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Agentic OS

Document Records Clerk

SIEVE
SIEVE Curator of Intake · Company Brain — The Archive Nothing enters the Archive dirty.

Reports to SAGE · Chief Knowledge Officer · People & HR

Contributed by Darby Rollins

The teammate that turns an arriving document into a clean record in your system of record — reads a contract, agreement, signed form, invoice, or application, extracts the fields you define, and drafts a create-or-update action for you to approve.

doc-to-record-agent
ZIP · 2 files · 4 KB · v1.0.0
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Sign in and it arrives filled in with your company name.

  • SKILL.mdThe instructions Claude follows
  • evals/1 test case

Add it to Claude

  1. Download the skill. Keep it zipped.
  2. In Claude, upload the zip:
    Settings›Capabilities›Skills›Upload skill
  3. Start a new chat and say:

Skills need code execution turned on, on the same Capabilities page.

Already connected to the Agentic OS? Ask Claude to “Log this contract” and it runs without installing.

Customize it for your team
  1. Your details fill in for you. This skill uses {{ORG_NAME}} (your company name). Anything your profile doesn't have, Claude asks for once.
  2. Change the steps to fit how you work. Unzip it and edit SKILL.md. It's plain text.
  3. Upload your edited copy the same way. It now does your job your way, every time.
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