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Overview

The files and folder tool enables your workers to create, organize, and manage files directly within Utari. This powerful capability allows your workers to generate content, save it in organized folder structures, and provide you with easy access to download, copy, or export your files.

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Tool Capabilities

The files and folder tool provides six core capabilities for comprehensive file management:

Create

Generate new files with AI-created content

Read

Access and review existing file contents

Edit

Modify and update file contents

Rewrite

Completely regenerate file content with new instructions

Replace

Substitute existing files with new versions

Delete

Remove files and folders when no longer needed

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Enabling the Files and Folder Tool

1

Navigate to Worker Tools

Select your worker and click on the Tools tab.
2

Locate Files and Folder Tool

Scroll through the available tools to find Files and Folder.
3

Enable the Tool

Check the box next to Files and Folder to activate it.
4

Review Capabilities

By default, all six capabilities (create, delete, edit, read, rewrite, replace) are enabled. You can customize which capabilities to enable based on your needs.
5

Save Configuration

Your changes are automatically saved. The worker can now create and manage files.
The files and folder tool is essential for workers that need to generate deliverable content like documents, reports, summaries, or any structured output.

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Creating Files with Folders

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Basic File Creation

1

Start a Chat

Open a conversation with a worker that has the files and folder tool enabled.
2

Request File Creation

Ask your worker to create a file with specific content. Include instructions to organize it in a folder:
    Please create a file on mastering VSLs. Include a summary and place the file into a folder called "VSL Mastery".
3

Watch File Generation

The AI worker will:
  • Interpret your instructions
  • Generate the requested content
  • Create the folder structure
  • Save the file in the specified location
4

Access Your File

Navigate to the Tasks folder in your workspace to locate the newly created content.

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Example Request Patterns

Create a marketing plan document and save it in a folder called "Q4 Campaign Planning".

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Accessing and Managing Files

Once files are created, you have multiple options for working with them:
1

Navigate to Tasks Folder

Click on the Tasks folder in your Utari workspace to view all files created by workers.
2

Open Your Folder

Find and open the specific folder containing your file (e.g., “VSL Mastery”).
3

Access File Options

Click on your file to reveal available actions:
  • Copy: Copy content to clipboard
  • Download: Save file to your computer
  • Export as PDF: Generate a PDF version
  • Edit: Modify the file content
  • Delete: Remove the file
Files created by your workers are stored in your Utari workspace and remain accessible across sessions until you delete them.

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File Management Operations

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Reading Files

Ask your worker to read and reference existing files: 
Read the VSL Mastery file in the VSL Mastery folder and summarize the key points.

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Editing Files

Request modifications to existing files: 
Edit the marketing plan in the Q4 Campaign folder and add a section on social media strategy.

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Rewriting Files

Completely regenerate file content: 
Rewrite the blog post draft with a more casual, conversational tone.

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Replacing Files

Substitute files with new versions: 
Replace the old proposal template with a new version that includes our updated pricing.

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Deleting Files

Remove unwanted files or folders: 
Delete the draft files in the Archive folder.

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Organizing with Folder Structures

Create logical folder hierarchies to keep your workspace organized:

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Example Folder Structures

    Content/
    ├── Blog Posts/
    │   ├── Drafts/
    │   ├── Published/
    │   └── Templates/
    ├── Social Media/
    │   ├── LinkedIn/
    │   ├── Twitter/
    │   └── Instagram/
    └── Email Campaigns/
        ├── Newsletters/
        └── Promotional/

    Projects/
    ├── Client A/
    │   ├── Proposals/
    │   ├── Deliverables/
    │   └── Reports/
    ├── Client B/
    │   ├── Research/
    │   └── Strategy/
    └── Internal/
        ├── Planning/
        └── Review/

    Sales/
    ├── Proposals/
    │   ├── Templates/
    │   └── Active/
    ├── Presentations/
    ├── Case Studies/
    └── Collateral/
        ├── One-Pagers/
        └── Brochures/

    Knowledge Base/
    ├── SOPs/
    │   ├── Marketing/
    │   ├── Sales/
    │   └── Operations/
    ├── Training Materials/
    └── Reference Docs/

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Advanced Usage Patterns

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Batch File Creation

Create multiple related files in one request: 
Create five social media post drafts about AI automation and organize them in a "Social Content/Week 1" folder.

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Dynamic Content Generation

Generate files based on research or analysis: 
Research the top 3 trends in digital marketing, then create individual summary documents for each trend in a "Market Research/2024" folder.

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Template-Based Creation

Use knowledge base templates for consistent output: 
Using our blog post template from the knowledge base, create an article about productivity tools and save it in "Blog Drafts".

