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Execution Steps:
Navigate to Automator on Mac -> Select new Document -> Quick ActionIn the Actions section, navigate to Files & FoldersDrag the Rename Finder Items Action into the Workflow area and configure some parameters to align with the desired naming convention.
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Alter Finder Item Names: Adjust Case
This action helps me convert uppercase letters to lowercase. If by chance I have file names in uppercase, this action will automatically change them back for me.
Rename Finder Items: Substitute Text
This action helps replace spaces with underscores, ensuring consistent file formatting and quicker file retrieval by search software on the machine.
Organize Finder Items
The final action I use is to move that file into a pre-made folder on the Desktop named T-B-F (ready to be filed). This folder will contain all the files I've worked on and may need to use in upcoming tasks. Every 3-4 days, I'll visit this folder to move its contents to my storage areas (iCloud, OneDrive,...).