Auto-Organize Files & Documents

Stop manually sorting files. Let AI organize your digital life.

What You'll Build

A file organization system that:

• Scans cloud storage (Dropbox, Google Drive)
• Analyzes file content and metadata
• Auto-sorts into logical folders
• Renames files with descriptive names
• Tags for easy searching

Requirements

• Plugins: Web Search (for cloud storage APIs)
• Time: 15 minutes
• Cloud Storage: Dropbox/Google Drive API access

Setup

Connect Google Drive account

Organization rules:
- Invoices → Finance/Invoices/[Year]/[Month]
- Receipts → Finance/Receipts/[Year]/[Month]
- Screenshots → Screenshots/[Year]-[Month]
- Code projects → Dev/[Project Name]
- Photos → Photos/[Year]/[Event Name]
- Documents (PDF/Word) → analyze content, sort by topic

File naming:
- Invoices: "Invoice_[Vendor]_[Date]_[Amount].pdf"
- Receipts: "Receipt_[Store]_[Date].pdf"
- Screenshots: "Screenshot_[Date]_[Description].png"

Run daily at midnight, process all new files from Downloads/

Sample Workflow

Before:

Downloads/
├── IMG_1234.jpg
├── screenshot 2024-02-11 at 3.45.23 PM.png
├── invoice (3).pdf
├── Meeting notes.docx
├── Untitled.png
└── receipt_scan.pdf

Agent Processing:

🔄 Organizing 6 files...

1. IMG_1234.jpg
   📸 Detected: Birthday party photo
   📁 Moving to: Photos/2024/Birthday_Emma/
   ✏️ Renamed: 2024-02-11_Birthday_Party.jpg

2. screenshot 2024-02-11 at 3.45.23 PM.png
   🖼️ Detected: Code screenshot (VS Code)
   📁 Moving to: Screenshots/2024-02/
   ✏️ Renamed: Screenshot_2024-02-11_VSCode_API_Implementation.png

3. invoice (3).pdf
   💰 Detected: Invoice from AWS ($127.50)
   📁 Moving to: Finance/Invoices/2024/02/
   ✏️ Renamed: Invoice_AWS_2024-02-01_$127.50.pdf

4. Meeting notes.docx
   📄 Detected: Product roadmap meeting notes
   📁 Moving to: Documents/Work/Meetings/
   ✏️ Renamed: Meeting_Notes_Product_Roadmap_2024-02-11.docx

5. Untitled.png
   🎨 Detected: Logo design mockup
   📁 Moving to: Design/Logos/
   ✏️ Renamed: Logo_Mockup_v1_2024-02-11.png

6. receipt_scan.pdf
   🧾 Detected: Grocery receipt ($87.23)
   📁 Moving to: Finance/Receipts/2024/02/
   ✏️ Renamed: Receipt_Whole_Foods_2024-02-10_$87.23.pdf

✅ Organization complete!
6 files processed, 0 errors

After:

Photos/
└── 2024/
    └── Birthday_Emma/
        └── 2024-02-11_Birthday_Party.jpg

Screenshots/
└── 2024-02/
    └── Screenshot_2024-02-11_VSCode_API_Implementation.png

Finance/
├── Invoices/
│   └── 2024/
│       └── 02/
│           └── Invoice_AWS_2024-02-01_$127.50.pdf
└── Receipts/
    └── 2024/
        └── 02/
            └── Receipt_Whole_Foods_2024-02-10_$87.23.pdf

Documents/
└── Work/
    └── Meetings/
        └── Meeting_Notes_Product_Roadmap_2024-02-11.docx

Design/
└── Logos/
    └── Logo_Mockup_v1_2024-02-11.png

Pro Tips

1. Smart Tags: Auto-tag files for instant search (e.g., #work, #personal, #taxes)
2. Duplicate Detection: Find and merge duplicate files
3. Archive Old Files: Move files >1 year old to Archive folder
4. OCR Receipts: Extract data from receipt images, log in expense tracker

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Get organized → Launch Claws