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Sort Project Files

File incoming work by project and flag files needing a decision

Use this Agent instantly or customize it - no programming needed

Sort intake files into project folders
Reads
  • New or changed intake file
    New or changed intake file

    A new or changed file in your chosen intake folder starts each run.

  • Files in the intake folder
    Files in the intake folder

    Your current intake files provide the names and paths to sort.

  • Project filing rules
    Project filing rules

    Your project codes and naming rules tell the Agent where each file belongs.

  • Existing project folders and files
    Existing project folders and files

    Your existing folders and filenames reveal missing folders or name conflicts.

  • Coordinator chat destination
    Coordinator chat destination

    You choose where the coordinator receives files that need a decision.

Shared file workspace
Shared file workspace

Your shared file workspace holds the intake folder and the project folders for your files.
Shared file workspace
Match each file to a project or flag it for review
Create missing project folders allowed by your rules
Writes
  • Project folders
    Project folders

    Your missing project folders are created where your filing rules allow them.

Move clear matches without replacing existing files
Writes
  • Files in project folders
    Files in project folders

    Your files with clear matches move into their project folders without replacing existing files.

Send one chat list if files still need a decision
Writes
  • Chat list of files needing a decision
    Chat list of files needing a decision

    Your coordinator receives file names, links, and reasons for anything left in intake.

Team chat tool
Team chat tool

Your team chat tool receives one list of files the coordinator needs to review.
Team chat tool

This Agent checks your intake folder when a file arrives or changes. It creates missing project folders and moves files with clear matches. Your coordinator gets a chat list of files needing a decision.

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Slack
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Google Drive
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ClickUp
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Zoom
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Telegram
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Google Contacts
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Dropbox
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Microsoft Teams
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OneDrive
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Google Chat
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Microsoft SharePoint
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Microsoft Office 365
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RingCentral
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Chatwork
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Whop
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Connecteam
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Box
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Twitch
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Made for your industry

Sort Project Files is made for businesses in these industries.

Made for your role

Sort Project Files is made for people in these roles.

Made for your department

Sort Project Files is made for people in these departments.

How Sort Project Files works

5 steps, in order, on every run.

  1. Review the intake folderList current files in the intake folder when a file arrives or changes.
  2. Match files to projectsUse your filename rules and project codes to find a destination. Flag files without a clear match.
  3. Prepare project foldersCheck destination folders for matching names. Create missing folders your rules allow; flag file name conflicts.
  4. Move matching filesMove files with clear destinations into their project folders. Leave files in intake if a move fails.
  5. Report files needing a decisionSend your coordinator a chat list of files left in intake, with links and reasons.

How to Get Started

Connect your tools

Connect the tools you already use, such as Slack, Google Drive or ClickUp.

18 tools
Set your rules
  • Choose the shared intake folder and the parent folder where project folders belong.
  • Provide the team's filename pattern, project-code list, code-to-folder mapping, and rules for any required subfolders.
  • Choose the project coordinator's chat destination for files that need a decision.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Sort Project Files:

How do I set up the project folder structure?

You choose the intake folder and where project folders belong. Add your project codes, filename rules, and any required subfolders.

What happens to files without a clear project?

Your coordinator gets a chat list with each file's link and reason. Those files stay in intake for a decision.

Will it overwrite a file with the same name?

No. A file with a matching name stays in intake, and your coordinator sees the conflict in chat.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

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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