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ReachableCEO-AI-Homedir-Public/databank/collab/intake/README.md

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Intake Directory

This directory contains structured intake templates and responses for comprehensive information gathering.

Purpose

  • Structured Collection: Formal templates for gathering comprehensive information
  • Consistent Updates: Standardized approach to updating databank content
  • Complete Coverage: Ensure all relevant information captured during updates

Structure

intake/
├── templates/    # Structured intake templates
├── responses/     # Completed intake responses
└── README.md     # This file

Workflow

  1. Template Selection: Choose appropriate template for update type
  2. Information Gathering: Conduct structured interview using template
  3. Response Recording: Record responses in responses/ directory
  4. Processing: AI processes responses and updates databank/artifacts/
  5. Validation: Review and confirm updates to databank/artifacts/

Templates

Common intake templates include:

  • Personal Information: Updates to biographical and preference information
  • AI Tools and Preferences: Changes to tool usage and agent guidelines
  • Operational Procedures: Updates to workflows and processes
  • Project Information: New projects or updates to existing projects
  • Relationship Changes: Updates to professional networks and collaborations

Guidelines

For Humans

  • Use Appropriate Template: Select template matching update type
  • Be Comprehensive: Provide complete information when responding
  • Follow Structure: Maintain template format for easy processing
  • Be Accurate: Provide current and accurate information

For AI Agents

  • Guide Through Process: Help humans complete templates accurately
  • Clarify Questions: Explain ambiguous template items
  • Validate Responses: Ensure responses are complete and consistent
  • Process Thoroughly: Convert responses to appropriate databank updates
  • Maintain History: Track changes and updates over time