Files and folders template
Move invoices to the Invoices folder
Finds PDFs with “invoice” in the name and files them by year in Documents\Invoices.
The workflow
Start
When a file is added to C:\Users\you\Downloads
- 1
Get files in folder
Get files matching *invoice*.pdf in C:\Users\you\Downloads
Looks in Downloads for PDF files with “invoice” anywhere in the name.
- 2
Move files
Move Files to …\Invoices\Year
Moves them into a folder for the year they were last changed, for example Invoices\2026.
End of workflow