Paragraph({
+        text: "Prepared for Executive Team • January 15, 2026",
+        run: { size: TYPOGRAPHY.small, color: COLORS.muted }
+      }),
+      new Paragraph({ text: "" }),
+
+      // Executive Summary heading
+      new Paragraph({
+        text: "Executive Summary",
+        heading: HeadingLevel.HEADING_1,
+        outlineLevel: 0,
+        style: "Heading1",
+        run: { size: TYPOGRAPHY.h1, bold: true, color: COLORS.primary },
+        spacing: { before: 480, after: 160 }
+      }),
+      new Paragraph({
+        text: "Q3 revenue reached $4.2M, exceeding target by 8%. Key drivers include expanded enterprise sales and improved product adoption in APAC.",
+        run: { size: TYPOGRAPHY.body },
+        spacing: { after: 120 }
+      }),
+      new Paragraph({
+        text: "We recommend accelerating hiring in sales engineering and increasing marketing spend in high-performing regions.",
+        run: { size: TYPOGRAPHY.body },
+        spacing: { after: 240 }
+      }),
+
+      // Key Findings heading
+      new Paragraph({
+        text: "Key Findings",
+        heading: HeadingLevel.HEADING_1,
+        outlineLevel: 0,
+        style: "Heading1",
+        run: { size: TYPOGRAPHY.h1, bold: true, color: COLORS.primary },
+        spacing: { before: 480, after: 160 }
+      }),
+
+      // Finding 1
+      new Paragraph({
+        text: "Enterprise Segment Strong Growth",
+        heading: HeadingLevel.HEADING_2,
+        outlineLevel: 1,
+        style: "Heading2",
+        run: { size: TYPOGRAPHY.h2, bold: true, color: COLORS.primary },
+        spacing: { before: 360, after: 120 }
+      }),
+      new Paragraph({
+        text: "Enterprise revenue grew 34% YoY to $2.1M, driven by 3 new Fortune 500 wins and expansion deals.",
+        run: { size: TYPOGRAPHY.body },
+        spacing: { after: 240 }
+      }),
+
+      // Example table
+      new Table({
+        width: { size: 100, type: WidthType.PERCENTAGE },
+        rows: [
+          new TableRow({
+            children: [
+              new TableCell({
+                width: { size: 3000, type: WidthType.DXA },
+                shading: { fill: COLORS.primary, type: ShadingType.CLEAR },
+                children: [new Paragraph({ text: "Segment", run: { color: "FFFFFF", bold: true } })]
+              }),
+              new TableCell({
+                width: { size: 3000, type: WidthType.DXA },
+                shading: { fill: COLORS.primary, type: ShadingType.CLEAR },
+                children: [new Paragraph({ text: "Q3 Revenue", run: { color: "FFFFFF", bold: true } })]
+              }),
+              new TableCell({
+                width: { size: 3360, type: WidthType.DXA },
+                shading: { fill: COLORS.primary, type: ShadingType.CLEAR },
+                children: [new Paragraph({ text: "Growth YoY", run: { color: "FFFFFF", bold: true } })]
+              })
+            ]
+          }),
+          new TableRow({
+            children: [
+              new TableCell({
+                width: { size: 3000, type: WidthType.DXA },
+                shading: { fill: COLORS.lightAccent, type: ShadingType.CLEAR },
+                children: [new Paragraph("Enterprise")]
+              }),
+              new TableCell({
+                width: { size: 3000, type: WidthType.DXA },
+                shading: { fill: COLORS.lightAccent, type: ShadingType.CLEAR },
+                children: [new Paragraph("$2.1M")]
+              }),
+              new TableCell({
+                width: { size: 3360, type: WidthType.DXA },
+                shading: { fill: COLORS.lightAccent, type: ShadingType.CLEAR },
+                children: [new Paragraph("34%")]
+              })
+            ]
+          }),
+          new TableRow({
+            children: [
+              new TableCell({
+                width: { size: 3000, type: WidthType.DXA },
+                children: [new Paragraph("Mid-Market")]
