Noodlesoft Forums

1. Create New Folders Based On Client's Name
2. Create New Client Documents Based On Client's Name (from Templates)
3. Based on User Input, enter Name and other into Documents automatically, and similarly, Generate Emails

1. Where is the client's name? Is it in the file name that is going to be filed into that folder?
2. You can have Hazel copy and rename a file but again, it's not clear where the client's name is coming from.
3. If you mean entering the name into the documents contents, you'd need to use AppleScript (or maybe Automator) for that.

1. Well, I'm not sure where the name would come from, be it manual entry or from a file. It's more a matter of what works best. But it sounds like Applescript or Automator or both are called for. I was thinking that Hazel is "Automator Plus", but there are some things it can't do that Automator can, hm?

Thanks for taking the time to answer my question.

They are different things. Hazel is a triggering engine foremost. It's not going to have built-in actions for everything but is made to be extensible using Automator or AppleScript. Also, AppleScript will be more suitable in this context, depending on how you want to obtain the client name.

Thanks Mr Noodle! I'll see about building a little system around hazel and one or both.