AI Rule Builder
The AI Rule Builder uses natural language processing to convert your descriptions of how files should be organized into fully functional sorting rules—no technical knowledge required.
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What is AI Rule Builder?
The AI Rule Builder is your conversational assistant for creating sorting rules. Instead of manually configuring conditions and actions, you simply describe what you want in plain English: "Move PDF invoices to my Finance folder" or "Sort photos by year into dated subfolders." The AI understands your intent and generates properly configured rules that you can use immediately or refine further.
How It Works
When you start the AI Rule Builder, you enter a chat-like interface where you describe your sorting needs. The AI analyzes your request, identifies file types, conditions, and destinations, then generates a complete rule with proper conditions and actions. You can preview the rule, ask the AI to refine it (up to 10 conversation turns), or switch to manual editing if you want fine-grained control. Once satisfied, save the rule to your library.
Key Capabilities
- Natural language input—describe rules in plain English
- Intelligent parsing of file types, patterns, and destinations
- Automatic condition and action generation
- Conversational refinement with up to 10 turns
- Preview generated rules before saving
- Switch to manual editor for fine-tuning
- Feedback system to improve AI quality
- Support for complex multi-condition rules
Getting Started
Go to the Rules tab and click "Create Rule"
Select "AI Rule Builder" instead of manual configuration
Describe what you want in plain English (e.g., "Sort invoices by vendor name")
Review the generated rule preview
Refine by continuing the conversation or click "Edit Manually" for precise control
Save the rule to start using it immediately
Use Cases
Quick Rule Creation
"Move all screenshots from Downloads to a Screenshots folder" — done in seconds
Complex Patterns
"Sort documents by client name found in the filename, creating subfolders for each client"
Date-Based Organization
"Organize photos into Year/Month folders based on when they were taken"
Extension Filtering
"Move all video files larger than 100MB to my Videos/Large folder"
Content-Based Rules
"Sort invoices into folders by vendor name extracted from the PDF content"
Configuration Options
Conversation Mode
Chat with the AI to describe and refine your rule through natural dialogue
Preview Panel
See the generated rule structure before saving to verify it matches your intent
Manual Edit Switch
Toggle to manual editor at any time for precise condition and action control
Feedback Buttons
Rate generated rules with thumbs up/down to help improve AI quality
Best Practices
- Be specific about file types and destinations in your description
- Include folder paths like "my Documents folder" or "Desktop"
- Mention any patterns: "files that contain 'invoice' in the name"
- Use conversational refinement: "Make it also include receipts"
- Preview before saving to verify the rule matches your intent
- Give feedback (thumbs up/down) to help improve the AI
Frequently Asked Questions
What kinds of rules can the AI create?
The AI can create rules based on file names, extensions, sizes, dates, and content. It can move files, rename them, and organize into folder structures. Complex multi-condition rules are supported.
Is the AI Rule Builder available on all plans?
The AI Rule Builder is available on every plan. Generating a rule with AI uses a small part of your AI allowance: the free trial includes a one-time allowance, while Pro and Team include monthly allowances measured over your last 30 days of AI activity. Running the rules themselves is always free.
Can I edit AI-generated rules manually?
Yes. Click "Edit Manually" at any time to switch to the traditional rule editor where you have complete control over conditions, operators, and actions.
What if the AI doesn't understand what I want?
You can refine your request in conversation—the AI remembers context from previous messages. If it still doesn't match, switch to manual editing or try rephrasing with more specific details about file types and destinations.
Does the AI process my actual files?
No. The AI only analyzes your text description to generate rule configurations. Your files are never sent to AI services. File processing happens locally using the rules you've created.
Related Glossary Terms
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