HomeAdvanced Organization Guide
📖 The complete Advanced Organization guide

Rules that clean up after you

Build precise file-organization rules, preview them safely, and set them to run on their own — on a schedule or the instant a file lands. Here's everything Advanced Organization can do, and how to get the most from it.

Advanced Organization is a VaultSort Premium feature · $24.99 one-time, lifetime

One idea: find files, then act on them

Every job runs the same four stages. A dry-run preview sits between building and doing, so nothing changes until you've seen it.

The four stages of an Advanced Organize job: discover, match, preview, execute — with a safety net of blocked system paths, Trash-based deletes, stale-file protection, and undo.

Anatomy of a rule

A rule is a small tree. Predicates decide which files qualify, logic combines them, and actions do the work.

Anatomy of a rule tree: an AND root combines an OR of file-type predicates, a size predicate, and a move action.

Predicates — the “which files”

Eight ways to match, mixable in one rule.

File typecategory

Match one of eight built-in buckets: images, videos, audio, documents, archives, code, links, directories.

Extensionextension

Match exact extensions like pdf, dmg, or a set such as jpg / png / gif.

Filenamefilename

Contains, starts with, ends with, equals, or a regular-expression match — case-sensitive optional.

Pathpath

Match the full folder path. The key to per-folder rules and carving out exclusions.

Size & datesmetadata

Compare size in bytes, or created / modified / accessed dates — with rolling values like “older than 6 months”.

File contentscontent

Search text inside files (contains / regex). Optionally run on-device OCR to match text inside images.

Smart CategorizesemanticCategory

Match against your own AI-trained categories for topical sorting the built-in buckets can’t express.

Empty foldersisEmpty

Match directories that contain nothing — perfect for cleanup rules.

Actions — the “what to do”

Chain up to two per file (e.g. rename → move).

📦
Move

Relocate matched files. Conflicts are auto-renamed by default (or skip / overwrite).

📄
Copy

Duplicate files into a destination while leaving the originals in place.

✏️
Rename

Rewrite names with placeholders and optional find-and-replace.

🏷️
Tag

Apply a coloured macOS Finder tag. Non-destructive — the file never moves.

🗑️
Delete

Send to the macOS Trash — always recoverable, never a hard delete.

🗂️
Sort by category

Route each file into a per-category subfolder from a Smart Categorize set.

Naming & foldering variables

Use these in rename patterns and move destinations — e.g. ~/Photos/{date:YYYY}/{date:MMMM} files a photo into 2026/July/.

{name}Original filename, no extension
{ext}File extension, no dot
{date}Modified date · YYYY-MM-DD
{datetime}Modified date & time
{date:YYYY}Custom date tokens (year, MMMM, DD…)
{counter}Auto-incrementing number
{year} {month} {day}Individual date parts
{size}File size in bytes

Build your first job in five steps

01

Choose a starting point

Pick a built-in template, describe your goal to the AI Job Builder, or start with a blank rule tree. All three land in the same Visual Rule Builder.

02

Point it at folders

Set the input folders to scan and, optionally, exclude noisy paths like node_modules or .Trash. Turn recursion off to touch only top-level files.

03

Build the rule

Add predicates (the “which files”), combine them with AND / OR / NOT, and attach actions (the “what to do”). Every node is editable and explained inline.

04

Dry-run the preview

See exactly which files match and what will happen to each — with zero changes made. Read the warnings, then refine until it’s right.

05

Execute — or automate

Run it once, or save it and hand it to a schedule or a folder watcher to run unattended. Every real run is logged for undo.

The VaultSort Visual Rule Builder showing a rule tree with predicates and actions.

The Visual Rule Builder — every node editable and explained.

👁️ Dry-run preview

See it before it happens

Every job can be previewed without touching a single file. VaultSort lists which files matched, which didn't, and exactly what each action would do — then flags anything worth a second look with clear, actionable warnings.

  • Matched vs. unmatched files, side by side
  • Warnings for permission issues, oversized content, unsafe regex, and more
  • Files that changed since preview are refused at execute time
VaultSort dry-run preview listing matched files and the actions that would apply to them.

Start from a template

Eight ready-made jobs cover the classics. Load one, adjust the destination, and you're done — or use it as a base and edit from there.

🗃️

Sort by File Type

Images, videos, documents, music, and archives into tidy subfolders.

🖼️

Photo Organizer

File photos into Year / Month folders from their date.

📸

Screenshot Organizer

Sweep “Screenshot …” images into a dedicated folder.

💿

Installer Cleanup

Collect .dmg and .pkg installers for easy removal.

