diff options
| author | Craig Jennings <c@cjennings.net> | 2026-02-22 23:20:56 -0600 |
|---|---|---|
| committer | Craig Jennings <c@cjennings.net> | 2026-02-22 23:20:56 -0600 |
| commit | 3a2445080c880544985f50fb0d916534698cc073 (patch) | |
| tree | 909f98edbbb940aafb95de02457d4d6f7db3cba4 /docs/workflows/assemble-email.org | |
| parent | 3595aa8a8122da543676717fb5825044eee99a9d (diff) | |
| download | archangel-3a2445080c880544985f50fb0d916534698cc073.tar.gz archangel-3a2445080c880544985f50fb0d916534698cc073.zip | |
chore: add docs/ to .gitignore and untrack personal files
docs/ contains session history, personal workflows, and private
protocols that shouldn't be in a public repository.
Diffstat (limited to 'docs/workflows/assemble-email.org')
| -rw-r--r-- | docs/workflows/assemble-email.org | 181 |
1 files changed, 0 insertions, 181 deletions
diff --git a/docs/workflows/assemble-email.org b/docs/workflows/assemble-email.org deleted file mode 100644 index bae647f..0000000 --- a/docs/workflows/assemble-email.org +++ /dev/null @@ -1,181 +0,0 @@ -#+TITLE: Email Assembly Workflow -#+AUTHOR: Craig Jennings & Claude -#+DATE: 2026-01-29 - -* Overview - -This workflow assembles documents for an email that will be sent via Craig's email client (Proton Mail). It creates a temporary workspace, gathers relevant documents, drafts the email, and cleans up after sending. - -Use this workflow when Craig needs to send an email with multiple attachments that require gathering from various locations in the project. - -* When to Use This Workflow - -When Craig says: -- "assemble an email" or "email assembly workflow" -- "gather documents for an email" -- "I need to send [person] some documents" - -* The Workflow - -** Step 1: Create Temporary Workspace - -Create a temporary folder at the project root: - -#+begin_src bash -mkdir -p ./tmp -#+end_src - -This folder will hold: -- Copies of all attachments -- The draft email text - -** Step 2: Identify Required Documents - -Discuss with Craig what documents are needed. Common categories: -- Legal documents (deeds, certificates, agreements) -- Financial documents (statements, invoices) -- Correspondence (prior emails, letters) -- Identity documents (death certificates, ID copies) - -For each document: -1. Locate it in the project -2. Confirm with Craig it's the right one -3. Open it in zathura for Craig to verify if needed - -** Step 3: Copy Documents to Workspace - -**IMPORTANT: Always COPY, never MOVE documents.** - -#+begin_src bash -cp /path/to/original/document.pdf ./tmp/ -#+end_src - -After copying, list the workspace contents to confirm: - -#+begin_src bash -ls -lh ./tmp/ -#+end_src - -** Step 4: Draft the Email - -Create a draft email file in the workspace: - -#+begin_src bash -./tmp/email-draft.txt -#+end_src - -Include: -- To: (recipient email) -- Subject: (clear, descriptive subject line) -- Body: (context, list of attachments, contact info) - -The body should: -- Provide context for why documents are being sent -- List all attachments with brief descriptions -- Include Craig's contact information - -** Step 5: Open Draft in Emacs - -Open the draft for Craig to review and edit: - -#+begin_src bash -emacsclient -n ./tmp/email-draft.txt -#+end_src - -Wait for Craig to finish editing before proceeding. - -** Step 6: Craig Sends Email - -Craig will: -1. Open his email client (Proton Mail) -2. Create a new email using the draft text -3. Attach documents from the tmp folder -4. Send the email - -** Step 7: Process Sent Email - -Once Craig confirms the email was sent: - -1. Craig saves the sent email to the inbox -2. Use the extraction script to process it: - -#+begin_src bash -python3 docs/scripts/extract_attachments.py "./inbox/[email-file].eml" -#+end_src - -3. Read the extracted content to verify -4. Rename and refile the email appropriately: - -#+begin_src bash -mv "./inbox/[email-file].eml" ./[appropriate-folder]/YYYY-MM-DD-email-to-[recipient]-[topic].eml -#+end_src - -5. Delete any duplicate extracted attachments from inbox - -** Step 8: Clean Up Workspace - -Delete the temporary folder: - -#+begin_src bash -rm -rf ./tmp/ -#+end_src - -* Best Practices - -** Document Verification - -Before copying documents: -- Open each one in zathura for Craig to verify -- Confirm it's the correct version -- Check that sensitive information is appropriate to send - -** Email Draft Structure - -A good email draft includes: - -#+begin_example -To: recipient@example.com -Subject: [Clear Topic] - [Property/Case Reference] - -Hi [Name], - -[Opening - context for why you're sending this] - -[Middle - explanation of what's attached and why] - -Attached are the following documents: - -1. [Document name] - [brief description] -2. [Document name] - [brief description] -3. [Document name] - [brief description] - -[Closing - next steps, request for confirmation, offer to provide more] - -Thank you, - -Craig Jennings -510-316-9357 -c@cjennings.net -#+end_example - -** Filing Conventions - -When refiling sent emails: -- Use format: YYYY-MM-DD-email-to-[recipient]-[topic].eml -- File in the most relevant project folder. -- Remove duplicate attachments extracted to inbox - -* Example Usage - -Craig: "I need to send Seabreeze the documents for the HOA refund" - -Claude: -1. Creates ./tmp/ folder -2. Discusses needed documents (death certificate, closing docs, purchase agreement) -3. Locates and opens each document for verification -4. Copies verified documents to ./tmp/ -5. Drafts email and opens in emacsclient -6. Craig edits, then sends via Proton Mail -7. Craig saves sent email to inbox -8. Claude extracts, reads, renames, and refiles email -9. Claude deletes ./tmp/ folder |
