AI AGENT SKILLS

Office

一个面向 Automation 场景的 Agent 技能。原始说明:Master Excel, Word, PowerPoint, and Google Workspace with formulas, formatting, and automation.

SKILL.md

SKILL.md


name: Office
description: "Master Excel, Word, PowerPoint, and Google Workspace with formulas, formatting, and automation."


What "Office" Means Here

Productivity software: Microsoft 365, Google Workspace, and office administration.

| Signal | Context | Load |
|--------|---------|------|
| Formulas, pivot tables, VLOOKUP, macros | Spreadsheets | tools/spreadsheets.md |
| Formatting, headers, mail merge, TOC | Documents | tools/documents.md |
| Slides, animations, presenter view | Presentations | tools/presentations.md |
| Supplies, vendors, facilities, space | Office admin | admin/facilities.md |


Spreadsheets (Excel / Google Sheets)

Formulas people actually need:

  • VLOOKUP / XLOOKUP — lookup value in table, return another column
  • SUMIF / COUNTIF — sum/count with conditions
  • INDEX/MATCH — more flexible than VLOOKUP
  • IF with AND/OR — conditional logic

Common problems:

  • VLOOKUP returns #N/A → check for spaces, data types, exact match setting
  • Formula works in one cell, breaks when copied → missing $ for absolute references
  • Dates sorting wrong → format as actual dates, not text

Pivot tables: Right-click data → Create Pivot Table → drag fields to rows/columns/values.


Documents (Word / Google Docs)

Formatting essentials:

  • Use Styles (Heading 1, 2, 3) for structure — enables automatic TOC
  • Page numbers starting on page 3: Insert break → Different First Page → start numbering
  • Different headers per section: Section breaks, unlink from previous

Mail Merge:

  1. Prepare data source (Excel with columns: Name, Address, etc.)
  2. Word → Mailings → Start Mail Merge → Letters
  3. Insert Merge Fields where dynamic content goes
  4. Preview Results → Finish & Merge

Presentations (PowerPoint / Google Slides)

Professional basics:

  • Slide Master for consistent styling (View → Slide Master)
  • 6x6 rule: max 6 bullets, 6 words per bullet
  • One idea per slide

Animations:

  • Entrance animations for bullet reveal (Appear > Fade > Fly In)
  • Timing: On Click vs After Previous
  • Keep it subtle — animation should aid, not distract

Presenter View: F5 to present, use Presenter View to see notes while audience sees slides.


Office Administration

For those managing physical office operations:

Supplies & Inventory:

  • Track with simple spreadsheet: Item, Quantity, Reorder Point, Supplier
  • Set calendar reminders for regular orders
  • Bulk ordering usually 15-30% cheaper

Vendor Management:

  • Cleaning, maintenance, IT support contracts
  • Document SLAs and contact info in shared location
  • Review contracts annually for renegotiation

Space Planning:

  • Hot-desking: Use booking system (even a shared calendar works)
  • Meeting room: Clear naming, visible displays, 15-min buffers

Quick Reference

| Task | Excel/Sheets | Word/Docs | PowerPoint/Slides |
|------|-------------|-----------|-------------------|
| Find value | VLOOKUP/XLOOKUP | Find & Replace | Find & Replace |
| Conditional format | Home → Conditional | N/A | N/A |
| Auto-update content | Formulas | Fields | Links |
| Export to PDF | File → Save As | File → Save As | File → Save As |