Looking for some workflow ideas

Welcome!

This is a high-level overview of my workflow:

  1. Highlight relevant passages in PDF
  2. Review the highlights after completing the source document and copy those that stand out as particularly insightful into individual markdown notes
  3. Tag these “atomic notes” based on their topics and add a link back to the source document (incl. page) into a RTF custom metadata field
  4. Add cross-links between the atomic notes within the Markdown contents
  5. Transclude all insights with a specific tag for a topic-specific review

I would add that, from my perspective, it makes sense to actually go through these in stages. I find that when I’m looking at digesting a new input, it’s counterproductive to try to categorize each highlight then and there. There is actually more and deeper learning by doing one at a time (understanding, categorizing, reviewing, etc.), as there are different types of mental processes involved. My 2 cents anyways :wink:

Good luck setting up your workflow - DT is incredibly flexible and adaptable, you’ll surely find one that works for you.

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