Document Management

Manage documents across Google Docs, Drive, Notion, and OneDrive/SharePoint — create, search, edit, export, comment, and share. Use when creating documents, searching files, editing content, sharing with teams, or exporting to PDF/DOCX.

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Document Management

Create, search, edit, and share documents across Google Docs and Notion. Always verify sharing permissions before granting access.

Decision Tree

├── "create doc", "write", "draft"? → google_create_doc / google_insert_text
├── "find", "search doc"? → google_search_docs / notion_search
├── "edit", "update", "replace"? → google_replace_text
├── "share", "give access"? → google_share_doc (verify permissions first)
├── "export", "PDF", "download"? → google_export_doc
├── "comment", "feedback"? → google_add_comment / google_list_comments
└── "notion", "page", "wiki"? → notion_search / notion_get_page

MUST DO

  • Verify sharing permissions before granting access
  • Never share confidential docs externally without approval
  • Maintain version history

MUST NOT DO

  • Don't delete documents under legal hold
  • Don't share with "anyone with link" for sensitive content

zavora-ai/skill-document-management/tree/main/ commit 0e2676df3b

Frequently asked questions

npx skillmds@latest add zavora-ai/document-management