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skills/drafts-manager/SKILL.md
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skills/drafts-manager/SKILL.md
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---
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name: drafts-manager
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description: Triage Drafts inbox and route notes to OmniFocus tasks or Obsidian documents
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triggers:
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- "triage drafts"
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- "process drafts"
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- "check drafts"
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- "what's in drafts"
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- "drafts inbox"
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- "clean up drafts"
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- "export drafts"
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allowed-tools: Read, Bash, Write
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version: 0.1.0
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---
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# Drafts Manager Skill
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Triage the Drafts inbox using a hybrid AI + human confirmation workflow. Routes content to OmniFocus (tasks) or Obsidian (notes) based on content analysis.
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## When to Activate
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Use this skill when user wants to:
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- Triage or process their Drafts inbox
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- Route notes to OmniFocus or Obsidian
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- Check what's captured in Drafts
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- Clean up old drafts
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## Architecture
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**Two-Phase Hybrid Triage:**
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1. **Export & Analyze** - Drafts exports inbox → Geoffrey analyzes → presents suggestions
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2. **Confirm & Process** - User confirms routing → Drafts processes each draft → archives
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```
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┌─────────┐ URL ┌─────────┐ JSON ┌─────────┐ Table ┌──────┐
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│Geoffrey │ ────► │ Drafts │ ─────► │Geoffrey │ ──────► │ User │
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│ trigger │ │ export │ │ analyze │ │review│
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└─────────┘ └─────────┘ └─────────┘ └──┬───┘
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│
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Confirmed
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│
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┌─────────┐ URL ┌─────────┐ Routes ┌──────────┐ ┌───▼────┐
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│Geoffrey │ ────► │ Drafts │ ───────► │OmniFocus │ │Process │
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│ trigger │ │ process │ │ Obsidian │ │ list │
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└─────────┘ └────┬────┘ └──────────┘ └────────┘
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│
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Archives
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```
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## Available Scripts
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Scripts are in `./scripts/` directory. Run via:
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```bash
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bun ./scripts/script-name.js
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```
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### trigger_export.js
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Triggers the Drafts "Geoffrey Export Inbox" action via URL scheme.
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**Output:** Path to exported JSON file
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**Use when:** Starting triage
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### trigger_process.js
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Triggers the Drafts "Geoffrey Process Draft" action with routing instructions.
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**Parameters:** uuid, destination, project, tags, folder
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**Use when:** Processing confirmed drafts
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## Required Drafts Actions
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**IMPORTANT:** User must install these Drafts actions (found in `./actions/`):
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### Geoffrey Export Inbox
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Exports all inbox drafts to a JSON file for Geoffrey to analyze.
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**Location:** `~/Library/Mobile Documents/iCloud~com~agiletortoise~Drafts5/Documents/geoffrey-export.json`
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**Output format:**
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```json
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{
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"exported": "2025-11-23T10:30:00Z",
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"count": 5,
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"drafts": [
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{
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"uuid": "ABC123",
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"title": "First line of draft",
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"content": "Full content...",
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"tags": ["inbox"],
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"createdAt": "2025-11-22T14:00:00Z",
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"modifiedAt": "2025-11-22T14:00:00Z",
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"isFlagged": false
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}
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]
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}
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```
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### Geoffrey Process Draft
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Processes a single draft based on routing instructions from URL parameters.
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**URL Parameters:**
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- `uuid` - Draft to process
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- `destination` - "omnifocus", "obsidian", "archive", or "trash"
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- `project` - OmniFocus project (if destination=omnifocus)
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- `tags` - Comma-separated tags (if destination=omnifocus)
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- `dueDate` - Due date (if destination=omnifocus)
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- `folder` - Obsidian folder (if destination=obsidian)
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## Content Analysis Rules
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When analyzing drafts, look for these signals:
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### Route to OmniFocus (Task)
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**Signals:**
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- Starts with action verb: "call", "email", "buy", "schedule", "review", "check"
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- Contains: "todo", "task", "@due", "@defer"
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- Short (< 50 words)
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- Contains person names
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- Shopping lists or errands
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**Apply omnifocus-manager routing rules for project/tag assignment**
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### Route to Obsidian (Note)
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**Signals:**
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- Longer content (> 100 words)
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- Meeting notes: "meeting with", "discussed", "attendees"
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- Ideas/brainstorms: "idea:", "thought:", "what if"
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- Reference material: links, quotes, research
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- Journal entries: "today I", feelings, reflections
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### Archive in Drafts
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**Signals:**
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- Reference that may be needed again
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- Snippets of code or text
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- Temporary notes that are now done
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### Delete (Trash)
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**Signals:**
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- Empty or nearly empty
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- Test/scratch content
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- Duplicates
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- Outdated info no longer needed
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## Obsidian Routing Rules
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| Content Type | Folder | Frontmatter |
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|--------------|--------|-------------|
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| Meeting notes | `Meetings/` | date, attendees, topics |
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| Ideas/brainstorms | `Geoffrey/Inbox/` | tags, created |
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| Research | `Reference/` | source, tags, related |
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| Journal | `Journal/` | date |
