Trello
When I start working with a new client, I already know their main objective, but I always like to know what their specific concerns are. Most of them mention they want to create automations.
It is interesting to me that some people view automations as a way to solve problems, instead of simply using them as another tool. I am not opposed to its use, but a well-thought-out Kanban board with a thoughtful approach is all that is needed most of the time.
And it just happened again. When I asked today’s client if he was still interested in creating automations, he said no.
I use Evernote, Obsidian, and others. Why isn't one app good enough?
Not all applications in my Toolbox are incorporated into my personal workflows.
There are two groups of apps in my Toolbox. First, there are the ones I use in my workflows and to help my clients. The second group consists of apps that I don’t use. They are options for my clients that are regularly selected from the numerous tests and experiments I’m constantly doing. Occasionally, they are also featured on my YouTube channel.
The Mighty Trio
For example, Trello, which I don’t personally use, is one of my preferred options when it comes to helping companies build workflows. My clients usually don’t have much time and don’t want to spend it with settings. They appreciate how simple and intuitive it is to understand and use Trello.
In other words, the team doesn’t waste time during the implementation of the new process or, after that, in production. Furthermore, it typically takes me only five online sessions to assist small business in establishing their workflows, acquiring knowledge of Agile and Kanban principles, and applying them to Trello.
The same is true for Evernote. I am constantly approached by CEOs and managers, who are overwhelmed with the amount of time they are wasting with all the possible configurations apps like Notion offer.
The fundamental components of Evernote, namely notes and notebooks, require minimal effort to understand and use. Then there’s the outstanding search. Give busy people a way to quickly find information, even in a messy environment, and they’ll be forever grateful.
Its simplicity is still unmatched today. That’s why I still use Evernote for many things, especially the ones related to the calendar, even though I’ve been using Obsidian a lot. More on that soon.
Its powerful search is also very much appreciated. For instance, if someone contacts me, and I’m not sure if we’ve met before, I’ll search for their email address on Evernote looking for notes related to past interactions. This is something I frequently do and it’s magical.
More recently, I moved my tasks back to Evernote to try two new features. The full-screen view and tasks on the calendar.
Then there’s Google Workspace, which is equally easy to use and intuitive. But that doesn’t make it less powerful. The real-time collaboration it offers is unparalleled and almost unbreakable. When you add in the fact that documents can be linked to Evernote, Trello, and so many other services, it’s a truly unique product. Sometimes it even works as a bridge between apps.
Many of my clients, from different industries, adopt a variation of a workflow that starts with outlines on an Evernote note and resources clipped into a notebook. When the time comes, a Google Doc is created and linked to that note. These two simple steps ensure that the research material, outline, and draft of the final document are all easily accessible.
Eventually, the document reaches a stage where more team members are required to collaborate on it, and it is now shared on a Trello board. Other times, it is shared on Slack, instead of Trello. And that’s fine because the document is always the same. No matter where it is, everyone will be able to work on it while Google’s real-time editing will be doing its magic.
It’s also a matter of taste. Like many of my clients, I simply cannot stand all the buttons and so many settings on Microsoft products. I’ve been a happy Workspace user since 2015 and have no intention of leaving anytime soon.
These apps are formidable, as they are all intuitive and work seamlessly together. I can’t remember how many companies I helped with this trio.
Obsidian
Some of you may recall the series of videos I made about moving the files I had in Evernote to Google Drive. That idea came from Obsidian, which I started using long before Evernote was acquired by Bending Spoons.
My written content has many media elements. Sometimes it is a thumbnail like the one you see in this article, other times it’s a clip that I plan to use in a future video. Sure, all these files can be added to Evernote, but there’s no easy way to work on them out of the note.
The thumbnail in this article, for instance, was initially created on Pixelmator before being converted to a JPG. And that is an ideal use case for Obsidian, which keeps notes and all files in our computer files system. We can access and use them from Obsidian or from the computer file system. It doesn’t matter. In other words, I can include the thumbnail in a note, like the one I created for this article, and, at the same time, edit it using whatever app I wish.
While we are discussing this topic, I have always had the desire to post directly from Evernote, but I was never able to find the proper solution. That’s not the case anymore. For a while now, all my articles and short posts start their lives as a note on Obsidian, which brings us to another tool I love.
Micro.blog is now my hub from where I manage all my online presence. It’s a great tool and there are many videos about it on my channel.
Another interesting workflow is the draft of my next book, which I can write on Obsidian and synchronize with Scrivener. Again, that’s only possible because of how Obsidian notes and files are stored on our computers.
I believe you got the point. I’m using Obsidian for all file-related workflows.
Workflow as a Concept
Since English is not my primary language, I frequently require assistance from technology. LanguageTool is my grammar and spelling tool of choice, particularly because it’s a European company with a strong privacy policy. Sadly, there is no Android app available, but that’s okay since most of the time I’m writing on a computer. Which brings us to a workflow I established for my writing.
As you can see in this video, LanguageTool saves temporary or permanent texts. When I have an idea, I create a permanent text, work on it for days, weeks, months or for as long as it takes, then I paste it to Obsidian, format it, and publish it on my blog from there. The last step is adjusting the text saving format to temporary, which will automatically delete it from LanguageTool after a few days.
That’s what I call a Workflow as a Concept. You don’t need to use a Kanban board or an app to plan and keep track of all the stages. If the process is clear to you, a simple temporary-permanent text setting will suffice.
Hardware
I recently started using a Supernote, and similar to what I described above, it is now part of a Workflow as a Concept. I don’t know why it happens, but very time I come back from a run, I have this storm of ideas that I have to write down.
Writing all of that on my computer or phone was never a viable option. There’s too much friction. What I do now is grab the Supernote and take notes with tags that will help me filter that information in the future. Sometimes it’s just an outline, other times it’s a sentence or two.
I’m in love with how simple and efficient this is and will soon talk about it on the Supernote series on my YouTube channel.
And talking about running, my watch of choice is a Garmin Instinct 2. I stand for all the reasons I listed in the 2-year-old video below. The only complaint I have is something I found out much latter. Its battery is not replaceable. And although it’s still averaging 20 days in between charges, a sealed device is something that makes no sense in today’s world.
There are, of course, more software like Firefox, Signal, Final Cut, Apple Motion and others, but this article is already too long, and I’d say the above are the ones that really make my workflow flow.