I’ve spent thousands of dollars on notebooks I never filled and digital tools I abandoned within weeks. Let’s skip that part for you.
Your brain excels at making connections, not storing information. The right note-taking system isn’t about hoarding facts—it’s about extending your thinking beyond the limits of your skull.
After testing dozens of approaches across fifteen years of creative work, I’ve discovered a fundamental truth: the best system is the one you’ll actually use tomorrow. Not the most feature-rich. Not the most beautiful. The one that removes friction between capturing a thought and finding it when it matters.
Why Most Digital Note Systems Fail
Most people approach note-taking backward. They choose the tool first, then try to bend their thinking to match its logic.
This explains the graveyard of abandoned apps on your devices.
My first Evernote account had 3,000+ notes. Couldn’t find anything when I needed it. The problem wasn’t Evernote—it was me. I was collecting, not connecting.
Three common failure modes that doom most systems:
- The collector’s fallacy – Capturing everything without processing anything
- Tool obsession – Prioritizing features over function
- Complexity creep – Building systems so elaborate they collapse under their weight
The digital note system that actually sticks follows a different path: it mirrors how your brain naturally works, then gradually extends that capacity.
Building a System That Thinks With You
The goal isn’t storage—it’s having conversations with yourself across time.
Step 1: Choose Your Foundation
Skip the feature comparison spreadsheets. Instead, answer these questions:
- Do you think in outlines or in webs?
- Are you capturing mostly text, or mixed media?
- Will you access notes primarily on one device or across multiple?
Your answers point to your foundation app:
For outline thinkers: Apple Notes, Bear, or Craft For web thinkers: Obsidian, Roam Research, or Notion For mixed media collectors: Evernote, DevonThink, or Apple Notes For multi-device users: Avoid Apple-only or Windows-only solutions unless you’re fully committed to one ecosystem
I’ve cycled through them all. Currently, I use Obsidian for thinking and creation, Apple Notes for quick captures, and DevonThink for research archives.
Remember: The foundation matters less than what you build on it.
Step 2: Design Your Atomic Workflow
A workflow trumps tools every time. Here’s mine, stripped to its essence:
- Capture everywhere – Quick, frictionless, available in any context
- Process daily – 15 minutes to organize yesterday’s thoughts
- Connect weekly – Look for patterns and relationships
- Create from connections – Transform notes into finished work
Each step requires different capabilities from your system.
For capture, I use Apple Notes with Siri on my Watch during runs, voice memos when driving, and text notes throughout the day.
But capturing without processing is just digital hoarding.
Step 3: Process With Purpose
This is where most systems die. People collect hundreds of notes, then drown in the mess.
Processing isn’t filing. It’s thinking.
When I process notes, I:
- Break complex notes into atomic ideas (one concept per note)
- Add minimal metadata (3-5 tags maximum)
- Link to related existing notes
- Rewrite unclear thoughts in clear language
The magic happens in step 3. Manual linking forces you to consider relationships between ideas. This is intellectual work, not administrative filing.
A client once proudly showed me his “perfect” note system with 27 nested folders. He couldn’t find anything without searching. Folders create the illusion of organization while hiding knowledge.
Tags and links create pathways. Folders create dead ends.
The Apple Ecosystem Advantage
If you live primarily in Apple’s world, you’ve got unique advantages:
- Continuity – Start a note on your iPhone, continue on Mac
- Universal Clipboard – Copy on one device, paste on another
- Shortcuts – Automate repetitive note processes
- Handwriting recognition – Use Apple Pencil notes as searchable text
I’ve built a Shortcut that processes my daily notes, extracting action items to Things, highlights to my commonplace book in Obsidian, and sending meeting notes to appropriate project folders.
The time investment: 45 minutes to create, hundreds of hours saved.
Building Your Second Brain Without Losing Your First
The term “second brain” has been commercialized by productivity gurus, but the concept is sound. Your note system should enhance your thinking, not replace it.
Three principles that keep my system valuable:
- Write for your future self – Assume you’ll forget the context
- Connect more than you collect – Value relationships over volume
- Create more than you consume – Notes are raw material, not end products
The most successful entrepreneurs and creators understand this: the goal isn’t to build a perfect archive. It’s to support the creation process.
Systems for Specific Creative Work
Different work demands different approaches:
For Writers:
Use progressive summarization. Highlight key passages in your research, then highlight the highlights, creating layers of importance. When writing, you can drill down to exactly the depth needed.
My novel outlines begin as chaotic Obsidian notes that gradually gain structure through links and emergent patterns. This organic approach has helped me break through writer’s block that stopped previous projects cold.
For Programmers:
Code snippets with context are gold. Don’t just save the solution—save why it matters, when to use it, and limitations. I tag mine with both language and concept (#python #recursion) for multiple retrieval paths.
A senior developer at Airbnb told me his most valuable career asset is fifteen years of documented coding solutions with context—not the code itself, but the thinking behind it.
For Visual Creators:
Screenshots with annotation layers preserve both what you saw and why it mattered. I keep collections of UI patterns, color combinations, and compositions that speak to me, each with notes explaining the emotional impact or functional insight.
For Entrepreneurs:
Customer conversations are your most valuable notes. Record calls (with permission), transcribe them, and tag insights by problem type rather than solution. This prevents premature solution commitment—the death of many startups.
The Note-Taking Systems I Actually Use
After years of overcomplicated setups, I’ve settled on three interconnected systems:
- Capture system – Apple Notes (quick, always available)
- Thinking system – Obsidian (connections, patterns, creation)
- Reference system – DevonThink (searchable archives of research)
Each serves a distinct purpose. Trying to make one tool do everything creates unnecessary complexity.
The capture system has no organization beyond an inbox. The thinking system uses linked notes with minimal tags. The reference system uses AI-enhanced search rather than manual organization.
Most importantly, these systems talk to each other through Shortcuts and scripts.
Beyond Tools: The Mindset Shift
The tools are secondary. The real power comes from changing how you think about notes.
Stop seeing notes as memories to store. Start seeing them as conversations across time.
Stop trying to capture everything. Start capturing what challenges or extends your thinking.
Stop filing notes away. Start linking them together.
The most valuable note is rarely the one you just took. It’s the unexpected connection between that note and something you wrote three months ago.
Begin Where You Are
You don’t need to restart from scratch. Your existing notes, however disorganized, contain value.
Start with today’s notes. Process them thoughtfully. Connect them to yesterday’s. Repeat tomorrow.
The system grows one link at a time.
I started my current system after the catastrophic failure of my previous one. My laptop died with three years of unsynced notes. Rather than despair, I built something better—a system designed around connections rather than collections.
Your notes aren’t a storage problem to solve. They’re thinking tools to sharpen.
Start simple. Stay consistent. Let complexity emerge naturally from use, not from planning.
Your future self will thank you for the conversations you’re making possible today.