Be Smart With Your Out Of Office Assistant

Here's a nice quick piece of advice for you that I picked up from Michael Hyatt that you are going to love. 

When you are heading off on holiday, or on a prolonged absence from the office, take great care in how you set your Out Of Office. Use this as a tool to give yourself a little more time to respond to the inevitable influx of mail that is going to be collected in your absence. 

If you are due to arrive back from leave on a Monday after a week away, set your Out Of Office auto reply to say that you're not returning until Tuesday. If it's a longer absence away, you may wish to say Wednesday, or even further ahead. 

Why stop at altering your return date? If your last day of work is a Friday, declare yourself unavailable from this day on rather than the coming Monday. This gives you a great opportunity to tie up your affairs and prepare for your holiday without the worry of people expecting responses from you all day long. 

Clearly, this isn't going to be suitable for all jobs, but if this is something that you feel you can leverage, it can be a real game changer when you need it most. 

Schedule a Quick Wins Day

Sometimes, when you are carrying out your Weekly Review, or pouring over your To-Do list, it can get disheartening. The list of things you would love to get done seems to be growing!! Yes, you are able to get your Flagged tasks, or 'Most Important Tasks' completed but what about those small jobs, the ones that you know would only take you ten or fifteen minutes to complete, never to be seen again?

I try to counter this by having what I call a *Quick Wins Day*. This is essentially a day that is dedicated solely to those small tasks. The only tasks that end up on my To-Do list that I wouldn't ordinarily consider to be a 'Quick Win' are tasks that *have* to be completed on that particular day otherwise my life, as we know it, will not be worth living!

As for the frequency of this 'Quick Wins Day', well I currently aim for one every couple of weeks. I've got things setup to the point that there is minimal impact to my core projects by having it fortnightly. Your situation will of course be different. You may not be able to have them as often as that, which is of course fine - it's all relative to how comfortable you are with the idea. We put systems in place to ensure we have that element of control over the tasks that we do, so having a 'Quick Wins Day' more often than we should taks that comfort away and leads to anxiety, which leads to procrastination and that whole shame cycle we all find ourselves going through!

I always feel like I've made real progress with my life after a 'Quick Wins Day" and i strongly encourage you to consider the idea and let me know how it works for you. 

The Art Of Communication

Communication is a vital part of our day-to-day lives. It is a skill that we regularly exercise, yet rarely practice or have a desire to perfect. The ability for us to be able to communicate effectively has a significant bearing on the things that we do, the lives of the people around us and on our own lives as a whole. 

Think back to a time when you were last reprimanded by your boss, or, for some of us, your spouse! How did you feel? Did you come out of the discussion feeling positive and ready to put right the situation that got you there? More often than not the answer is a resounding no. This could have been a different answer if the communication channel had adopted a more positive stance. 

There are lots of situations where ineffective communication can cause unwanted results, far too many to list here. However we can solve this problem, at least from our end, by looking at the steps required for effective communication and transferring them seamlessly into our daily lives. 

Back when I started out in the world of Management, I was an Assistant Manager with a branch of McDonalds in Kent and communication was a key part of that role. It was due to these communication skills that I was able to be promoted and become the Restaurant Manager for one of these stores at the tender age of 23. You see, there are lots of people working as part of a team in a fast-paced environment trying to deliver a fast, efficient level of service to the customer. There is communication with the people working the different stations, communication with the customer by way of the counter person serving. There is also communication via the in-store marketing that is all around. Internally, you have communication with your employees who come from various walks of life and have very different needs and desires. Communication with your vertical hierarchy is very important as well, to ensure you have a good relationship with your line managers and boost your promotion chances. 

Messages need conveying all the time and what follows are the key components that I was taught to use. 

The Communication Model

There are four components to the Communication Model. 

The message that is being sent needs to come from somewhere, so we have a **Sender**. The person, machine, device that starts the communication process. For every person that sends a message, there needs to be one or more people to receive the message. These are the Receivers. If you don’t have anybody getting the message, you don’t have communication The Sender conveys to the Receiver a Message. This is the whole point of communication in the first place, a message needs to be sent! The most important part and that part that is oft forgotten. Feedback. If there is no feedback, you cannot guarantee that the message has been received properly, so the Communication Model has not been effectively completed. We’ve all seen the programs on TV which are set in a professional kitchen. The orders come into the Head Chef who looks at each individual sheet and shouts (usually!) in a loud, clear voice one part of the order. He is the sender, sending a message to a receiver, who in this case is the person who is responsible for preparing that part of the order. The receiver will shout an acknowledgement, usually “Yes Chef”, which gives us our feedback.

A perfect communication model in action. 

Barriers to Communication

The situation above is fairly utopian in that there are lots of assumptions being made with regards to the message being sent and the environment in place. There are many barriers to communication that you should be aware of and always try to avoid whenever possible, or mitigate against. 

