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	`EMAIL_[id].md`	`EMAIL_abc123.md`
WhatsApp	`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 structure
scripts/cleanup.py - Archive old completed items
scripts/backup.py - Create vault backup

vault-management

Vault Management Skill

Vault Structure