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| General notes | `Geoffrey/Inbox/` | tags, created |
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**Frontmatter template:**
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```yaml
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---
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created: {{date}}
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source: drafts
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tags: [from-drafts]
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related: []
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---
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```
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## Main Workflow: Triage Drafts
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### Phase 1: Export & Analyze
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1. **Trigger export:**
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```bash
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open "drafts://x-callback-url/runAction?action=Geoffrey%20Export%20Inbox"
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```
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2. **Wait for export file** (2-3 seconds)
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3. **Read exported JSON:**
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```bash
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cat ~/Library/Mobile\ Documents/iCloud~com~agiletortoise~Drafts5/Documents/geoffrey-export.json
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```
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4. **Analyze each draft** using content signals above
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5. **Present suggestions table:**
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```markdown
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## Drafts Inbox Triage
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Found **5 drafts** to process:
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| # | Title | Suggestion | Destination | Details |
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|---|-------|------------|-------------|---------|
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| 1 | Call John about... | Task | OmniFocus | Project: Meetings, Tags: John, Follow Up |
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| 2 | Meeting notes 11/22 | Note | Obsidian | Folder: Meetings/ |
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| 3 | [empty] | Delete | Trash | Empty draft |
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| 4 | Shopping list | Task | OmniFocus | Project: Single Actions, Tags: Chores |
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| 5 | Idea for app... | Note | Obsidian | Folder: Geoffrey/Inbox/ |
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**Questions:**
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- #4: Should this go to a specific store location tag?
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Which numbers need changes? (Or type "process all" to confirm)
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```
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### Phase 2: Process & Archive
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1. **For each confirmed draft**, trigger process action:
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```bash
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# OmniFocus task
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open "drafts://x-callback-url/runAction?action=Geoffrey%20Process%20Draft&uuid=ABC123&destination=omnifocus&project=Meetings&tags=John,Follow%20Up&dueDate=2025-11-30"
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# Obsidian note
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open "drafts://x-callback-url/runAction?action=Geoffrey%20Process%20Draft&uuid=DEF456&destination=obsidian&folder=Meetings"
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# Archive
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open "drafts://x-callback-url/runAction?action=Geoffrey%20Process%20Draft&uuid=GHI789&destination=archive"
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# Delete
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open "drafts://x-callback-url/runAction?action=Geoffrey%20Process%20Draft&uuid=JKL012&destination=trash"
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```
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2. **Report results:**
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```markdown
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## Summary
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Processed 5 drafts from inbox
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## Actions
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- 2 tasks created in OmniFocus
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- 2 notes saved to Obsidian
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- 1 draft deleted
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## Status
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✅ Complete
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## Next Steps
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- Review tasks in OmniFocus inbox
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- Check Obsidian notes in Geoffrey/Inbox/
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```
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## Error Handling
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**Drafts not running:**
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```
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Status: ❌ Failed
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Error: Drafts app is not running. Please open Drafts and try again.
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```
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**Action not installed:**
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```
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Status: ❌ Failed
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Error: Drafts action "Geoffrey Export Inbox" not found.
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Please install from: skills/drafts-manager/actions/
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```
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**Export file not found:**
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```
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Status: ⚠️ Partial
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Error: Export file not created. Drafts may have timed out.
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Try running the action manually in Drafts.
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```
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**OmniFocus not running:**
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```
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Status: ⚠️ Partial
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Warning: OmniFocus not running. Task creation may have failed.
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Please verify tasks were created.
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```
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## Installation
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### 1. Install Drafts Actions
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Import the action files from `./actions/`:
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**Option A: Import from file**
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1. Open Drafts
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2. Go to Actions → Manage Actions
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3. Import from `actions/geoffrey-export-inbox.draftsAction`
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4. Import from `actions/geoffrey-process-draft.draftsAction`
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**Option B: Create manually**
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1. Open Drafts
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2. Create new action "Geoffrey Export Inbox"
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3. Add Script step with code from `actions/geoffrey-export-inbox.js`
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4. Repeat for "Geoffrey Process Draft"
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### 2. Verify Installation
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Run: `open "drafts://x-callback-url/runAction?action=Geoffrey%20Export%20Inbox"`
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Check for export file at:
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`~/Library/Mobile Documents/iCloud~com~agiletortoise~Drafts5/Documents/geoffrey-export.json`
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## Tips for Best Results
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### Tagging in Drafts
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Use these tags for manual pre-routing:
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- `task` - Force route to OmniFocus
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- `note` - Force route to Obsidian
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- `archive` - Keep in Drafts archive
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- `delete` - Trash without review
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### Quick Capture Patterns
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When capturing to Drafts, these patterns help AI routing:
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- Start tasks with verbs: "Call", "Email", "Buy"
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- Start notes with context: "Meeting:", "Idea:", "Note:"
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- Use @ for OmniFocus hints: "@due(tomorrow)", "@project(Work)"
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### Regular Triage
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Best practice: Triage Drafts daily to keep inbox small
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- Morning: Process yesterday's captures
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- Evening: Quick review of day's notes
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## Learned Routing Patterns
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These patterns were learned through actual triage sessions with the user.
