Automators

102: Automating DEVONThink

180 snips
May 20, 2022
The hosts dive into the powerful automation features of DEVONthink, showcasing its capabilities beyond mere document storage. They discuss optimizing Mac setups and explore methods for managing files effectively, such as indexing versus importing. Highlights include harnessing AI for document organization and mastering smart rules for enhanced workflows. Additionally, they share tips on practical automation techniques, the use of PDFs for record-keeping, and the versatile Classify tool, all aimed at streamlining digital organization.
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ADVICE

Smart Rule Triggers

  • When creating smart rules, default to "all" triggers for safety.
  • Only use "any" if absolutely necessary to avoid unintended actions.
ADVICE

DEVONthink Triggers

  • Utilize DEVONthink's extensive trigger options, like URL and kind.
  • This enables granular control over which files activate smart rules.
ANECDOTE

Email to PDF

  • Rosemary Orchard uses DEVONthink to convert emails to PDFs for her accountant.
  • This provides a more compatible and permanent record of the email.
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