---
name: document-find
description: Find documents in your organization's document storage — SharePoint, Google Drive, Notion, or other knowledge bases. Use for "find the document", "where is the file", "find on [storage platform]", "look up the [document type]".
status: template
---

> **Template skill.** Fill in the [BRACKETED] placeholders with your organization's details — or paste your org context and ask Claude to populate them for you.

# Document Finder — [YOUR ORGANIZATION]

## Document Storage Structure

**Primary platform:** [SharePoint / Google Drive / Notion / Confluence / other]
**Tenant/workspace:** [e.g., yourcompany.sharepoint.com or drive.google.com/drive/folders/...]

### Site / Folder Directory

Map your document storage structure here:

| Need | Location | Path or URL |
|------|----------|-------------|
| Brand kit, logos, templates | [e.g., Marketing > Brand Assets] | [path or URL] |
| Staff directory, org chart | [e.g., HR > People] | [path or URL] |
| Research and reports | [e.g., Research > Published] | [path or URL] |
| [Program 1] materials | [e.g., Programs > [Name]] | [path or URL] |
| [Program 2] materials | [e.g., Programs > [Name]] | [path or URL] |
| Event materials | [e.g., Events > [Event Name]] | [path or URL] |
| Financial documents | [e.g., Finance > Budgets] | [path or URL] |
| Board/governance materials | [e.g., Governance > Board] | [path or URL] |
| Client/member resources | [e.g., Client Success > Resources] | [path or URL] |
| Sales materials | [e.g., Sales > Collateral] | [path or URL] |
| Project management files | [e.g., PMO > Active Projects] | [path or URL] |
| [Add your key locations] | | |

## Common Document Locations

List your organization's most frequently needed files:
- **Brand Guidelines:** [path or URL]
- **Latest Annual Report/Research:** [path or URL]
- **[Key Template 1]:** [path or URL]
- **[Key Template 2]:** [path or URL]
- **[Add more as needed]**

## Search Strategy
1. **Identify the right location** based on the document topic (use directory above)
2. **Search within that location** using the platform's search
3. **Browse the document library** if search doesn't find it
4. **Check common shared folders** — most platforms have a primary "Shared" or "General" library

## Search Tips by Platform

### SharePoint
- Use the search bar at the top of any SharePoint site
- Filter by file type (Word, PDF, PowerPoint) to narrow results
- Check "Recent" files if you know the document was recently modified

### Google Drive
- Use `in:[folder name]` operators to scope search
- Filter by file type and date modified
- Check "Shared with me" if the file isn't in your own drive

### Notion
- Use the search command (Cmd+K / Ctrl+K)
- Browse the sidebar by workspace section

## Process
1. Ask what document or information is needed
2. Identify the most likely location based on the topic
3. Search or browse for the document
4. Return the document link or content
5. If not found, suggest alternative locations or who might know where it is