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AI agent workflow
OpenClaw
Hermes Agent

File management AI agent

Finds, classifies, and transforms documents in its workspace.

3

core workflow tasks

24/7

manual or scheduled runs

2

AI agents to choose from

1 result

with execution history

What to delegate

Define the expected result, sources, and constraints. The agent breaks the assignment into verifiable steps.

  • Search
  • Renaming
  • Data extraction

Inputs and process

The agent inventories files, extracts requested fields, proposes a structure, and previews moves or renames before applying them.

  • A dedicated workspace folder, naming scheme, accepted formats, and original-retention rules.
  • Preserve originals
  • Stay inside the workspace

Finished output

Organized files and structured data.

  • Before-and-after manifests, exceptions, extracted data, and an operation log.
  • Approve bulk changes

In-depth guide

How this works in real life

A practical look at capabilities, setup, and operational boundaries.

How to prepare the workflow

Finds, classifies, and transforms documents in its workspace. Prepare the following input: a dedicated workspace folder, naming scheme, accepted formats, and original-retention rules.

The core stages are search, renaming, data extraction. Run them manually first and preserve examples of a good result in the agent instructions.

  • Configure: search
  • Configure: renaming
  • Configure: data extraction

How to review and automate output

Expected output: Organized files and structured data. Review it using this evidence: before-and-after manifests, exceptions, extracted data, and an operation log.

After several reliable runs, configure the schedule and notification channel. Keep critical actions behind approval and use execution history to refine instructions and compare quality.

  • Preserve originals
  • Stay inside the workspace
  • Approve bulk changes

FAQ

Frequently asked questions

Which agent should I choose?

OpenClaw fits broad and communication-heavy tasks. Hermes Agent is often better for coding, research, and complex technical workflows.

Can this run on a schedule?

Yes. After validating the workflow, you can make it a recurring task.