My Note Making Workflow

I was wondering during lunch about how I can improve my note making workflow. This thought arose because I have also been thinking about improving my task capturing workflow at work.

I was introduced to the difference between note taking and note making in a post by Anne-Laure Le Cunff. Note taking is about integrating the knowledge in your matrix and hopefully improving your life.

I have focussed on note taking so far because I had a hard time getting that under control. My approach changed when I read Cal Newport’s Slow Productivity. The first principle in Slow Productivity is Do Fewer Things. Accordingly, I reduced the amount of content that I read.

I wrote here earlier about how I wanted to reduce this consumption by considering how I consume social media posts. I wrote here about how I reduced that even further to the blogs that I read. I wanted to slowly repair my damaged attention span that allowed me to take a lot of notes but not make many notes.

Late last year, I purchased the same pocket notebook that Hiran suggests in how he uses a bullet journal and using his idea of numbering the bullet instead of the pages and using an index. I was able to take more notes in the pocket notebook.

But, I also like keeping the A5 sized Bullet Journal since I like to write a lot by hand. I started spending more time copying things over from the pocket notebook to the Bullet Journal.

I did this because my 7 y.o. daughter would raid my empty notebook stack to repurpose it for her own use. The casualty rate of the empty notebooks was quite high.

At the other end my 2 y.o would pick up the pocket notebook I would be using and treat it as he liked. He would tear it, rip it apart, or colour in it, depending on his mood.

I found myself repeating the same things when I looked at my notes. I seem to be going through the same stuff or reading authors who seem to be saying the same thing.

This the process I am now considering as a result of asking the question (refer to the sketchnote at the bottom right for the question), How can I improve workflows for capturing? [An earlier version of this read as, “This is the process I am now considering:”, updated 27 March 2025, 2308 hrs]

  • Write down the note in the physical A5 Bullet Journal or Pocket Notebook.
    • This includes some highlights from books, blog posts, or articles that I read on Readwise’s Reader.
    • This includes some screenshots or notes I take on Google Keep. This is usually when I listen to videos, podcasts or audiobooks.
  • I am thinking of writing these notes at a certain frequency to Roam Research. The highlights from Readwise’s Reader sync with Roam Research.
  • I am thinking of then exporting these notes to my laptop where I am considering the option between Emacs or Obsidian.
  • Since these are text notes, mostly, I hope to back them up to offline storage.

This is not the end of the story. It has already been 3 months. So, the idea behind this post is to help you catch up with what’s happened so far.

The next part will drop when I finish thinking and implement the system outlined here.

Update 1: 31 Mar 2025

Saurabh hopped on a call with me. He suggested using the Eisenhower matrix to determine importance of the notes and then blocking out time on the calendar to grapple with the note.

Comments

3 responses to “My Note Making Workflow”

  1. SSP Avatar

    Love yours/ Hiran’s idea of using an index for the bullets and separating planning from remarks or notes. Over the last year, I transitioned my note-taking to a regular pocket book. If needed on the go, I’d jot notes down on Signal’s note to self. At the end of the day/week, I transition these to my Trilium notes which is where most of my note-making happens.

    Took some conscious effort initially to set the process in place. Once I had it though, this has become second nature.

    Liked by 1 person

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