file-document

name	file-document
description	File documents from Downloads into organized Google Drive folders. Handles insurance paperwork, legal documents, medical records, and general documents. Uses predefined folder mappings for quick filing.

Document Filing Workflow

This skill automates filing documents from your Downloads folder into your organized Google Drive structure. It handles insurance paperwork, legal documents, medical records, contracts, and general documents.

Prerequisites

This skill shares Google Drive credentials with the process-receipt skill. Ensure that skill is set up first:

• Google Drive API credentials configured
• Token authenticated via process-receipt setup

Folder Mappings

Insurance Documents

All insurance documents go to: Bold Conjectures / Insurance / {year}

Year	Folder ID
2020	1-J96f03jZQG3-Gg9Q-apB6aVLfvWJpjb
2021	1-I7_z1cdo3iqD3nQrOvblvYwK7kyoMip
2022	1-CAW2zW2O9UlUssIRNktWUo4ediHNh01
2023	1-GjSC4oV_WDCe7XNW8ExgkoQJk4YnUPK
2024	1-KB6LR2LDohxvtPHLSJp0AP6uw0DuQKG
2025	1yArsKB-wLG_54n9PIQoEAFTiAhQ1RIXn

Insurance parent folder: 1wxaHeOrPlZ9VRASJikjVO38T04lCg06f

Medical Documents

All medical documents go to: Medical (root level)

• Folder ID: 1YA3u8i-0TWNYE4AnZhPPcOHmrPcaYN2S

Legal Documents

Personal legal documents go to: Legal (root level)

• Folder ID: 12oBWyhXvSUfYeb1T52ex_FQBnf-ZH4gM

Business legal documents go to: Bold Conjectures / Legal

• Folder ID: 1QEI3g85v0Ml9ElnwS0W-bX8mcXR-aARW

Other Important Folders

Category	Folder	ID
Business (general)	Bold Conjectures	14wGCI0ZqKLWLk_hTnnB_W6DD0lfZmn2I
ID Documents	ID's	1Ct4lp3fOOB6LeZoi1ab22CY9NOanlqk0
Global Entry	Global Entry	1CuJM3qXI1fbBSftyqPx0GUGzec23kC2T
Taxes 2025	Taxes 2025	1kMloTE-TB0SeqnwXYFfYfb6V7xgSyJhp

Workflow Steps

1. Find Document in Downloads

Check ~/Downloads for recent PDF, image, or document files:

find ~/Downloads -type f \( -name "*.pdf" -o -name "*.jpg" -o -name "*.jpeg" -o -name "*.png" -o -name "*.doc" -o -name "*.docx" \) -mtime -14 -print0 | xargs -0 ls -t 2>/dev/null | head -5

Show user the most recent files and let them choose which to file. If no documents found, inform user and exit.

2. Analyze Document Content

Read the document (PDF text extraction or image analysis) and identify:

• Document type (insurance, medical, legal, etc.)
• Date (if present)
• Organization/company name
• Document purpose

3. Determine Destination

Based on document analysis, determine the destination folder:

Insurance documents (policies, claims, EOBs, coverage letters):

• Determine the year from the document date
• Use the corresponding year folder under Bold Conjectures / Insurance
• If year folder doesn't exist, create it:

  ~/.claude/skills/process-receipt/venv/bin/python3 ~/.claude/skills/file-document/gdrive_helper.py create "{year}" "1wxaHeOrPlZ9VRASJikjVO38T04lCg06f"
  

Medical documents (lab results, prescriptions, provider letters):

• File to Medical folder: 1YA3u8i-0TWNYE4AnZhPPcOHmrPcaYN2S

Legal documents:

• Ask if business or personal using AskUserQuestion
• Business legal → 1QEI3g85v0Ml9ElnwS0W-bX8mcXR-aARW
• Personal legal → 12oBWyhXvSUfYeb1T52ex_FQBnf-ZH4gM

Tax documents:

