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Sort Work Folder Files
File new items from your synced work folder into matching subfolders
Use this Agent instantly or customize it - no programming needed
- Work folderWork folder
You choose the synced folder whose top-level files need sorting.
- Loose filesLoose files
Your loose files provide the names, extensions, paths, and revisions used to file them safely.
- Existing subfoldersExisting subfolders
Your existing subfolders offer destinations and help prevent duplicate categories.
- Filing rulesFiling rules
You choose approved categories and folder synonyms to guide each filing decision.
- Needs Review folderNeeds Review folder
You choose where uncertain files go when their names do not point to one clear destination.
- Reports folderReports folder
You choose where each run leaves its dated filing report.
- Scheduled run timeScheduled run time
Your scheduled start time gives each filing report its date.
Your file storage service lets you sort files in a synced work folder and save the filing report there.
- Folder operation failureFolder operation failure
You see which folder operation stopped the run when the scan or report save fails.
- New subfoldersNew subfolders
Your approved categories gain a new subfolder only when no equivalent folder already exists.
- Organized filesOrganized files
You find clear matches in suitable subfolders, with changed files and name conflicts left in place.
- Files for reviewFiles for review
You find uncertain files in Needs Review when they can move there without a name conflict.
- Filing reportFiling report
You get a dated report of moves, new folders, and files that still need your decision.
- Folder operation failureFolder operation failure
You see which folder operation stopped the run when the scan or report save fails.
This Agent checks loose files in your synced work folder every 15 minutes. Clear matches reach subfolders; uncertain files go to Needs Review. A dated report shows moves and files needing your decision.
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Google DriveUsed as:
- File storage service
Google Drive lets you sort files in a synced work folder and save the filing report there.
Google ContactsUsed as:
- File storage service
Google Contacts lets you sort files in a synced work folder and save the filing report there.
DropboxUsed as:
- File storage service
Dropbox lets you sort files in a synced work folder and save the filing report there.
OneDriveUsed as:
- File storage service
OneDrive lets you sort files in a synced work folder and save the filing report there.
Microsoft SharePointUsed as:
- File storage service
Microsoft SharePoint lets you sort files in a synced work folder and save the filing report there.
Microsoft Office 365Used as:
- File storage service
Microsoft Office 365 lets you sort files in a synced work folder and save the filing report there.
Made for your industry
Sort Work Folder Files is made for businesses in these industries.
- Advertising and Marketing
Sort new campaign assets into matching team folders.
Show all Agents for the Advertising and Marketing industry - Construction
File incoming plans and bid documents in matching work folders.
Show all Agents for the Construction industry - Graphic Design
Place new artwork and design files in matching shared folders.
Show all Agents for the Graphic Design industry - Publishing
File incoming manuscripts and cover files in matching folders.
Show all Agents for the Publishing industry - Video Production
Sort new footage and audio files into matching production folders.
Show all Agents for the Video Production industry - Legal Services
Sort new matter files into matching shared folders.
Show all Agents for the Legal Services industry - Architecture and Engineering
Sort new drawings and specifications into matching project folders.
Show all Agents for the Architecture and Engineering industry - Printing
File new artwork and proof files in matching job folders.
Show all Agents for the Printing industry
Made for your role
Sort Work Folder Files is made for people in these roles.
- Creative Operations Coordinator
File incoming creative assets in matching team folders.
Show all Agents for the Creative Operations Coordinator role - Project Coordinator
Sort new project materials where the team can find them.
Show all Agents for the Project Coordinator role - Creative Production Coordinator
Place new production files in matching handoff folders.
Show all Agents for the Creative Production Coordinator role - Document Controller
File new project documents and flag uncertain matches.
Show all Agents for the Document Controller role - Office Coordinator
Sort incoming team files and flag unclear destinations.
Show all Agents for the Office Coordinator role - Digital Asset Manager
Sort incoming media assets into matching folders for reuse.
Show all Agents for the Digital Asset Manager role
Made for your department
Sort Work Folder Files is made for people in these departments.
- Creative Operations
Place new creative files in matching team folders.
Show all Agents for the Creative Operations department - Production
File new production materials in matching shared folders.
Show all Agents for the Production department - Project Management
Sort incoming project files into matching work folders.
Show all Agents for the Project Management department - Administration
Sort incoming office files into matching shared folders.
Show all Agents for the Administration department - Document Control
File new project documents and flag unclear destinations.
Show all Agents for the Document Control department - Digital Asset Management
Sort new media assets into matching folders for reuse.
Show all Agents for the Digital Asset Management department
How Sort Work Folder Files works
5 steps, in order, on every run.
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Scan your work folderList loose files and available subfolders in your synced work folder. Skip Needs Review and Reports.
-
Choose a destinationMatch filenames and extensions to your chosen categories and existing folders. Mark unclear matches for review.
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Create needed subfoldersCreate an approved category subfolder only when no equivalent folder exists.
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Move clear matchesRecheck file revisions and destination paths before moving clear matches. Leave changed files and name conflicts for review.
-
Report files needing reviewMove uncertain files to Needs Review without overwriting. Save a dated report listing moves, new folders, and unresolved files.
How to Get Started
Connect the tools you already use, such as Google Drive, Google Contacts or Dropbox.
6 tools
- Choose a work folder that syncs with the computer and allow the Agent to list, create, move, and upload items inside it.
- Name the file categories the Agent may create as subfolders, plus any existing folder names or synonyms that mean the same thing.
- Choose a Needs Review subfolder for uncertain files and a Reports subfolder for the filing report; keep both outside the top-level intake scan.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Sort Work Folder Files:
Yes, if your work folder syncs with your computer. Choose that folder during setup; unrelated local folders are outside the Agent's reach.
You choose the categories it may create and the folder names that mean the same thing. It creates a subfolder only when no equivalent exists.
The Agent puts it in Needs Review and names the possible destinations in the report. You can decide where it belongs.
The file stays put, and the report names the conflict for you. A failed folder scan or report save stops that run and surfaces the failed operation.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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