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Scan and File to Evernote based on content

PostPosted: Sat Aug 30, 2014 8:50 am
by FIleitaway
Hi all,

I am new to Hazel, please forgive me in advance if this has been asked/answered before. I am trying to create a flow where when I scan a document from my scanner, it gets OCRed, then filed with the relevant tags to endnote depending on the contents of the document. So, every month I get a Credit Card Statement from Partnershipcard and also my partner gets her own Credit Card Statement from Partnershipcard.

There is a Scans Folder on the desktop on my mac, and the scanner drops in a default scan.pdf to there when its activated.

Hazel seems to kick off rule 1, but then stops. Am I missing something? This is my first flow.


Scans Folder
- (Rule 1) Perform OCR
- (Rule 2) Patnershipcard – Michael Dawes

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User presses scan to folder on scanner
Document Scanned and saved as scan.pdf to Scans folder on desktop

1. Perform OCR

Hazel Rule 1 executes Preform OCR
If any of the following conditions are met Date Added is not in the last 2 minutes Run the automated workflow [OCR on drop.workflow] (Saves pdf doc back into Scans)

then on the same folder Rule 2

2. Partnershipcard –Michael Dawes

Name : Partnership – Michael Dawes File
If any of the conditions are met
Contents contain match (XXXX XXXX XXXX XXXX) ( Account Number)
Contents contain match Michael Dawes

Do the Following on the Matched Folder
Rename with pattern Michael Dawes – Partnershipcard – YYYY MM
Run Applescript
EMBEDED SCRIPT
tell application "Evernote"
activate
create note from file theFile tags {"Michael Dawes", "Creditcard", "Partnershipcard"}
end tell
Move to folder TRASH

If I can get this working the idea would be that I would add new rules, based on Name, Type of Document etc so that the all get filed and tagged to endnote.

Would appreciate any help
thanks
Mik
London - UK

Re: Scan and File to Evernote based on content

PostPosted: Tue Sep 02, 2014 2:22 pm
by Mr_Noodle
Did you email me as well? If so, please only post here OR email, not both as I end up having to reply in two different places. If you didn't email me, then please reply here otherwise we will continue this in email.