• File to appropriate Taxes {year} folder in Bold Conjectures

ID/Identity documents:

• File to ID's folder: 1Ct4lp3fOOB6LeZoi1ab22CY9NOanlqk0

Other/Unknown:

• Use AskUserQuestion to ask where to file
• Present options: Medical, Legal (Personal), Legal (Business), Insurance, ID's, or "Let me specify"

4. Generate Filename

Create a clear, descriptive filename:

• Include date if available (YYYY-MM-DD format at the start)
• Include organization/source name
• Include document type/purpose

Filename patterns:

• Insurance: 2025-01-15-Aetna-EOB-Claim-12345.pdf
• Medical: 2025-02-20-LabCorp-Blood-Test-Results.pdf
• Legal: 2025-03-10-Contract-NDA-AcmeCorp.pdf
• Tax: 2025-W2-EmployerName.pdf

Rules:

• Use hyphens instead of spaces
• Remove special characters (/, :, etc.)
• Keep reasonably short but descriptive

5. Check for Duplicates

Before uploading, check existing files in the target folder:

~/.claude/skills/process-receipt/venv/bin/python3 ~/.claude/skills/file-document/gdrive_helper.py list-files <folder_id>

If similar files exist (same date + similar name):

• Inform user of potential duplicate
• Show existing file(s) with view links
• Use AskUserQuestion:
  • "Skip upload (duplicate)"
  • "Upload anyway (different document)"
  • "Let me check the existing file first"

6. Upload to Google Drive

Upload the document:

~/.claude/skills/process-receipt/venv/bin/python3 ~/.claude/skills/file-document/gdrive_helper.py upload "<file_path>" "<folder_id>" "<filename>"

Display the result:

• Confirm upload success
• Show the full folder path
• Provide the view link

7. Clean Up

After successful upload:

• Ask user if they want to delete the original from Downloads
• If yes: trash "<file_path>"
• If no: Leave in Downloads

8. Process More Documents (Optional)

If there were multiple recent documents in Downloads:

• Ask if user wants to file another document
• If yes, return to Step 1 with the next document
• If no, end workflow

Helper Script Commands

The gdrive_helper.py script (run with process-receipt venv) supports:

# List root folders
~/.claude/skills/process-receipt/venv/bin/python3 ~/.claude/skills/file-document/gdrive_helper.py list-root

# List subfolders
~/.claude/skills/process-receipt/venv/bin/python3 ~/.claude/skills/file-document/gdrive_helper.py list-sub <parent_folder_id>

# Search folders by name
~/.claude/skills/process-receipt/venv/bin/python3 ~/.claude/skills/file-document/gdrive_helper.py search <name_query>

# Get folder path
~/.claude/skills/process-receipt/venv/bin/python3 ~/.claude/skills/file-document/gdrive_helper.py path <folder_id>

# Find folder by exact name
~/.claude/skills/process-receipt/venv/bin/python3 ~/.claude/skills/file-document/gdrive_helper.py find <parent_folder_id> <folder_name>

# Create new folder
~/.claude/skills/process-receipt/venv/bin/python3 ~/.claude/skills/file-document/gdrive_helper.py create <name> [parent_folder_id]

# Upload file
~/.claude/skills/process-receipt/venv/bin/python3 ~/.claude/skills/file-document/gdrive_helper.py upload <file_path> <folder_id> [new_filename]

# List files in folder
~/.claude/skills/process-receipt/venv/bin/python3 ~/.claude/skills/file-document/gdrive_helper.py list-files <folder_id>

Error Handling

• No documents found: Inform user, suggest checking Downloads manually
• Cannot read document: Ask user to describe the document type
• Upload fails: Check credentials, suggest re-running process-receipt setup
• Duplicate detected: Always ask user before skipping

Tips

• Use descriptive filenames - you'll thank yourself later when searching
• For insurance, always include the year in the document or filename
• Tax documents should include the tax year and document type (W2, 1099, etc.)