01 The Downloads folder you avoid opening
Receipts, screenshots, statements, and files named scan_0042.pdf keep piling up because sorting them by hand is never the urgent task.
Drop the backlog into Sorted. It reads the content, adds useful tags, finds duplicates, and proposes a clear destination only when a separate folder is useful.
Example requestFind the insurance document with a renewal date.
02 Tax season without the scavenger hunt
Receipts, invoices, statements, and transaction records are split across years, accounts, and inconsistent filenames.
Collect financial documents in one local library, review extracted transactions, and export a Tax Pack with the source documents your accountant needs.
Example requestHow much did I spend on Instacart in the latest statement?
03 Personal records you can actually retrieve
Medical summaries, insurance declarations, licenses, and vehicle documents are easy to keep and surprisingly hard to find later.
Search by what a document means, not what it was named. Ask for a provider, policy limit, visit date, or renewal detail and open the cited page to verify it.
Example requestWho was my medical provider, and which document says so?
04 Client and project files with clear boundaries
Contracts, briefs, invoices, and deliverables from multiple clients end up sharing the same inbox and the same vague filenames.
Create custom rules for the choices that must always win. Route files to a destination, add tags, and keep uncertain model suggestions in the approval queue.
Example requestMove contracts into the client folder and tag each one with its client.
05 Folders that stay organized after cleanup day
A one-time cleanup helps for a week. Then Downloads, scans, and shared folders start filling up again.
Watch the folders you already use. New files are copied into the Sorted library and processed by the same rules, while the originals remain untouched.
Example requestWatch Downloads and organize new financial documents automatically.
06 Duplicate cleanup without guesswork
Copies hide behind renamed files, exported versions, and visually identical images, so deleting by filename alone is risky.
See exact and visual duplicate candidates together, compare their locations, and decide what to keep with the surrounding context still visible.
Example requestShow me duplicate documents and visually matching images.