📂

Delete Empty Folders

Trash empty directories to clear clutter.

📦

Project Archiver

Archive anything untouched for six months.

🐘

Large File Finder

Tag files over 1 GB red so you can decide what stays.

👯

Duplicate Name Tagger

Flag “(1)” and “copy” files as possible duplicates.

✨ Skip the manual build

Or just describe it

Don't want to wire up nodes by hand? Tell the AI Job Builder what you want in plain English and it writes the whole rule tree — then loads it into the Visual Rule Builder so you can inspect every node before running. Already have a job? Use Revise With AI to change it with a sentence and review a structural diff.

Bring your own OpenAI, Anthropic, or Google Gemini key. Keys are encrypted on your Mac and used to call the provider directly — VaultSort never sees or proxies them, and your file names, paths, and contents are never sent. Gemini's free tier means it can cost nothing.

Explore AI Job Builder →
VaultSort AI Job Builder turning a plain-English prompt into a complete rule tree.

Then let it run without you

Save a job once and hand it to the scheduler or a folder watcher. Destructive steps stay switched off until you explicitly allow them.

Two ways to run a saved job unattended: on a schedule (hourly to monthly via launchd) or by watching a folder in real time, with opt-in safety gates for delete, overwrite, Smart Categorize, and OCR.

Power-user tips

Small habits that make rules faster to build and safer to run.

🔀

OR order matters

An OR branch stops at the first match. Put the most specific rules first, or a broad rule will “eat” files meant for a later branch.

🪃

Use a catch-all

Make the last OR branch a catch-all (“else”) with no conditions to sweep everything not matched above into a fallback folder.

📆

Prefer rolling dates

“Older than 6 months” as a rolling value stays correct on every future run. Reserve fixed dates for a specific calendar day.

🏷️

Tag before you move

When you’re unsure, tag files instead of moving them. Tags are non-destructive — a safe way to triage before committing.

📁

Path rules for folders

Use a path predicate to scope a branch to one folder, or to exclude a subtree like ~/Library from a broad job.

🧭

Narrow the scope

Tighter inputs and exclude-paths beat clever rules. Previews cap at 50,000 files — refine scope if you hit the limit.

🖼️

OCR only when needed

Content search skips files over 16 MB and binaries. Turn on OCR only to match text inside images — it’s slower.

🧪

Schedule a dry-run first

A first automated run in dry-run-only mode is a great confidence check before you let it start moving files.

Safe by default

Powerful automation only helps if it can't hurt you. These guardrails are always on.

System paths are blocked

Locations like /System, /Library, ~/Library, /usr, and /Applications can never be a source or destination.

Delete means Trash

The delete action moves files to the macOS Trash — recoverable — and never performs a hard delete.

Stale files are refused

If a file changed between preview and execution, VaultSort declines the outdated action rather than guessing.

Every run is undoable

Operations are recorded to Operation History for undo, and chained steps roll back if a later step fails.

Broken jobs are quarantined

A job that fails validation is set aside for recovery instead of being silently lost.

Unattended deletes opt-in

Delete, overwrite, Smart Categorize, and OCR each need an explicit toggle before they run on a schedule or watcher.

Common questions

How is this different from Auto-Organize?

Auto-Organize is the one-click “tidy this folder” feature. Advanced Organization is the rule engine — you decide exactly which files match and what happens to them, then reuse, schedule, or watch-trigger that job. They coexist; Advanced Organization never interferes with Auto-Organize.

Will it ever move or delete something I didn’t expect?

Not without you seeing it first. The dry-run preview shows every match and action before anything runs, deletes go to the Trash, protected system folders are blocked, and unattended destructive actions require an explicit opt-in.

Can I undo a run?

Yes. Real runs are recorded to Operation History for undo, and if one file in a chain fails, the earlier completed steps for that file are rolled back automatically. If the log couldn’t be written, VaultSort tells you the run isn’t undoable.

How big a folder can it handle?

Previews scan up to 50,000 files; scheduled and watch runs default to 100,000 (up to 500,000). Discovery skips inside macOS app bundles and honours your exclude-paths, so you can keep scope tight.

Do I need an API key?

Only for the optional AI Job Builder and Revise With AI. Everything else — templates, the Visual Rule Builder, dry-run, scheduling, and folder watching — works without any key.

Is it included in the price?

Advanced Organization is part of VaultSort Premium — a $24.99 one-time purchase with a lifetime license and free updates.

Set up a rule once. Never tidy that folder again.

Templates to start, a visual builder to refine, a preview to stay safe, and automation to keep it running. Advanced Organization is available now in VaultSort Premium.

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