Update to Formatix AI

SKILL.md text changes

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----
-name: formatix-recruitment-documents
-description: Produce branded recruitment and executive-search documents with Formatix - turn the firm's own Word, PowerPoint or Excel layout into a template and refine it, find the right template, format a candidate's CV into the firm's template, draft position specifications, shortlist decks, search progress reports and retained-search announcements in the firm's or a client's brand. Use when a recruiter or search consultant asks for a client-ready candidate profile, a formatted CV or a search document from Formatix.
----
-
-# Formatix recruitment documents
-
-Formatix turns search and candidate information into client-ready documents in a
-recruitment firm's own brand (or a client's brand). Everything is created on
-Formatix's servers from the user's own account and comes back as download links.
-This skill tells you which Formatix tools to use, in what order, and what you must
-not invent.
-
-Explicit instructions from the user take priority over this skill. If the user
-asks for something this skill does not cover, help with it directly or say what
-Formatix can and cannot do.
-
-## Who this is for
-
-Recruiters, executive search consultants, researchers and their delivery teams.
-Use search vocabulary: search, mandate, client, candidate, shortlist, position
-specification, appointment. The output is a document the firm sends to its client
-or to candidates.
-
-## Before any tool call
-
-- The user must have connected their Formatix account. If a tool reports that
-  sign-in is required, ask the user to connect or reconnect Formatix and stop.
-- If the user has no Formatix account, say that one is needed and point them to
-  https://formatix.ai. Do not quote prices, plans, trials or offers, and do not
-  suggest upgrades.
-- Some tools use credits from the user's Formatix account (the tool description
-  says how many). Tell the user before the first credit-using call in a
-  conversation. If a tool says the account is short of credits, say so and that
-  the account is managed in Formatix; do not mention plans or purchases.
-- Never repeat a credit-using call because of a slow response: pass a
-  `request_id` of your choosing and reuse the same value on any retry.
-
-## Choose the workflow
-
-| The user wants | Tools, in order |
-| --- | --- |
-| To turn their own Word, PowerPoint or Excel document into a template | Design it yourself (main path): `get_template_design_guide`, then `push_designed_template`. Quick option: `create_template_from_file`, then `check_template_status` |
-| To fill one of their OWN templates here | `get_my_template_file` + `get_template_schema` (own templates only; firm templates: `format_cv`) |
-| To change one of their own templates | `refine_template` with the template's id and a plain-language instruction; `get_refine_status` if it is still working |
-| To see what a template needs (what it takes from a CV, the fields it fills) | `get_template_schema` with the template's `id` and `type` |
-| To know which template fits a need | `find_template` (plain-language request); fall back to `list_templates` |
-| A candidate's CV in the firm's template (candidate profile, one-page bio) | `find_template`, then `format_cv` with the chosen template's `id` and `type` and the attached CV (`cv_file`) or its text (`cv_text`); `get_formatted_cv` if it is still being formatted |
-| You read the CVs and decide the details yourself (any template, one or several candidates) | `get_template_schema`, then `fill_template` with `candidates` keyed by the schema's field names (a `cvtobios` template puts up to 10 candidates in one document) |
-| Several CVs at once | `format_cv` with `cv_texts`, or `fill_template` with several `candidates` |
-| To change a document Formatix already made (rewrite the summary, correct a date, add a qualification) | `get_cv_details`, then `edit_formatted_cv` with only the fields that change (free, up to 3 changes, the name cannot change) |
-| A new candidate photo in a document Formatix already made | `set_candidate_photo` with the attached photo (`photo_file`) or a public `photo_url` (free) |
-| A position specification for a search | `render_search_document` with `template_key` = `position-specification` |
-| A shortlist deck for the client | `render_search_document` with `template_key` = `shortlist-deck` |
-| A search progress report | `render_search_document` with `template_key` = `search-progress-report` |
-| An interview pack | `render_search_document` with `template_key` = `interview-pack` |
-| An appointment brief, carousel or role teaser | `render_search_document` with `appointment-brief` first, then `linkedin-carousel` or `role-teaser` using the brief's returned `content` |
-| The "we have been retained" LinkedIn announcement | `create_launch_announcement` |
-| The appointment announcement at the end of a search | `announce_appointment` |
-| A document in a client's brand rather than the firm's | `list_brand_kits`, then pass the chosen kit's `id` as `kit_id` |
-| A role-briefing video | `create_role_briefing_video`, then `get_video_status` |
-
-Without `kit_id`, documents use the firm's confirmed brand.
