Pro Feature

Automate Your Workflows

Go beyond basic organization with Smart Categories. Create custom rules to automatically process documents based on their content, sender, or source, and build powerful, automated workflows.

Build Smart Workflows

Visual representation of automated workflows and custom rules.

Your Filing System, Supercharged

Custom Automation

Tailor Clivio to your exact needs with powerful, easy-to-create rules.

Extreme Efficiency

Save even more time by automating multi-step document processes.

Total Consistency

Ensure every document is processed the same way, every time.

If This, Then That for Your Documents

Smart Categories work like a simple automation engine. You define a trigger and an action, and Clivio does the rest.

Rule Example: 'Client Projects'

IF document is a 'Contract' AND contains 'Project Phoenix'
THEN add tag '#client-acme' AND move to 'Active Projects' category.

Related Features

Organization, Automated

Forget folders. Forget manual tagging. Clivio’s AI understands the content of your documents and files them for you, automatically assigning categories like 'Invoice', 'Contract', or 'Receipt'.

Unlock the Data Trapped in Your Files

Your documents are full of valuable information. Clivio's AI automatically finds and extracts key data points—like invoice due dates, contract values, or contact details—turning static files into actionable data.

Ready to Build Your Perfect System?

Take control of your document chaos with custom automation. Explore Smart Categories with a Pro plan.

Upgrade to Pro