Automatic Filing and Folder Creation
Let Filently handle your documents end-to-end with minimal intervention.
Written By Valentin from Filently
Last updated 16 days ago
Automatic Filing
By default, every document Filently processes goes through manual review. The AI generates a filename and folder suggestion, and you approve, edit, or change it before the document is filed.
If you find that the AI's suggestions are consistently accurate and you rarely need to make changes, you can enable automatic filing to skip the review step for high-confidence suggestions.
How to Enable
Go to Settings > Filing and turn on Automatic filing.
How It Works
With automatic filing enabled:
High-confidence documents are automatically renamed and moved to the suggested folder – no action needed on your part.
Lower-confidence documents still come to you for review. The AI only auto-files when it is confident it has the right answer.
You can always review after the fact. Every auto-filed document appears in your filing history, and you can edit the name or move the document to a different folder at any time.
What Counts as High Confidence?
The AI assigns a confidence score to every suggestion. When that score is above a certain threshold, the document qualifies for automatic filing. Documents where the AI is less certain – for example, when the content is ambiguous or does not match any existing folder well – are always sent for your review, even with auto-filing enabled.
Automatic Folder Creation
By default, Filently only files documents into folders that already exist in your Google Drive. But sometimes the AI encounters a document that does not fit neatly into any of your current folders.
When that happens:
With auto folder creation disabled (default) – The document is sent to you for review. You can manually create a new folder and file the document there.
With auto folder creation enabled – The AI creates the new folder automatically and files the document into it.
How to Enable
Go to Settings > Filing and turn on Auto folder creation.
Note: Automatic folder creation requires automatic filing to be enabled first. You need to turn on auto-filing before the auto folder creation option becomes available.
When the AI Creates a Folder
The AI does not create folders randomly. It only suggests a new folder when it encounters a document type that genuinely does not fit your existing structure. For example, if you have been uploading invoices and bank statements and suddenly upload a medical report with no "Medical" or "Health" folder in sight, the AI might create one.
The new folder is placed in a logical location within your existing structure.
Recommended Progression
You do not need to enable everything at once. Here is the approach we recommend:
1. Start with manual review
When you first start using Filently, keep both automatic options off. Review every suggestion the AI makes so you can see how it handles your documents. This is also the best time to set up your Filename Format Settings and Custom Filing Instructions.
2. Enable automatic filing
Once you have processed enough documents to feel confident in the AI's suggestions – and you find yourself approving most of them without changes – turn on automatic filing. The AI will handle the straightforward cases while still asking you about anything it is unsure of.
3. Enable auto folder creation
If you want a fully hands-off experience where Filently manages your entire folder structure with minimal intervention, enable auto folder creation. This is ideal for users who process a wide variety of documents and want the AI to build out the folder structure as needed.
You Always Retain Full Control
Even with both options enabled, Filently never locks you out of your own organization system:
Every auto-filed document can be reviewed, renamed, and moved after the fact.
Auto-created folders can be renamed, moved, or deleted in Google Drive just like any other folder.
You can disable automatic filing or auto folder creation at any time, and Filently will go back to sending everything for your review.