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name: document-triage
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description: Scope a document research task, prioritize sources, and define an evidence-driven reading plan
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license: MIT
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compatibility: opencode
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metadata:
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audience: analysts
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workflow: research
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stage: triage
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---
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## What I do
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- Define the research objective in precise terms
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- Break the task into answerable sub-questions
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- Identify which documents are likely primary, secondary, or low-value
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- Propose a reading order based on expected relevance
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- Highlight likely evidence types such as requirements, decisions, risks, assumptions, and timelines
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- Create a focused plan before deep reading begins
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## When to use me
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Use this skill at the start of a document-based research task.
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Examples:
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- You have a folder of policies, specs, meeting notes, or reports and need a systematic approach
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- You need to answer a question using internal documentation
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- You need to map a large corpus before extracting evidence
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- You want to avoid reading everything in full
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## Inputs I expect
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Provide as many of these as available:
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- Research goal or question
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- List of documents, filenames, or brief descriptions
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- Any constraints such as deadline, topic boundaries, time period, or required output
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- Any known "must-cover" documents
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- Preferred output format if already defined
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## Workflow
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1. Restate the research objective in one sentence
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2. Convert the objective into focused sub-questions
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3. Classify available documents by likely value:
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- Primary source
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- Supporting source
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- Background source
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- Likely irrelevant
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4. Identify expected signal in each source:
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- Requirements
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- Decisions
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- Responsibilities
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- Risks
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- Dates or milestones
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- Definitions
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- Exceptions
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5. Recommend an efficient reading order
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6. Define extraction criteria for the next stage
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7. Flag ambiguities, missing sources, and review risks
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## Output format
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Produce these sections:
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### Research Objective
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A single concise statement of the exact question to answer.
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### Sub-questions
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A numbered list of focused questions the research should resolve.
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### Source Triage
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For each document:
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- Document name
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- Classification
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- Why it matters
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- What to look for
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### Reading Plan
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A prioritized reading sequence with rationale.
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### Extraction Criteria
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A checklist of evidence worth capturing in the next phase.
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### Risks and Gaps
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Explicitly list missing documents, unclear scope, and likely blind spots.
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## Quality bar
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- Be specific, not generic
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- Prefer primary documents over commentary
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- Do not assume a document is authoritative unless the user says so
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- Separate fact-finding from interpretation
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- Explicitly note what cannot be determined yet
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## Do not
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- Do not summarize the documents in depth at this stage
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- Do not invent document contents
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- Do not claim conclusions before evidence extraction
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- Do not merge assumptions with facts
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## Hand-off to companion skills
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After this skill, use:
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- `evidence-extraction` to pull structured findings
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- `research-synthesis` to produce a final answer, brief, matrix, or report
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