+              }),
+              new TableCell({
+                width: { size: 3000, type: WidthType.DXA },
+                children: [new Paragraph("$1.4M")]
+              }),
+              new TableCell({
+                width: { size: 3360, type: WidthType.DXA },
+                children: [new Paragraph("12%")]
+              })
+            ]
+          })
+        ]
+      }),
+      new Paragraph({ text: "" }),
+
+      // Recommendations
+      new Paragraph({
+        text: "Recommendations",
+        heading: HeadingLevel.HEADING_1,
+        outlineLevel: 0,
+        style: "Heading1",
+        run: { size: TYPOGRAPHY.h1, bold: true, color: COLORS.primary },
+        spacing: { before: 480, after: 160 }
+      }),
+      new Paragraph({
+        text: "Hire 2 enterprise sales engineers by Q1 2026",
+        numbering: { level: 0, instance: 0 },
+        run: { size: TYPOGRAPHY.body }
+      }),
+      new Paragraph({
+        text: "Increase marketing budget for APAC region by 25%",
+        numbering: { level: 0, instance: 0 },
+        run: { size: TYPOGRAPHY.body }
+      }),
+      new Paragraph({
+        text: "Launch partner program by end of Q1 2026",
+        numbering: { level: 0, instance: 0 },
+        run: { size: TYPOGRAPHY.body }
+      })
+    ]
+  }]
+});
+
+Packer.toBuffer(doc).then(buffer => {
+  fs.writeFileSync("report.docx", buffer);
+  console.log("Report created: report.docx");
+});
 ```
 
+---
+
 ## Memo
 
-```json
-{
-  "title": "Memo: [Subject]",
-  "sections": [
-    {"heading": "Purpose", "level": 1, "content": "..."},
-    {"heading": "Background", "level": 1, "content": "..."},
-    {"heading": "Recommendation", "level": 1, "content": "...", "callout": "Key decision needed: ..."},
-    {"heading": "Next Steps", "level": 1, "items": ["...", "..."]}
-  ]
-}
+Short, direct, internal communication. 1-2 pages maximum.
+
+**Structure:**
+1. Purpose (one sentence: why this memo exists and what you're asking for)
+2. Background (2-3 sentences of context only)
+3. Recommendation (what you propose and why, with optional callout for key decision)
+4. Supporting Details (evidence, data, reasoning)
+5. Next Steps (bulleted actions with owners and dates)
+
+**docx-js Example:**
+
+```javascript
+const { Document, Packer, Paragraph, HeadingLevel, AlignmentType, BorderStyle } = require("docx");
+const fs = require("fs");
+
+const TYPOGRAPHY = { title: 52, h1: 36, h2: 28, body: 22, small: 18 };
+const COLORS = { primary: "1B3A5C", accent: "2E86AB", lightAccent: "E8F4F8", text: "2C3E50", muted: "7F8C8D" };
+
+const doc = new Document({
+  sections: [{
+    properties: {
+      page: {
+        margins: { top: 1152, bottom: 1152, left: 1440, right: 1440 }
+      }
+    },
+    children: [
+      // Title
+      new Paragraph({
+        text: "MEMO: Expand Remote Work Policy",
+        spacing: { before: 240, after: 240 },
+        run: { size: TYPOGRAPHY.title, bold: true, color: COLORS.primary }
+      }),
+      new Paragraph({
+        text: "To: Executive Team | From: People Operations | Date: January 15, 2026",
+        run: { size: TYPOGRAPHY.small, color: COLORS.muted },
+        spacing: { after: 240 }
+      }),
+
+      // Purpose
+      new Paragraph({
+        text: "Purpose",
+        heading: HeadingLevel.HEADING_1,
+        outlineLevel: 0,
+        style: "Heading1",
+        run: { size: TYPOGRAPHY.h1, bold: true, color: COLORS.primary },
+        spacing: { before: 240, after: 120 }
+      }),
+      new Paragraph({
+        text: "We are requesting approval to expand our remote work policy to enable fully distributed teams, effective March 1, 2026.",
+        spacing: { after: 240 }
+      }),
+
+      // Background
+      new Paragraph({
+        text: "Background",
+        heading: HeadingLevel.HEADING_1,
+        outlineLevel: 0,
+        style: "Heading1",
+        run: { size: TYPOGRAPHY.h1, bold: true, color: COLORS.primary },
