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AutomationFeb 2026·7 min read

How to Automate File Management

The best file management system is one you don't have to think about. Here's how to automate it.

Level 1: Manual with Tools (5 min/week)

Use DocSync weekly: dump all your unsorted files in, rename them with a consistent convention, and download organized. This takes 30 seconds per batch.

Level 2: Rules-Based (Mac)

Use Hazel ($42 one-time): Set rules like "when a PDF arrives in Downloads, rename it with today's date and move it to Documents/Receipts."

Level 3: Rules-Based (Windows)

Use File Juggler ($30): Similar to Hazel but for Windows. Monitors folders and applies renaming/moving rules automatically.

Level 4: API Integration (Pro)

DocSync Pro includes API access. Build automations with Zapier: "When a file arrives in Google Drive, rename it via DocSync API and move it to the correct folder."

The ROI

If you spend 30 minutes per week managing files (conservative estimate), automation saves you 26 hours per year. That's more than 3 full work days.

Stop naming files like a maniac.

Upload messy files. Download organized. Free.

Try DocSync free →