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

Importing vs. Indexing

  • Import files into DEVONthink for easier automation.
  • Dragging files out is simple, preserving original metadata.
INSIGHT

Automatic Grouping

  • DEVONthink's AI can automatically group similar files into folders.
  • This feature, accessed via shift+right-click, is helpful for initial organization.
ADVICE

Tagging in DEVONthink

  • Use tags for categorizing files across multiple dimensions.
  • DEVONthink's robust tagging system is unlike macOS's or iOS's poor tagging.
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