Vault Sync

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

Capabilities

Communication Automation

Social Media Management

Business Operations

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

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

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

# 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.