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Planned Name

Name scans from issuer, date and number

Planned: InOrder reads each scan and names it from the issuer, the date and the invoice number.

Reading documents needs macOS 26 with Apple Intelligence.

How it runs

  1. Trigger When a scan lands in Client Inbox
  2. Steps
    1. Read text
    2. Issuer, date
    3. Rename
  3. You approve the plan Every file, its action and its destination, before anything moves. Unsure files stay put under Needs attention.
Illustrative
Before scan0047.pdf After Acme Supplies 2026-10-03 INV-1042.pdf

Who uses it

Questions

When will this workflow be available?

It is planned, not built. The Mac app is in development and checkout is not open yet. Follow the build on the blog or the RSS feed.

Related workflows

All workflows
Works today Sort

Sort client scans by client

When a file lands in Client Inbox

  1. Read text
  2. By client
  3. Move
scan0047.pdf Acme Supplies/scan0047.pdf
Works today Sort

Sort documents by type

Statements, invoices, receipts, tax forms

  1. Read text
  2. By type
  3. Move
Scan0043.pdf Bank statements/Scan0043.pdf
Works today Unpack

Unpack portal ZIPs

When a ZIP lands in Downloads

  1. Check size
  2. Unpack
  3. Keep ZIP
SafeSend_Documents.zip SafeSend_Documents/W-2.pdf

Let the folder file itself.

Point this workflow at a folder, read the plan, and approve. New files follow the same workflow.

Find your workflow Follow the build

Mac app in development · Planned one-time price · Checkout not open yet