documents

Documents

Manage company & personal documents: structured data (rekvizity, passport, bank) + scans in Google Drive. Quick retrieval and sending when clients/partners request.

When to use

• "надішли реквізити на X" / "send rekvizity to X"
• "дай паспортні дані" / "give passport data"
• "потрібні дані ФОП для договору"
• "завантаж документ" / "upload document scan"
• "де мої документи?" / "where are my documents?"
• When a client/partner asks for company or personal data for contracts, invoices, NDA
• When user provides new document scans to organize

Dependencies

• Other skills: google-drive, email-send-bulk (for sending)
• External: Python 3, google-api-python-client

Paths

Local (structured data)

Google Drive (scans & originals)

Drive structure

WeLabelData (root: <YOUR_DRIVE_ROOT_ID>)
├── Company/                    <- THIS SKILL
│   ├── Legal/                  <- signed contracts, NDA, agreements
│   ├── Personal/               <- passport, INN, ID scans
│   └── Bank/                   <- bank statements, account details
├── Clients/                    <- client-workspace skill
│   ├── ClientF/
│   ├── ClientG/
│   └── ...
└── Templates/                  <- invoice, NDA, proposal templates
    ├── Invoices/
    ├── NDA/
    └── Proposals/

Structured Data Blocks

These are ready-to-send text blocks. Read from passport_data.md and format for the context.

Block: ФОП Реквізити (for contracts/invoices)

ФОП <YOUR_FULL_NAME>
ІПН (РНОКПП): <YOUR_TAX_ID>
Тел: <YOUR_PHONE>
Email: <YOUR_EMAIL>

Block: Паспортні дані (for legal/contracts)

Паспорт громадянина України:
- Серія та номер: <YOUR_PASSPORT_SERIES_NUMBER>
- Виданий: <YOUR_PASSPORT_ISSUER>

Block: Повні реквізити (FOP + passport + INN)

ФОП <YOUR_FULL_NAME>
ІПН (РНОКПП): <YOUR_TAX_ID>
Паспорт: серія <YOUR_PASSPORT_SERIES> №<YOUR_PASSPORT_NUMBER>, виданий <YOUR_PASSPORT_ISSUER>
Тел: <YOUR_PHONE>
Email: <YOUR_EMAIL>

How to execute

Retrieve data for email/contract

1. Read structured data from passport_data.md
2. Select the appropriate block based on what was requested
3. Format and send (via send_email.py or copy to clipboard)

# Read current data
cat $DATA_PATH/personal/passport_data.md

Upload new document scan

1. Determine the type (personal, legal, bank)
2. Upload to the correct Drive folder
3. Update passport_data.md if the scan contains new structured data

DM="$GOOGLE_TOOLS_PATH/.venv/bin/python3 $GOOGLE_TOOLS_PATH/drive_manager.py"

# Personal documents (passport, INN, etc.)
$DM upload /path/to/scan.jpg --folder <YOUR_PERSONAL_FOLDER_ID> --name "Descriptive-name.jpg"

# Legal documents (contracts, NDA)
$DM upload /path/to/contract.pdf --folder <YOUR_LEGAL_FOLDER_ID> --name "Contract-ClientName-YYYY-MM.pdf"

# Bank documents
$DM upload /path/to/statement.pdf --folder <YOUR_BANK_FOLDER_ID> --name "Bank-statement-YYYY-MM.pdf"

Send rekvizity by email

cd $GOOGLE_TOOLS_PATH

# Send FOP rekvizity (reply to thread)
.venv/bin/python3 send_email.py \
  --to [email protected] \
  --subject "Re: Original Subject" \
  --body "BLOCK_TEXT_HERE" \
  --reply-to "from:[email protected] subject:Original Subject"

List what's in Drive

DM="$GOOGLE_TOOLS_PATH/.venv/bin/python3 $GOOGLE_TOOLS_PATH/drive_manager.py"

# All company docs
$DM list <YOUR_COMPANY_FOLDER_ID>

# Personal docs (passport, INN)
$DM list <YOUR_PERSONAL_FOLDER_ID>

# Legal docs
$DM list <YOUR_LEGAL_FOLDER_ID>

# Bank docs
$DM list <YOUR_BANK_FOLDER_ID>

Naming conventions

Current documents in Drive

Personal/

• Passport-pages-2-3.jpg — main passport page (photo, name, DOB)
• Passport-pages-4-5.jpg — passport issuance page
• Passport-pages-10-11-registration.jpg — registration stamp
• IPN-card.jpg — tax identification card

Adding new data types

When user provides new documents (e.g., bank details, biometric passport, driving license):

1. Extract structured data from the document
2. Add a new section to passport_data.md (or create separate file if large)
3. Upload scan to the appropriate Drive folder
4. Add a new "Block" section to this SKILL.md for quick retrieval
5. Commit changes via git-workflow

Security notes

• passport_data.md contains sensitive PII — NEVER commit to public repos
• Drive folders are private by default — do NOT share Company/ folder publicly
• When sending data by email — always confirm with user before sending
• Keep local copies in data/personal/ which is in .gitignore

Related skills

• company-wiki — company infrastructure, services, accounts (not personal data)
• google-drive — underlying Drive API commands
• client-workspace — client folder management
• invoice-generator-agent — uses FOP rekvizity for invoice generation
• legal-review — review contracts before signing