inbox

Automated document processing into a PARA structure works through a three-phase workflow that prepares raw input, enriches it with AI-generated summaries and tags, and delivers files to canonical locations. It systematically classifies and routes transcripts, meeting notes, and strategy documents.

AI enrichment for meeting transcripts automatically extracts action items, generates summaries, and applies tags for better retrieval. The enrichment phase utilizes Claude to process raw meeting notes, adding structured metadata before filing them into the appropriate directories.

Achieving inbox zero for documents involves automated classification and routing of incoming files. The workflow identifies document types, such as strategy docs and reports, enriches them with metadata, and delivers them to their correct PARA locations without manual sorting.

Configuring file patterns and account domain mappings allows the document organization workflow to route files to specific client account folders. These configurable settings ensure that processed transcripts and reports are systematically delivered to their correct canonical locations.

Document enrichment works across different file types like reports and transcripts through automated classification. The workflow identifies the document type during the preparation phase, applies appropriate AI enrichment via Claude, and routes the output without requiring manual setup for each file type.