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source-document-filing - Set up an indexed source document register

Recommends and builds empty templates for indexing, linking, storing, retaining, and verifying supporting documents.

Tags

Updated: 2026-10-03
smeaccountingauditfinancedatabasecsvnotionsqlfiling

Capabilities

Identify filing intentAsk missing filing detailsRecommend indexed workflowGenerate CSV register

Typical Inputs

Document filing requirementsDocument typesFiling methods

Typical Outputs

Filing workflow recommendationCSV register templateSQL DDL script

What this skill does

  • Identify filing intent
  • Ask missing filing details
  • Recommend indexed workflow
  • Generate CSV register
  • Generate SQL DDL
  • Generate JSON Schema
  • Route Notion import
  • Flag validation failures

Inputs

  • Document filing requirements
  • Document types
  • Filing methods
  • Indexing rules
  • Retention requirements
  • Requested output format

Outputs

  • Filing workflow recommendation
  • CSV register template
  • SQL DDL script
  • JSON Schema
  • Notion field mapping
  • Validation findings

Requirements

  • notion-manual-import for Notion output

Source

  • Spec: SKILL.md

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