Document filing, organized for you
A managed AI agent that files, names, and organizes everything in your Drive, SharePoint, or Dropbox — reading each document, classifying it, and putting it where it belongs — so nobody hunts for files again.
The folder nobody can navigate
Your document storage started clean and turned into a junk drawer. Files land with cryptic names in the wrong folders, duplicates pile up, and finding the right version means asking three people and opening ten files.
- Documents dumped into the wrong folders with inconsistent names.
- Time wasted hunting for the right file or the latest version.
- Duplicates and near-duplicates cluttering shared drives.
- No reliable structure, so onboarding and audits are painful.
As a Office / Admin Manager, I need to keep our shared drive organized without policing it.
As a Operations Manager, I need to make sure every document is filed and findable.
As a Compliance / Records Owner, I need to keep records consistent and audit-ready.
What the agent does
We map how your documents should be organized — the folders, the naming, the rules — then build an agent that files everything that lands and co-manage it so the structure holds.
- 01
Watch for new files
The agent monitors inboxes, uploads, and drop folders for anything new.
- 02
Read & classify
It reads each document, identifies what it is, and tags the key details.
- 03
Name & file
Files are renamed to your convention and moved to the right folder automatically.
- 04
Dedupe & version
Duplicates are caught and the latest version is kept clear, so there's no guessing.
- 05
Flag the unclear
Anything it can't confidently place routes to a person to confirm.
Wires into
- Google Drive
- SharePoint / OneDrive
- Dropbox / Box
- Email & scanners
What it does
- Auto-classification
- Naming-convention enforcement
- Filing & foldering
- Dedup & version control
What's included
- Filing-structure mapping
- Classification + filing build
- Storage wiring
- Exception monitoring & break/fix
Count the minutes your team loses hunting for documents each day. An agent that files and names everything on arrival gives that time back — and makes audits and onboarding far less painful.
Run the numbers in the ROI calculatorRelated automations
Questions, answered
Which storage systems does it work with?
Google Drive, SharePoint, OneDrive, Dropbox, and Box are common. The agent watches where files land and files them where they belong.
Can it clean up our existing mess?
Yes. Beyond filing new documents, the agent can pass over existing folders to rename, refile, and dedupe against your conventions.
How does it know where a file goes?
It reads the document to understand what it is, then applies your filing and naming rules — routing anything ambiguous to a person to confirm.
How fast can it go live?
Most builds go from process mapping to a live agent in days, starting with a free Process Blueprint.
A document library that organizes itself
Start with a free Process Blueprint: we map your filing rules and scope an agent to keep your storage tidy automatically — no commitment.