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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
---