Sort Files into Categories Automatically

Tired of manually organizing your files? This automation template simplifies the process by automatically sorting your files into categories. Using Google Drive and Google Sheets, it efficiently categorizes files based on their names.

1. File Scanning in Google Drive: The automation begins by scanning your Google Drive files to check their names.
2. Criteria Check: Based on predefined criteria (like keywords in the file name), the automation determines the category for each file. For example, files with "Sales" in the name will be categorized under "Sales".
3. Categorization: Files are automatically sorted into either the 'Sales' or 'Stocks' category.
4. Spreadsheet Output: The sorted files are saved to separate sheets within a single Excel spreadsheet in Google Sheets.

To get started with the 'Sort Files into Categories Automatically' template, you'll need a few things set up. This will ensure the automation can access your files and organize them as intended.

• A Google Drive account with the files you want to sort.
• A Google Sheets account to store the sorted file information.

Streamline your file management further by adapting the 'Sort Files into Categories Automatically' template to fit your specific needs. Think about expanding the categorization criteria beyond just "Sales" and "Stocks."

You could tailor the keywords to include project names, client codes, or any other relevant identifiers. This level of customization allows you to create a highly personalized file organization system that aligns perfectly with your workflow.

This template offers a flexible foundation; the possibilities for optimization are truly endless.

How does the template decide which category a file belongs to?

The template categorizes files based on predefined criteria, specifically keywords found within the file names. For example, if a file name contains "sales", the template will automatically place it in the "Sales" category. This categorization is handled by the automation logic, using your specified keywords to identify and sort your files.

What do I need to use this automation?

You'll need a Google Drive account containing the files you want to sort and a Google Sheets account. This template uses these two Google services to scan, categorize, and organize your files. You should also have your files named in a way that allows the template to identify categories (i.e., using keywords like "sales" or "stocks").

Where do the sorted files end up?

The sorted files are organized within an Excel spreadsheet in Google Sheets. The template automatically creates separate sheets within this spreadsheet for each category ("Sales" and "Stocks" in the default setup). This makes it easy to access and manage your categorized files.