Skip to main content
BlogFolder organization

Match New Files to Existing Folders with AI

Sort new files into the client or project folders you already have, subfolders and year folders included, and handle files no folder fits.

Published: Updated: 4 min read
On this page
The Existing folders editor for a copy of Match folders. Home Archive is the output folder, and Bills, Home and Photos are the folders found in it.
The Existing folders editor for a copy of Match folders. Home Archive is the output folder, and Bills, Home and Photos are the folders found in it.

How Existing folders picks a folder

Existing folders sorts new files into the folders already in your output folder. You don’t type a folder list, and the AI never makes up a folder. Take this output folder:

Home Archive/
  Bills/
    2024/
    2025/
  Health/
  Travel/

Subfolders up to three levels deep count. Bills holds only year folders, so each file goes into its own year. The AI judges a folder by its name and the names of the newest files in it.

FileWhat is in itFolderNew name (Rename on)
scan_0412.pdfElectricity bill for March 2025Bills/2025City Power Electricity Bill March 2025
IMG_8812.jpgPhoto of a water bill, taken in 2026Bills/2026 (created)Water Bill January 2026
lab_results.pdfBlood test resultsHealthBlood Test Results
booking_confirmation.pdfHotel booking in LisbonTravelLisbon Hotel Booking
Screenshot 2026-10-02.pngChat about a birthday partyNone fits: Needs your choiceBirthday Party Chat

The year comes from the proposed name, else from when the photo was taken, else from when the file last changed. A missing year folder is created. The names are illustrative.

A short animation of this workflow in RenameClick.

Sort a batch into your folders

  1. Under Output folder in the header, choose the folder that holds your folders, such as Home Archive.
  2. Turn on Sort in the sidebar and choose Match folders in the Sort folders menu.
  3. Turn Rename off to keep the names, or leave it on to rename too.
  4. Add the files and click Run AI if Auto mode is off.
  5. Check each file’s folder, change one with Move to another folder, then click Organize.

To see which folders RenameClick found, open a copy of Match folders with Make an editable copy. In a big tree, each file is offered up to 12 of them (Max Categories), starting with those whose names share words with it. Above 400 folders, RenameClick warns you and suggests a folder closer to your files.

Help the AI tell your folders apart

A folder full of IMG_4471.jpg and scan001.pdf tells the AI little. One holding Vaccination Record.pdf and Blood Test Results 2024.pdf says Health clearly. To rename such files where they are, add them to the Rename screen with the Output folder cleared and Sort off, then click Rename Selected.

Codes like Project 1 or P-204 mean nothing to the AI unless the file mentions them. If your folders need an explanation, use a Your folders set and write What goes here for each.

See how folders are chosen for the full rules.

When no folder fits

On the Rename screen, a file no folder fits waits under Needs your choice and is not selected, so Organize leaves it alone. Click Choose folder to pick one of the folders, keep the file in its current folder, or make a New folder. Folders the AI weighed show as buttons next to the menu.

RenameClick remembers your pick for this output folder, on your computer only. Next month’s statement with a nearly identical name goes to the same folder.

Watch a folder for new files

In Auto Flow, select Match folders in a rule’s Sort folders menu; the rule uses the folders of its destination. Keep Auto Apply off until the results in Processed look right.

A rule cannot ask you, so a file no folder fits goes to the top level of the destination. If source and destination are the same folder, the rule moves files into its subfolders, and a file that fits none stays in place under Errors instead of being retried.

See the guide to setting up an Auto Flow rule.

To sort in stages, read about connecting rules.