document-management-plan

A document management plan establishes DMS selection, folder taxonomy, retention defaults, and access audit governance. It provides a structured markdown deliverable capturing operational interview inputs to standardize family office file organization and security.

The best way to structure folder taxonomy and retention policies is through an interview-driven governance workflow. It captures your operational expectations and access roles to generate standardized retention defaults aligned with your family office structure.

Yes, you can optionally push document management artifacts to SharePoint, Asana, Snowflake, Outlook, Gmail, and Google Calendar. This external delivery is facilitated through the Seren gateway when publishing the finalized plan.

Yes, the workflow ensures access control and confidentiality by redacting sensitive values in structured payloads used for external publishing. It also keeps verbose interview and artifact data out of INFO logs to protect sensitive content.

You do not need a memory DSN to generate the document management plan, but configuring one allows the workflow to write memories. Without it, the skill still renders local artifact files with manifest metadata.

A limitation of automated DMS planning is that it requires running the skill agent workflow to validate inputs and render artifacts. It applies specifically to advisory planning scenarios and relies on capturing minimum viable interview inputs without logging sensitive data.