Notes automations without coding
Closed Orchestration recipes move and tag Notes — Dictate→folder, PDF→Documents, weekly open tasks, capture→daily. No plugin JavaScript.
Before you start
- Signed-in Hub account.
- ORCHESTRATION_ENABLED on the API (ops) and Automations opt-in in Hub → Settings → Automations.
- Notes sync enabled on at least one client.
Steps
- 1
Open Hub → Settings → Automations and turn on account opt-in until Runtime is armed.
- 2
Install a Notes pack: Dictate → Notes folder, PDF → Documents, Weekly open tasks, or Capture → daily note.
- 3
Leave Preview first; switch the recipe to Auto when Recent runs look right.
- 4
Dictate on Mac/Windows (chip when matched) or save a note with a PDF to exercise PDF inbox.
- 5
Weekly digest: enable «Include me in the Notes weekly cron allowlist» under Automations, install Weekly open tasks / Stale pins, then ops POST /v1/cron/notes-weekly with use_allowlist=true (or emit notes.weekly dry-run).
- 6
Capture → daily appends only if a note titled today's date (YYYY-MM-DD) already exists — otherwise soft skip.
- 7
Also: Morning Inbox triage, Long note → Meetings hint, Stale pins reminder.
Common mistakes
- Closed recipes only — no Notion-style marketplace or eval-in-editor.
- Weekly cron allowlist is opt-in (notes_weekly_cron) — never silent fleet join.
- Export pack is soft: notifies you to use Hub Notes export (no auto ZIP).
- Rollback: Remove the pack or set recipe mode Off; master Automations toggle disables all.