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Getting Started with Sortio

Learn how to use Sortio to organize your files with AI-powered sorting.

Installing Sortio

Sortio is available for macOS and Windows. Follow these steps to get started:

  1. 1
    Download Sortio from our download page
  2. 2
    Install the application on your computer
  3. 3
    Launch Sortio and sign in or create an account
  4. 4
    Choose an AI model for file processing

Data Security

By default, Sortio uses our cloud (OpenAI) and sends filenames and metadata to our servers; file contents are sent only if you enable a content-based feature. Data is encrypted in transit (TLS 1.2+) and at rest, but not end-to-end. For sensitive files, use offline mode (Ollama) or bring your own API key, so nothing leaves your machine.

Backup Recommendation

We strongly recommend backing up important files before sorting. While Sortio has multiple levels of redundancy to protect your data, we cannot be responsible for any data loss.

One-Off Sorting

One-off sorting is perfect for organizing a specific folder quickly:

Step-by-Step Process

1
Select a Folder

Click "Select Folder" and choose the directory you want to organize

2
Provide a Prompt

Describe how you'd like your files organized (e.g., "Sort by project and file type" or "Organize my photos by date and location")

3
Configure Options

Choose whether Sortio should:

  • Analyze file content (provides better sorting but takes longer)
  • Rename files (applies more descriptive names based on content)
4
Review Sorting Plan

Sortio generates a preview of how files will be organized. You can:

  • Edit the plan by moving files to different locations
  • Approve the plan to begin sorting
5
Complete the Process

After sorting, you can:

  • Undo the sorting if needed
  • Finish and close the operation

Spaces

Spaces are folders Sortio watches. Any file moved into a Space is automatically indexed, sorted, and linked into the Knowledge Graph.

For a full walkthrough, see the dedicated Spaces documentation. Quick overview below:

Set up once

Creating a Space

  1. 1

    Go to Spaces in the sidebar and click Add Space

  2. 2

    Select a location for your Space

  3. 3

    Set a sorting prompt and configure options

  4. 4

    Save your Space configuration

Using a Space

Automatic Organization

Any file moved or saved to this folder will be automatically sorted according to your rules

Perfect For
  • Download folders

    Keep automatically organized downloads

  • Document collections

    Manage growing libraries of documents

  • Project directories

    Keep project files categorized