Keep shared files named and organized
Renames new uploads to a consistent pattern and files them into the right folder automatically.
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- Function
- Admin & Back Office
- Responsibility
- File management
- Setup difficulty
- Medium
- Added
- Oct 13, 2026
Tools
Main tool: Google Workspace official site ↗
›View prompt
When a file is added to 'Inbox', determine type (invoice, contract, receipt, other) and client name from its content. Rename to 'YYYY-MM-DD_Client_Type' and move to /Clients/{{client}}/{{type}}. Leave unclear files in place and notify.Replace [BRACKETS] with your details. {{double braces}} are fields your automation tool fills in.
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