Batch rename files with consistent patterns extracted from content or metadata.
This automation starts when files added to designated rename queue folder. It box approve, x (twitter) approve, openai approve, and slack approve, then drive folder select or Dropbox upload triggers extract date from EXIF or PDF metadata, client name from parent folder, GPT short description from doc title page.
Read-only visualization of how data moves from trigger to final result.
Files added to designated rename queue folder
Drive folder select or Dropbox upload triggers extract date from EXIF or PDF metadata, client name from parent folder, GPT short description from doc title page
Drive folder select or Dropbox upload triggers extract date from EXIF or PDF metadata, client name from parent folder, GPT short description from doc title page
Drive folder select or Dropbox upload triggers extract date from EXIF or PDF metadata, client name from parent folder, GPT short description from doc title page
Drive folder select or Dropbox upload triggers extract date from EXIF or PDF metadata, client name from parent folder, GPT short description from doc title page
Drive folder select or Dropbox upload triggers extract date from EXIF or PDF metadata, client name from parent folder, GPT short description from doc title page
Approve
Approve
Approve
Approve
Approve
Remove repetitive steps from File Renaming so your team focuses on high-value work.
Connected apps sync data automatically instead of copy-paste between dashboards.
Standardized logic runs the same way every time, with retries on failure.
Automation runtime
Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.
Est. setup time: ~11 min
Manual trigger
Run workflows on demand via Test run or Live test. Activate to enable scheduled/webhook triggers on other templates.
No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.
Drive folder select or Dropbox upload triggers extract date from EXIF or PDF metadata, client name from parent folder, GPT short description from doc title page, renames `{YYYY-MM-DD}_{client}_{desc}.{ext}` batch up to 100 files, preview CSV to Slack approve before commit optional.
Some steps run in preview until their integrations go live.
Drive or Dropbox watch, EXIF/PDF metadata, OpenAI desc, Slack approve.
Pattern tokens date client desc ext from Sheet.
Photos EXIF date; PDFs first heading; docs title property.
Slack CSV old→new names; approve applies batch.
50 photos renamed with correct date ordering.
| Variable | Type | Default | Required |
|---|---|---|---|
| Business Name | text | Your Business | Yes |
| Notification Email | — | Yes | |
| Timezone | select | — | Yes |
| Slack Channel | text | #general | No |
Append _2 _3 suffix on collision automatic.
Rename log Sheet enables one-click revert batch.
Creation date from metadata; desc from filename cleanup.
Unicode preserved; desc transliteration optional.
Our team can adapt this template to your exact workflow, apps, and brand requirements.
393 total reviews
Solid template. We duplicated and tweaked variables for our brand. Would recommend for teams starting automation.
+ Great documentation · Scales well as we grow
− Took longer than estimated for advanced config
Clean workflow design. Connected our stack in one afternoon. Minor learning curve on variables.
+ AI quality exceeded expectations · Saved our team 10+ hours weekly
After two weeks live, File Renaming has become core to our daily ops. Verified install — runs without babysitting.
+ Support team helped customize quickly · Setup was straightforward
Drive folder select or Dropbox upload triggers extract date from EXIF or PDF metadata, client name from parent folder, GPT short description from doc title page, renames `{YYYY-MM-DD}_{client}_{desc}.{ext}` batch up to 100 files, preview CSV to Slack approve before commit optional.
Activate File Renaming with default variables and run a sandbox test.
Scenario: New user installs template and validates output in under 15 minutes.
Connect live apps, map business rules, enable monitoring alerts.
Scenario: Team deploys to workspace after QA sign-off on test runs.
Version 1.2.0 — Improved reliability and Slack notifications for File Renaming.
Current version: 1.2.0
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