As many of us here, I am trying to put together a paperless workflow. I am trying to use Evernote for that, for its search capabilities. However, I am acutely aware of privacy issues, which is why I am automating the encryption of my PDFs through iCloud Keychain and PDFPen before uploading them to EN.
Here is my intended workflow on an Action folder, automated through the use of "Continue matching rules":
- When saving a PDF, I add a Finder tag corresponding to that document's nature. (tax info, etc.)
- Hazel looks into the PDF contents, renames them according to my conventions, then adds a tag "on hold" to invite me to check if the name is OK and remove potential errors.
- I do come back, edit the name if needed, remove the "On Hold" tag to invite Hazel to keep processing files.
- Hazel looks if the tag is on a "sensitive" list (health info, finances…) and if so, asks PDFPen through AppleScript to encrypt the file with the password I use specifically for this.
- Then it should upload the file to a new note in Evernote through AppleScript with the tags I set
But this is where it breaks down. Since I'm using "Continue matching rules" to chain my rules from top to bottom, the moment a file becomes encrypted, it breaks the second rule since Hazel cannot look into the file contents anymore, and so Hazel stops acting on those files. So the chain stops, leaving me having encrypted files that are not acted upon anymore. When I skip the encryption step, it works fine… most of the time, because:
Additionally, sometimes Hazel seems to get lost; as I remove the "On Hold" tag and change file names, it seems Hazel thinks the files are new and reprocesses them from the beginning, which stucks me in an endless loop…
Could somebody tell me what I'm doing wrong? (Or if what I'm intending is actually too much…?)
Many thanks!
