🎯 What you'll have at the endYou'll turn a messy pile of PDFs into neatly named files in sensible folders, with a list of what's where.

⚡ One-click install

Checked install page (app stores, official sites and template pages): tap to get it straight away.

⬇️ Download Claude for desktopOfficial download page

🧰 Before you start

A paid Claude plan (Pro, Max, Team or Enterprise)
The Claude desktop app (Mac or Windows) for Cowork features
A folder of PDFs to sort (make a backup copy first)

⏱️ Time needed10 minutes plus Claude's working time

💵 Rough costPaid Claude plan (Pro from about USD 20/month)

🪜 Step by step

🐣 Beginner mode: showing the 5 essential steps only. Extra steps are hidden; tap 🚀 Advanced at the top to see all 6.

✅ 0 of 6 steps done 📄 Printable page

1
☐
Back up first
Copy the messy folder somewhere safe, e.g. an external drive or cloud folder.
Mark as done
2
☐
Open Cowork
Open the Claude desktop app, choose Cowork and give it access to the messy folder only.
Mark as done
3
☐
Agree the folders
Paste the 'Sort my PDFs' prompt. Let Claude suggest folders first and approve them before it moves anything.
Mark as done
4
☐
Let it work
Claude reads each file, renames and moves it. Large folders take a while; you can do other things.
Mark as done
5
☐
Check the summary
Open the index file it makes and spot-check 10 files.
Mark as done
6
☐
Keep it tidy
Repeat monthly, or ask Claude to schedule it.
➕ Extra step: hidden in 🐣 Beginner mode Mark as done

💬 Copy-paste prompts

Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.

💬 Sort my PDFs

Look at every PDF in this folder. First, propose a folder structure (e.g. Property / Tenancy, Property / Loan, Tax, Bank, Insurance, Receipts, Other) and wait for my OK.
Then: rename each file 'YYYY-MM-DD – who – what.pdf' (e.g. '2026-03-01 – Landlord – Tenancy agreement Unit 12-3.pdf'), move it to the right folder, and make 'index.csv' listing old name, new name, folder and a one-line summary.
Never delete files. Put anything you're unsure about in 'To check'.

⚠️ Tips & common mistakes

Keep a backup until you're happy with the result.
Scanned images without text may need Claude to 'read' them more slowly; that's normal.
Don't give it access to your whole computer, just the folder.