Examples¶

Example Usage¶

Here are some practical examples of using the Records Manager Skill for common document management tasks.

Basic Usage Examples¶

Uploading Documents¶

# Upload a single document with automatic tagging
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts upload \
  --file ~/Documents/invoice.pdf \
  --domain household

# Upload with custom tags
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts upload \
  --file ~/Documents/receipt.jpg \
  --domain household \
  --tags medical,health \
  --correspondent "Family Doctor"

Searching Documents¶

# Search by tags
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts search \
  --tags "tax,financial,2024" \
  --domain household

# Search by document type
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts search \
  --type "Invoice" \
  --domain corporate

# Search by date range
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts search \
  --after-date "2024-01-01" \
  --before-date "2024-12-31"

Retention Management¶

# Check retention status
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts retention \
  --domain corporate

# Check retention for specific document type
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts retention \
  --type "Financial" \
  --domain corporate

Entity Management¶

# Create a new entity
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts entity create \
  --name "My Family Trust" \
  --type family-trust \
  --description "Family trust documents"

# List all entities
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts entity list

# View entity details
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts entity show \
  --entity "My Family Trust"

Advanced Examples¶

Trust Document Management¶

# Upload trust deed with automatic compliance checking
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts upload \
  --file ~/Documents/trust-deed.pdf \
  --domain family-trust \
  --tags "trust-deed,permanent" \
  --correspondent "Solicitor"

# Upload Family Trust Election (FTE) document
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts upload \
  --file ~/Documents/fte.pdf \
  --domain family-trust \
  --tags "FTE,tax-election" \
  --retention-years 5

Batch Operations¶

# Upload multiple documents
for file in ~/Documents/receipts/*.pdf; do
  bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts upload \
    --file "$file" \
    --domain household \
    --tags "receipt"
done

# Batch tag update
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts tag add \
  --query "type:Invoice AND date:2024" \
  --tags "2024-invoices" \
  --domain corporate

Workflow Automation¶

# Automated invoice processing workflow
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts workflow start \
  --name "Invoice Processing" \
  --trigger "type:Invoice" \
  --actions "tag:invoice,scan:ocr,assign:accounting"

# Compliance check workflow
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts workflow start \
  --name "Retention Monitor" \
  --schedule "monthly" \
  --actions "check:retention,report:expiring"

Integration Examples¶

With Paperless-ngx¶

# Set up automatic document processing
# 1. Configure paperless-ngx consumption endpoint
export MADEINOZ_RECORDMANAGER_PAPERLESS_URL="https://paperless.example.com"
export MADEINOZ_RECORDMANAGER_PAPERLESS_API_TOKEN="your-api-token"

# 2. Upload and let the skill handle classification
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts upload \
  --file ~/Documents/document.pdf \
  --domain corporate

# 3. Search with automatic taxonomy application
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts search \
  --query "quarterly report" \
  --domain corporate

PAI Integration¶

# Using within PAI conversations
user: "I just received a medical bill, can you help me organize it?"

ai: "I'll upload that to your household records with proper medical tags."

bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts upload \
  --file ~/Downloads/medical-bill.pdf \
  --domain household \
  --tags "medical,bill,health-insurance" \
  --retention-years 7

user: "Check if any tax documents are expiring soon"

ai: "Checking retention status for your corporate domain."

bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts retention \
  --domain corporate \
  --expiring-soon

Troubleshooting Examples¶

Connection Issues¶

# Verify connection
export MADEINOZ_RECORDMANAGER_PAPERLESS_URL="https://paperless.example.com"
bun run ~/.claude/skills/RecordsManager/RecordManager.ts test-connection

# Check API token validity
bun run ~/.claude/skills/RecordsManager/RecordManager.ts test-auth

Debug Mode¶

# Enable verbose logging
export MADEINOZ_RECORDMANAGER_DEBUG=true
bun run ~/.claude/skills/RecordsManager/Tools/RecordManager.ts upload \
  --file document.pdf \
  --domain household \
  --verbose

Tips and Best Practices¶

Always specify the domain - This ensures proper taxonomy application
Use descriptive tags - This makes searching easier later
Check retention regularly - Especially for time-sensitive documents
Use workflows for automation - Reduce manual work for repetitive tasks
Test queries before batch operations - Verify search patterns work as expected