+        spacing: { before: 240, after: 120 }
+      }),
+      new Paragraph({
+        text: "Since 2022, 45% of our workforce has worked remotely. Current policy requires 2 office days per week. Employee surveys show 68% prefer full remote or flexible arrangements. Competitor analysis shows distributed policies improve retention by 23%.",
+        spacing: { after: 240 }
+      }),
+
+      // Recommendation with callout
+      new Paragraph({
+        text: "Recommendation",
+        heading: HeadingLevel.HEADING_1,
+        outlineLevel: 0,
+        style: "Heading1",
+        run: { size: TYPOGRAPHY.h1, bold: true, color: COLORS.primary },
+        spacing: { before: 240, after: 120 }
+      }),
+      new Paragraph({
+        text: "Move to a fully flexible remote-first model. Teams decide on sync hours (typically 2-3 hours overlap). Quarterly in-person meetings for culture and alignment.",
+        spacing: { after: 120 }
+      }),
+
+      // Callout box
+      new Paragraph({
+        text: "Approval needed: New remote-first policy by January 31 to communicate to staff.",
+        border: {
+          left: { color: COLORS.accent, space: 1, style: BorderStyle.SINGLE, size: 24 }
+        },
+        shading: { fill: COLORS.lightAccent, type: ShadingType.CLEAR },
+        indent: { left: 360, right: 360 },
+        spacing: { before: 120, after: 120 },
+        run: { size: TYPOGRAPHY.body, bold: true, color: COLORS.primary }
+      }),
+
+      new Paragraph({ text: "" }),
+
+      // Next Steps
+      new Paragraph({
+        text: "Next Steps",
+        heading: HeadingLevel.HEADING_1,
+        outlineLevel: 0,
+        style: "Heading1",
+        run: { size: TYPOGRAPHY.h1, bold: true, color: COLORS.primary },
+        spacing: { before: 240, after: 120 }
+      }),
+      new Paragraph({
+        text: "Draft policy guidelines — People Ops — Due Jan 20",
+        bullet: { level: 0 },
+        spacing: { after: 80 }
+      }),
+      new Paragraph({
+        text: "Communicate to staff — Leadership — Due Feb 1",
+        bullet: { level: 0 },
+        spacing: { after: 80 }
+      }),
+      new Paragraph({
+        text: "Implement new process — People Ops — Effective Mar 1",
+        bullet: { level: 0 }
+      })
+    ]
+  }]
+});
+
+Packer.toBuffer(doc).then(buffer => {
+  fs.writeFileSync("memo.docx", buffer);
+  console.log("Memo created: memo.docx");
+});
 ```
 
+---
+
 ## Proposal
 
-```json
-{
-  "title": "[Project] Proposal",
-  "sections": [
-    {"heading": "Executive Summary", "level": 1, "content": "..."},
-    {"heading": "Proposed Solution", "level": 1, "content": "..."},
-    {"heading": "Approach & Timeline", "level": 1, "table": {"headers": ["Phase", "Activities", "Timeline"], "rows": [["Discovery", "...", "Week 1-2"]]}},
-    {"heading": "Investment", "level": 1, "table": {"headers": ["Item", "Description", "Cost"], "rows": [["...", "...", "$X"]]}}
-  ]
-}
+For pitching to clients, leadership, or partners. Persuasive structure.
+
+**Structure:**
+1. Executive Summary (problem + your solution + why you)
+2. Understanding Your Challenge (show you understand their specific pain)
+3. Proposed Solution (what you'll do, how it works, what makes it different)
+4. Approach & Timeline (table: phases, activities, timeline)
+5. Investment (pricing table)
+6. Why Us (credentials, relevant experience, team)
+7. Next Steps (clear call to action)
+
+**docx-js Code Pattern:**
+
+The proposal follows the same setup as the report but focuses heavily on:
+- The client's name in title and metadata
+- Problems and pain points first
+- Solution positioning second
+- Pricing/investment as a table
+- Clear timeline with phases
+
+Implement as you would the report template, but with the proposal structure and persuasive tone. Key sections:
+
+```javascript
+// Title
+new Paragraph({
+  text: "Project Proposal: [Project Name]",
+  ...
