![]() ![]() For example, this recipe creates an Evernote note for you whenever a meeting starts on your google calendar: įor a templating solution, I think the best service available is /. This website will let you do stuff with other stuff. If you're looking for external tools to help with Evernote wrangling, an interesting one might be IFTTT. I assume this feature will come to the Windows (and other) clients eventually. You are able to search for "notes from san francisco yesterday" and it should be able to parse that into a location & time search. In addition, if you use the OSX client of Evernote, they just launched a new feature that helps you find particular notes based on context. You can then click on the reminders at any time to easily navigate to the desired notes. ![]() The way this works is that you set a reminder without a due date on each of the notes you care about, and then Evernote automatically forms a list of them that is shown at the top of the notebook's note list. An alternative, and I believe better, solution is to add "reminders" to each of the important notes for that person. So for each notebook, you could perhaps construct an "overview" note that just links to the other important notes in that notebook. For one, Evernote supports "note links" which are special links that reference other notes, like in a wiki. Now, for an overview system, you have a few options. ![]() Or you could go scroll through that notebook.Īdditionally, you now have a place to put other resources about the clients - perhaps a contact note, with address, phone number, etc. Then, if you want to quickly pull up all of the meeting notes you had with Alice, you could type a search query like "notebook:Alice tag:Meeting", and that'll find them all. Perhaps you could tag each of these meetings as "Meeting". This note can automatically have your location and time of the meeting, so you don't need to record any of that. Then, for each meeting with your clients, you may open that notebook on your desktop (or perhaps mobile/web) Evernote client, and add a new note. All of your clients (Alice, Bob) for your business each have their own notebook (by name), inside of a notebook stack (named perhaps, "Clients"). ![]()
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