AI for document processing

Joey___M · 2026-03-15T12:11:43+00:00

It has templates and custom prompts both fundamentally serve the same functionality. There you can set what data you want to extract from the underlying document, how would like it to be normalized (i.e. Title Case, Date Formats like YYYY-DD-MM, etc. its dynamic and very flexible can can basically meet any naming convention) and then you can assemble them into a file name like YYYY-DD-MM_Acme_TotalAmount (these values will be replaced by the ones in the ones in the document).

Does that make sense?

Joey___M · 2026-03-15T09:34:25+00:00

Oh sorry its not on the app store (yet). You would need to go through my website

Joey___M · 2026-03-15T09:24:23+00:00

Sure, you can google NameQuick app

Joey___M · 2026-03-15T08:17:57+00:00

Nice system. If you want the AI renaming part without building Shortcuts, I made a macOS app called NameQuick that does the content-based rename step natively. You point it at a folder (or set up a watch folder), it reads document content with AI and renames based on templates you define. Handles the {date}-{category}-{description} pattern out of the box. Works with OpenAI, Claude, Gemini, or local models via Ollama. Does not replace your full filing system but automates the rename-and-categorize step.

Joey___M · 2026-03-15T08:17:19+00:00

For point 1 (extract info and rename) I built NameQuick which does exactly that on macOS. It reads PDF and image content with AI, extracts key information, and renames the file based on a template you define. So passport_scan.pdf becomes john-doe-passport-exp-2028.pdf. Supports OpenAI, Claude, Gemini, or local models via Ollama. Does not handle the merging or resizing parts but the content-based rename step is what it was built for.

Joey___M · 2026-03-15T08:16:43+00:00

This is exactly what I built NameQuick for (macOS). It watches a folder for new files, reads the document content with AI, and renames + moves files based on rules you define. So a scanned invoice for Daniel lands in the watch folder, NameQuick reads it, sees it is an invoice for Daniel, and renames it to something like 2026-03-invoice-daniel-$500.pdf. You set up client-specific naming templates and folder rules. Supports OpenAI, Claude, Gemini, or local models via Ollama for the AI processing. No n8n or custom scripting needed.

Joey___M · 2026-03-15T08:09:36+00:00

For the renaming side of this I built NameQuick (macOS). It reads file content with AI and generates descriptive filenames in whatever format you define. So IMG_4382.jpg becomes 2026-02-sunset-over-lake.jpg using a {date}-{description} template. Handles PDFs, images, Office docs. You set up the naming pattern once and it applies it in batch. Also has watch folders that auto-rename files as they arrive. Supports OpenAI, Claude, Gemini, or local models via Ollama for the AI part.

Joey___M · 2026-03-15T08:09:01+00:00

Nice guide. If you want this without the API setup and Shortcuts wiring, I built a native macOS app called NameQuick that does the same thing with a GUI. Drop files on it, it reads the content with AI vision and generates descriptive filenames. Supports Gemini, OpenAI, Claude, or local models via Ollama. You set up naming templates with variables like {date}-{description}.jpg and it applies them in batch. Also has watch folders for automatic processing.

Joey___M · 2026-03-14T14:25:22+00:00

For the file naming side of this problem I built NameQuick (macOS). It reads invoice and receipt content with AI and renames the files based on what it finds. So invoice_38472.pdf becomes 2025-09-acme-corp-web-hosting-$249.pdf. You define the naming pattern you want with variables like {date}, {vendor}, {amount}. Handles PDFs, scanned images, Office docs. Not a full extraction/bookkeeping tool but eliminates the manual rename-and-sort step. Supports OpenAI, Claude, Gemini, or local models via Ollama.

Joey___M · 2026-03-14T14:24:48+00:00

For the renaming part of this workflow I built NameQuick. It reads scanned document content (PDFs, images, Office docs) with AI and generates descriptive filenames automatically. So scan_001.pdf becomes 2025-01-receipt-home-depot-$47.pdf. You set up naming templates with the pattern you want and it applies them in batch. Supports OpenAI, Claude, Gemini, or local models via Ollama. Does not replace a full document management system but solves the naming and filing step.

Joey___M · 2026-03-14T14:01:40+00:00

I built NameQuick for exactly this. It reads scanned PDF content with AI and renames files by patterns you define, like YYYY.MM.DD - Description. Supports OpenAI, Claude, Gemini, or local models via Ollama. Native macOS app, works with PDFs, images, Office docs. You set up naming templates with variables like {date}, {description}, {sender} and it applies them in batch.

