Agent skill
file-document
Store a document, email, or text for future reference with entity linking and provenance.
Install this agent skill to your Project
npx add-skill https://github.com/kbanc85/claudia/tree/main/template-v2/.claude/skills/file-document
SKILL.md
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
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 saveorclaudia 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
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