I work on multiple projects throughout the day and am constantly opening and closing files and links in Salesforce. I was thinking of using Shortcuts to ask for a client name and then opening the associated docs. Is that the best way or is there something easier?
I’ll use ACME as the fictitious client name for what I need to do:
- notes file in OmniOutliner: “notes - ACME”
- Project in OmniFocus: “ACME - project name”
- Opportunity in Salesforce: (I have a custom search that I trigger with Alfred that inserts the customer name into a custom URL)
- related emails in Outlook: (I have a smartfolder for ACME)
I would want to open the Omnioutliner file, focus on the project in Omnifocus, open the associated custom URL in Chrome and either go to the smartfolder in Outlook or search for the client name in outlook. I don’t think Outlook has Shortcuts support.
Any recommendations on the tools I should use? Shortcuts? Bunch? Applescript?