A UGREEN AI NAS Skill that finds unfiled family documents across your NAS, extracts the facts that matter, files them into a dated archive only after you approve the plan, and keeps a monthly digest of deadlines and renewals.
Inspiration
Every household has the same drawer — physical or digital — where paperwork goes to be forgotten: bills, contracts, school forms, permits, insurance papers, scattered across downloads, scans, and phone photos of paper forms. The cost isn't the mess; it's the deadline nobody saw coming. A NAS already holds all of it. The missing piece is someone to sort it, understand it, and remind you — without ever moving a file you didn't approve.
What it does
Household Paperwork Assistant has two modes.
File paperwork ("sort out this month's paperwork"):
- Finds unfiled documents in the intake folders you name, including phone photos of paper documents.
- Extracts the facts that matter: issuer, dates, amounts, deadlines.
- Proposes a filing plan — year and type folders, plus tags — and files everything only after you approve it.
- Saves a monthly digest: upcoming deadlines and renewals, totals by type, and items that need manual review.
- Duplicates are reported, never deleted. Unparseable items are flagged, never guessed.
Ask about filed paperwork ("when does the car insurance expire?"):
- Answers from the archive, citing the source document for each fact. If nothing on file covers the question, it says so and stops.
How we built it
- Built with UGREEN's official Skill Creation Tool (uliya-skill-kit 0.7.7), following the Uliya Skill Development Standard. The package is one SKILL.md plus four Markdown references: filing rules, extraction fields, digest format, and disclosure.
- Every capability was checked against the catalog (v2.2.0). The parent Skill only delegates, to four registered expert agents:
- file-agent: ug-filesystem, ug-filemgr, file-workflow
- document-agent: ug-document
- photo-agent: ug-photo
- knowledge-agent: ug-knowledge
- Each step passes only verified results from the previous step. Nothing moves without platform approval; nothing is ever deleted.
- The package passes the official static checker: static-pass, 0 errors, 0 warnings.
Challenges we ran into
- Keeping the parent Skill to delegation only while still chaining six steps that depend on each other's real results.
- Designing the approval gate: the filing plan has to be complete enough to approve in one look, and the Skill must wait for the platform decision rather than treating a chat reply as approval.
- Resisting the urge to guess: when a document can't be parsed or a photo can't be read, the honest answer is a flag for manual review, not a best effort.
Accomplishments that we're proud of
- A clean static pass — 0 errors, 0 warnings — on the first full package.
- A workflow that treats family documents with the caution they deserve: no deletes, no guesses, approval before every move, and an empty result reported plainly instead of papered over.
What we learned
The hardest part of a paperwork Skill isn't finding files — it's deciding what to do when the answer is "nothing found" or "can't read this", and saying so honestly. The Uliya standard's constraints turned out to be the design: delegation only, verified results only, approval before effects.
What's next for Household Paperwork Assistant
- Validate on the iDX6011 Pro: file a mixed set of 20 fictional documents, test five Q&A questions with citations, and run the edge case (empty set, unreadable photo, duplicate pair).
- Measure OCR quality on phone photos and the real number of approval prompts.
- Longer term: cover the household's older archive, not just newly filed documents.
