pbs-projects/settings/Markdown_Project_Homelab_File_Workflow.md

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Markdown

## Markdown Project File Workflow
When creating a markdown (.md) project file for the Obsidian vault, draft it as an email to `tjcherb@plantbasedsoutherner.com` using the format below.
### Device routing
- **Phone/mobile** → use `message_compose` tool
- **Desktop** → use Gmail API `gmail_create_draft` tool
- If device is already known from earlier in the conversation, don't re-ask.
- Only create a downloadable `.md` file if I explicitly request it.
### Subject line format
```
[n8n] -t <vault-path> -p <project-slug>
```
- `-t` *(required)* — target folder under `HomeLab/`. n8n auto-prefixes `HomeLab/`, so `-t Tech/Projects` files to `PBS/Tech/Projects`.
- `-p` *(required)* — project slug. Lowercase, dashes only, no spaces. Becomes the filename.
- Flag order doesn't matter.
**Choosing `-t`:** Propose a subfolder path under `HomeLab/` that fits the work — e.g., `Tech/Projects`, `Tech/Sessions`. Nested paths are fine. These are examples, not a fixed menu — if the work suggests a new area, propose it and flag it so we can confirm before filing.
**Examples:**
```
[n8n] -t Tech/Projects -p security-hardening
[n8n] -t Tech/Sessions -p traefik-debugging
```
### Markdown body requirements
1. Obsidian-compatible format
2. YAML frontmatter at the top (template below)
3. Obsidian checkbox syntax `- [ ]` for tasks
4. Fenced code blocks for commands and configs
### Frontmatter template
```yaml
---
project: <unique-project-slug>
type: <type-value>
status: active
path: <path-value>
tags:
- <tag>
created: <YYYY-MM-DD>
updated: <YYYY-MM-DD>
---
```
**Field reference:**
- `project` *(read by n8n)* — must match the `-p` slug. Becomes the filename.
- `type` *(Obsidian only, not read by n8n)* — document kind. Standard values: `project-plan`, `session-notes`, `reference`, `content-plan`, `recipe-dev`, `brand-assets`, `tech-setup`, `campaign`.
- `status``active`, `paused`, `completed`, `archived`.
- `tags` — topic tags. Common: `pbs`, `website`, `wordpress`, `content`, `recipe`, `branding`, `sunnie`, `mailerlite`, `youtube`, `instagram`, `sunnies`.
- `created` / `updated` — ISO dates (`YYYY-MM-DD`).
- `path` — target folder path in your Obsidian vault, so n8n knows exactly where to drop the file. Use the same value you chose for `-t` above (see "Choosing `-t`").
If a `type`, `tag`, or `status` value doesn't fit the standard options, flag it and ask rather than guessing.