AI powered in box process that summarizes content, tags, and renames files- mostly bookmarks

I collect a lot of files to my inbox – mostly bookmarks but also emails and pdfs. I would like automate the way I process these files using AI. I’d like to create a workflow that does the following across a all files in my inbox

  1. Access the contents of the file or bookmark
  2. Summarize the contents as 1 sentence finder comment
  3. Add tags suggested by AI
  4. Rename the file as suggested by AI
  5. Then create a summary of all the files processed.

I can accomplish some of this by working on individual files in combination with built in chat functions (ie. Add Tag Suggestion to Document”) or interacting with the chat box but that only works on individual files; not as a group of files.

Is there a way to automate this process with a smart rule or apple/javascript.

NOTE: I’ve tried working with the built in chat to help me develop this process but they fail to run – particularly with bookmark files – It can’t load a bookmark link to summarize content.

Is the workflow I describe possible?

And what is easiest way to develop – I’d like to avoid a complex apple/javascript unless someone here has already has a similar workflow I can customize.

Thanks in advance

Something like this for the summary?..

The easiest approach for the first 4 steps is to use these actions for a smart rule or batch processing configuration but the summary might include 1 or 2 sentences:

The advantage is that this requires only one AI request per document and therefore saves time and money but bookmarks are not (yet) supported.

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@leehammond: Is this what you’re anticipating?

Noting a PDF, an email, and two bookmarks are processed and logged to this datestamped document.

And an individual bookmark, tagged and summarized to its Finder Comment…

… created via…


The embedded AppleScript isn’t overly complicated. The choice of AI model has an effect on the result, though I fine-tuned the prompt so it should be usable by different ones, the preference being commercial providers for performance.

This also only uses one AI request per document.

@BLUEFROG yes this exactly what i was looking for.is that custom apple script you wrote or does it ship with DT4?

It’s something I built at 2am :stuck_out_tongue:

Name, Tag, Summarize Document, Log Summary.dtSmartRule.zip (3.0 KB)

Note: I was using this with Claude 4 Sonnet at the beginning but switched to Gemini 2.5 Flash for its brevity in responses. YMMV, depending on the AI model so the prompt may require personalized tuning.

Note 2: It’s writing to a document in the root of the Inbox of the database of the document. It’s using the child class (partly as an example of the syntax). In the current state of things, if you move this summary document on the same day, a new one will be created in the root. Logically, this can be modified if one wanted to.

Let me know how it goes.

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Jim, this is fabulous - I sure can use it!

(and the pickle recipe too, love mine with garlic and dill)

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Than you Jim! I can’t wait to try it out

You’re welcome :slight_smile: