kbanc85/claudia/file-document

Name: file-document
Author: kbanc85

Claude Code and agent skill by kbanc85/claudia

Trust tier 3

community

By kbanc85
Coding
kbanc85/claudia
template-v2/.claude/skills/file-document/SKILL.md
Updated 17 Oct 2026
Version 1.0.34 versions recorded

Source check pending

Checking that the SKILL.md file is still in the repository.

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.

Install

npx vskill@latest install kbanc85/claudia/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

Email

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

Security

Security scanPassed, 90 of 100Pattern checks on the skill's files.
Model reviewPassed

See the full security report

Quality evaluation

Task evaluationNot runNo evaluation yet. Run one in Skill Studio.

See evaluation results

Source

SKILL.md in the repositoryCheckingtemplate-v2/.claude/skills/file-document/SKILL.md

Popularity

Repository stars: 299
Repository forks: 44
Repository npm downloads, 7 days: 1,433
7-day trend score: 46

Stars and forks are for the whole GitHub repository, not this skill alone. Downloads are for the repository's npm package. Refreshed 22 Mar 2026, 7 months ago.

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