gave claude access to my file server and a master plan doc detailing out the naming conventions and folder structure to have it autofile
I’m creating a master plan in Google Docs that documents my file structure and naming conventions for different file types, including insurance documents, receipts, contracts, and others. I’ll give Claude access to my file server through a file-sharing link and have it create a Markdown file with guidelines for how I want my files organized. To define those guidelines, I can have Claude interview me about my business and what I want the system to do. I’ll then copy and paste a file path into Claude Code and ask it to organize the files according to the master plan. Eventually, I plan to create a folder on all my employees’ desktops that Claude can scan regularly, naming and filing everything placed there. That way, I won’t have to worry about files being misfiled or named incorrectly. Step-by-step: 1. I’ll create a master plan in Google Docs that lists the file structure and naming conventions for each file type, such as insurance documents, receipts, and contracts. 2. I’ll give Claude access to my file server through a file-sharing link. 3. I’ll have Claude create a Markdown file with guidelines for the organization system, using an interview about my business and requirements to define what it should do. 4. I’ll copy and paste a file path into Claude Code and ask it to organize the files according to the master plan. 5. Eventually, I’ll create a folder on each employee’s desktop for regular scanning, so files placed there can be named and filed automatically.
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