This week on Mac Power Users we revisited the topic of Paperless. David and I manage our files differently and I mentioned I'm testing Evernote now for management of documents following our Evernote show with Brett Kelly. Hazel of course is a big part of managing this paperless workflow by automatically taking care of a lot of the filing for me
One of my first steps in going paperless was to eliminate as much paper the that comes into my life as possible. That meant opting-in to paperless billing, invoicing and statements where possible. For example, instead of receiving my monthly AT&T bill in the mail I now receive a notification telling me my bill is ready and can go to the AT&T site to download the statement.
Once the statement is downloaded I use a simple Hazel rule to analyze my download folder and appropriately import and file statements. Here's a screenshot:
In a nutshell, Hazel looks at the Source URL of the file to see where it was downloaded from, in this case "att.com" and the only thing I download from "att.com" is my monthly bill. It will then rename the bill with my appropriate naming convention and use a simple applescript embedded within the rule to file the document in Evernote. The last step then moves the original PDF out of my downloads folder to the appropriate folder on my hard drive, or trash depending on the circumstances.
The body of the AppleScript is simple, it says:
tell application "Evernote"
create notefrom filetheFile
So, all I have to do is download the AT&T bill once it arrives, Hazel takes care of the rest! Check out the recently released Paperless podcast for more information on this subject as well as David's excellent new iBook, The MacSparky Paperless Field Guide.
Edit: I've revised this rule a bit to include renaming and tagging and sorting into the proper notebook. You can find the updated post here: Updated Hazel to Evernote Rule