AMA 64: How do I automate filing and tagging using the AI Assistant?

This week on Ask Me Anything about Evernote we have a question from Tom.

If you have a question you’d love an answer to then leave it in the comments below and I’ll add it to the list.

Tom asks

How do I automate filing and tagging using the AI Assistant? I thought I’d be able to get Evernote to automatically move and tag notes for me.

Thanks for the question Tom and the simple answer is you can’t. It not what its been designed to do.

Over the last couple of months and with the AI Assistant being teased quite a bit, there’s been a few expectations of what the assistant can do and some have been a little further ahead of where we are right now.

The Assistant has been designed for finding, expanding and chatting with your notes with the added benefit of bringing in information from the web.

It wasn’t designed to automate tasks.

For example, if you have a 100 page PDF in Evernote and you want one quote from it or need to summarise a certain section you can do this.

You can also search the web for information and add this to your existing notes to expand them.

What you can’t get the Assistant to do is noticed changes to your notes and automatically move or tag them.

To be honest, I’m not sure if AI would be useful in this. A simple rules based filter system would work.

A system similar to how email filtering works where you have a trigger like, “a note is created with Invoice in the title” and an action happens like “the note is moved to the invoice folder”.

Maybe semantic search could play apart where words like receipt or bill could be used within that trigger.

Ages ago I wrote about how I’d like to see an automation system working in Evernote.

I hope that kind of helps. We can’t automate, but we can question and expand our notes.

Have a good rest of the week

All the best

Jon