Noise/Filters

The kitchen could be extremely noisy. There is a lot of equipment on, people bustling around. The chef will mitigate against this by shouting the order to ensure that the receiver is able to receive the message clearly. You need to be aware of the environment you are in before sending a message out. For example, if you are upstairs in your house, bathing your children and your spouse shouts a message to you, there is a very good chance you are not going to receive that message. There is the immediate noise of the children laughing, splashing, playing. Your concentration acts as a filter because you are not listening for a message but playing with your children. The distance between the room your spouse is in and your current location will also act as a filter. The easier option is for the sender to come up the stairs and convey the message. 

Yes, this is from personal experience!

Another example of a filter includes communicating with people who don’t have English as a native language. They are able to receive the message but it may not be received in the way that the sender intended. In this situation, it is crucial that the feedback is received in a more detailed manner. I find myself in this situation quite often when consulting with clients and, dependant on the level of importance of the message, as well as the medium used, I will ask for the message to be repeated back to me to ensure it has been understood. Obviously this is isn’t required if it’s an email communication because there is no variance on what is seen on the screen, however, my dialect may not be as easy for my client to understand as a written word, so confirmation that the message has been understood clearly is vital. 

Listening

Communication isn’t all about talking or writing emails. One of the main skills you can develop, particularly if you are in a management role, is the art of listening. When you listen, you are putting yourself in a position whereby you can gain knowledge about a particular person, subject or situation. By not listening, you are closing yourself off and we’ve all felt that frustration of trying to talk to someone who clearly isn’t giving you their full attention. 

There are some distinct listening skills you can adopt to help you with your communication and I try to use all of these daily. I learnt them nearly twenty years ago and they still ring true today. They will never go out of date because we will be communicating with each other until the day we die. 

Reflection - this is simply repeating exactly what has been said to you. Employee - “I need the day off tomorrow” You - “You need the day off tomorrow?”

This is a good technique because your response is always phrased as a question, which will encourage the sender to volunteer more information. 

Paraphrase - this is similar to Reflection, however you are repeating what has been said, yet in your own words. Employee - “I’m not going to be able to meet that deadline” You - “You’re saying that you are having difficulty meeting the deadline? Why’s that?”

Ask Open-Ended Questions - where possible, you should always ask questions that will require an answer that isn’t only Yes/No. This means that the person you are talking to has to think about the answer and you get a response that is based on their own opinion, giving you more knowledge about the situation than a simple Yes/No answer provides. 

Listening Posture and Concentration - have you ever had a conversation with someone whilst checking your mobile phone? Do you think that the person talking to you was impressed with that? If you look disinterested in the conversation then the person talking to you is going to be reluctant to talk. Always give people your full attention. If it’s a particularly important conversation, put your phone away and don’t allow yourself to be interrupted. We’ve all been in the situation where you are in a meeting with someone, their phone goes and they decide that answering that call is more important than speaking with you.

Don’t be that person.

Body Language - people don’t always communicate with their mouths. When you are talking to someone, look at their body language as it can give us more information than the person is willing to give. In general, the body doesn’t lie. Are their signs of nervousness? Tiredness? What about other more obvious things, like the person talking to you is coming down with a cold but refuses to say they are ill, yet the signs are all there. Always be aware of the signs that the person you are communicating with is giving across through their body rather than verbally. When you pick up on something and tell them, they will really think that you care because you are paying attention to them. This can make all the difference. 

Silence - I love this one, it’s a doozy! Nobody likes a silence. It’s so uncomfortable and is the easiest way to be able to get information from somebody. When interviewing people, either for a disciplinary or for recruitment, silence is a superb technique for getting people to follow up on something they have already said. 

You - “Tell me about what you saw happening on that shift last Monday”

Employee - “Oh, nothing really, I just saw Jim and Bob arguing”

You nod your head, smiling…….

Employee - “……….yeah, their voices were raised and I heard Jim accuse Bob of being a thief”

You nod again, smiling….

Employee - “……apparently he stole something from Jim’s locker”

When you talk with someone, you expect them to tell you when they are ready to move on to another subject or line of questioning, so using silence to extract more information from the subject line you are currently discussing is an awesome way of listening.

There is a lot more detail that we can explore, but that is for another day. For now, please take note of the above when you are having difficulties getting messages through to people. If you are in a position of management, the listening skills will help elevate you from a position of authority to a position of respect. 

Hazel and DEVONthink 2 - Choosing a Target Database

In my previous post on using Hazel and DEVONthink together, I showed you a system I use to automatically get files and documents into the DEVONthink Pro Office Global Inbox.

Did you know, however, that is possible to import content directly into a database of your choosing? It DOESN’T have to just move to the Global Inbox?

Full credit to Alan Duncan of [ojisanseiuchi.com] for this nugget.