-
-## Format a CV
-
-- Use `find_template` with the user's description (for example "one-page executive
-  candidate bio"), show at most three options with name, type and formats, and let
-  the user choose. If there is only one clear match, say which one you will use.
-- If the user attached the CV (PDF, Word .docx/.doc or a text file), pass that file
-  as `cv_file`: Formatix reads it itself. If they pasted it, pass the full text in
-  `cv_text` exactly as given. Use exactly one of the two. Do not summarise,
-  translate, reorder or add to it; Formatix extracts the details itself.
-- To explain what a template will contain, call `get_template_schema` (read-only).
-- Two ways to fill a template: `format_cv` (Formatix reads the CV) or `fill_template`
-  (you read the CV, follow the template's extraction prompt for the output format
-  exactly - `pptx_extraction_prompt` for PowerPoint, `xlsx_` for Excel, `docx_` for
-  Word - and send the details). Never invent facts the CV does not give.
-- `template_type` is the template's type: `cvtobios`, `custom` or `user_template`
-  (a template the user built from their own file). For a `user_template`, pass
-  `template_type` = `user_template` to `get_formatted_cv` as well.
-- `output_format` is `docx` unless the template lists `pptx` or `xlsx` and the user
-  asks for that format. Pass `candidate_name` for the file name when you know it.
-- Formatting takes from about 30 seconds to a few minutes. If `format_cv` returns a
-  `record_id` without a download link, tell the user it is in progress and call
-  `get_formatted_cv` with that `record_id` a little later. A download link works
-  for an hour; `get_formatted_cv` gives a fresh one.
-- Several CVs: `cv_texts` (up to 10) or several `candidates` in `fill_template`; a
-  `cvtobios` template puts them in one document, a `custom` template takes one each.
-
-## Build a brief from the user's facts only
-
-`render_search_document`, `create_launch_announcement` and
-`create_role_briefing_video` take a `brief` object. Fill it only with facts the
-user gave you or that appear in material they shared in this conversation:
-
-- `role` is required. Add `location`, `salary`, `reporting_line`, `must_haves`,
-  `organisation_overview`, `search_reference`, `jd_text` and `consultants` only
-  when the user supplied them.
-- If `role` is missing, ask for it. If other details are missing, produce the
-  document without them rather than guessing, and tell the user what they could add.
-- Never invent candidate names, employers, compensation, ratings, notice periods,
-  dates, quotes or client names.
-
-For a shortlist deck, pass `candidates` as a list with `name`, `current_role`,
-`current_company`, `location`, `summary_points`, `fit` (criterion and a rating
-from 1 to 5), `readiness`, `notice` and `compensation` - again, only what the user
-provided. For a progress report, pass `funnel` (stage and count),
-`pipeline_rows` and `notes` from the user's figures.
-
-## Confidential searches
-
-If the user says the search or the client is confidential, set
-`brief.confidential = true`, put the real client name in `client_name` (it is used
-only to check the output) and a neutral description in `client_descriptor`, for
-example "a FTSE 250 industrial group". Never write the client's name in your own
-reply, in posts or in any document text.
-
-## Announcements
-
-- `announce_appointment` names the appointee and organisation. Call it only after
-  the user confirms the client has agreed the appointment can be announced.
