Group files by meaning
Understand
Separate contracts, invoices, research, drafts, and assets even when filenames are inconsistent.
Let Floatboat inspect a messy folder, propose a useful structure, and apply only the renames and moves you approve—directly on your computer.
Work queue
Floatboat Agent
Approved for this task
Choose the folder and rules
The organizer separates analysis from execution so you can correct categories and naming rules before files change.
Local file organization needs context beyond a filename. Explore how names, folder relationships, and document content inform proposed groups, while a preview gives you an opportunity to inspect changes before the approved file operations proceed.
Understand
Separate contracts, invoices, research, drafts, and assets even when filenames are inconsistent.
Preview
Review destinations and new names before approving the operation.
Repeat
Reuse a successful structure for future downloads, client folders, or recurring projects.
Client folders, recurring records, and production assets need different filing rules. Compare how local organization can preserve project ownership, original locations, and relationships between files while leaving uncertain assignments for confirmation.
Incoming assets, contracts, and deliverables can be filed by client and project using the naming rules you provide. Keep uncertain assignments separate for confirmation instead of forcing every file into a category. Review the proposed structure before treating an ambiguous document as belonging to a particular client.
Use approved filing rules to organize the current period's invoices, receipts, and reports. Standardize names and locations while recording where each item came from and what changed. A reviewable change list helps you check recurring records without losing the connection to their original files.
Production and research folders often contain related videos, transcripts, thumbnails, and drafts. Organize them by source and production stage so derived material remains connected to its original asset. When a filename does not establish the content or relationship, leave that assignment open rather than guessing.
Some incoming files lack enough context to assign them to a client, period, or production stage. Keep those records separate and inspect the available content and folder relationships before proposing a destination. A review list should explain the uncertainty and the decision needed, without moving or deleting a file merely to complete the classification.
A file-organizing task begins with a bounded directory and clear filing rules. Review the proposed structure before approving operations, then compare the actual changes and retained files with the preview rather than assuming every item was classified correctly.
Select the exact local folder, describe the target structure and naming rules, and mark folders that must stay unchanged.
Review classification, names, possible duplicates, and uncertain matches before approving any move or rename.
Authorize the reviewed operations, then inspect the move, rename, skip, and duplicate summary against the folder contents.
The rule-only approach matches predefined conditions. Actual tools differ in preview, exception handling, and local execution; check those features separately.
Scroll horizontally to compare all columns; dimensions stay visible on the left.
| Comparison dimension | Floatboat | Fixed-rule matching |
|---|---|---|
| Uses file context | Yes | Matches configured conditions |
| Previews every change | Built into the workflow | Varies |
| Handles ambiguity | Flags for review | Depends on exception rules |
| Local execution | On your computer | Depends on the tool |
See how related capabilities fit into a complete Work Agent workflow.
Point Floatboat at a messy folder, inspect proposed groups and renames, then apply only the moves you approve locally.