+}),
+new Paragraph({
+  text: "Prepared for [Client Name]",
+  run: { size: TYPOGRAPHY.subtitle, color: COLORS.muted }
+}),
+
+// Executive Summary focusing on their problem first
+new Paragraph({
+  text: "Understanding Your Challenge",
+  heading: HeadingLevel.HEADING_1,
+  ...
+}),
+new Paragraph({
+  text: "[Specific pain points for their business]",
+  spacing: { after: 240 }
+}),
+
+// Proposed Solution
+new Paragraph({
+  text: "Our Proposed Approach",
+  heading: HeadingLevel.HEADING_1,
+  ...
+}),
+// Include Table: Phases, Activities, Timeline
+
+// Investment/Pricing
+// Include Table: Items, Description, Cost
+
+// Why Us
+new Paragraph({
+  text: "Why Partner With Us",
+  heading: HeadingLevel.HEADING_1,
+  ...
+}),
+// Credentials, case studies, team
+```
+
+---
+
+## Brief
+
+1-page executive overview. Use for project briefs, creative briefs, strategy briefs.
+
+**Structure:**
+1. Objective (one sentence: what we're trying to achieve)
+2. Context (2-3 sentences of background)
+3. Key Points (bulleted, 3 maximum)
+4. Constraints (budget, timeline, scope)
+5. Success Criteria (how we measure success)
+6. Decision Needed (callout with specific ask and deadline)
+
+**docx-js Example:**
+
+```javascript
+const { Document, Packer, Paragraph, HeadingLevel, AlignmentType, BorderStyle, ShadingType } = require("docx");
+const fs = require("fs");
+
+const TYPOGRAPHY = { title: 48, h1: 32, body: 22 };
+const COLORS = { primary: "1B3A5C", accent: "2E86AB", lightAccent: "E8F4F8", text: "2C3E50", muted: "7F8C8D" };
+
+const doc = new Document({
+  sections: [{
+    properties: {
+      page: {
+        margins: { top: 1152, bottom: 1152, left: 1440, right: 1440 }
+      }
+    },
+    children: [
+      // Title
+      new Paragraph({
+        text: "Brand Refresh Brief",
+        spacing: { before: 240, after: 120 },
+        run: { size: TYPOGRAPHY.title, bold: true, color: COLORS.primary }
+      }),
+      new Paragraph({
+        text: "January 2026",
+        run: { size: TYPOGRAPHY.small, color: COLORS.muted },
+        spacing: { after: 240 }
+      }),
+
+      // Objective
+      new Paragraph({
+        text: "Objective",
+        heading: HeadingLevel.HEADING_1,
+        outlineLevel: 0,
+        style: "Heading1",
+        run: { size: TYPOGRAPHY.h1, bold: true, color: COLORS.primary },
+        spacing: { before: 240, after: 120 }
+      }),
+      new Paragraph({
+        text: "Modernize brand identity to appeal to millennial and Gen Z audiences while maintaining recognition among existing customer base.",
+        spacing: { after: 240 }
+      }),
+
+      // Context
+      new Paragraph({
+        text: "Context",
+        heading: HeadingLevel.HEADING_1,
+        outlineLevel: 0,
+        style: "Heading1",
+        run: { size: TYPOGRAPHY.h1, bold: true, color: COLORS.primary },
+        spacing: { before: 240, after: 120 }
+      }),
+      new Paragraph({
+        text: "Current brand positioning feels dated. Competitors have modernized their visual identity. New market research shows our target audience perceives the brand as legacy and uninnovative.",
+        spacing: { after: 240 }
+      }),
