
customer-card-render
Generate customer-card PowerPoint content YAML from Design Thinking canonical artifacts and build using the shared PowerPoint skill pipeline
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/microsoft/hve-core --skill customer-card-render- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads customer-card-render automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
Customer Card Render Skill
Converts canonical Design Thinking markdown artifacts into PowerPoint skill content.yaml slide definitions and builds the final deck through the shared PowerPoint build pipeline.
Overview
This skill is a sibling to the experimental powerpoint skill. It handles the Design Thinking-specific mapping layer: extracting sections from canonical markdown artifacts and filling template-driven content.yaml files. The PowerPoint skill then owns layout rendering, theming, export, and validation.
Keeping these concerns separate means:
- Customer-card mapping logic stays independent from general PowerPoint capabilities.
- The skill can be included in packages independently.
- Layout primitives,
Invoke-PptxPipeline.ps1, theming, and validation behavior are not reimplemented here.
For full PowerPoint pipeline documentation, activate the powerpoint skill by name. When it does not resolve, warn the user that the pipeline documentation and build behavior are unavailable and stop rather than reimplementing them here.
Prerequisites
-
Python 3.11+
-
uvpackage manager, installed with a package manager that verifies the download against a published hash:# Windows winget install --id astral-sh.uv -e # macOS / Linux (Homebrew) brew install uvTo install from a release archive instead, download it from the uv releases page and check it against its
.sha256file before extracting. -
The experimental
powerpointskill, activated by name, for theInvoke-PptxPipeline.ps1build step. When it does not resolve, warn the user that the build step is unavailable and stop.
Directory Structure
.github/skills/experimental/customer-card-render/
├── SKILL.md
├── pyproject.toml
├── references/
│ └── mapping-spec.md
├── scripts/
│ └── generate_cards.py
├── templates/
│ ├── global-style.yaml
│ ├── persona.content.yaml
│ ├── problem.content.yaml
│ ├── scenario.content.yaml
│ ├── use-case-slide1.content.yaml
│ ├── use-case-slide2.content.yaml
│ ├── use-case-slide3.content.yaml
│ └── vision.content.yaml
└── tests/
├── fuzz_harness.py
└── test_generate_cards.py
Supported Artifact Types
| Artifact Type | Slide Layout |
|---|---|
| Vision Statement | Single slide |
| Problem Statement | Single slide |
| Scenario | Single slide |
| Use Case | 4 slides (see below) |
| Persona | Single slide |
Use Case 4-Slide Layout
Each Use Case expands into 4 consecutive slides with distinct sections:
| Slide | Content |
|---|---|
| Slide 1 | Use Case Description, Use Case Overview, Business Value, Primary User |
| Slide 2 | Secondary User, Preconditions, Steps, Data Requirements |
| Slide 3 | Equipment Requirements, Operating Environment, Success Criteria, Pain Points |
| Slide 4 | Extensions, Evidence |
Cards are ordered by artifact type (Vision → Problem → Scenario → Use Case → Persona), then alphabetically by title within each type. Use Cases appear with all 4 slides consecutive (Slide N, N+1, N+2, N+3).
Two-Command Flow
Step 1: Generate slide YAML from canonical markdown
python "<customer-card-render-skill-root>/scripts/generate_cards.py" \
--canonical-dir .copilot-tracking/dt/<project-slug>/canonical \
--output-dir .copilot-tracking/dt/<project-slug>/render/content
Resolve <customer-card-render-skill-root> from the loaded skill location before running the command.
generate_cards.py CLI Reference
| Flag | Required | Default | Description |
|---|---|---|---|
--canonical-dir | No | <skill-root>/canonical | Directory containing canonical DT markdown files |
--output-dir | No | <skill-root>/scripts/content | Directory to write generated content.yaml files |
-v, --verbose | No | — | Enable debug-level logging |
The script reads each markdown file in --canonical-dir, detects the artifact type from frontmatter, extracts required sections, and generates content.yaml files. Vision, Problem, Scenario, and Persona artifacts produce one slide each. Use Case artifacts produce 4 consecutive slides per use case.
For the section-to-field mapping contract and Use Case 4-slide layout details, see references/mapping-spec.md.
Step 2: Build PPTX using the PowerPoint skill pipeline
Activate the powerpoint skill by name and hand it the build, supplying these three inputs:
- Content directory:
.copilot-tracking/dt/<project-slug>/render/content - Style path:
.copilot-tracking/dt/<project-slug>/render/content/global/style.yaml - Output path:
.copilot-tracking/dt/<project-slug>/render/output/customer-cards.pptx
The powerpoint skill owns the Invoke-PptxPipeline.ps1 orchestrator, its parameter reference, template usage, validation, and export options, and it manages virtual environment setup and dependency installation automatically via uv sync. When that skill is unavailable, warn the user that the build step cannot run and stop rather than invoking the pipeline from a guessed location.
DT Coach Integration
The dt-coaching-foundation skill's canonical-deck reference provides opt-in workflow integration for the Design Thinking coaching agent. When a user opts in, the coaching agent offers to build customer cards at method exit points. The two-command flow above runs as part of that workflow with --canonical-dir and --output-dir resolved from the active DT project slug in .copilot-tracking/dt/.
Canonical artifacts are produced by the DT coach and live under .copilot-tracking/dt/<project-slug>/canonical/.
Running Tests
cd "<customer-card-render-skill-root>"
uv sync --group dev
uv run pytest tests/
Tests cover parsing, template selection, YAML emission, and regressions. The tests/fuzz_harness.py file is an Atheris polyglot fuzz harness for OSSF Scorecard compliance.
Content Fidelity Note: Use Case Cards
Use Case cards are split across 3 opinionated slides, each with dedicated sections:
- Slide 1: Introduces the use case with Description, Overview, Business Value, and Primary User
- Slide 2: Details execution with Secondary User, Preconditions, Steps, and Data Requirements
- Slide 3: Captures quality criteria with Equipment Requirements, Operating Environment, Success Criteria, Pain Points, and Evidence
This structure ensures all 16 Use Case sections fit legibly across 4 slides without compression. Each section appears in its own textbox with appropriate styling and heading.
For complete mapping details, see references/mapping-spec.md.
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
uv not found | uv not installed | Run winget install --id astral-sh.uv -e (Windows) or brew install uv (macOS/Linux) |
| Python not found by uv | No Python 3.11+ on PATH | Run uv python install 3.11 |
| Template not found | --canonical-dir contains unknown type | Check frontmatter type: field against supported artifact types |
| Empty output directory | No canonical markdown files found | Confirm --canonical-dir path and that files have --- frontmatter |
| PPTX build fails after generate | PowerPoint skill missing or not activated | Activate the powerpoint skill by name. When its content does not arrive, stop and report the build step as unavailable |
FAQ
What does the customer-card-render skill do?
Generate customer-card PowerPoint content YAML from Design Thinking canonical artifacts and build using the shared PowerPoint skill pipeline
How do I install customer-card-render?
Run npx skills add https://github.com/microsoft/hve-core --skill customer-card-render in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/customer-card-render/ (personal) or .claude/skills/customer-card-render/ (project).
Which AI agents can use customer-card-render?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is customer-card-render safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains customer-card-render?
It is published by microsoft in microsoft/hve-core, and it is an official skill from the maker of the technology it covers. It has 48 recorded installs.
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