Introducing: Records Manager Skill for PAI

[madeinoz67]

📋 Records Manager Skill - Now Available for PAI

Expert record keeping with paperless-ngx integration, country-specific taxonomies, and intelligent document management

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🎯 Overview

The Records Manager Skill is now available for the PAI (Personal AI Infrastructure) community. This pack transforms how you organize, search, and retain documents by turning your AI assistant into an expert records manager that knows how to properly categorize, tag, and manage documents according to best practices and legal requirements.

Core principle: Organize once, find forever.

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✨ Key Features

🏷️ Intelligent Document Organization

• Automatic tagging and categorization based on document content
• Domain-specific taxonomies for household, corporate, and project records
• Smart suggestions for document types and metadata

🌍 Country-Specific Compliance

• Record keeping guidelines tailored to your jurisdiction (Australia, US, UK)
• Automatic retention period recommendations
• ATO-compliant trust document management for Australian users

🛡️ Safe Operations

• Mandatory deletion confirmation workflow prevents catastrophic data loss
• Explicit approval required for any document destruction
• Complete audit trail for compliance and legal protection

🔍 Powerful Search

• Optimized data structures for finding relevant documents quickly
• Search by tags, document types, dates, and content
• Filterable results with retention status indicators

🤖 Specialized Agents

Six domain expert agents for complex tasks:

• Records Keeper - Taxonomy design and organization
• Compliance Guardian - Legal retention requirements
• Archive Architect - Storage and retrieval strategy
• Deletion Auditor - Safety checkpoint for all deletions
• Sensitivity Scanner - Data classification and DLP
• Retention Monitor - Time-based compliance tracking

🔧 Extensible Architecture

• Create custom entity types with their own taxonomies
• Define country-specific retention rules
• Add domain-specific tags and categories

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🚀 Quick Start

1. Download the latest release from GitHub Releases

2. Extract to your Packs directory:

   mkdir -p ~/pai/Packs
   unzip madeinoz-recordmanager-skill-*.zip -d ~/pai/Packs/

3. Open Claude Code in the pack directory:

   cd ~/pai/Packs/madeinoz-recordmanager-skill
   claude

4. Tell the AI: "Install this pack"

5. Start managing records:

   Upload this invoice and organize it properly
   

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📚 Documentation

Comprehensive documentation is available at: https://madeinoz67.github.io/madeinoz-recordmanager-skill/

Includes:

• Installation guides and tutorials
• Configuration reference
• API documentation
• Taxonomy customization guide
• Example prompts and workflows

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⚠️ Safety Notice

DISCLAIMER: This tool interacts with your paperless-ngx instance and can delete documents. Despite safety features including mandatory deletion confirmation workflows and Deletion Auditor agent approval requirements, you are solely responsible for backing up your data before using this tool.

Before using this tool, you MUST:

1. ✅ Set up a dedicated PAI user with limited permissions
2. ✅ Enable paperless-ngx backup and recovery
3. ✅ Test the deletion confirmation workflow in a safe environment

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🛠️ Requirements

• PAI (Personal AI Infrastructure) installed
• paperless-ngx instance with API access
• Bun runtime for TypeScript execution

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📦 What's Included

Component	Description
Skill Definition	Intent detection and workflow routing
Paperless API Client	Complete paperless-ngx integration
Taxonomy Expert	Country-specific record keeping guidelines
Record Manager CLI	Command-line tool for all operations
Delete Confirmation	Mandatory approval workflow for deletions
Specialized Agents	Six domain expert agents for complex tasks

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🤝 Contributing

Contributions are welcome! Please read our contributing guidelines and submit pull requests to the main repository.

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📖 Links

• GitHub Repository: madeinoz67/madeinoz-recordmanager-skill
• Documentation: https://madeinoz67.github.io/madeinoz-recordmanager-skill/
• Issue Tracker: GitHub Issues
• PAI Project: danielmiessler/PAI

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Version: 1.2.0
License: MIT
Last Updated: 2026-01-20

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Transform your document management with AI-powered expertise and country-specific compliance.

[danielmiessler]

Thanks for sharing the Records Manager Skill — good example of using PAI skills for personal data management. Appreciate the contribution.