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Reference Implementation: Paperless Tag Taxonomy

Core Status Tags

  • inbox: Document just arrived, needs manual or auto review.
  • needs-action: Requires a human to perform a task (e.g. pay bill).
  • processed: Automation has finished its work (e.g. calendar event created).
  • automation-failed: LLM or script hit an error.

Category Tags

  • Finance/Bill
  • School/Correspondence
  • Health/Record
  • Admin/Government

Retention Tags

  • Keep-7-years: Tax related.
  • Keep-forever: Birth certificates, deeds.
  • Ephemeral: Coupons, flyers.