Here is how:

When you have configured your Hazel rules to identify the files that need to moved, add this AppleScript to the actions that will be carried out:

tell application id "com.devon-technologies.thinkpro2"
    set img_ib to get record at "/Inbox" in database "Business"
    import theFile to img_ib
end tell

This script will tell Hazel to take the content we have already identified and import it into my Business database. To change the target database, simply modify the name in the script.

Couldn’t really be any simpler at all could it?!

Thanks Alan.

Making DEVONthink and Hazel Play Nicely

Before I move on with this post, I'm going to make a couple of assumptions. I'm going to assume that you already understand that Hazel is an amazing application for macOS, that watches over folders in some form of virtual nanny-state, performing file actions on your behalf whilst you get that busy work done.

I'm also going to continue on the basis that you know about the awesome power of DEVONthink Pro Office, the Database/Paperless Office/Finder Replacement/All round swiss-army-knife-type-storage-app for macOS.

They are both amazing applications and I couldn't imagine having to live without either of them. However, after reading various forums and listening to some of my favourite podcasts, it seems that the general impression is that you can't have a workflow that includes them both. Using Hazel to rename files isn't possible within DEVONthink itself.

While the statement above is largely true, a small amount of lateral thinking can, however open up some possibilities.

I'm going to walk you through the setup I have employed to allow for the renaming of files with Hazel and subsequent import into DEVONthink Pro Office.

1) All files downloaded to my Downloads folder (the default)

2) Hazel watches this folder and automatically performs OCR on any PDF files that appear, using AppleScript and PDFPen Pro

3) These files are then renamed and moved to a Holding Folder I have in Dropbox.

4) Using the built-in Folder Actions for DEVONthink, a script runs on all contents of the folder. This script will Import, OCR and Delete the original file.

Dropbox Holding Folder

The first stage is to set up a Holding Folder. Now this Holding Folder has one purpose and one purpose only. It will perform a Folder Action that will Import a file into DEVONthink, perform OCR (Optical Character Recognition, making the contents of the document searchable) and Delete the original. This folder is the final place files will reside before import into DEVONthink.

The OCR that will be completed in this stage will be using the ABBYY Fine Reader Engine, arguably the most powerful OCR software on the Mac and built-in to DEVONthink Pro Office. We're going to be performing a 'lighter' (yet still powerful) OCR at an earlier stage, so as to rename the file effectively, however the final OCR will take place here.

Why have I specified that this should be setup as a Dropbox folder? Well, firstly, any folder connected to a Cloud Service is fine (Google Drive, OneDrive, iCloud) - I just happen to use Dropbox extensively. Secondly, I find myself scanning and submitting business expense receipts from iOS a LOT. I use PDFPen Scan+ to scan the receipt, I rename with a TextExpander snippet before sending it directly to my Dropbox Holding Folder. When it reaches my Macbook, the Folder Action kicks off and the file is imported into DEVONthink.

Assigning Folder Actions

Assigning the Folder Action to your newly created Holding Folder is a simple process.

  • Open Spotlight
  • Search for Folder Action Setup
  • Click the + button on the left hand pane. Navigate to the Holding Folder you wish to assign the action to.
  • You will be presented with a list of scripts to assign. Select Devonthink - Import, OCR and Delete.scpt

Please note, you must have the scripts for DEVONthink installed. If you don't see any DEVONthink references in the box of assignable scripts, install them by clicking on DEVONthink Pro Office in the menu bar, select Install Add-Ons and tick the check box for Folder Actions Scripts.

 

Great stuff. You now have a folder that will act as a direct conduit between yourself and DEVONthink that is accessible from anywhere you have an Internet connection.

Hazel Rules

OK. Now, we need to set up some Hazel rules. The question we need to ask ourselves, however, is where should these rules be applied? We've set up a Holding Folder, which is going to Import, OCR and Delete thanks to the Folder Action we assigned, yet this folder needs to be the last stop for the file - the final conduit between Finder and DEVONthink. Therefore I apply the majority of my Hazel rules to the default Downloads folder. These rules will carry out some OCR (using PDFPen Pro from Smile Software and subsequently rename the file based on the results.

I'll refer to you an earlier post on Date Matching with Hazel which runs through the process of scripting the OCR, looking for a date within the contents of the document and subsequent renaming.

The only part you need to add to the rule, in order to import into DEVONthink, is to move the file into your Holding Folder once renaming/tagging etc is complete. (Remember, DEVONthink recognises Finder tags, so you can use Hazel to pre-tag your files before they hit your DEVONthink Inbox)

You can make a lot of changes to the workflow above to suit your specific needs. I know that this works for me and apart from the odd tweak here and there, I'm very happy with how it runs.

There will be a video posted soon that walks through this process in finer detail - sometimes screencasts work better than text ever can, so watch this space and I'll let you know when it's ready!