e-commerce customer service & retention teams

Stop manually documenting goodwill credits and customer gestures.

Automatically organize goodwill credit documentation for customer service gestures and retention initiatives.Goodwill credits auto-name to CN-CreditNoteNumber_OrderID_Goodwill.pdf and organize by channel with 94%+ accuracy for retention tracking.

No credit card required

Works with Dropbox, Google Drive (coming soon). Originals stay in place — Safe-Rename keeps your existing folder structure.

Extracting fields98% confidence

sample.pdf

Processing…

Date
2024-10-15
Invoice #
123-4567890-123
Issuer
Stripe

Make this workflow boring instead of stressful

Stop manually documenting goodwill credits and customer gestures.

Ensure accurate tracking of customer retention initiatives. Maintain organized goodwill records for audit compliance and ROI analysis.

The ideal state is simple: Goodwill credits auto-name to CN-CreditNoteNumber_OrderID_Goodwill.pdf and organize by channel with 94%+ accuracy for retention tracking.

Renamed.to reads each document, pulls out the fields you care about, and applies your naming rules automatically so your team opens folders that are already grouped and ready for review instead of rebuilding them from scratch every period.

98%

Extraction accuracy

<3 min

First rename

Safe-Rename

Originals untouched

What your files look like before vs after

No more download.pdf. Every document follows a clear naming convention that matches how your team actually searches for files.

Before

invoice.pdf

After

2024-10-15_Stripe_Invoice_INV-1234_AcmeCorp.pdf

Typical folder today

client-files/
 misc/
 invoice.pdf
 document (2).pdf

After rolling out this workflow

client-files/
 Ready/
 2024-10-15_Stripe_Invoice_INV-1234_AcmeCorp.pdf

Customer retention automation

Organize goodwill credits for customer retention initiatives.

  1. 1

    Connect customer service platforms or accounting exports.

  2. 2

    AI extracts credit amounts, reasons, customer details, and order information.

  3. 3

    Organize by channel and reason for unified customer retention tracking.

1.6k goodwill credits organized last month at 94.8% average confidence.

Why teams adopt this workflow

Retention strategy tracking

Document goodwill gestures as part of customer retention and loyalty programs.

Multi-channel support

Handle goodwill credits across Shopify, Amazon, eBay, and other sales channels.

ROI analysis

Track goodwill investment against customer lifetime value and retention metrics.

Frequently asked

Ready to automate your renaming?

Connect Dropbox or Google Drive. 50 free renames to start.