+
+      // Key Points
+      new Paragraph({
+        text: "Key Points",
+        heading: HeadingLevel.HEADING_1,
+        outlineLevel: 0,
+        style: "Heading1",
+        run: { size: TYPOGRAPHY.h1, bold: true, color: COLORS.primary },
+        spacing: { before: 240, after: 120 }
+      }),
+      new Paragraph({ text: "Simplify logo (remove legacy elements)", bullet: { level: 0 }, spacing: { after: 80 } }),
+      new Paragraph({ text: "Introduce modern color palette (tech-forward blues and greens)", bullet: { level: 0 }, spacing: { after: 80 } }),
+      new Paragraph({ text: "Develop comprehensive brand guidelines for consistency", bullet: { level: 0 } }),
+
+      new Paragraph({ text: "" }),
+
+      // Constraints
+      new Paragraph({
+        text: "Constraints",
+        heading: HeadingLevel.HEADING_1,
+        outlineLevel: 0,
+        style: "Heading1",
+        run: { size: TYPOGRAPHY.h1, bold: true, color: COLORS.primary },
+        spacing: { before: 240, after: 120 }
+      }),
+      new Paragraph({ text: "Budget: $50,000", bullet: { level: 0 }, spacing: { after: 80 } }),
+      new Paragraph({ text: "Timeline: 6 weeks from kickoff to launch", bullet: { level: 0 }, spacing: { after: 80 } }),
+      new Paragraph({ text: "Stakeholder approval required before final implementation", bullet: { level: 0 } }),
+
+      new Paragraph({ text: "" }),
+
+      // Success Criteria
+      new Paragraph({
+        text: "Success Criteria",
+        heading: HeadingLevel.HEADING_1,
+        outlineLevel: 0,
+        style: "Heading1",
+        run: { size: TYPOGRAPHY.h1, bold: true, color: COLORS.primary },
+        spacing: { before: 240, after: 120 }
+      }),
+      new Paragraph({ text: "75%+ stakeholder approval on final designs", bullet: { level: 0 }, spacing: { after: 80 } }),
+      new Paragraph({ text: "Zero negative customer perception impact", bullet: { level: 0 }, spacing: { after: 80 } }),
+      new Paragraph({ text: "Brand guidelines adopted across all teams within 30 days", bullet: { level: 0 } }),
+
+      new Paragraph({ text: "" }),
+
+      // Decision Needed (callout)
+      new Paragraph({
+        text: "Decision Needed",
+        heading: HeadingLevel.HEADING_1,
+        outlineLevel: 0,
+        style: "Heading1",
+        run: { size: TYPOGRAPHY.h1, bold: true, color: COLORS.primary },
+        spacing: { before: 240, after: 120 }
+      }),
+      new Paragraph({
+        text: "Approve brand refresh direction by January 24 to maintain launch timeline. Submit feedback via this form by EOD January 22.",
+        border: {
+          left: { color: COLORS.accent, space: 1, style: BorderStyle.SINGLE, size: 24 }
+        },
+        shading: { fill: COLORS.lightAccent, type: ShadingType.CLEAR },
+        indent: { left: 360, right: 360 },
+        spacing: { before: 120, after: 120 },
+        run: { size: TYPOGRAPHY.body, bold: true, color: COLORS.primary }
+      })
+    ]
+  }]
+});
+
+Packer.toBuffer(doc).then(buffer => {
+  fs.writeFileSync("brief.docx", buffer);
+  console.log("Brief created: brief.docx");
+});
 ```
+
+---
+
+## Letter
+
+Formal business correspondence.
