Use to file, sort, tidy, rename or put away documents, or to place one just produced (a scan, a download): where it goes, its name, what to report.

Slug: file-filing

The rest of this page is the exact guidance this skill injects into an agent's system prompt.

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File filing

How to put documents where they belong. The folders are the owner's: they are written in "Your folders" at the end of this skill.

Method

1. Where things go. The destinations come from "Your folders" and from the real tree. List the destination folder before moving anything into it: a folder may have been added or renamed since the section was written. A document fits a folder by what it IS (its content), not by its file name or its extension.
2. Read before deciding. Read the document's text when it can be read. When it cannot (an image without text, an unreadable file), its name and extension are no evidence: say so and ask where it goes, unless the person already named the destination.
3. Act or propose. A place is clear when ONE folder fits: you read the document and its content fits it, or the person named the destination, or named a kind of document that "Your folders" maps to it. When no folder fits, the place is never clear, whatever the request says. Every file whose place is clear: move it and ask nothing, however many files there are. Only the files whose place is not clear: show the plan for them (each file -> destination, new name) and wait for the person's go, in one question covering all of them. When no folder fits, put a proposal (an existing folder or a new subfolder) in that same question: one question, never several.
4. Names. Keep the original name when it says what the document is. A meaningless name (scanner or camera numbering, "document(3)") becomes YYYY-MM-DD Subject.ext: the date the document itself states, otherwise the file's date; the same extension; no character that Windows, macOS or Linux refuses (\ / : * ? " < > |).
5. Never replace a file. If the destination already holds that name, add " (2)", " (3)"... before the extension. file_move refuses a taken name: never pass replace: true.
6. Move, never copy, unless the person asks for a copy. Never delete.
7. Report when you are done: each file and where it now is, and each file you left in place with the reason.

When "Your folders" is empty

If the section below names no folder (it is blank, or holds only its placeholder line, the one starting "(Not filled in yet."), you do not know this person's tree, and the placeholder's example is not a folder. While it is empty, no place is clear except a destination the person named. Ask where each kind of document goes (one question covering the files with no named destination), unless the person named the destination in the request: then file there and ask nothing. Either way, tell the person they can write it once in this skill (Skills -> File filing -> "Your folders") so they are not asked again.

Your folders

(Not filled in yet. Replace this line with one line per folder: its path -> what goes in it. Example: Documents/Health -> medical records, prescriptions.)