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File Management

Auto‑file incoming emails containing datasets or ethics approvals into a 'Research Files' folder and tag them with pro…

2heights
3tasks
2roles do it
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The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Auto‑file incoming emails containing datasets or ethics approvals into a 'Research Files'…+
Auto‑file incoming emails containing datasets or ethics approvals into a 'Research Files' folder and tag them with project categories—create rules to detect attachments named CSV, XLSX or PDF and send them to project subfolders so I can retrieve them next semester.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before enabling auto‑filing, set quality checks: only move messages with attachments and…+
Before enabling auto‑filing, set quality checks: only move messages with attachments and 'dataset', 'ethics approval' or known project codes in the subject, add a colour category for dataset versus ethics, and flag any approval without a reference number so I can review exceptions manually.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

2 of them
Make sure the datasets and ethics approvals I receive from collaborators are filed where I can find them next semester.
Create a standardized subject-and-folder structure for all project mail so any planner can find messages for an individual site quickly.

Who does this

2 roles
Urban PlannerPolitical Scientist

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Outlook — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.