+
+**Structure:**
+1. Date and recipient address
+2. Salutation
+3. Opening (purpose in 1-2 sentences)
+4. Body (supporting details, 1-3 paragraphs)
+5. Closing (next steps or call to action)
+6. Sign-off
+
+**docx-js Example:**
+
+```javascript
+const { Document, Packer, Paragraph, HeadingLevel, AlignmentType } = require("docx");
+const fs = require("fs");
+
+const TYPOGRAPHY = { body: 22, small: 18 };
+const COLORS = { primary: "1B3A5C", text: "2C3E50", muted: "7F8C8D" };
+
+const doc = new Document({
+  sections: [{
+    properties: {
+      page: {
+        margins: { top: 1152, bottom: 1152, left: 1440, right: 1440 }
+      }
+    },
+    children: [
+      // Date and recipient
+      new Paragraph({
+        text: "January 15, 2026",
+        spacing: { after: 240 },
+        run: { size: TYPOGRAPHY.body }
+      }),
+      new Paragraph({
+        text: "John Smith\nChief Executive Officer\nAcme Corporation\n123 Business Ave\nNew York, NY 10001",
+        spacing: { after: 240 },
+        run: { size: TYPOGRAPHY.body }
+      }),
+
+      // Salutation
+      new Paragraph({
+        text: "Dear Mr. Smith,",
+        spacing: { after: 240 },
+        run: { size: TYPOGRAPHY.body }
+      }),
+
+      // Opening
+      new Paragraph({
+        text: "I am writing to confirm our partnership agreement for the upcoming fiscal year and to outline the key deliverables and timeline.",
+        spacing: { after: 240 },
+        run: { size: TYPOGRAPHY.body }
+      }),
+
+      // Body
+      new Paragraph({
+        text: "We are excited to work together on this strategic initiative. Our team will deliver the following:",
+        spacing: { after: 120 },
+        run: { size: TYPOGRAPHY.body }
+      }),
+      new Paragraph({ text: "Quarterly business reviews and performance reporting", bullet: { level: 0 }, spacing: { after: 80 } }),
+      new Paragraph({ text: "Dedicated account management and support", bullet: { level: 0 }, spacing: { after: 80 } }),
+      new Paragraph({ text: "Custom solutions tailored to your organization's needs", bullet: { level: 0 }, spacing: { after: 240 } }),
+
+      // Closing
+      new Paragraph({
+        text: "We look forward to a productive partnership. Please confirm your acceptance of these terms by January 31, 2026.",
+        spacing: { after: 240 },
+        run: { size: TYPOGRAPHY.body }
+      }),
+
+      // Sign-off
+      new Paragraph({
+        text: "Sincerely,",
+        spacing: { after: 120 },
+        run: { size: TYPOGRAPHY.body }
+      }),
+      new Paragraph({
+        text: "\n\n\nAlice Johnson\nDirector of Partnerships",
+        spacing: { after: 0 },
+        run: { size: TYPOGRAPHY.body }
+      })
+    ]
+  }]
+});
+
+Packer.toBuffer(doc).then(buffer => {
+  fs.writeFileSync("letter.docx", buffer);
+  console.log("Letter created: letter.docx");
+});
+```
+
+---
+
+## Template Selection Guide
+
+| Situation | Template | Why |
+|-----------|----------|-----|
+| User says "write a report" or "analysis" | Report | Most versatile; supports detailed findings |
+| "Keep it brief" or "one page" | Brief | Structured for quick reading |
+| "For the board" or "leadership" | Report with exec summary | High-level findings upfront |
+| "Internal heads up" or "FYI" | Memo | Short, direct, low ceremony |
+| "Pitch to client" or "proposal" | Proposal | Persuasive structure; focuses on client pain |
+| "Need a letter" or "formal correspondence" | Letter | Professional tone, traditional format |
+| Ambiguous request | Report | Default; can be adapted |
+
+---
+
+## Tips for Each Template Type
+
+**Reports:**
+- Always lead with key findings, not background
+- Use tables for data comparisons
+- Include a numbered recommendation list
+- Validate with the validation script
+
+**Memos:**
+- Keep to 1-2 pages maximum
+- Use callouts for decisions needed
+- Clear action items with owners and dates
+- No fluff — just essential info
+
+**Proposals:**
+- Mirror the client's language and concerns
+- Show deep understanding of their problem before presenting solution
+- Include a detailed timeline and pricing
+- Always end with a clear next step
+
+**Briefs:**
+- Stick to one page (use smaller margins if needed)
+- Maximum 3 key points
+- Constraints and success criteria are equally important
+- Callout for decision needed is critical
+
+**Letters:**
+- Traditional format: date, recipient, salutation, body, closing
+- Professional tone; no casual language
+- Clear purpose in opening
+- Specific ask in closing