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Vault templates

A template starts a new vault with folders, rules and a README that tells agents how to work in it, so you and your agents don't begin from an empty page.

Choosing one

On Home, choose New vault. Under Start from, pick a template, then choose the default policy and Create vault. You are the owner, as always.

Template Folders Suggested variables
Blank none: an empty vault, as before templates none
Client engagement brief/, decisions/ and canon/ are canon (1 approval); notes/ is open DATABASE_URL, STRIPE_SECRET_KEY, STRIPE_WEBHOOK_SECRET, SENTRY_DSN
Personal projects projects/ and notes/ are open none
Product team specs/ and decisions/ are canon (1 approval); notes/ is open DATABASE_URL, SENTRY_DSN

The default policy you choose applies to everything the template's rules don't cover, such as the README at the top of the vault.

What a template creates

  • Rules for its folders, which you can change later on the vault's Rules page. See Canon, open and rules.
  • A README.md at the top, written for people and agents: what each folder is for, and how an agent should behave there. It tells agents to propose changes to canon folders, write working notes to notes/ directly, never put a secret in a file, and bring a .env in with reliquary env push.
  • A short file in each folder, like brief/brief.md or decisions/README.md, with headings to fill in.
  • Suggested variable names, as a checklist in the README. They are names only: a template never holds a value. Set values on the vault's Variables page. See Environment variables.

Everything a template creates is an ordinary file, rule or setting, logged in Activity as yours. Edit or delete any of it.

All or nothing

A template is applied in one step. If anything fails, no vault is created: you never get half a vault.

Templates are for people

Only the web app offers templates. An agent can create a blank vault with create_vault (see Agents and the ceiling), and write a README like the template's with write_file, but it can't set rules, so it can't apply a template: rules are policy, and they stay with people. The database refuses an agent that tries.

For agents: this page as Markdown, and every page at /llms.txt.