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### Content Type → Destination
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| Content Type | Destination | Obsidian Folder | OmniFocus Details |
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|--------------|-------------|-----------------|-------------------|
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| Meeting notes | Obsidian | `Meetings/2025/` | - |
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| Conference notes | Obsidian | `Meetings/2025/` | - |
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| Development roadmap | Obsidian | `Work/[Project]/Roadmap.md` | Format as checklist |
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| API keys/credentials | **Delete** | - | Security risk |
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| Error logs/JSON junk | **Delete** | - | Cruft |
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| Random passwords | **Delete** | - | Cruft |
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| Contact info | Contacts app | - | Also create follow-up task |
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| Book recommendations | OmniFocus | - | Tags: Reading |
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| Gift ideas | OmniFocus | - | Tags: Chores, Shopping |
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| Action items from meetings | OmniFocus | - | Tags: Follow Up |
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| Reference links (AI, UDL) | Obsidian | `Reference/` | - |
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| Personal project ideas | OmniFocus | - | Tags: Coding |
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| Presentation schedules | Obsidian | `Work/Presentations/` | Future dates → tasks |
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| Survey links | OmniFocus | - | Include links in notes |
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### Signals for Each Destination
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**→ OmniFocus Task:**
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- Starts with action verbs: "Submit", "Call", "Email", "Build", "Add"
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- Contains due date context: "first week of December", "by end of year"
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- Travel approvals, surveys to send, podcasts to record
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- Book to read, thing to buy, project to build
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- Multiple action items → single task with checklist in notes
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**→ Obsidian Note:**
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- Meeting notes (look for date, attendees, discussion points)
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- Conference notes (look for session titles, speakers, links)
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- Development docs with code/commands (wrap in code blocks)
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- Reference material with links to external resources
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- Topic brainstorms and idea lists
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**→ Contacts App:**
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- Contains name + phone/email
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- Create contact AND follow-up task if there's an action
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**→ Delete:**
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- Empty or nearly empty
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- JSON/error logs
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- API keys (security)
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- Random strings/passwords
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- Test data that's no longer needed
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**→ Archive in Drafts:**
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- Outdated but potentially useful later
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- Reference that may be needed again
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### Project/Folder Mappings
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**Obsidian Folders:**
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- `Meetings/2025/` - All meeting and conference notes
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- `Work/AI-Studio/` - AI Studio development docs
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- `Work/Jocular-Kangaroo/` - Jocular Kangaroo project
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- `Work/Presentations/` - Presentation archives
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- `Geoffrey/` - Geoffrey roadmap and ideas
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- `Reference/` - Reference materials and links
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**OmniFocus Projects (go to Inbox if not found):**
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- CoSN Work - CoSN-related tasks
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- Meetings - Follow-ups with people
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- Research for Future Plans - Books, research tasks
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**OmniFocus Tags:**
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- Follow Up - Tasks requiring follow-up
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- Reading - Books to read
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- Chores - Shopping, errands
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- Coding - Development tasks
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- Geoffrey - AI-assistable tasks
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- Email - Tasks requiring email
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### Special Handling
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**Multi-item notes:**
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- If note contains multiple distinct items, either:
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- Create single task with items as checklist in notes
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- Split into separate tasks (ask user preference)
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**Development roadmaps:**
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- Format as Obsidian file with checkboxes
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- Use `- [ ]` for pending items
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- Use `- [x]` for completed items
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- Include code blocks for commands
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**Sensitive data:**
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- API keys → Delete immediately
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- Student investigation data → Archive carefully, don't expose
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- Credentials → Delete or move to secure storage
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**Contact + Task pattern:**
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- Add to Contacts app via add_contact.js
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- Create follow-up task with contact details in notes
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- Example: "Send maps to Kim Crowder" with email in notes
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## Future Enhancements
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- [ ] Batch processing without confirmation for tagged drafts
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- [ ] Smart date extraction from draft content
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- [ ] Template matching for common note types
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- [ ] Sync with omnifocus-manager tag hierarchy
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- [ ] Obsidian template application
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- [ ] Draft content search/query
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- [ ] Auto-detect project roadmaps and format as checklists
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- [ ] Recognize CoSN, ACPE, Kiwanis contexts for project routing
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Reference in New Issue
Block a user