Create Plan

Create Plan

Generate structured Plan.md files for pending vault items.

Workflow

1. Read Context

• Read vault/Company_Handbook.md for processing rules and priorities
• Read vault/Business_Goals.md for business context and metrics

2. Analyze Pending Items

For each .md file in vault/Needs_Action/:

• Parse YAML frontmatter to extract: type, priority, source, status
• Skip items that already have status: planned
• Determine action type (email, file_drop, linkedin_*, etc.)

3. Create Plan

For each item, create a PLAN_YYYYMMDD_HHMMSS_<source>.md in vault/Plans/:

---
type: plan
plan_id: "PLAN_..."
source_file: "original_file.md"
action_type: email|file_drop|linkedin_*
priority: high|medium|low
created: ISO-8601
status: pending
requires_approval: true|false
---

# Plan Title

**Source**: original_file.md
**Priority**: high

## Objective
What needs to be accomplished

## Steps
- [ ] Step 1
- [ ] Step 2
- [ ] Step 3 (REQUIRES APPROVAL)

## Context Notes
- Relevant handbook rules
- Business goal alignment

## Approval Status
Status of any required approvals

4. Determine Approval Requirements

Actions that ALWAYS require approval:

• payment, email_send, linkedin_post, social_post
• file_delete, external_api_call, new_contact_email

Auto-approved actions:

• file_organize, log_create, dashboard_update, plan_create

5. Log Results

Log each plan creation to vault/Logs/YYYY-MM-DD.json

Important Rules

• Always cross-reference Company_Handbook.md before creating a plan
• High-priority items: include the 1-hour response time note
• Never skip the approval step for sensitive actions
• Plans are proposals - they don't execute actions themselves