Common foundation
Organizing your files for AI
A single root folder, flat work folders, a typology: the condition for AI to find, file and reuse your documents.
The problem
Your documents are scattered across Downloads, several drives, an institutional Drive and email attachments. The AI can only work on what it sees: a file outside its scope does not exist for it, and an automated task pointing to another drive breaks at the first change of computer.
Step-by-step method
- Create a single root folder reserved for the AI (for example
IA-NOM). This is the only folder you give Claude access to (Cowork or Claude Code). - Flat work folders, one per major activity:
ARTICLES,PRESENTATIONS,SERVICE,ENSEIGNEMENT,BIBLIOGRAPHIE,DONNEES… Avoid deep folder trees. - Three technical folders:
_SYSTEME(rules, plans, logs),_A_TRIER(holding area) and90_ARCHIVE(what is never really deleted). - Write the filing rules in a
_SYSTEME/REGLES-CLASSEMENT.mdfile: what goes where, how to name things, what is sensitive. - Have a typology built: ask Claude to go through a sample and propose file “profiles” (manuscript, conference deck, minutes, activity report…), each with its family, version, sensitivity and target location.
- Approve on a dedicated page: Claude displays its proposals in an artifact (Approve / Correct / Discard). Nothing moves before your decision; your corrections become learned rules.
- File by copying, not by moving: the original is kept for a few days, then removed after checking. Ambiguous files go into
_A_TRIER. - Bring back what is elsewhere: any useful folder located outside the root must be brought back into it.
Known pitfalls
- Confidence of a profile: high when the name is recognised and the folder is legitimate, medium when only one of the two is, low when neither is. Only high confidence leads to a direct proposal; the others lead to a question.
- A folder that breaks the rules leads to a filing proposal, never to an automatic move.
- In a sensitive area, the profile is read from the file name and the folder, without opening the file.
- A question that has been settled is never asked again: the answer becomes a learned rule, reread before each run.
- A new typology clue (a word in the name, a sender, a format) is tested on the full index before being kept: how many files it would reclassify, and which ones wrongly.
- A question of doubt is written in two places: in the run report and in the decision queue, so that it does not get lost.
- Before filing an attachment, check that a copy has not already been filed (same name, same size, same date).
- File by copying, with a retention period, then a checked removal of the original. A plain move can silently skip a name collision and lose a file.
- Archives stay read-only: map and index first, a dated copy to work on, duplicates proposed without moving anything. See Finding anything.
Deliverable
A clean root folder, a rules file, an approved typology and an automatic daily filing of Downloads.
Safeguards
- Rule of doubt: Claude asks rather than guesses.
- Files containing patient data are flagged as sensitive, their names masked, and they never leave the workstation.
- Nothing is ever deleted: it is archived.
Starter prompt
Here is my root folder. Go through it without moving anything. Propose a typology of 10 to 15 file profiles (family, examples, target location, sensitivity) and list the files in doubt. Present everything on a page where I can approve, correct or discard each proposal.