Automate Your Filing with Smart Categories
Go beyond standard folders with powerful, automated workflows. With Smart Categories, you set the rules—'if a document contains 'Acme Corp' and 'Invoice', file it here'—and Clivio does the rest. It's your personal, automated filing clerk. This is a Pro feature.
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Your Filing System, on Autopilot
Custom Rule Creation
Build powerful rules based on document content, sender, title, and more to create a filing system that fits your exact needs.
Perfect Organization, Every Time
Ensure every document lands in the right place automatically, without any manual sorting.
Save Administrative Hours
Eliminate the tedious task of sorting and filing documents, freeing up your time for more valuable work.
How Smart Categories Work
In your settings, you define a Smart Category by setting one or more conditions. When a new document arrives, Clivio's AI checks it against your rules. If it matches, the document is automatically tagged and assigned to that category.
category.add_rule(if: 'content contains "Acme Corp"', then: 'tag as project-x')Explore Other Features
Organization That Thinks for You
Forget rigid folder structures and manual tagging. Clivio's AI analyzes the content and context of your documents, automatically sorting them with intelligent categories and relevant tags. It's organization without the effort.
Never Miss a Deadline with Smart Reminders
Let your documents work for you. Clivio's AI scans your files for important dates—like invoice due dates or contract expirations—and automatically creates reminders so you're always ahead of schedule. This is a Pro feature.
Build a Smarter Workflow.
Create a document management system that's as unique as you are. Upgrade to Pro to unlock Smart Categories.