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Cross-Folder Operations

Work with files across multiple folders: 
Read the brand guidelines from the "Resources" folder and create a social media style guide in the "Marketing/Guidelines" folder.

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Best Practices

Use Descriptive Names

Name folders and files clearly to make them easy to find and understand at a glance.

Create Logical Hierarchies

Organize folders by project, client, content type, or date to maintain a clean structure.

Specify Folder Paths

Always tell your worker where to save files to maintain organization from the start.

Regular Cleanup

Periodically delete outdated drafts and archived content to keep your workspace manageable.

Version Control

Save different versions with clear naming (e.g., “Proposal_v1”, “Proposal_v2”) when iterating.

Export Important Files

Download or export critical files to your local system for backup and external use.

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Export and Download Options

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Copy to Clipboard

Perfect for quick content transfer:
  • Click the file
  • Select Copy
  • Paste into any application

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Download File

Save the original file format:
  • Click the file
  • Select Download
  • File saves to your downloads folder

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Export as PDF

Create professional, shareable documents:
  • Click the file
  • Select Export as PDF
  • PDF generates with formatting preserved
PDF exports are ideal for sharing with clients, stakeholders, or team members who don’t have Utari access.

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Integration with Other Tools

The files and folder tool works seamlessly with other Utari capabilities:

+ Knowledge Base

Create files based on SOPs and guidelines from your knowledge base for consistent output.

+ Web Search

Research topics online, then generate organized files with the findings.

+ Document Creator

Save document creator outputs directly into organized folder structures.

+ Task Management

Create files for each completed task in an organized project folder.

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Common Use Cases

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Content Production Workflow

1

Research Phase

    Research trending topics in our industry and create a research summary in "Research/Q4-2024".
2

Content Creation

    Based on the research summary, create 5 blog post outlines in "Content/Outlines".
3

Draft Development

    Write full drafts for each outline and save them in "Content/Drafts".
4

Final Publishing

    Edit the approved draft and move the final version to "Content/Published".

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Client Project Management

1

Initial Proposal

    Create a project proposal for Client XYZ and save it in "Clients/XYZ/Proposals".
2

Strategy Documentation

    Develop a strategy document and organize it in "Clients/XYZ/Strategy".
3

Deliverable Creation

    Generate campaign materials and save them in "Clients/XYZ/Deliverables".
4

Reporting

    Create a progress report and file it in "Clients/XYZ/Reports".

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Knowledge Base Building

Create comprehensive documentation for our onboarding process and organize it in "Knowledge Base/Onboarding/New Employees".

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Troubleshooting

Verify that:
  • The files and folder tool is enabled
  • You specified a folder name in your request
  • You’re looking in the correct folder location
  • The worker completed the file creation successfully
Check:
  • You’re logged into the correct Utari account
  • Your workspace view is showing the files section
  • Try refreshing your browser
  • Navigate to your dashboard and look for the workspace files area
Try:
  • Checking browser permissions for downloads
  • Disabling popup blockers temporarily
  • Using a different browser
  • Ensuring the file completed generation before attempting download
Consider:
  • Providing more detailed instructions in your prompt
  • Referencing knowledge base documents for guidance
  • Asking the worker to rewrite the file with clearer requirements
  • Breaking complex content into multiple smaller files
Best practices:
  • Always specify folder paths in your requests
  • Create a folder naming convention and stick to it
  • Regularly clean up and reorganize outdated content
  • Use nested folders for complex project structures

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Tips for Effective File Management

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Clear File Requests

❌ Vague Request: 
Create a document about marketing.
✅ Specific Request: 
Create a comprehensive marketing strategy document covering Q4 goals, target audiences, and channel recommendations. Save it in "Marketing/Strategy/Q4-2024".

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Maintaining Organization

❌ Poor Organization: 
Create some blog posts.
✅ Well-Organized: 
Create three blog posts about AI automation (beginner, intermediate, advanced) and save them in "Blog Content/Series/AI Automation/Drafts".

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Version Management

❌ No Version Control: 
Rewrite the proposal.
✅ With Version Control: 
Create an updated version of the proposal in "Clients/ABC/Proposals" and name it "Proposal_v3_Final.md".

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Summary

You’ve successfully learned how to:
Enable and configure the files and folder tool
Create files with AI-generated content in organized folders
Access, download, and export files in multiple formats
Perform file operations like editing, rewriting, and deleting
Organize content with logical folder structures
Integrate file management with other Utari tools
The files and folder tool transforms Utari into a comprehensive content management system, allowing you to generate, organize, and manage all your AI-created content in one centralized workspace.

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Next Steps

Document Creator Tool

Learn about creating formatted documents

Task Management

Combine files with task-based workflows

Knowledge Base

Use SOPs to guide file content creation

Automation with Triggers

Automatically generate files on a schedule