Template Examples
Real before-and-after examples for every built-in template, plus recipes for building your own.
What It Is
A cookbook of real naming-template examples: the exact pattern each built-in template uses, what the AI extracts, and a genuine before-and-after filename — plus recipes for building your own. Field values are extracted by the AI from the file’s actual content: text, vision, and metadata.
How It Helps You
- See the result before you commit — every template shown with a realistic messy filename turned into a clean one.
- Copy, don’t compose — start from a working pattern and adjust one field.
- Learn the craft — field instructions written the way the AI understands best.
Industries That Benefit
| Industry | Start with |
|---|---|
| Accounting & bookkeeping | Billing Documents, Receipts & Expenses, Bank Statements, Tax Documents |
| Legal practices | Contracts & Agreements, Legal Documents, Compliance Documents |
| HR & recruiting | Resumes & CVs |
| Photographers & creators | Photo Archive, EXIF Location Photo, Screenshots |
| Healthcare & research | The Medical Records and Academic Papers recipes below |
Finance
Billing Documents
{document_date}_{document_type}_{vendor_name}_{document_number}Separator: _
The AI extracts: Issue date (normalized to YYYY-MM-DD by a date transform), document kind (Invoice / Credit Note / Receipt…), the issuing company from the letterhead, and the document number exactly as printed.
Scan_20260812_094512.pdf2026-08-03_Invoice_Acme_Corp_INV-2026-042.pdfReceipts & Expenses
{purchase_date}_{merchant}_{amount}_{currency}Separator: _
The AI extracts: Purchase date, the store name, the grand total actually paid (not a subtotal), and the currency.
IMG_4821.jpg (photo of a till receipt)2026-08-14_Whole_Foods_86.42_USD.jpgBank Statements
From_{period_start}_To_{period_end}_Bank_Statement_{institution}Separator: _
The AI extracts: The statement period’s start and end dates and the issuing bank.
estatement_dl_99321.pdfFrom_2026-07-01_To_2026-07-31_Bank_Statement_Chase.pdfTax Documents
{tax_year}_{form_type}_{issuer}Separator: _
The AI extracts: The tax year the document covers, the form type (W-2, 1099-MISC, Return…), and who issued it.
document(3).pdf2025_W-2_Initech_Inc.pdfLegal & Business
Contracts & Agreements
Contract_{counterparty}_{subject}_{signing_date}Separator: _
The AI extracts: The other party to the agreement, what the contract is about, and the signing date.
final_FINAL_v3.docxContract_Globex_Ltd_Office_Lease_2026-06-15.docxLegal Documents
{document_date}_{document_type}_{parties}_{subject}Separator: _
The AI extracts: Filing date, the filing type (Motion, Affidavit, Notice…), the parties, and the matter.
download.pdf2026-05-02_Motion_Smith_v_Jones_Discovery_Extension.pdfCompliance Documents
{effective_date}_{compliance_area}_{document_type}_{subject}Separator: _
The AI extracts: Effective date, the regulation or area (GDPR, SOC2, HIPAA…), the document type, and its subject.
policy-v2-draft8-approved.pdf2026-01-01_GDPR_Policy_Data_Retention.pdfResumes & CVs
{candidate_name}_{role}_{year_on_resume}Separator: _
The AI extracts: The candidate’s name, the role they’re applying for or currently hold, and the most recent year on the resume.
resume (7).pdfPriya_Sharma_Senior_iOS_Engineer_2026.pdfPhotos & Screenshots
Photo Archive
{date:YYYY-MM-DD}-{event}-{counter:000}Separator: -
The AI extracts: The capture date (EXIF) and the event or subject; the counter numbers each photo in the batch (001, 002…).
DSC01542.jpg2026-07-19-Lisbon-Trip-001.jpgEXIF Location Photo
{location}-{subject}Separator: -
The AI extracts: The shooting location — GPS coordinates reverse-geocoded on-device to a place name — plus what’s in the photo.
IMG_2210.heicBarcelona-Sagrada-Familia.jpgScreenshots
{date}_{app_name}_{subject}Separator: _
The AI extracts: Today’s date, the app visible in the screenshot, and what the screenshot shows.
Screenshot 2026-08-20 at 11.52.21 AM.png2026-08-20_Xcode_Build_Error_Dialog.pngGeneral
Document Archive
{date}-{category}-{title}Separator: -
The AI extracts: The document date, a category the AI assigns (Meeting, Report, Manual…), and a concise title.
notes_final2.pdf2026-08-20-Meeting-Q3-Roadmap-Review.pdfBuild-Your-Own Recipes
Client invoices with amount
Pattern: {invoice_date}_{vendor_name}_{invoice_number}_{total_amount}
| Field | AI instruction (the field description) | Example |
|---|---|---|
| Invoice Date | The invoice issue date converted to YYYY-MM-DD format | 2026-08-20 |
| Vendor Name | The company that issued the invoice (the sender, not the customer) | Acme Corp |
| Invoice Number | The invoice number exactly as printed, without the # symbol | INV-2026-042 |
| Total Amount | The grand total due including tax, with currency code | 1250.00USD |
Add a Date format → yyyy-MM-dd transform on Invoice Date as a safety net. Result: 2026-08-12_Acme_Corp_INV-2026-042_$1,250.00.pdf — amounts keep their real punctuation.
Medical records
Pattern: {visit_date}_{provider}_{record_type} — fields: visit date, clinic or doctor name, and the record type (Lab Result, Prescription, Imaging…). Result: 2026-03-04_City_Medical_Lab_Result.pdf.
Academic papers
Pattern: {first_author}_{year}_{short_title} — instruct the first-author field with “surname of the first listed author only”. Result: Nakamura_2025_Diffusion_Models_Survey.pdf.
Space-separated names
Any template can use a space separator for natural-reading names: the pattern {document_date} {vendor_name} {document_number} gives 2026-08-03 Acme Corp INV-2026-042.pdf. Dates and amounts keep their internal dashes and dots regardless of the separator you pick.
Tips
- Field descriptions are literally the AI’s instructions — write them like you’d brief a person (“look in the letterhead”, “never include the # symbol”).
- Give every required field an example; it doubles as the fallback when a document genuinely lacks that field.
- Optional fields render as empty rather than guessing — doubled separators are cleaned up automatically.
- Useful extra tokens:
{original_name},{parent}(folder name),{counter},{datetime},{date_taken},{camera_model},{gps_location}. - Pair a template with an Organize Flow to also file the renamed document into
~/Documents/Finance/{year}automatically.
Related
Last updated: 20 August 2026