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Personal AI Employee - Platinum Tier

A Digital Full-Time Equivalent (FTE) that proactively manages personal and business affairs 24/7.

Cloud VM runs autonomously. Local machine approves and executes. Both sync via this vault.


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

Layer Technology Purpose
Brain Claude Code (Opus 4) Decision-making, drafting, planning
Memory / GUI Obsidian Vault File-based state, human review interface
Senses Python Watchers Gmail, WhatsApp, social media monitoring
Hands 10 MCP Servers Email, LinkedIn, Twitter, Facebook, Odoo, Calendar, Slack
Cloud Oracle Cloud VM 24/7 autonomous operation
Sync Git (this repo) Bi-directional vault synchronization
ERP Odoo 17 (Docker) Invoicing, accounting, CRM

Capabilities

Communication Automation

Channel Monitor Draft Send Status
Gmail Automated AI-drafted Human approves Live
WhatsApp Automated AI-drafted Human approves Live
Slack Automated AI-drafted Human approves Live

Social Media Management

Platform Draft Schedule Post Status
LinkedIn (Personal) AI-drafted Planned Human approves Live
LinkedIn (Company) AI-drafted Planned Human approves Live
Twitter/X AI-drafted Planned Human approves Live
Facebook AI-drafted Planned Human approves Live
Instagram AI-drafted Planned Human approves Live

Business Operations

Function Capability Status
Invoicing Auto-draft invoices in Odoo Live
Payment Tracking Overdue follow-ups Live
CEO Briefing Weekly auto-generated report Live
Calendar Event management & free slots Live
Accounting Revenue summaries, bank reconciliation Live

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

Action Approval Required
Send email/WhatsApp Always
Social media post Always
Create invoice Always
Payment > PKR 10,000 Secondary approval
New contact outreach Always

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

Metric Target Current
Email response time < 2 hours (business hours) Automated draft in < 5 min
Weekly time saved 10+ hours ~12 hours
Social posts/week 4 (2 personal + 2 company) On schedule
System uptime 99%+ Cloud VM 24/7
Approval turnaround Same day Via Obsidian GUI

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.


Built by Ubaid ur Rahman
AI Automation Consulting for Solo Founders & Small Agencies

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AI Employee - Platinum Tier | A Digital FTE that manages business operations 24/7 | Email, Social Media, Invoicing, WhatsApp - all automated with human-in-the-loop approval

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