Workflow gallery
There's a workflow for that.
Each workflow does one chore in a folder you choose. You read the plan before it runs, and anything it isn't sure about waits for you.
Works today Planned
Sort
Put each file in the folder it belongs in.
Unpack
Open archives. The original stays.
- Unpack portal ZIPs Works today
- Unpack productions, keep the archive Works today
- Unpack disclosure packets Works today
- Oversized or deeply nested archives are refused
Convert
Change the format, keep the original.
Name
Name files from what they say.
- Name scans from issuer, date and number Planned
- Today InOrder sorts without renaming. Naming from content is planned.
Works today
Sort client scans by client
When a file lands in Client Inbox
- Read text
- By client
- Move
Sort documents by type
Statements, invoices, receipts, tax forms
- Read text
- By type
- Move
Unpack portal ZIPs
When a ZIP lands in Downloads
- Check size
- Unpack
- Keep ZIP
Sort scanner output by matter
When a scan lands in Matter Inbox
- Read text
- By matter
- Move
Unpack productions, keep the archive
When a ZIP lands in Matter Inbox
- Check size
- Unpack
- Keep ZIP
Sort transaction documents
When a file lands in Listing Inbox
- Read text
- By type
- Move
Unpack disclosure packets
When a ZIP lands in Downloads
- Check size
- Unpack
- Keep ZIP
Tidy Downloads by type
When a file lands in Downloads
- Check type
- Move
Convert JPEG to PNG
When a JPEG lands in the folder
- JPEG
- Convert
- Keep original
Pick one chore.
Let InOrder keep doing it.
Point a workflow at a folder, read the plan, and approve. New files follow the same workflow.
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