Inspiration
A messy inbox folder of contracts, invoices, and receipts is hard to trust: the same document can appear twice, an invoice can disagree with its contract, and files are easy to move before anyone has checked them.
What it does
PaperTrail Butler is an AI NAS skill that turns a messy inbox folder of contracts, invoices, and receipts into a reconciled, tagged archive with a period ledger and an exception report, with a hard approval gate before any file moves.
It scans a user-confirmed inbox folder, skips exact duplicates, extracts key fields, and reconciles invoices against contracts. It then waits for user approval before it archives, renames, and tags files, and it saves a ledger plus an exception report for the period.
How I built it
PaperTrail Butler is a Markdown-only orchestration Skill for UGREEN AI NAS (UGOS/Uliya). It delegates to file-agent, document-agent, and knowledge-agent, uses only published NAS capabilities, and passed the official UGREEN checker with a static pass.
Challenges
The central design challenge was keeping the approval gate hard: no file moves, archives, renames, or tags happen before the user approves the reconciled result, and anything that does not reconcile is surfaced in the exception report instead of being filed silently.
Built With
- markdown
- ugos
