Great episode guys!
One of the ways I’ve automated my email is by developing a 100% hands-off approach to dealing with receipt emails. i.e. Receipts I get from online services like MailChimp I have a detailed description of the workflow here, but in summary:
- I have email rules set up on Google or iCloud[dot]com (a lesser known feature of iCloud that means your Mac doesn’t have to be turned on to run email rules) to forward emails from certain senders or based on the subject line to Zapier (email trigger).
- I have two Zaps to handle the two types of emails: 1) Receipt attached the email. Zapier downloads the attached PDF and saves to an “Action” folder in Dropbox. 2) Email body is the receipt. Zapier uses CloudConvert to convert the email into a PDF and saves the output file to my “Action” folder in Dropbox.
- Hazel watches the “Action” folder and renames and moves the receipt to my accounting folder.
So after receiving one of these emails I usually just check my MacOS notifications to confirm that Hazel processed the file and I can simply archive the email.
It’s a handy workflow and because I receive a fair few emails like this, it saves me a fair bit of time each month.