Automators

97: Automating Rosemary Orchard

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Mar 11, 2022
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ADVICE

Automating Document Management

  • Automate document organization, especially downloads, using Hazel.
  • Regularly create rules for different file types to reduce clutter.
ADVICE

File Naming Strategy

  • Name files clearly and strategically for easy searching.
  • Use specific keywords you'd search for, like "washing machine manual".
ANECDOTE

DevonThink for Business

  • Rosemary uses DevonThink to manage business documents, like invoices and receipts.
  • Custom metadata fields automate tax return preparation, proving crucial when her accountant lost documents.
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