Use “Classify inbox file drops” in Recued. Fires when a file lands in the relevant record (a reception drop, messenger media, mail attachment, or webclient upload), classifies it into one of the configured filing categories from its filename and mime type, and renders a filing proposal naming the suggested folder.

How it works 12 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (12 steps)

■ record_id default

Apply default

■ has_record compare

Check if record id has data

■ file_meta ?

skip: step.has_record equal false

■ defaults defaults

Apply defaults

■ signals merge

Combine objects together

■ classify ?

skip: step.has_record equal false

■ defaults_2 defaults

Apply defaults

■ confident compare

Check if confidence is at least setting min confidence

■ category ternary

Apply ternary

■ proposed_path template

Generate text from a template

■ proposal merge

Combine objects together

■ card to_summary

Format results as a summary card

Settings 3 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

categories setting = receipts,contracts,statements,identity-documents,correspondence,media,reference,unsorted

folder prefix setting = Filed

min confidence setting = 0.6