Examples

A cookbook of rules, from a single condition/action to combinations of several features at once. Every example is a complete rule you can recreate in Settings → Conditional Properties → Add rule.

Examples

Simple

Auto-tag meetings

IF    Property: type → exactly match → "meeting"
THEN  Property: tags → Add value → work, important

Any note with type: meeting gets tags: [work, important] added, without duplicating values on repeated runs.

Archive by status

IF    Property: status → exactly match → "archived"
THEN  Property: tags → Remove value → active, wip

Clean up a deprecated property

IF    Property: tags → contains → "old-project"
THEN  Property: legacy_data → Delete property

Tag by title

IF    First level title: contains → "Meeting"
THEN  Property: tags → Add value → meeting, important

See Conditions (IF) and Actions (THEN) for the full list of condition/action types.

Intermediate

Date-stamp completed tasks

IF    Property: status → exactly match → "done"
THEN  First level title: Add suffix → " - "

Uses a placeholder to append today’s date to the title.

Standardize meeting note titles

IF    First level title: contains → "Meeting"
THEN  First level title: Overwrite to → " - "

Result: 2026-01-08 - team-sync.

Sort transcripts into a dated folder

IF    Note file: Filename contains → "transcript"
THEN  Note file: Move file to → "transcripts/"

Note file actions auto-create the destination folder — transcripts/2026-08-24/ gets created the first time this runs.

Copy one property into another

IF    Property: g_excerpt → exists
THEN  Property: excerpt → Add value → ""

Property placeholders let an action’s value reference any other property on the same note.

Chain several actions in one rule

IF    Property: project_status → exactly match → "completed"
THEN:
  - Property: status → Overwrite all values with → "done"
  - Property: tags → Add value → archived
  - Property: tags → Remove value → active, wip
  - Property: priority → Add value → low

See Multiple Actions for execution order.

Typed checkbox + date together

IF    Property: status → exactly match → "done"
THEN:
  - Property: completed → Overwrite all values with → "true"
  - Property: completed_at → Overwrite all values with → ""

completed is written as a real boolean and completed_at as an ISO date, matching Obsidian’s native widgets — see Typed Properties.

Advanced

Match all + exclude a folder

Match: All of the following
  Condition 1  Property: status → exactly match → "done"
  Condition 2  Note file: Parent folder is not → "Archive"
THEN  Note file: Add name prefix → "[DONE] "

Combines a Property condition with a Note file condition in one Match all rule — only prefixes notes that are done and not already archived. See Multiple Conditions.

Extract a date from the filename and use it to move the file

IF    Note file: Filename contains → /\d{4}-(?:0[1-9]|1[0-2])-(?:0[1-9]|[12]\d|3[01])/
THEN  Note file: Move file to → "transcripts/"

The regex finds a date like 2026-08-24 in the filename, and `` reuses it in the THEN action — no need to write the date twice.

Named capture groups for a year/month archive

IF    Note file: Filename contains → /(?<year>\d{4})-(?<month>\d{2})-(?<day>\d{2})/
THEN  Note file: Move file to → "archive//"

Sorts files into archive/2026/08/-style folders based on a date embedded in the filename, using named capture groups.

Rule chaining across two rules in one scan

Rule 1:
  IF    Property: status → exactly match → "done"
  THEN  Property: tags → Add value → completed

Rule 2:
  IF    Property: tags → contains → "completed"
  THEN  Note file: Move file to → "done/"

Rule 2 fires in the same scan Rule 1 added the completed tag — no second run needed. See Rule chaining within a scan.

Full pipeline: regex title match, typed property, rename, and archive

Match: All of the following
  Condition 1  First level title: contains → /\d{4}-\d{2}-\d{2}/
  Condition 2  Note file: Parent folder is → "meetings"
THEN:
  - Property: type → Overwrite all values with → "meeting"
  - Property: reviewed → Overwrite all values with → "false"
  - Note file: Rename file → " - "
  - Note file: Move file to → "meetings/"

Combines a regex condition, a Note file condition, typed property coercion (reviewed written as boolean if registered as checkbox), `` reuse in a rename, and a Note file action that auto-creates a year-based archive folder — all in one rule.

Exclude archived notes while auto-tagging by multiple signals

Nested condition groups like (A OR B) AND C aren’t supported in a single rule yet (see the Roadmap) — but you can get the same result with two separate rules that share a condition and a THEN action:

Rule 1:
  Match: All of the following
    Condition 1  Property: type → exactly match → "meeting"
    Condition 2  Note file: Parent folder is not → "Archive"
  THEN  Property: tags → Add value → meeting, needs-review

Rule 2:
  Match: All of the following
    Condition 1  First level title: contains → "Meeting"
    Condition 2  Note file: Parent folder is not → "Archive"
  THEN  Property: tags → Add value → meeting, needs-review

Either rule fires the same THEN action, so a note matching by type or by title — as long as it’s outside Archive — ends up with the same tags. ADD never duplicates a value, so a note that satisfies both rules doesn’t end up with meeting listed twice.