3  Desktop Automation

4 Desktop Automation

File renaming, format conversion, directory organization, and batch operations on local files. This is the starting point for most automation journeys: taking control of the files and folders on your own computer.

NoteSolutions Coming Soon

This part of the book will be populated as solutions are developed through the Automation Clinic intake process. Each solution will be published as a subchapter below.

Have a desktop automation problem? Submit it to the clinic or open a GitHub Issue.

4.1 What Belongs Here

Solutions in this part address tasks that happen entirely on your local machine:

  • Batch file renaming based on naming conventions, metadata, or content patterns
  • File format conversion (e.g., PDF to text, CSV to Excel, image format changes)
  • Directory organization to sort, move, or archive files based on rules
  • Batch operations such as splitting, merging, or compressing files
  • Template generation to create standardized folder structures for new projects or reporting cycles