Process Inbox - Silver Tier

[SKILL] Using skill: /process-inbox

List all .md files in:

• /Needs_Action/email/
• /Needs_Action/whatsapp/
• /Needs_Action/linkedin/
• /Needs_Action/files/

Step 2: Process Each Item

For each file in each category:

1. Read the file

   [READ] Reading: {filename}
   

   Parse frontmatter (type, priority, status) and content

2. Claim ownership

   [MOVE] Moving: /Needs_Action/<category>/{filename} -> /In_Progress/<category>/{filename}
   

3. Create a Plan.md

   [WRITE] Writing: /Plans/<category>/PLAN_{filename}.md
   

4. Determine action type:

   • Routine: Execute action (possibly using MCP tools)
   • Sensitive: Create approval request in /Pending_Approval/<category>/

5. Execute or Flag:

   • Routine:

     [MCP] Using MCP tool: mcp__ai-employee__*
     [MOVE] Moving: /In_Progress/<category>/{filename} -> /Done/<category>/{filename}
     [DONE] Completed: {action summary}
     

   • Sensitive:

     [WRITE] Writing: /Pending_Approval/<category>/APPROVAL_{filename}.md
     [DONE] Flagged for approval: {reason}
     

     CRITICAL WORKFLOW:

     DO NOT MOVE the original file from /In_Progress/

     • Original file STAYS in /In_Progress/<category>/{filename} (locked/claimed)
     • Only the APPROVAL REQUEST file goes to /Pending_Approval/<category>/APPROVAL_{filename}.md

     File Movement Rules:

     • /In_Progress/<category>/{filename} → STAYS HERE (locked until decision)
     • /Pending_Approval/<category>/APPROVAL_{filename}.md → NEW approval request file

     After Human Decision:

     • If APPROVED: Orchestrator triggers Claude → Claude executes action → moves original to /Done/<category>/
     • If REJECTED: Original file moves to /Archive/<category>/ (action cancelled)

MCP Tools Available

When executing actions, use these MCP tools:

File Types and Actions by Category

Email Category (/Needs_Action/email/)

Action Types:

• Reply to email → Use mcp__ai-employee__send_email or mcp__ai-employee__draft_email
• Forward email → Use mcp__ai-employee__send_email
• Archive email → Move to /Done/email/

Approval Required When:

• ALL EMAILS REQUIRE APPROVAL BEFORE SENDING (MANDATORY)
• This includes replies, forwards, and new emails
• Only routine archiving/reading does NOT require approval

WhatsApp Category (/Needs_Action/whatsapp/)

Action Types:

• Reply to message → Use mcp__ai-employee__send_whatsapp
• Follow-up → Use mcp__ai-employee__send_whatsapp

Approval Required When:

• Messaging new contact
• Business proposals
• Financial/pricing discussions

LinkedIn Category (/Needs_Action/linkedin/)

Action Types:

• Post update → Use mcp__ai-employee__post_linkedin
• Reply to message → Use mcp__ai-employee__send_linkedin_message
• Connection follow-up → Use mcp__ai-employee__send_linkedin_message

Approval Required When:

• ALL posts (always require approval)
• ALL messages (always require approval)

Files Category (/Needs_Action/files/)

Action Types:

• Process document → Read and analyze
• Extract data → Parse and summarize
• Convert format → Process and save

Approval Required When:

• Deleting files
• Sharing externally
• Sensitive data handling

Creating Plan.md

When processing a file, create a Plan.md in /Plans/<category>/:

# Plan: {original_filename}

## Source
- **Category:** {email|whatsapp|linkedin|files}
- **Original File:** /Archive/{filename}
- **Action File:** {action_filename}
- **Type:** {type}
- **Priority:** {priority}

## Analysis
{Brief analysis of what needs to be done}

## Proposed Actions
- [ ] Action 1
- [ ] Action 2
- [ ] Action 3

## MCP Tools Required
- [ ] mcp__ai-employee__send_email
- [ ] mcp__ai-employee__send_whatsapp
- [ ] mcp__ai-employee__post_linkedin
- [ ] mcp__ai-employee__send_linkedin_message
- [ ] None (routine file processing)

## Approval Required?
- [ ] No - Routine action, will execute directly
- [ ] Yes - Sensitive action, requires human approval
  Reason: {why approval is needed}

## Status
- [ ] In Progress
- [ ] Pending Approval
- [ ] Approved - Awaiting Execution
- [ ] Complete

## Notes
{Any additional notes}

Flagging for Approval (HITL)

For sensitive actions, create a file in /Pending_Approval/<category>/:

---