Document Catalog
AI-powered cataloging that automatically organizes, tags, and summarizes every document in your workspace
Auto-Generated Metadata
Every document in your workspace automatically receives comprehensive metadata the moment it's created or modified. No manual tagging required.
Timestamps
Created and modified dates with full precision
Authorship
User or AI agent who created/modified the file
Phase & Session
Discovery, Ideation, Assessment, Documentation, Execution
File Type
Markdown, JSON, PDF, images, etc.
Version
Current version number and history
Tags
Auto-extracted and user-defined tags
Summary
AI-generated document summary
Related Files
Automatically identified connections
Automatic Updates:
Metadata is automatically updated whenever a file is modified. Tags are re-extracted, summaries are refreshed, and related files are re-analyzed to keep everything current.
Intelligent Tag System
Auto-Extraction
AI analyzes document content and automatically extracts relevant tags based on:
- • Key concepts and topics mentioned
- • Technical terminology and jargon
- • Patent-specific elements (claims, prior art, etc.)
- • Industry and domain relevance
- • Document purpose and type
User-Defined
Add your own custom tags to organize documents your way:
- • Create custom tag hierarchies
- • Tag multiple documents at once
- • Build reusable tag templates
- • Filter and search by any tag
- • Rename or merge tags across project
Common Tag Examples
AI-Generated Summaries
Every text document gets an AI-generated summary that captures the key points, making it easy to browse and find what you need without opening every file.
One-Line
Quick glance summary for file listings
Paragraph
Detailed overview for quick scanning
Full
Comprehensive summary with key sections
Auto-Update:
Summaries are automatically regenerated when documents are significantly modified, keeping them always current and accurate.
The Librarian Agent
Your dedicated AI assistant for document management, cataloging, and organization. The Librarian keeps your workspace tidy and your documents discoverable.
Catalog Management
- • Maintain metadata for all files
- • Auto-tag based on content
- • Generate document summaries
- • Track file relationships
Format Conversion
- • Convert between formats
- • Preserve formatting
- • Batch operations
- • Apply templates
Bulk Operations
- • Move files between folders
- • Rename with conventions
- • Tag multiple documents
- • Export document sets
Search & Retrieval
- • Natural language search
- • Semantic understanding
- • Filter by metadata
- • Find related documents
Organization
- • Identify misplaced files
- • Suggest better organization
- • Flag duplicate content
- • Recommend archiving
Vault Access
- • Only agent with write access to vault
- • Organize user-uploaded files
- • Catalog reference documents
- • Maintain file integrity
Special Vault Permissions:
The Librarian is the ONLY agent with write access to vault folders. This ensures user-uploaded reference documents remain protected while still allowing the Librarian to organize and catalog them properly.
File Referencing in Chat
Reference files directly in chat using the # syntax, similar to how Claude Code uses @ for file references.
Syntax Examples
How It Works
-
1.
Type
#to trigger autocomplete - 2. File contents included in AI context
- 3. AI can read, analyze, and modify
- 4. Changes tracked with session attribution
Example Conversations
User:
"Please update the claims in #patent-draft.md based on the prior art search"
User:
"Compare #business-model-v1.md with #business-model-v2.md"
User:
"Summarize all files in #discovery/interview/"
Never Lose Track of Your Innovation
Let AI handle the cataloging while you focus on creating