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Routines›Documents

Documents

Routines that rename, file, summarize and pull details out of your documents and receipts.

All documents routines

20 routines
PRO

Smart Downloads

Sorts new downloads by type, renames them and files them in the right folder.

Works offlineNo AI neededAdd ›
PRO

Receipt Organizer

Finds the store and date on new receipts and files them.

Works offlineNo AI neededAdd ›
PRO

Invoice Assistant

Extracts invoice details and organizes them for review.

Works offlineUses Local AIAdd ›
PRO

AI Archive Digest

Once a day it sweeps for stale notes — Cloud AI leaves a summary, then the original moves to Archive.

Needs internetCloud AIAdd ›
PRO

AI Note Outliner

Drop a note starting with “idea” in the folder — Cloud AI expands it into a structured outline.

Needs internetCloud AIAdd ›
PRO

AI Weekly Review

Friday afternoon it sweeps this week’s notes and writes a recap file for each — your week, summarized.

Needs internetCloud AIAdd ›
PRO

Smart Rename

Reads each new PDF or scan and gives it a clear name, like “Lease Agreement - Unit 4B - Oct 2026.pdf”.

Needs internetCloud AIAdd ›
PRO

Receipt & Invoice Reader

Reads the vendor, date and total from each receipt or invoice, renames it, files it by month and adds a row to Expenses.csv.

Needs internetCloud AIAdd ›
PRO

Document Summary

Writes a 5-bullet summary of each new PDF or Word file and saves it beside the document.

Needs internetCloud AIAdd ›
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Routi prompt: What should Routi do for you? Every Friday, copy my Projects folder to my backup drive, with example suggestions