November 6, 2011

Hazel and paperless processing

As part of my paperless workflow, I have Hazel watch a folder to which I scan regularly recurring documents such as bills, statements, etc. When a document appears in this folder, Hazel triggers an OCR by PDFPen, and then searches the text for keywords. These include account numbers, PO boxes, zip codes –- any string unique to that document. The document is then renamed according to the sender (such as Wells Fargo) and the date is added. This helps a lot with my paperless efforts. I’m not the first to do this — I’ve seen others use Hazel in similar ways as I’ve searched around the web regarding paperless processing. Give it a try — it has saved me a lot of time.

  • workflows
  • paperless
  • apps

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