Lyron
Office & everyday work

Name and file documents automatically

Incoming files receive a consistent name, useful metadata and the correct destination without daily moving and renaming.

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Review practical examples and time potential

Privacy considered Explicit approvals Documentation included
Current situation

Files exist but cannot be found reliably

Attachments, scans and downloads land in personal folders, shared directories or with names such as scan_0042.pdf. Business information remains locked inside the file.

This creates questions, duplicates and wrong versions. A simple filing workflow creates order without requiring a new document system.

The solution

Consistent filing at the moment of intake

The automation detects document type and relevant details, creates a defined file name, applies metadata and files the document in the correct area.

Detect document type

Invoice, contract, minutes or form are classified by content.

Name consistently

Date, customer, case and document type form a readable file name.

Apply metadata

Tags, owner and retention data are added in structured fields.

File correctly

Folder or library follows customer, project, year or document class.

How the workflow operates

From input to a reviewed result

Every step has a clear trigger, defined data and a traceable handoff. Exceptions are surfaced and routed to people instead of being hidden.

  1. 01

    Receive file

    Email, scanner or upload provides the file with intake context.

  2. 02

    Read content

    Document type and required fields are identified and validated.

  3. 03

    Determine name and destination

    Your filing rules create file name, metadata and destination.

  4. 04

    Confirm filing

    Log and link return to the relevant case when needed.

Systems & interfaces

Designed for your existing tool landscape

Existing folders, libraries and permissions remain the foundation. The automation applies your naming and filing rules.

Additional systems can be connected through available APIs, webhooks, file exports or controlled intermediate storage.

SharePoint OneDrive Microsoft 365 Google Drive DMS E-Mail
Control & governance

Automation with explicit boundaries

Visible rules

Triggers, required fields, target systems and status changes are documented together before launch.

Exceptions stay with people

Unclear document types, conflicting data and legally relevant classifications are presented for review rather than guessed.

Permissions and privacy

Access, logging and retention follow your existing roles and policies.

Implementation

Start small, test real cases, hand over cleanly

We begin with a limited process and real examples. Production scope grows only after rules, exceptions and ownership work reliably.

  • Process workshop and target design
  • Pilot with real cases
  • Acceptance, monitoring and documentation
  • 30 days of post-launch support
Frequently asked questions

What teams want to know before starting

Which systems work with automatic document filing?
Typical connections include SharePoint, OneDrive, Microsoft 365, Google Drive, DMS, E-Mail. The decisive factors are a stable interface and one clearly authoritative system.
How long does implementation take?
A tightly scoped pilot is often realistic within two to four weeks. Data quality, permissions and interfaces determine the exact scope.
What happens when data is incomplete or conflicting?
The case does not continue silently. Missing details and conflicts are highlighted and routed to the responsible person with context.
Which tasks deliberately stay with the team?
Unclear document types, conflicting data and legally relevant classifications are presented for review rather than guessed.
How can the benefit be measured?
We compare volume, handling time, errors and exceptions before and after the pilot. The example calculator on the page makes its assumptions transparent.
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Practical guide

Where automatic document filing creates value in everyday work

The automation detects document type and relevant details, creates a defined file name, applies metadata and files the document in the correct area.

Three concrete operating scenarios to compare with your own process.
01

File email attachments

Attachment and message are assigned to the relevant customer or project folder.

02

Rename scanned files

Unclear scan names are replaced with date, sender and document type.

03

Keep project records complete

New documents receive metadata and a link in the project or CRM record.

A strong fit when …

Recurring office tasks follow clear rules, consume small blocks of time every day and should run reliably without replacing existing systems.

  • You handle recurring documents using repeatable rules.
  • The intake, target system and accountable business role can be named clearly.
  • Exceptions are allowed to remain visible and move to people deliberately.
Transparent potential estimate

Estimate time savings with your own volume

The calculator uses 4 minutes today and 1 minutes after automation as fixed example assumptions. It does not replace process analysis.

Illustrative estimate based on the visible assumptions — not a guarantee.

35Hours per month
420Hours per year
Additional measures after launch Handling time Open exceptions Manual transfers
Content reviewed on 26 July 2026 About Lyron AI

Would automatic document filing improve your everyday work?

We review volume, current manual steps and existing systems and define a useful first workflow.

Assess potential View all products