Summary
Productivity creator Jeff Su shows how to have an AI agent rename and file documents automatically, using a plain-text rulebook rather than manual sorting. He says the setup has run daily for five months and takes about 15 minutes to create.
The rulebook has three parts: an organization framework that tells the AI where a file belongs, naming conventions that keep filenames consistent, and a filing workflow that defines when the AI should ask for clarification and how it saves your preferences. Su uses an area-first version of Tiago Forte’s PARA framework, with projects, resources and archive subfolders inside areas like health and work.
The video walks through a hands-on example: creating a root folder with inbox and reference directories, adding a starter markdown rulebook, and giving a desktop AI app access to the folder. The approach works with the desktop versions of ChatGPT, Claude and Gemini, plus Codex, but not standard web chat, since the AI needs direct file access. It also covers Google Drive, Dropbox, OneDrive and iCloud Drive, a Dropbox handoff workflow for a video editor with a review-and-approve step, and a tip to have the AI recommend new subfolders.
📺 Source: Jeff Su · Published September 29, 2026
🏷️ Format: Tutorial Demo
