How to Automatically Sort Files with Auto Flow

Auto Flow handles supported files as they arrive while RenameClick is running. Each named rule has its own source, destination and settings, so Downloads can work differently from a folder of scans.

1. Open Auto Flow and choose Add rule. Start with a blank rule or a template for documents, photos or copies.
2. Give the rule a name, then choose its source and destination folders.
3. Choose the supported file types to include and whether to include subfolders.
4. Leave Auto Apply off while setting up the rule so you can review its results.

Templates give you a starting point; you still choose the folders. Files in unsupported formats are skipped.

Add conditions for text a filename must contain or exclude, minimum or maximum size in MB, and how many days have passed since the file was modified. All conditions must match. Name conditions are case-sensitive: Invoice and invoice are different.

Use Preview matching files to check a sample from the source folder. It shows which files match and why others are skipped, without running AI or changing files.

This preview checks the filters. It does not predict suggested names, destination folders or which duplicates will be trashed.

Turn Rename on to generate filenames and choose the instructions, format and language. Turn Sort on to choose AI categories, metadata folders or existing destination folders.

Choose Move files to transfer files or Copy files to keep the originals. With both Rename and Sort off, the rule simply moves or copies supported files to the destination without AI or credits.

Copy rules do not keep copying unchanged originals every time the folder is checked. An identical copy already at the intended destination is skipped.

These rules cover the folders that fill up fastest. Each example names the filter, the actions and the destination so you can copy the shape and change the details. The filenames are illustrative; your files and instructions produce different names.

Start every rule with Auto Apply off. Apply the first batch by hand, then enable Auto Apply only for the rule whose results you have checked. Plain Move or Copy rules with Rename and Sort off need no AI and use no apply credits.

Choose Start watching to scan eligible files already in the source and watch for new arrivals. Auto Flow waits for the file size to stop changing before processing it; the stability delay is adjustable.

With Auto Apply off, check proposed names and destinations in Processed, then apply the files you want. Enable Auto Apply for that rule when you want these changes to happen automatically.

An interrupted download can appear stable too. Choose a delay that suits your source folder, and stop watching before changing the rule.

Trash duplicates is off for new rules. Enable it to keep one copy of identical file contents in the eligible source files and send the extra copies to the system Trash or Recycle Bin. A matching filename alone is not enough.

With Auto Apply off, duplicate cleanup waits for you to apply it. Restore trashed duplicates through the system Trash or Recycle Bin; they are not included in Auto Flow Undo or Redo.

Stop watching before using Undo or Redo. Available history lets you reverse recent moves or copies when the files still allow it. Undoing a copy removes the created copy, leaving the source original in place.

Each rule keeps its own filters, actions, Auto Apply and Start on app launch setting. Starting or editing one rule does not change those settings in another.

You can also use one rule’s destination as another rule’s source to process files in stages. Folder connections define the sequence; the order of rules on screen does not.

See the guide to connecting Auto Flow rules.

Auto Flow runs while the app is open. Start on app launch resumes the rules you select when you open RenameClick again; it does not run while the app or computer is off.

When a rule starts, it checks its source for eligible files. There is no calendar schedule to configure.

See the Auto Flow documentation for controls and folder restrictions.

See the AI file sorter page for Downloads rules, examples and limits.