The Lean LandlordVA OptionalVA Optional

Free Tool

Stop losing timeto messy folders

I use an AI agent to name and file every contract, receipt and client document in my business. You drop your files into one folder and point the agent at it, and it works through the whole pile. Each file gets a clear name and lands in the folder it belongs in.

Now I'm giving it away for free.

Tell me where to send it. The agent and three setup steps go straight to your inbox.

Works in Claude, with your Google Drive connected.

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A messy Downloads folder with files like Scan_0034.pdf and untitled.pdf, above the same documents neatly sorted into Invoices, Contracts, Receipts, and Statements folders

What it does

Point it at a folder and it sorts the pile

The Document Filing and Naming Agent uses the same filing logic I run in my own business. You open Claude whenever a folder needs sorting, and it does the job nobody on your team wants.

  • 1

    Reads every document in the folder

    Contracts, receipts, invoices and client paperwork, whether they're scans, photos, PDFs or downloads. If it's in the folder, the agent opens it and works out what it is.

  • 2

    Names each one consistently

    Every file gets a clear, predictable name, so searching for anything actually works. No more "scan0047-final-FINAL.pdf".

  • 3

    Files it in the right place

    Each document moves to the folder it belongs in. Run it again next week and the new files follow the same naming rules.

VA Optional

In my business, Vera runs it every morning before I'm up

Vera is my AI chief of staff. Every morning she clears my To File folder, files what's clear and sets aside anything she's unsure about for me. When I answer, she turns my answer into a rule, so the next document like it gets filed without asking. Filing is one small part of what she and three other agents do in my business.

VA Optional is the course where I show you how to build the same team in yours, on a system a professional AI engineer built, with my team helping while you set it up.

  • Build your own AI chief of staff
  • Four self-paced lessons, at your speed
  • Support while you build
See how VA Optional works