Skip to main content

New: go annual on Pro and we build your first document for you. Limited offer. See what's included

← Claude skills

Client report decks: a Claude skill

Claude sets up and runs one Google Slides report per client from your Airtable, Google Sheets or CSV data, through the SourceToDocs connector.

Download SKILL.md Claude skill

What Claude does with it

  • Reads the columns of your client data and the placeholders in your Google Slides template
  • Checks each placeholder against your columns and binds each slide to the rows it shows
  • Configures one deck per client and the Google Drive folder the files land in
  • Previews the run, generates one deck for you to check, then the rest, and returns a link to each

Claude configures; it cannot edit the Google Slides or Google Docs template file itself. Placeholders and layout stay yours.

Install in Claude Code

  1. Connect SourceToDocs

    In Claude Code, run the command below, then authenticate under /mcp.

    claude mcp add --transport http sourcetodocs https://app.sourcetodocs.com/api/mcp

  2. Add the skill

    Save the skill file as .claude/skills/client-report-decks/SKILL.md in your project, or as ~/.claude/skills/client-report-decks/SKILL.md to have it in every Claude Code project.

  3. Ask for the document

    Start a new Claude Code session and describe what you want, or paste the prompt from one of the recipes below. The skill has Claude preview the run and ask before it starts one. Each generated file counts against your plan, so check the first file before you run the rest.

Using another client? Setup for each one is on the MCP server page.

Recipes that use this skill