Customization
Categories & Folder Organization
Automatically sort files into category folders based on AI content analysis.
RenameClick can automatically sort files into category folders based on content analysis. The AI reads each file and assigns it to the most appropriate category from a preset list.
How Categorization Works
- Enable Categorize in the workspace header (can be combined with Rename or used alone)
- Select a Category Preset — built-in or custom
- Drop files and run AI
- AI analyzes each file and assigns a category or not if uncertain
- Apply — files are moved into subfolders named after their assigned categories
Apply Modes with Categories
| Mode | What Happens |
|---|---|
| Rename & Move | Files are renamed AND moved into category subfolders |
| Move to folder | Files keep their original name, moved into category subfolders |
| Rename only | Files renamed in place, no folder organization |
Built-in Category Presets
Documents Preset
| Category | Typical Files |
|---|---|
| Invoices | Bills, payment requests, receipts |
| Contracts | Agreements, terms, legal documents |
| Reports | Analysis documents, summaries, assessments |
| Letters | Correspondence, notifications, formal letters |
| Forms | Applications, questionnaires, registration forms |
| Manuals | Guides, instructions, handbooks |
Media Files Preset
| Category | Typical Files |
|---|---|
| Photos | Real photographs, camera shots |
| Screenshots | Screen captures, UI snapshots |
| Artwork | Illustrations, drawings, digital art |
| Memes | Humorous images, text-on-image content |
| Diagrams | Charts, flowcharts, technical drawings |
| Icons | Small graphics, logos, symbols |
Built-in presets are view-only — you can see their categories but cannot edit them.
Custom Category Presets
Creating a Custom Preset
- Open the Category Selector in the workspace header
- Click Create New
- Enter a preset name
- Add category names (type and press comma or Enter)
- Optionally add descriptions for each category (helps the AI make better decisions)
- Save — the preset is auto-selected immediately
Category Descriptions
Each category can have an optional description that tells the AI when to use it:
| Category | Description |
|---|---|
| Tax Documents | "Tax returns, W-2 forms, 1099 forms, tax receipts" |
| Personal | "Personal photos, family documents, ID cards" |
| Work | "Business correspondence, meeting notes, project files" |
Descriptions help the AI distinguish between similar categories.
Limits
| Setting | Default | Configurable Range |
|---|---|---|
| Max categories per preset | 8 | 3 — 50 |
| Max description length | 100 characters | 50 — 300 characters |
These limits are adjustable in Local AI Settings.
Categorization Rules
- Closed set — The AI can only assign categories from the current preset. It cannot invent new categories.
- Null is valid — If the AI is uncertain, it returns
null(no category) rather than guessing - No order bias — Category order in the list does not influence the AI's decision
- Content-based — Categorization is always based on the actual file content
What Happens with null Category
Files assigned null category:
- In Rename & Move mode: Files are renamed but stay in their current location
- In Move to folder mode: Files stay in place
- The result row shows no category assignment
Custom Preset Examples
Finance Workflow
| Category | Description |
|---|---|
| Invoices | "Bills, invoices, payment requests from vendors" |
| Receipts | "Purchase receipts, payment confirmations" |
| Tax Documents | "Tax forms, W-2, 1099, tax returns" |
| Bank Statements | "Account statements, transaction summaries" |
| Insurance | "Insurance policies, claims, coverage documents" |
Photography Workflow
| Category | Description |
|---|---|
| Portraits | "Photos of people, headshots, group photos" |
| Landscape | "Nature, scenery, outdoor wide shots" |
| Architecture | "Buildings, interiors, urban structures" |
| Food | "Food photography, restaurant shots, recipes" |
| Events | "Weddings, parties, concerts, ceremonies" |
| Products | "Product photography, items for sale, commercial shots" |
Auto Flow Integration
Each Auto Flow row can have its own category preset:
- Row 1: Sort downloads into Finance categories
- Row 2: Sort photos into Photography categories
- Row 3: Sort documents into Work/Personal categories
Configure per-row category presets in the row's settings panel.