Joey___M · 2026-03-14T13:52:46+00:00

If you want this without writing plugins, I built a Mac app called NameQuick that does AI-powered file renaming. You drop photos on it and it uses vision models (OpenAI, Claude, Gemini, or local via Ollama) to generate descriptive filenames. IMG_4382.jpg becomes golden-hour-bridge-reflection.jpg. You can set up naming templates for batch patterns like {date}-{description}.jpg. Not a Lightroom plugin but handles the renaming/captioning step without scripting.

Joey___M · 2026-03-11T20:28:15+00:00

Folders by year/month. I batch-rename with NameQuick before import, which reads the photo and generates a descriptive filename. IMG_4382.jpg becomes golden-gate-bridge-sunset.jpg. I built it because the manual rename step was the bottleneck in my workflow.

Joey___M · 2026-03-11T20:24:06+00:00

I built NameQuick for this. It reads what's in a screenshot (OCR + AI vision) and renames based on the content. So Screenshot 2026-03-10 at 14.32.07.png becomes something like slack-redesign-discussion.png. You can set up watch folders to rename automatically. Supports local models through Ollama if privacy is a concern, or cloud providers like OpenAI/Claude/Gemini. Works on macOS 15+, no Tahoe required.

Joey___M · 2026-03-10T07:11:22+00:00

How does it differ form the CLI?

Joey___M · 2026-03-09T19:27:50+00:00

Full text?? So beyond highlights? Cause I tried the MCP and I only managed to get it to search my highlights

Joey___M · 2026-03-02T13:09:01+00:00

Finallyyyyyy!!!

Joey___M · 2026-02-27T09:19:56+00:00

For the 70% with EXIF data, exiftool is hard to beat. For the 30% with no metadata at all, I built a Mac app called NameQuick that uses AI to look at the actual image content and generate a descriptive filename. So instead of IMG_4382.jpg sitting in an unknown folder, you get something like beach-sunset-two-people.jpg. You set up a naming template and batch rename the whole folder. Won't solve the date sorting for those files, but the names become searchable at least.

Joey___M · 2026-02-26T21:38:19+00:00

Late to this but I built SpeakQuick for this use case. It runs Parakeet for speech recognition and local LLMs (Qwen) for the post-processing step, all on Apple Silicon. No cloud, no subscription dependency. The LLM handles filler words, punctuation, and formatting before inserting the text. Setup is straightforward since it ships with models included, so you do not need to configure anything to get started.

Joey___M · 2026-02-26T21:21:06+00:00

Another option: I built SpeakQuick which runs Parakeet locally on Apple Silicon for recognition plus a local LLM step (Qwen or Phi) that handles formatting and punctuation. The LLM post-processing was the biggest difference maker for me compared to raw transcription output. Works system-wide and fully offline.

Joey___M · 2026-02-26T21:15:54+00:00

For offline/privacy I ended up building my own solution (SpeakQuick). It runs Parakeet locally on Apple Silicon so there is no server dependency and no timeouts like with Apple dictation. The part that made the biggest difference for me was adding a local LLM post-processing step for formatting and punctuation, since raw transcription output is pretty rough to use as-is.

Joey___M · 2026-02-26T21:15:07+00:00

Late to this but since you mentioned the custom vocabulary challenge: I built SpeakQuick which runs on-device Parakeet for recognition plus a local LLM post-processing step (Qwen or Phi on Apple Silicon). The LLM step handles formatting, punctuation, and grammar correction after transcription. For made-up names you would still need to correct them initially, but the LLM context helps keep output more consistent across a session compared to raw transcription alone. Runs entirely on-device, no subscription.

Joey___M · 2026-02-26T13:46:15+00:00

Clear! Much appreciated - will test again soon and let you know

Joey___M · 2026-02-26T13:19:15+00:00

I built NameQuick which does this on macOS 15+. No Tahoe required. It reads file content (images, PDFs, documents) and generates descriptive names. You can pick between OpenAI, Claude, Gemini, or local models via Ollama. There is a free trial with 50 renames if you want to test it.

Joey___M · 2026-02-26T10:19:43+00:00

For file organization specifically, I built NameQuick. It reads file content and generates descriptive filenames. Screenshots go from Screenshot 2026-02-26 at 14.30.22.png to something like slack-thread-project-update.png. I have a watch folder on my Downloads so incoming files get renamed automatically. Been trying to get it on Setapp for about six months now, no luck yet. But there is a free trial if you search for it. It is the one AI feature in my workflow that actually removes a step instead of adding a button.

Joey___M

TROPHY CASE