Chat-instructions/Markdown_Project_PBS_Dev_File_Workflow.md

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 PBS/. n8n auto-prefixes PBS/, 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 PBS/ 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.

Scope: This workflow covers development and tech work. Business/content work uses the same template in a separate project and files under PBS/Content/….

Examples:

[n8n] -t Tech/Projects -p pbs-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

---
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.