Possible to automate daily notes/journal setup?

I am new to DT and have been using it for about a week now.

Atm, this is what I do for daily notes:

  1. Go to my Journal database, Data → New from Template → Productivity → Daily Journal – Markdown.
  2. Delete everything except the title line in the newly created file.
  3. Remove the previous day’s daily note from favorites.
  4. Add the latest (today’s) to favorites.
  5. Double click today’s note so it remains open in a window where I can jot down stuff throughout the day.

Is it possible to have this be done automatically daily or via a toolbar button click?

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So you just want a header with the date, e.g., December 2, 2025, and no other content?

PS: No, you can’t affect the Favorites via scripting.

I use an Applescript that automatically creates my daily journal note from a template
runs via a Reminder
inserts a link into my Calendar
opens todays note in a separate window so it’s visible through out the day

Favourites has a link to my Journals Group; it’s never changed
Notes are in date sequence, so current date is at the top

My journals Planner template is a Pages document
I complete it each morning, and save as .pdf format
A smart rule converts to searchable pdf, and moves it to my Journals Group

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Yes or the current h1 header in the format of “December 3rd, Wednesday” is also ok.

Here is a similar example…

This is presented as a case where a simple template can be created with built-in placeholders.

Here is the Markdown document showing the placeholders in the content and title…

Installation for toolbar use

  1. Choose Data > New From Template > Open Templates Folder.
  2. Double-click the Templates.noindex directory.
  3. Put your template in the Toolbar folder. Make sure the % are intact.
  4. Quit and relaunch DEVONthink.
  5. Choose View > Customize Toolbar.
  6. Locate your template and drag it to the desired location on the toolbar,
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this sounds great. Would you care to share your Applescript?

Just create a Markdown document using the same placeholders (see screenshot above), then export it via File > Export > As Template…. The placeholders can be also inserted via the contextual menu. No scripting required.

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thanks. I have a more extended template also filled with some stuff I’m interested in. I was further interested in DTLow’s complete workflow, as I am using a similar setup.

Here’s sample code to create my journal group and note from a template

Click to see sample code
setDates(current date)

tell application id "DNtp"
	
	set theInbox to preferred import destination
	set theJournalGroup to get record with uuid "730091AB-4C2E-4083-BFC3-1E84E8504F0E" in database "FilingCabinet"
	set theTemplate to get record with uuid "6EAABF18-DAAD-4B78-8A1D-DF0FDB3611A3"
	
	set theNewFilingGroup to create record with {name:("Journal [🟢" & dddd as string) & "] " & theNextyyyymmdd & " Type-Journal", type:group} in theJournalGroup
	set tags of theNewFilingGroup to {"Type-Journal"}
	set theLink to get reference URL of theNewFilingGroup
	tell application "Calendar"
		tell calendar "Devonthink"
			make new event at end of events with properties {summary:"Journal", start date:(theNextDate), end date:(theNextDate), allday event:true, url:theLink}
		end tell
	end tell
	
	set theNewRecord to duplicate record theTemplate to theInbox
	set name of theNewRecord to ("tbdJournal  [Planner " & dddd as string) & "] " & theNextyyyymmdd
	set tags of theNewRecord to {}
	set creation date of theNewRecord to theNextDate
	set modification date of theNewRecord to theNextDate
	
end tell

Appreciated - this is very helpful

I had an Apple Shortcut that did this too, but it’s for the old DT and I haven’t got around to setting up a replacement (mostly remarking in case someone else already did it and can save me a job :joy:).

Because a life without tinkering is boring and it’s the end of the year and a natural time to think about task management, I’ve been wondering what replicating my entire NotePlan set up in DT would look like :grimacing:

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While I’m all in using DEVONthink as my main data archive and research repository, I find that Evernote is better suited for daily journaling. It allows automated daily note creation, cross-machine synchronization of notes, and (to me) better web capture. I then periodically move the Evernote journal and project notes into DEVONthink for serious work.

is it possible in some way to “sync” content with iOS devices (via DTTG of course)…

I mean add chunk from DTTG and find them in DTPro on desktop? Or viceversa?

I am finding NotePlan even better. Looks like the entire software is built around daily notes.

Of course, DEVONthink and DEVONthink To Go can sync databases. This has been going on for a very long time.

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Dear Bluefrog, I refer to this specific occasion… AFAIK templates dont work on DTTG; hope to be wrong

No, DEVONthink templates don’t sync to DEVONthink To Go. However, DEVONthink To Go 4 supports creating templates, including some some placeholders.

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and in this specific case: how could you update a journal from an iOS device?

I’m not sure what you mean by “update a journal”, but this example is similar to the example I provided to the OP…

dttg4-template

This is a document in version 4, added as a template, then used as a template.

And another essentially the same as my original above…

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