Skill v1.0.1

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kbanc85/claudia/file-document

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PublishedJune 30, 2026 at 09:36 AM

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version: "1.0.1" name: file-document description: Store a document, email, or text for future reference with entity linking and provenance. See also: ingest-sources for multiple files; capture-meeting if it's meeting notes; summarize-doc to get a summary without filing. effort-level: medium

File Document

Store any document, email, or text for future reference with proper entity linking and provenance tracking.

Usage

/file-document or natural language:

"Save this email"
"File this for later"
"Keep this document"
"Store this transcript"

When to Use

This command is for ad-hoc document capture. Use it when:

User shares an email they want to preserve
User pastes content they want to reference later
User uploads a document (PDF, contract, proposal)
User shares research or web content worth keeping
Anything the user might want to cite or review later

Note: For meeting transcripts specifically, use /capture-meeting which includes extraction.

Quick Flow

1. Identify the Content

Ask if not obvious:

"What is this? (email, document, transcript, research, other)"
"Who is this about or from?"

2. Gather Metadata

Determine:
├── source_type: gmail, transcript, upload, capture
├── filename: YYYY-MM-DD-[entity]-[topic].md
├── about: [list of entity names mentioned]
└── summary: One-line description

3. File It

claudia memory document store \
  --filename "Descriptive name" \
  --source-type "gmail|transcript|upload|capture" \
  --summary "Brief description" \
  --about "entity1,entity2" \
  --project-dir "$PWD" \
  < content.md

(Pipe the FULL raw text via stdin; never summarize)

4. Confirm

**Filed**
 
**File:** [filename]
**Location:** [storage path]
**Linked to:** [entity names]
**Summary:** [one-line summary]
 
The document is now searchable and linked to [entities].
You can find it later with:
- "Show me documents about [entity]"
- "Find the email from [person]"
- claudia memory document search --entity "[name]" --project-dir "$PWD"

Source Types

Type	Use When	Example
`gmail`	Email content	"Here's an email from Sarah..."
`transcript`	Meeting notes/recordings	"Notes from today's call..."
`upload`	PDFs, contracts, formal docs	"Here's the contract..."
`capture`	Research, web content, misc	"I found this article..."

File Routing

Documents are automatically routed to entity-aware folders:

If about a person:
  people/sarah-chen/emails/2026-02-04-proposal.md
  people/sarah-chen/documents/2026-02-04-contract.pdf
 
If about an organization:
  clients/acme-corp/emails/2026-02-04-partnership.md
 
If about a project:
  projects/rebrand/documents/2026-02-04-brief.md
 
If no entity linked:
  general/documents/2026-02-04-misc.md

Examples

Email

User: "Here's an email from Jim about the partnership terms. Save it."
 
claudia memory document store \
  --filename "2026-02-04-jim-ferry-partnership.md" \
  --source-type "gmail" \
  --summary "Jim Ferry re: partnership terms and next steps" \
  --about "Jim Ferry" \
  --project-dir "$PWD" < email.md
 
Response:
"Filed Jim's email about partnership terms.
Saved to: people/jim-ferry/emails/2026-02-04-partnership.md
You can find it later by asking about Jim's documents."

Research

User: "Here's some info I found about competitor pricing. Keep this."
 
claudia memory document store \
  --filename "2026-02-04-competitor-pricing-research.md" \
  --source-type "capture" \
  --summary "Competitor pricing analysis notes" \
  --project-dir "$PWD" < research.md
 
Response:
"Filed your competitor pricing research.
Saved to: general/documents/2026-02-04-competitor-pricing-research.md"

Contract

User: "Save this contract from Acme Corp"
 
claudia memory document store \
  --filename "2026-02-04-acme-corp-contract.md" \
  --source-type "upload" \
  --summary "Service agreement with Acme Corp" \
  --about "Acme Corp" \
  --project-dir "$PWD" < contract.md
 
Response:
"Filed the Acme Corp contract.
Saved to: clients/acme-corp/documents/2026-02-04-contract.md"

Linking to Memories

If you also extract facts from the document:

File the document first (get document_id from JSON response)
Extract memories using claudia memory save or claudia memory batch
Call claudia memory document store --memory-ids "id1,id2,..." to link provenance

This creates the chain: memory -> document -> file on disk.

Quality Checklist

[ ] Full content preserved (not summarized)
[ ] Descriptive filename with date
[ ] Correct source_type selected
[ ] Entities identified and linked
[ ] Summary is accurate and searchable
[ ] User knows where to find it later

Tone

Quick and efficient
Confirm what was saved
Tell them how to find it later
Don't over-explain the system

← v1.0.0 All versions