Agent skill
vault-management
Manages the Obsidian vault structure, file operations, and folder organization for the Personal AI Employee. Use when creating, moving, or organizing files in the vault, managing folder structures, or maintaining the knowledge base.
Install this agent skill to your Project
npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/data/vault-management
SKILL.md
Vault Management Skill
This skill provides comprehensive management of the Obsidian vault that serves as the Personal AI Employee's knowledge base and operational dashboard.
Vault Structure
The standard vault structure for the AI Employee:
AI_Employee_Vault/
├── Dashboard.md # Real-time status overview
├── Company_Handbook.md # Rules and guidelines
├── Business_Goals.md # Objectives and KPIs
│
├── Inbox/ # Raw incoming items
├── Needs_Action/ # Triaged items requiring processing
├── Plans/ # Task plans and workflows
├── Pending_Approval/ # HITL approval queue
├── Approved/ # Cleared for execution
├── Rejected/ # Denied actions
├── Done/ # Completed and archived
│
├── Accounting/ # Financial records
│ ├── Current_Month.md
│ ├── Budget_Status.md
│ └── Subscriptions.md
│
├── Briefings/ # Generated reports
│ └── YYYY-MM-DD_*.md
│
├── Logs/ # Audit logs
│ └── YYYY-MM-DD.json
│
├── Contacts/ # Contact information
│ └── *.md
│
└── Templates/ # Document templates
└── *.md
Core Operations
File Creation
When creating files, always include proper frontmatter:
---
type: [type]
created: [ISO timestamp]
status: [status]
---
File Movement
Move files between folders to indicate status changes:
Needs_Action/→Plans/(planning started)Plans/→Pending_Approval/(needs human review)Pending_Approval/→Approved/(cleared to execute)Approved/→Done/(execution complete)
Dashboard Updates
Keep Dashboard.md current with:
- Pending action count
- Approval queue status
- Recent activity log
- Current financial summary
File Naming Conventions
| Type | Pattern | Example |
|---|---|---|
EMAIL_[id].md |
EMAIL_abc123.md |
|
WHATSAPP_[contact]_[date].md |
WHATSAPP_john_2026-01-07.md |
|
| Finance | FINANCE_[type]_[date].md |
FINANCE_transaction_2026-01-07.md |
| Plan | PLAN_[subject].md |
PLAN_invoice_client_a.md |
| Approval | [TYPE]_[subject]_[date].md |
PAYMENT_Client_A_2026-01-07.md |
Reference Documentation
For detailed API and operations, see reference.md
For usage examples, see examples.md
Helper Scripts
scripts/init_vault.py- Initialize vault structurescripts/cleanup.py- Archive old completed itemsscripts/backup.py- Create vault backup
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