Which version of DEVONthink & macOS do you use?
I use macOS 12.2.1 and DT Pro 3.8.3
Your process is quite similar to mine. Banking statements and other things which are consistently named will be tagged and renamed by Hazel and imported to DT.
The process I’m describing is for files without consistent naming (mostly scans). Those files have no meaningful name themself and I move them into the indexed folder. By moving them into an indexed folder I can use the AI of DT to show me similar files. So I can see how I’ve named the yearly invoice from my insurance in the past, copy the name and then only adjust the date.
When I then manually apply the naming those files will be moved to another folder and then tagged by Hazel and also imported to DT.
This all worked fine until I started to index the folder in DT in order to get those suggestions:
If there is an easier way to get those suggestions I’m happy to hear. Since indexing temporary files isn’t recommended.