-- Formatix drafts LinkedIn posts and graphics; it does not post them and cannot
-  publish web pages from ChatGPT. Say so if the user asks you to post or publish.
-
-## Build and refine the user's own templates
-
-- Main path - design it yourself, as Formatix's team does. When the user attaches
-  their own Word (.docx), PowerPoint (.pptx) or Excel (.xlsx) document and asks for a
-  template, read `get_template_design_guide`, then in your code tool work on a COPY
-  of their file:
-  - keep their fonts, colours, logos, spacing and layout; replace only the
-    candidate's details with fields;
-  - Word: the candidate inside `{%p for c in parsed_resume %}` ... `{%p endfor %}`
-    (each on its own line), fields `{{ c.Field_Name }}`; lists in one paragraph with
-    line breaks keep bullets tight; never the dash forms `{%-` / `-%}`;
-  - write an extraction prompt (one line per field; style - dates, letter case,
-    tone, pronouns, bullet length - follows the user's document and what the user
-    asks, not Formatix rules; ask when unclear; never invent) and a JSON schema
-    listing every field.
-  Then call `push_designed_template` with the file, title, format, prompt, schema
-  and a `request_id`. If it returns `problems`, nothing was saved: fix them and
-  push again. On success show the preview pages and compare them with the user's
-  document; offer to format a CV (`format_cv`, `template_type` = `cvtobios`).
-- Quick option - let Formatix build it: `create_template_from_file` with the
-  attached file, then `check_template_status` until it is `ready`
-  (`template_type` = `user_template`). Offer this when the user wants it fast or the
-  document is complex.
-- Use only files the user attached and asked to turn into a template.
-- To change one of the user's own templates, call `refine_template` (with
-  `template_type` = `cvtobios` for one saved with `push_designed_template`) with one
-  clear instruction and a `request_id` of your choosing (reuse it on a retry; the
-  change is never made twice). Formatix's template editor changes the template in
-  place, usually within a minute, and keeps every earlier version so the user can
-  undo it in Formatix. Share its reply and the preview pages it returns; if it is
-  still working, call `get_refine_status` a little later. If it asks a question,
-  pass it on and wait for the user's answer.
-- The user's OWN templates may also be filled here: `get_my_template_file` gives a
-  24-hour link to the file and `get_template_schema` its prompt and fields. Templates
-  Formatix set up for the firm are filled only with `format_cv`; never offer filling
-  them here as a way round credits.
-- Templates Formatix set up for the firm cannot be changed here, and templates,
-  documents or accounts cannot be deleted. Point the user to the Formatix platform
-  at https://platform.formatix.ai for that.
-- The template keeps the attached document's design. Do not promise styling the
-  document does not have.
-
-## Reply to the user
-
-- When a document is ready, give the download links returned by the tool and a
-  one-line summary of what was produced. Remind the user to check it before it goes
-  to a client or candidate. Do not paste internal identifiers or raw tool output.
-- If a tool returns an error, explain it in plain language and suggest the next
-  step (connect the account, add the missing detail, try again later). Do not show
-  error codes or technical details.
-- Keep replies short and professional. Do not mention how many templates Formatix
-  has, and do not compare Formatix with other products.
-
-## Out of scope - decline or redirect
-
-- Finding personal contact details, scraping LinkedIn or profiling individuals.
-- Buying credits, changing plans or processing payments.
-- Deleting templates, documents or data; changing templates Formatix set up for the firm.
-- Publishing web pages or posting to LinkedIn.
-- Requests unrelated to recruitment or search documents.
+---
+name: formatix-recruitment-documents
+description: General guide to Formatix for recruitment agencies and executive search firms - find the right template, see what a template needs, write search progress reports, appointment briefs, LinkedIn carousels and role teasers, draft "we have been retained" and appointment announcements, use a client's brand kit, start a role-briefing video, and change the firm's own template. Use for any Formatix request that the more specific Formatix skills (format CVs, shortlist pack, position specification, interview pack, fix a document, build our template, daily CV run, client submission email, blind profile, translate a profile) do not cover.
+---
+
+# Formatix recruitment documents
+
+Formatix fills a recruitment firm's own branded Word, PowerPoint and Excel
+templates with candidate and search details, on Formatix's servers, from the
+user's own account. Results come back as download links.
+
+Explicit instructions from the user take priority over this skill.
+
+## Ground rules (every Formatix task)
+
+- Reply in the language the user writes in. Documents follow the template's
+  language and its extraction prompt; translate only when the user asks.
+- Use only facts the user gave you or that are in a CV, note or message they
+  shared. Never invent names, employers, dates, compensation, ratings, notice
+  periods, quotes or client names. If something is missing, leave it out and say
+  what the user could add.
+- Credit-using steps: each tool says its cost. Say the cost before a step the user
+  did not clearly ask for. If the account is short of credits, say so and that
+  credits are managed in Formatix. Do not discuss prices, plans, trials or upgrades.
+- Pass a `request_id` of your choosing on every credit-using call and reuse it on a
+  retry: nothing is charged twice.
+- If a tool says sign-in is needed, ask the user to connect Formatix and stop. If
+  they have no account, point them to https://formatix.ai.
+- Never put a client's name, logo or template in anything public. Never look up
+  personal contact details of candidates or anyone else.
+- When a document is ready, give the download links and a one-line summary, and
+  remind the user to check it before it goes to a client or candidate. Do not show
+  internal ids, raw tool output or technical error details.
+
+## Which tool
+
+| The user wants | Tools |
+| --- | --- |
+| The template that fits a need | `find_template` (plain-language request), else `list_templates`. No credits |
+| What a template takes from a CV and the fields it fills | `get_template_schema` (template `id` and `type`) |
+| A search progress report | `render_search_document`, `template_key` `search-progress-report` (0.5 credits): `funnel` (stage, count), `pipeline_rows`, `notes`, from the user's figures only |
+| An appointment brief (candidate pack), then a LinkedIn carousel or role teaser | `render_search_document` `appointment-brief` (1 credit), then `linkedin-carousel` or `role-teaser` (0.5 each) with `payload` = the brief's returned `content` |
+| The "we have been retained" LinkedIn post | `create_launch_announcement` (1 credit) |
+| The appointment announcement at the end of a search | `announce_appointment` (1 credit), only after the user confirms the client agreed it can be announced |
+| A document in a client's brand | `list_brand_kits`, then pass the kit's `id` as `kit_id`. Without it the firm's confirmed brand is used |
+| A role-briefing video | `create_role_briefing_video`, then `get_video_status` |
+| A change to the firm's own template | `refine_template` with one clear instruction and a `request_id` (`template_type` `cvtobios` for one saved with `push_designed_template`); `get_refine_status` if still working. Formatix keeps every earlier version |
+
+For CVs, shortlists, position specifications, interview packs, corrections,
+new templates, daily runs, submission emails, blind profiles and translations,
+follow the matching Formatix skill.
+
+## Briefs
+
+`render_search_document`, `create_launch_announcement` and
+`create_role_briefing_video` take a `brief`. `role` is required; add `location`,
+`salary`, `reporting_line`, `must_haves`, `organisation_overview`,
+`search_reference`, `jd_text` and `consultants` only when the user supplied them.
+
+Confidential search: `brief.confidential = true`, the real client in
+`client_name` (used only to check the output) and a neutral `client_descriptor`
+such as "a listed European logistics group". Never write the client's name in your
+reply, posts or documents.
+
+## Out of scope - decline or redirect
+
+- Posting to LinkedIn or publishing web pages: Formatix drafts, the user posts.
+- Deleting templates, documents or data; changing templates Formatix set up for the
+  firm (read-only): point to https://platform.formatix.ai.
+- Buying credits or changing plans.
+- Finding personal contact details, scraping LinkedIn or profiling individuals.