> Then it OCRs my statement (no idea why or how my bank manages to send it as an image), finds the string like “Closing date: X/Y/Z”, renames the file like “Bank statement - 20ZZ-0Y-0Z.pdf”, and moves it to the directory where I keep them all.
If you can have it do that automatically... then, okay, I think you've convinced me to do another trial. That's pretty cool.
Oops, my bad. Hazel does the OCR, because the day I was setting that pipeline up, I was able to get it working first. DT definitely does all the rest. I have smart rules set up in it for all the bank / credit card / loan statements we get, certain types of email I archive, and a bunch of other stuff.
In all cases, my workflow is the same: get a file onto my computer and into DEVONthink’s inbox somehow. For email, that’s using the DT plugin in Mail.app to import the message(s). For downloaded files, it’s using Hazel rules to move them into it.
Again, none of that’s stuff I couldn’t do by hand, but neither is really anything we do with computers, right? I’d rather script it up once and let it handle the toil for me every day.
If you can have it do that automatically... then, okay, I think you've convinced me to do another trial. That's pretty cool.