Stop Organizing Files Yourself.

About this video

Jeff Su describes letting AI automatically read files in an inbox folder, rename them descriptively, and file them correctly — a system he says he has used daily for five months, after about 15 minutes upfront creating a rulebook. The rulebook needs three parts. First, an organization framework: his area-first version of Tiago Forte’s PARA system, starting with an area like Health or Product Marketing, then Projects for active work with an endpoint, Areas/Resources for reference material, and Archive for completed or outdated items. Second, naming conventions based on how you will search later — short descriptive names for standalone documents, year and quarter first for project folders, and full dates for records like receipts and invoices. Third, a filing workflow for when the AI should ask for clarification and save the answer as a preference, illustrated by distinguishing personal from business receipts by which credit card was used, which the AI then writes back into the rulebook. He demonstrates the workflow locally, in Dropbox for his YouTube production handoff to his editor — a sponsored segment — and in Google Drive via the desktop app, where AI first maps the current state and proposes a future state before anything moves. He recommends approving proposals before files move and setting a daily scheduled task to process the inbox, claiming reports become around 95% accurate after about two weeks of feedback.

Key takeaways

• Teach AI with a rulebook covering framework, naming conventions, and filing workflow
• Use area-first PARA: start with an area, then Projects, Resources, and Archive subfolders
• Name files by how you will search: descriptive titles, year-quarter for projects, full dates for records
• Have AI propose changes and ask for clarification, then save preferences into the rulebook
• Run a daily scheduled inbox task and approve proposals before files are renamed and moved

Episode details: published September 29, 2026 · 14:37 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Jeff Su’s own claims, shared for education — they are not typical or guaranteed.

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