A file-based knowledge vault operated by an AI agent (Cline) acting as your executive secretary. You dump raw material and talk; the agent files, indexes, and cross-references everything; you ask questions and get cited answers; you request reports and get polished, offline-ready HTML/PDF documents whose formatting improves with your feedback.
Built for a senior engineer / architect / group lead: team dossiers and performance evaluations, meeting minutes and prep packs, decision records, project RAG rollups, commitments tracking, interview debriefs, and a brag log that turns into CV bullets.
Inspired by Karpathy's LLM wiki (agent-maintained markdown + indexes) and DOX (small root docs, detail in leaves — so navigation files never outgrow a weaker model's reliability).
- Get a private copy. This repo is a data-free template. Create your
private instance from it (GitHub: Use this template), keep it
private — it will hold sensitive people data. Optionally add the
template as an
upstreamremote to pull future improvements. - Requirements: Cline (VS Code extension);
python3(stdlib only, for the health check and hooks); Chrome/Chromium (optional, for agent-side PDF export). - Open the folder in Cline. Rules in
.clinerules/load automatically; hooks and skills are picked up from.clinerules/hooks/and.cline/skills/. - Start using it: drop files into
inbox/and say/inbox.md— or just tell the agent about your team, meetings, and projects. Ask it anything later.
Three layers, strictly separated:
inbox/ → library/ → memory/
your dumps originals, untouched, the agent's synthesis:
renamed + catalogued dossiers, minutes, projects,
by year decisions, notes — indexed + logged
- Originals are sacred. Files are moved (never edited) into
library/YYYY/with date-prefixed names. APreToolUsehook hard-blocks agent edits to them. - Everything is indexed. Navigation is a two-level tree: root files
(
memory/index.md,library/catalog.md) list only children with counts; entries live in leaf indexes/catalogs. A mechanical 300-line rule triggers deeper sharding, so no navigation file ever grows past what a small model handles reliably. - Everything is logged.
memory/log.mdis an append-only journal of every ingest, filing, and report. - Every fact is dated, answers cite their source pages, and recorded fact is kept separate from inference.
| You say | The secretary does |
|---|---|
| "Sam shipped the migration two weeks early" | Files it (dated) into Sam's dossier's accomplishments log |
| "/prep.md — steering meeting with KDDI folks tomorrow" | Prep pack: attendee one-liners, open threads, landmines, talking points |
| "/one-on-one.md Sam" | 1:1 arc: recognise / follow up / probe / goal pulse / carry-over |
| "Draft Sam's performance eval" | Evidence-based draft from goals + dated entries; flags gaps loudly |
| "/project-status.md" | Portfolio RAG rollup; stale statuses report as "unknown", not old green |
| "/brief.md" | Overdue reminders/commitments, upcoming dates, loose ends |
| "Make that report a deck instead" + feedback | Report re-done; your formatting persisted as a template for next time |
| Command | Does |
|---|---|
/inbox.md |
Process everything in inbox/ into library/ + memory/ |
/remember.md |
File facts you just said in chat |
/recall.md |
Answer a question with sources cited |
/meeting.md |
File meeting minutes; fan out decisions/actions/people facts |
/prep.md |
Meeting prep pack |
/one-on-one.md |
1:1 prep and post-1:1 capture |
/decision.md |
Record a decision (ADR-style: options, rejections, revisit date) |
/project-status.md |
Single-project deep dive or portfolio RAG rollup |
/cv-update.md |
Turn the principal's brag log into CV-ready bullets |
/brief.md |
Daily brief |
/weekly.md |
Weekly review: sweep, nudge list, people pulse, look ahead |
/handoff.md |
Out-of-office handoff and re-entry brief |
/report.md |
Generate a report (markdown or HTML), template-aware |
/reindex.md |
Rebuild the navigation tree from disk |
/checkup.md |
Health check + judgment-level hygiene |
| Skill | Does |
|---|---|
performance-evaluation |
Evidence-based eval drafts from dossier + goals + meetings |
interview-debrief |
Structured candidate feedback vs your rubric; HR-sensitive handling |
report-builder |
The template-evolution loop for recurring reports |
lazyway-io-design |
Rules for lazyway.* HTML reports (kit's own skill) |
claude-report-design |
Rules for claude.* HTML reports (light/dark kit) |
- TaskStart — injects a briefing into every session: inbox backlog, overdue reminders/commitments, unresolved ⚠ markers.
- PreToolUse — blocks any file-edit tool targeting
library/originals (catalogs excepted). Moving/renaming via shell stays allowed.
HTML reports are fully offline — kits are vendored under
reports/design/<kit>/ with self-hosted fonts; no CDN, no CORS/referrer
issues opening from disk. Kits: lazyway (IBM Plex, brand blue, one
amber accent) and claude (warm ivory/charcoal light+dark, terracotta,
persisted theme toggle, print always light). Index and add-a-kit recipe:
reports/design/README.md.
Three template shapes per kit in reports/templates/ —
document (Word-style A4), deck (PowerPoint-style 16:9 slides),
interactive (responsive one-pager). Export to PDF via the browser's
Print → Save as PDF, or scripts/export-pdf.sh <report.html> (headless
Chrome). Formatting feedback is persisted to reports/templates/ so it's
never given twice.
python3 scripts/health.py— mechanical invariants: inbox backlog, shard placement, catalog/index tree consistency and counts, broken links, navigation size rule, overdue items, stale dossiers. Run by/checkup.mdand/weekly.md./reindex.md— rebuilds the tree when drift is found.
| Path | What | Written by |
|---|---|---|
inbox/ |
Raw dumps, unprocessed | You |
library/YYYY/ |
Originals, byte-for-byte untouched, per-year catalogs | Agent (move/rename only) |
memory/ |
People, meetings, projects, decisions, notes, ideas, topics + root index + append-only log | Agent |
reports/ |
Generated reports (YYYY/), templates, design kits |
Agent |
scripts/ |
health.py, export-pdf.sh |
— |
.clinerules/ |
Always-on rules, workflows/, hooks/ |
You + agent |
.cline/skills/ |
On-demand skills | You + agent |
If you are an agent other than Cline working in this repo: read
.clinerules/00-role.md and .clinerules/10-structure.md before
changing anything. The invariants bind you too — never modify files under
library/ (except catalogs), never rewrite memory/log.md history,
update indexes + log with every filing, and run
python3 scripts/health.py before finishing.
The private instance will hold performance evaluations, attrition risks, and interview feedback. Keep it private; don't sync it anywhere you wouldn't email it. Initialise git only after confirming no personal data is present (this template ships clean).
Template: 0BSD — use it for anything, no attribution needed. Vendored material (IBM Plex fonts under SIL OFL 1.1; the lazyway design kit): see THIRD_PARTY_NOTICES.md.