Automatic Instrument Rental Forms, with Keyboard Maestro

One of the things I hate the most about the beginning of the school year is managing instrument rental. It just takes too long to log student instrument needs, cross reference them with my inventory, and type out all of my loan agreements. So I automated a part of that process.

Using the app Keyboard Maestro it is possible to automate almost anything under the sun using a simple graphic user interface. Imagine tons of actions available in macOS presented as draggable blocks that you can stack on top of one another and initiate with a keystroke, by time of day, or by an event happening on your machine. It's like building with legos. And the sky is the limit.

Watch my automation in action. I have set it up to prompt me for some information about the instrument and student. Once entered, it makes a copy of the selected file in Finder, copies it, and names it after the student. Then Keyboard Maestro waits for my next click. After clicking in the upper-leftmost field, KM fills in the rest and saves the document.

If you want to break apart the logic of it, see the image below to get an idea which triggers and actions I have used to set up the automation. If you are a KB expert and know how I can make it more efficient, let me know! If you are new to the app and need help, let me know! Patreon supporters can get access to the actual macro, install it into your own copy of Keyboard Maestro, and edit it to your liking.