Template skill. Fill in the [BRACKETED] placeholders with your organization's details — or paste your org context and ask Claude to populate them for you.
Document Finder — [YOUR ORGANIZATION]
Document Storage Structure
Primary platform: [SharePoint / Google Drive / Notion / Confluence / other]
Tenant/workspace: [e.g., yourcompany.sharepoint.com or drive.google.com/drive/folders/...]
Site / Folder Directory
Map your document storage structure here:
| Need |
Location |
Path or URL |
| Brand kit, logos, templates |
[e.g., Marketing > Brand Assets] |
[path or URL] |
| Staff directory, org chart |
[e.g., HR > People] |
[path or URL] |
| Research and reports |
[e.g., Research > Published] |
[path or URL] |
| [Program 1] materials |
[e.g., Programs > [Name]] |
[path or URL] |
| [Program 2] materials |
[e.g., Programs > [Name]] |
[path or URL] |
| Event materials |
[e.g., Events > [Event Name]] |
[path or URL] |
| Financial documents |
[e.g., Finance > Budgets] |
[path or URL] |
| Board/governance materials |
[e.g., Governance > Board] |
[path or URL] |
| Client/member resources |
[e.g., Client Success > Resources] |
[path or URL] |
| Sales materials |
[e.g., Sales > Collateral] |
[path or URL] |
| Project management files |
[e.g., PMO > Active Projects] |
[path or URL] |
| [Add your key locations] |
|
|
Common Document Locations
List your organization's most frequently needed files:
- Brand Guidelines: [path or URL]
- Latest Annual Report/Research: [path or URL]
- [Key Template 1]: [path or URL]
- [Key Template 2]: [path or URL]
- [Add more as needed]
Search Strategy
- Search across all accessible locations first when the connected platform supports it (Microsoft Graph search can search accessible SharePoint and OneDrive without a site filter)
- Scope to the likely location when the request names a team, region, site, or folder, or when global results need narrowing
- Browse the document library if search doesn't find it
- Check common shared folders — most platforms have a primary "Shared" or "General" library
Search Tips by Platform
SharePoint
- Use the search bar at the top of any SharePoint site
- Filter by file type (Word, PDF, PowerPoint) to narrow results
- Check "Recent" files if you know the document was recently modified
Google Drive
- Use
in:[folder name] operators to scope search
- Filter by file type and date modified
- Check "Shared with me" if the file isn't in your own drive
Notion
- Use the search command (Cmd+K / Ctrl+K)
- Browse the sidebar by workspace section
Process
- Ask what document or information is needed
- Identify the most likely location based on the topic
- Search or browse for the document
- Return the document link or content
- If not found, suggest alternative locations or who might know where it is
Once the document is found, use the document-storage skill for reading it in full,
editing it in place, uploading a new file, or setting up a locally synced folder — this
skill only covers locating it.
1---2name: document-find3description: Find documents in your organization's document storage — SharePoint, Google Drive, Notion, or other knowledge bases. Use for "find the document", "where is the file", "find on [storage platform]", "look up the [document type]".4---56> **Template skill.** Fill in the [BRACKETED] placeholders with your organization's details — or paste your org context and ask Claude to populate them for you.78# Document Finder — [YOUR ORGANIZATION]910## Document Storage Structure1112**Primary platform:** [SharePoint / Google Drive / Notion / Confluence / other]13**Tenant/workspace:** [e.g., yourcompany.sharepoint.com or drive.google.com/drive/folders/...]1415### Site / Folder Directory1617Map your document storage structure here:1819| Need | Location | Path or URL |20|------|----------|-------------|21| Brand kit, logos, templates | [e.g., Marketing > Brand Assets] | [path or URL] |22| Staff directory, org chart | [e.g., HR > People] | [path or URL] |23| Research and reports | [e.g., Research > Published] | [path or URL] |24| [Program 1] materials | [e.g., Programs > [Name]] | [path or URL] |25| [Program 2] materials | [e.g., Programs > [Name]] | [path or URL] |26| Event materials | [e.g., Events > [Event Name]] | [path or URL] |27| Financial documents | [e.g., Finance > Budgets] | [path or URL] |28| Board/governance materials | [e.g., Governance > Board] | [path or URL] |29| Client/member resources | [e.g., Client Success > Resources] | [path or URL] |30| Sales materials | [e.g., Sales > Collateral] | [path or URL] |31| Project management files | [e.g., PMO > Active Projects] | [path or URL] |32| [Add your key locations] | | |3334## Common Document Locations3536List your organization's most frequently needed files:37- **Brand Guidelines:** [path or URL]38- **Latest Annual Report/Research:** [path or URL]39- **[Key Template 1]:** [path or URL]40- **[Key Template 2]:** [path or URL]41- **[Add more as needed]**4243## Search Strategy441. **Search across all accessible locations first** when the connected platform supports it (Microsoft Graph search can search accessible SharePoint and OneDrive without a site filter)452. **Scope to the likely location** when the request names a team, region, site, or folder, or when global results need narrowing463. **Browse the document library** if search doesn't find it474. **Check common shared folders** — most platforms have a primary "Shared" or "General" library4849## Search Tips by Platform5051### SharePoint52- Use the search bar at the top of any SharePoint site53- Filter by file type (Word, PDF, PowerPoint) to narrow results54- Check "Recent" files if you know the document was recently modified5556### Google Drive57- Use `in:[folder name]` operators to scope search58- Filter by file type and date modified59- Check "Shared with me" if the file isn't in your own drive6061### Notion62- Use the search command (Cmd+K / Ctrl+K)63- Browse the sidebar by workspace section6465## Process661. Ask what document or information is needed672. Identify the most likely location based on the topic683. Search or browse for the document694. Return the document link or content705. If not found, suggest alternative locations or who might know where it is7172Once the document is found, use the `document-storage` skill for reading it in full,73editing it in place, uploading a new file, or setting up a locally synced folder — this74skill only covers locating it.
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