A Digital Full-Time Equivalent (FTE) that proactively manages personal and business affairs 24/7.
Cloud VM runs autonomously. Local machine approves and executes. Both sync via this vault.
--- ## What Is This? This is the **operational vault** for an AI-powered digital employee — a system that replaces 10+ hours/week of manual admin work for solo founders and small agencies. Unlike a chatbot that waits for commands, this AI Employee: - **Monitors** emails, messages, and social media autonomously - **Drafts** replies, invoices, and social posts - **Routes** sensitive actions for human approval - **Executes** approved actions via API integrations - **Reports** with weekly CEO briefings --- ## Architecture ``` +------------------------+ | Oracle Cloud VM | | (Always-On 24/7) | | | | cloud_orchestrator.py | | - Email triage | | - Social media drafts | | - Invoice drafts | | - Health monitoring | +-----------+------------+ | Git Vault Sync (this repo) | +-----------+------------+ | Local Machine | | (User's Desktop) | | | | platinum_orchestrator | | - Gmail watcher | | - WhatsApp watcher | | - Approval executor | | - Dashboard updates | +-----------+------------+ | Obsidian GUI (Human reviews here) ``` --- ## Tech Stack | Layer | Technology | Purpose | |-------|-----------|---------| | **Brain** | Claude Code (Opus 4) | Decision-making, drafting, planning | | **Memory / GUI** | Obsidian Vault | File-based state, human review interface | | **Senses** | Python Watchers | Gmail, WhatsApp, social media monitoring | | **Hands** | 10 MCP Servers | Email, LinkedIn, Twitter, Facebook, Odoo, Calendar, Slack | | **Cloud** | Oracle Cloud VM | 24/7 autonomous operation | | **Sync** | Git (this repo) | Bi-directional vault synchronization | | **ERP** | Odoo 17 (Docker) | Invoicing, accounting, CRM | --- ## Capabilities ### Communication Automation | Channel | Monitor | Draft | Send | Status | |---------|---------|-------|------|--------| | Gmail | Automated | AI-drafted | Human approves | **Live** | | WhatsApp | Automated | AI-drafted | Human approves | **Live** | | Slack | Automated | AI-drafted | Human approves | **Live** | ### Social Media Management | Platform | Draft | Schedule | Post | Status | |----------|-------|----------|------|--------| | LinkedIn (Personal) | AI-drafted | Planned | Human approves | **Live** | | LinkedIn (Company) | AI-drafted | Planned | Human approves | **Live** | | Twitter/X | AI-drafted | Planned | Human approves | **Live** | | Facebook | AI-drafted | Planned | Human approves | **Live** | | Instagram | AI-drafted | Planned | Human approves | **Live** | ### Business Operations | Function | Capability | Status | |----------|-----------|--------| | Invoicing | Auto-draft invoices in Odoo | **Live** | | Payment Tracking | Overdue follow-ups | **Live** | | CEO Briefing | Weekly auto-generated report | **Live** | | Calendar | Event management & free slots | **Live** | | Accounting | Revenue summaries, bank reconciliation | **Live** | --- ## Vault Structure ``` vault/ ├── Dashboard.md # Real-time system status ├── Company_Handbook.md # Rules of engagement ├── Business_Goals.md # Quarterly targets & KPIs │ ├── Needs_Action/ # Incoming items to process │ ├── cloud/ # Cloud agent's queue │ └── local/ # Local agent's queue │ ├── Plans/ # Action plans (created before execution) ├── Pending_Approval/ # Awaiting human decision ├── Approved/ # Green-lit for execution ├── Rejected/ # Declined with reason ├── Done/ # Completed & archived ├── In_Progress/ # Currently being worked on │ ├── Updates/ # Cloud -> Local signals ├── Signals/ # Health & status heartbeats ├── Briefings/ # Weekly CEO briefings ├── Invoices/ # Generated invoices ├── Accounting/ # Financial records ├── LinkedIn_Drafts/ # Social media content └── Logs/ # JSON audit trail ``` --- ## Safety & Governance > **Human-in-the-loop by design.** No message is sent, no payment is made, and no post goes live without explicit human approval. ### Golden Rules 1. **Plan First** — Every action requires a plan before execution 2. **Human Approves** — Sensitive actions always need human sign-off 3. **Draft Only** — All accounting entries created as DRAFT 4. **Never Auto-Send** — Human always clicks the final Send/Post 5. **Full Audit Trail** — Every action logged with timestamp and context 6. **Rate Limited** — Max 2 LinkedIn posts/week, max 10 emails/hour ### Approval Matrix | Action | Approval Required | |--------|------------------| | Send email/WhatsApp | Always | | Social media post | Always | | Create invoice | Always | | Payment > PKR 10,000 | Secondary approval | | New contact outreach | Always | --- ## MCP Integrations (10 Servers) ``` linkedin ──── Personal & Company posts email ─────── Gmail (OAuth2) send/read/draft twitter ───── Tweet, timeline, search facebook ──── FB + Instagram posts odoo ──────── 13 ERP tools (invoices, payments, partners) filesystem ── Vault read/write/search browser ───── Web automation (navigate, click, fill) calendar ──── Google Calendar CRUD slack ──────── Messages, channels, status ``` --- ## Performance Metrics | Metric | Target | Current | |--------|--------|---------| | Email response time | < 2 hours (business hours) | Automated draft in < 5 min | | Weekly time saved | 10+ hours | ~12 hours | | Social posts/week | 4 (2 personal + 2 company) | On schedule | | System uptime | 99%+ | Cloud VM 24/7 | | Approval turnaround | Same day | Via Obsidian GUI | --- ## Workflow ``` Event detected (email / message / scheduled task) | v Watcher creates item in Needs_Action/ | v AI creates PLAN_*.md in Plans/ | v AI drafts response -> Pending_Approval/ | v Human reviews in Obsidian | +---------+---------+ | | v v Approved/ Rejected/ | (with reason) v Executor sends via MCP | v Audit log + Done/ | v Dashboard.md updated ``` --- ## Getting Started ### Prerequisites - Python 3.9+ - Obsidian (for vault GUI) - Docker (for Odoo ERP) - Oracle Cloud account (for 24/7 VM) ### Quick Start ```bash # Clone this vault git clone https://github.com/Ub207/vault-sync.git # The vault is the shared state between cloud and local agents. # See the main project repo for orchestrator scripts and setup. ``` --- ## Security - All secrets stored in `.env` (never committed) - WhatsApp/LinkedIn sessions excluded from sync - OAuth2 tokens excluded from sync - Banking credentials excluded from sync - Git hooks enforce secret scanning --- ## License Private repository. All rights reserved. ---
Built by Ubaid ur Rahman
AI Automation Consulting for Solo Founders & Small Agencies