Hi. I've been beating my head against the screen, trying to figure this out. I've even used ChatGPT Hazel helper to try and accomplish it. Specifically, I want Hazel to:
Extract the Merchant, Date, and Amount from the text inside the PDF.
Rename the files using this pattern: [Merchant] - [Date] - [Amount].pdf.
Here’s what I’ve done so far.
The PDFs are from my Chase bank. They all have a line for Merchant, Date, Amount.
I jsut can't figure out how to do the custom tokens. I'm sorry if this has been answered elsewhere (I'm sure it has). I've looked at other questions / use cases and frankly, I just don't understand it enough. I'm hoping if I can do it here with this specific case, I'll be able to figure it out.
This is what the ChatGPT Hazel Helper suggested I do:
Set Up Rules:
In the conditions, I’m using Contents contain match with the following regular expressions:
For Merchant: Merchant (?P<Merchant>.+)
For Date: Date (?P<Date>\w+ \d{1,2}, \d{4})
For Amount: Amount \$(\d{1,3}(?:,\d{3})*(?:\.\d{2})?).
The tokens (blue bubbles) are not being created, even though I’ve typed the regex patterns in the "Contents contain match" field.
Without these tokens, I can’t use them in the rename action, and my files end up named literally as [Merchant] - [Date] - [Amount].pdf.
I know it shouldn't this hard, I just don't know how to do it. lol. thx in advance.
This is what I get from PDF when I copy and paste it from the PDF.
Chase Logo
You made an online, phone, or
mail transaction
Account Ink Business Preferred (...5795)
Date Dec 5, 2024 at 12:08 AM ET
Merchant PP*APPLE.COM/BILL
Amount $0.39