smart-file-renaming

To standardize data room file naming, this skill proposes consistent, descriptive names based on folder context and document type, grouping changes by category for review. It reads file content to extract dates or counterparty names to ensure accurate naming.

Yes, you can preview document renaming changes. The skill presents a before-and-after table for all candidate files and requires explicit user confirmation before applying any renames, ensuring you retain full control over your deal room documents.

Yes, the skill preserves file extensions when renaming deal room documents. It standardizes the descriptive text of the file name while keeping the original extension intact to maintain file integrity and usability.

Inconsistent document naming slows due diligence because buyers must rummage through files, causing confusion and delaying reviews. Standardizing file names improves findability and professionalism, creating a strong first impression for data room buyers.

The skill determines the correct name by using folder context to identify document type. When necessary, it reads file content to extract specific details like dates or counterparty names, enabling accurate and descriptive file naming.