Playbooks / Document Management / Organization + Filing
Naming + Filing System
Design and enforce the document naming convention and folder structure. Rename and refile existing documents on instruction; report what moved.
How to run it
Open Document Management > Organization + Filing > Naming + Filing System in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Naming + Filing System workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Design and enforce the document naming convention and folder structure. Rename and refile existing documents on instruction; report what moved.
Put this workflow to work.
The Document Management agent ships with this one installed. Open the demo and ask it to run the Naming + Filing System workflow on something of yours.