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Articles tagged with workflow

How to Replace Text with a Batch Process

August 11, 2026

Screenshot showing the find and replace action in a batch process configuration in DEVONthink.

Batch processing is a simple type of automation in DEVONthink that you can use to quickly make changes to multiple items at once. One useful action is text replacement. Here’s how you can use that. (more)

How to Use Zen Mode in DEVONthink To Go

July 21, 2026

View Options in DEVONthink To Go highlighting Zen mode

If you frequently read in DEVONthink To Go and prefer reading in fullscreen view, things just got better with its new distraction-free Zen mode. We show you how to use it. (more)

How to Schedule Tasks in DEVONthink

June 23, 2026

Screenshot showing Annotations inspector, displaying a weekly reminder scheduled for every other Friday.

Reminders are one way to automate work in DEVONthink. They let you set exact times, days, and well-defined recurrences for certain time-based actions like playing a sound, opening a document, or even running a script. Here is how that works. (more)

Stephen Millard's Import Automation

February 13, 2026

Screenshot showing Stephen Millard's blogpost

DEVONthink user Stephen Millard created an automation for importing documents and shared it on his blog. Stephen not only shares the script itself, but also his work process, making it a good example of an automation created through tinkering. (more)

A DEVONthink User’s AI Workflow

January 5, 2026

AI-generated comic-style image showing a robot cleaning an office with a broom.

Access to external AI is an optional part of DEVONthink and now DEVONthink To Go. But some people have wondered, “Well, what would I actually use it for?” On the Mac Power Users forum, a user posted her real-world use case, which is an excellent example for AI use. (more)

How to Use Temporary Favorites

October 21, 2025

Screenshot showing grouped favorites in DEVONthink's Navigate sidebar.

If you are working on a project, Favorites can be an effective way to quickly access it. But having too many items in one’s Favorites can be counter-productive. Here’s something you can do in DEVONthink and DEVONthink To Go. (more)

Lighting Designer Derek Jones' Workflow

October 16, 2025

Screenshot showing nested groups in DEVONthink like in the template Derek Jones uses.

Lighting designer Derek Jones uses DEVONthink for his work on live events, television shows, and video shoots. On his blog, he shows us how he works and provides an excellent example of what a workflow in DEVONthink can look like. (more)

How to Assign Shortcuts to Scripts

August 5, 2025

Screenshot showing a Finder window with some DEVONthink script files. One script is selected, and its file name contains a keyboard shortcut, as described in the tip.

Is there a script in DEVONthink that you use frequently and would like to have quickly accessible? DEVONthink has a way to set a keyboard shortcut for scripts and templates. Here is how. (more)

Discovering DEVONthink 4: Automation

July 31, 2025

Screenshot showing the batch process pop-up in DEVONthink with some saved configurations.

Automation is a big part of DEVONthink because it helps our users saving valuable time on recurring tasks. With batch processing, smart rules, and scripts, you can create workflows for your specific needs. Here are some of the ways we reworked and expanded automation. (more)

How to Paste Text with a Source Link

June 10, 2025

A screenshot of a Microsoft Word window displaying text with a source link that has been pasted into the document.

When doing research and taking notes, it is often helpful to link to specific parts of text in documents, especially PDFs. DEVONthink has two special copy and paste commands that make such linking very fast and effective. (more)