Goodbye Notebook, Hello Notion

For years I carried around a nice, small Moleskin notebook to every meeting. I had various systems, each typically lasting about a year, to distinguish between note-taking content and next steps.

Moleskin Notebook
Photo by Stationary Nerd

My notebook was a sacred object which, if lost, set my productivity back by weeks or more. That said, the constant iterating on how to manage the space and my to do list, the inability to search for anything, and my crummy handwriting combined for a system that I knew needed improvement.

This last year, when Zoom meetings started, I stopped using my notebook almost immediately.

This wasn’t a conscious choice: it had more to do with the physical setup of my desk and where I was sitting around my house. For a while I wasn’t taking notes, and I used other systems to track to do’s. It felt like things were working well enough, though I was nervous about what was falling through the cracks.

Then, in March when I really ramped up my external sales and fundraising, I started taking notes in Notion.

Notion is a very powerful tool, and I use about 1% of its functionality (probably less). For me, it’s just Google Docs on steroids, but it’s so fabulous at what I’m using it for that I would miss it terribly if I couldn’t use it.

I like it much much more than Google Docs because:

  1. The interface is slicker, particularly the keystrokes (e.g. I type ‘/to do’ and a to do list appears; I type a dash and hit ‘tab’ and I’m making a bulleted list).
  2. I find file storage in Google Docs disorienting: it always feels like a jumble of searchable docs, instead of “here’s everything all in one place.” With Notion, I click on one URL and all my meeting notes are there, easily organized, and well-structured.
  3. Google tracking all my keystrokes and suggesting what I type next wigs me out.

I create one Notion page per meeting, with clear follow-ups, organized in a super-simple week-to-week structure. It looks like this.

Notion Sales Meeting Notes

This has transformed my work in two ways.

The more obvious point is that it’s so clean and organized. Everything is in one place, I know exactly where to find it, and the to-do’s are so black and white (and so fun to check off) that it makes staying on top of everything a breeze. Plus, because of the simple interface, I find myself using it consistently. At the end of a day with 8+ external meetings, I cannot remember what I promised anyone in the first half of the day…thankfully it’s all there in Notion.

The more subtle point is that taking notes during a meeting keeps me more focused. I listen harder and stay fully dialed in, something that can be difficult with hours of external calls every day.

I like this approach so much that I wonder what I’m going to do when in-person meetings come back, since I don’t think banging away on my keyboard with someone right in front of me is going to work.

Until then, I’m totally devoted to Notion, and I think you might like it too.