Product Roadmap  ·  v1.0  ·  March 2026
THE VAULT

A consumer file organization tool that connects to your existing cloud storage and uses an AI agent to intelligently rename, categorize, and sort documents — through a simple drag-and-drop interface.

In Planning 12-Month Build
01
Phase One
Core MVP
Months 1 – 3
Auth & Onboarding
  • Email/password via Supabase
  • Google OAuth sign-in
  • Link Google Drive
  • Onboarding wizard
Drag & Drop UI
  • Full-page drop zone
  • File preview panel
  • Multi-file queue
  • Progress indicator
AI Agent Flow
  • File type classification
  • 2–3 guided questions
  • Branching logic
  • High-confidence confirm
Auto-Save & Naming
  • Canonical file naming
  • Auto folder creation
  • Save confirmation
  • Undo / re-categorize
02
Phase Two
Expand & Polish
Months 4 – 7
Multi-Storage
  • OneDrive OAuth
  • Dropbox OAuth
  • Default per file type
  • Cross-provider browser
File Browser
  • View organized files
  • Browse folders
  • Search by name/type/date
  • In-app preview
Custom Taxonomy
  • Editable category tree
  • Add custom categories
  • Rename / merge folders
  • Saved naming rules
Dashboard
  • Files organized counter
  • Storage per provider
  • Recent activity feed
  • Category breakdown
03
Phase Three
Power & Mobile
Months 8 – 12
Mobile App
  • React Native on same API
  • Camera → organize
  • iOS & Android share sheet
  • Offline sync queue
OCR & Smart Read
  • Extract text from scans
  • AI content classification
  • Auto-detect dates & names
  • Pre-fill agent questions
Bulk Organizer
  • Re-organize existing folders
  • Batch rename with AI
  • Duplicate detection
  • Export as ZIP
Smart Reminders
  • Policy expiry alerts
  • Renewal reminders
  • Email digest
  • Shareable doc links
How it works

AI Agent Flow

01
Drop
Drag a file. Preview renders instantly.
02
Classify
AI reads filename + type. Determines category.
03
Question 1
"Insurance?" → Home / Auto / Health
04
Question 2
Start Date, End Date, Provider confirmed.
05
Save
Renamed + sorted. Path shown. Saved to Drive.

File Taxonomy

TheVault/
Personal/
Insurance → Home · Auto · Health
home-policy-2025-12-31.pdf
Finance → Tax · Statements · Receipts
tax-return-2024-federal.pdf
Legal → Contracts · ID Docs
Medical → Records · Bills
Work/
Contracts · Invoices · Payroll

Tech Stack

Next.js
Frontend + API
P1
Supabase
Auth + PostgreSQL
P1
Claude API
AI agent & classification
P1
Google Drive
Storage provider
P1
OneDrive + Dropbox
Additional storage
P2
React Native
Mobile app
P3
THE VAULT  ·  2026 Living document — update as decisions are made