# Intake

> The single gate for adding anything to this vault. Classifies input, checks wiki/index.md for duplicates, applies a template from _templates/, adds wikilinks and frontmatter, updates the index and log. Use whenever the user says "save this", "add to vault", "remember this", "log this", or when a workflow produces output that should persist. Do NOT use to process a batch already sitting in inbox/ — that is the ingest skill.

- Skill: `nathan5674312/intake` (Agent Skill)
- Install (CLI): `npx skillmds@latest add nathan5674312/intake`
- Raw SKILL.md: https://api.skillmd.com/api/skills/nathan5674312/intake/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Productivity
- Author: Nathan5674312 (https://skillmd.com/u/nathan5674312)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/nathan5674312/intake

---


# Intake Skill

The gate. Every piece of information entering this vault passes through here.

---

## When to Use
- Any agent wants to add a note, task, decision, or knowledge to the vault
- User says "save this", "add this to the vault", "remember this", "log this"
- A workflow produces output that should persist

---

## Procedure

### Step 1 — Classify the Input
Determine what's being added:

| Type | Destination | Template |
|------|------------|----------|
| Task / action item | `tasks/` | `_templates/task.md` |
| Knowledge / concept | `wiki/` | `_templates/note.md` |
| Project update | `wiki/` | `_templates/project.md` |
| Decision / conclusion | `wiki/` | `_templates/note.md` |
| Raw dump / unprocessed | `inbox/` | none |

### Step 2 — Duplicate Check
Before creating a new file:
1. Read `wiki/index.md`
2. Search for existing pages covering the same topic
3. If match found → UPDATE the existing page, don't create a new one
4. If no match → proceed to create

### Step 3 — Create the File
Use the appropriate template from `_templates/`.
Required frontmatter for every file:
```yaml
---
type: [appropriate type]
created: [today's date YYYY-MM-DD]
tags: [relevant tags]
---
```

For tasks, also include:
```yaml
status: pending
deletable: false
source: [which agent or context created this]
```

### Step 4 — Link It
- Add wikilinks `[[page-name]]` to connect to related existing pages
- If this is a wiki page, add a one-line entry to `wiki/index.md`

### Step 5 — Log It
Append to `wiki/log.md`:
```
[YYYY-MM-DD] INTAKE: added [filename] ([type]) — [one-line summary]
```

### Step 6 — Update Hot Cache
If the new content is relevant to active work, update `wiki/hot.md`.

---

## Rules
- One concept per file — don't cram unrelated ideas together
- Merge over create — if a page exists for this topic, add to it
- Slugify filenames: lowercase, hyphens, no spaces (`trading-rules.md` not `Trading Rules.md`)
- Tags go in frontmatter YAML, never inline
- Keep pages dense — if it takes 3 sentences, don't write 3 paragraphs
- Respect the vault's language (English unless CLAUDE.md says otherwise)