![]() If the PDF file remains unprocessed, it might be that it needs to be OCRed. The tagging is so I know I haven’t reconciled the statement. By attempting the move first, if the move fails it will be reattempted until the share is mounted and the move succeeds. In this case, the name gets longer and longer until disaster ensues. If the rename is done first and the move cannot be accomplished then the rule will be repeatedly applied and the renaming repeated. This is important when the destination is on a separate computer and the share might not be mounted. The important thing of interest here is that the Move is done before the Rename. The obscured last action moves the ICS file to the trash.Īll the PDF statements are handled as shown, looking into the PDF to determine where the statement is from and what account it belongs to. If I download a calendar event, this puts it in my calendar: Hazel rules take care of all the different file kinds, with everything but PDF handled first. The following are all part of monitoring the download folder. I’m not going to talk about all my monitored folders and rules (I’ve got 81 of them), but just a few that I’ve taken beyond what I suspect is typical. (I also use Hazel to archive past events from this folder so it is not junked up with old stuff.) I have to manually attach the pdf to the calendar event and add in the start/end times. Hazel looks for this keyword, moves the invite to the family folder, and then creates a new Fantastical event on the event date in our Family Calendar with the info from the file’s name. I name the file with the date of the event and add “invitation” at the end. “Invitation” keyword: I make sure all our invitations get into a shared family Dropbox folder. “Maintenance” and “Medical Receipt” and “Receipt” and “Manual” are keywords I use a lot. Some files don’t get renamed, but have keywords so Hazel knows what to do with them. Hazel doesn’t need to rename the file, but just consolidate it in a folder with the other project materials. So I’ll have tags like “Christmas” or “2017 Taxes”. Other Tags: For shorter term projects I am working on, I assign a tag to move the document into that project’s folder. I assign an “OmniMe”" tag, so Hazel sees the tag and embeds the file into a new OF task via applescript. Tags to OmniFocus – some files I need to act on get embedded into OmniFocus. Photos - Hazel looks for extensions and automatically imports personal videos and photos into my Photos app repository. Hazel renames these and then files them to either folders on Dropbox or else directly into Devonthink group (via Applescript). Household files: statements, bills – the usual suspects that come in monthly. Scansnap sends OCR’d paper files directly to “docs-file” folder.(Any email attachments from other email accounts gets forwarded to my gmail via Airmail Rules) IFTTT rule that saves any attachments from my gmail to my “docs-file” folder.I put this in the “downloads” folder so it gets OCR’d PDFs I take from the internet (useful for statements) – I have a shortcut key to get these into PDF format from Safari.My stuff gets into those folders in a few ways: Most of my Hazel rules are in “docs-file” folder. Downloads – a weigh station- Hazel OCRs any PDFs via script using PDFPenPro app and then moves the files to “docs-file”. ![]() I am in charge of all of our household documents (family of 5 plus small biz), so I use Hazel like a maniac!
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