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Personal Knowledge Management with AI
Build a second brain with AI. Capture, organize, and retrieve information instantly using AI-powered knowledge management.
Learning Objectives
- ✓Set up a personal knowledge management system
- ✓Use AI to organize and tag information automatically
- ✓Find any information instantly with AI search
- ✓Build a searchable archive of your work and learning
Your Brain is for Thinking, Not Storage
You read articles, attend meetings, learn new things daily—then forget 90% of it. A personal knowledge management (PKM) system with AI changes that.
PKM Tools Overview
Notion (Most popular, AI-integrated)
- Database + documents
- AI features: summarization, writing
- Free for personal use
- Best for: All-in-one workspace
Obsidian (Best for networked thinking)
- Markdown-based
- Links between notes
- Plugins for AI
- Best for: Deep thinkers, writers
Evernote (Classic note-taking)
- Web clipper
- AI search and suggestions
- Best for: Simple capture and search
Apple Notes + ChatGPT (Simplest)
- Native, fast
- Use ChatGPT separately for AI features
- Best for: Apple users who want simplicity
This module uses Notion (beginner-friendly + powerful)
The PARA Method
Organize everything into 4 categories:
Projects (active, have end date)
- Client work
- Personal goals
- Anything with a deadline
Areas (ongoing responsibilities)
- Health
- Career development
- Relationships
- Finances
Resources (topics of interest)
- AI learning
- Marketing
- Productivity
- Hobbies
Archives (inactive)
- Completed projects
- Old areas
- Reference material
Everything you save goes in one of these four buckets.
Setting Up Notion PKM
Step 1: Create main databases
Notes database:
- Title
- Type (Meeting, Article, Idea, Learning)
- Category (Project/Area/Resource)
- Tags
- Date created
- Status (New, Processing, Completed)
Step 2: Create capture templates
Meeting notes template:
- Meeting title
- Date
- Attendees
- Agenda
- Notes
- Action items
- Next steps
Article/learning template:
- Source URL
- Key takeaways (3-5 bullets)
- How I'll use this
- Related notes (links)
Idea template:
- Idea title
- Why this matters
- Next steps
- Related ideas
Step 3: Set up quick capture
- Notion mobile app for quick capture
- Desktop: Cmd+N for new note
AI-Powered Capture
Capture from articles:
Option 1: Use Notion Web Clipper
- Browser extension
- Saves full article to Notion
- Then use Notion AI to summarize
Option 2: ChatGPT Summary Pipeline
- Read article
- Copy key sections
- Prompt: "Summarize these key points from [article title]: [paste]. Extract 3-5 actionable takeaways."
- Save summary to Notion
Capture from meetings:
- Record with Otter.ai
- Get AI summary
- ChatGPT: "Extract action items and key decisions from this meeting summary: [paste]"
- Save to Notion meeting template
Capture from videos/podcasts:
- Use YouTube transcript or Otter
- ChatGPT: "Create a structured summary of this transcript: [paste]. Include main topics, key insights, and timestamp references."
- Save to Notion
AI Tagging and Organization
Let AI suggest tags:
Suggest 3-5 relevant tags for this note:
[paste note content]
Tags should be:
- Broad enough to group related notes
- Specific enough to be useful
- From this list if applicable: [your existing tags]
Auto-categorize notes:
Prompt:
Categorize this note using PARA:
- Project (active work, has deadline)
- Area (ongoing responsibility)
- Resource (reference, learning)
- Archive (completed, inactive)
Note: [paste]
Also suggest which specific project/area/resource.
Building a Second Brain
Capture everything worth keeping:
- Meeting notes
- Article summaries
- Book highlights
- Ideas
- Learnings
- Templates
- Procedures
Process weekly (30 min):
- Review unprocessed notes
- Add tags and categories (AI helps)
- Link related notes
- Extract action items to task list
- Archive completed items
Retrieve instantly with AI search:
- Notion's AI search
- Or: Export notes → ChatGPT: "Search my notes for information about [topic]: [paste relevant notes]"
AI-Enhanced Note-Taking
During meetings:
Traditional: Type everything verbatim (distracting)
AI-enhanced:
- Otter.ai records and transcribes
- You focus on participating
- After: Otter AI summary
- ChatGPT: Extract action items and key points
- Add to Notion with links to full transcript
From books/articles:
Traditional: Highlight and hope you remember
AI-enhanced:
- Highlight key passages
- Export highlights (Readwise, Kindle)
- ChatGPT: "Synthesize these highlights into a concise summary with 3 main takeaways: [paste]"
- Save to Notion with source link
Linking Ideas (Zettelkasten Method)
Connect notes to build knowledge:
Every note should link to 2-3 related notes:
- Similar concepts
- Contrasting viewpoints
- Applications of idea
- Sources and derivatives
AI helps find connections:
Prompt:
I have this note: [paste current note]
Here are my other recent notes: [paste titles/summaries]
Which notes should I link this to and why?
Over time: Network of interconnected knowledge
AI Search and Retrieval
Finding information fast:
Notion AI search:
- Natural language queries
- "What did we decide about the pricing model?"
- "Notes from meetings with John"
- "Resources about productivity systems"
ChatGPT-enhanced search:
When Notion search isn't enough:
- Export relevant notes/database
- ChatGPT: "From these notes, find information about [specific query]: [paste notes]"
- AI surfaces exact information with context
Weekly Review Process
Friday afternoon (30 min):
1. Process inbox (10 min):
- Tag new notes
- Categorize into PARA
- Link to related notes
2. Review projects (10 min):
- Update status
- Extract next actions
- Archive completed
3. Capture learnings (5 min):
- What did I learn this week?
- What worked/didn't work?
- What to remember for next week?
4. Plan next week (5 min):
- Review upcoming projects
- Relevant resources to reference
- Templates to reuse
Templates Library
Create reusable templates:
Project template:
- Goal
- Success metrics
- Timeline
- Resources needed
- Meeting notes
- Decisions log
- Action items
Daily note template:
- Top 3 priorities
- Schedule
- Notes/learnings
- Tomorrow's prep
Resource summary template:
- Source
- Summary (AI-generated)
- Key takeaways
- How to apply
- Related notes
Save templates in Notion. Duplicate when needed.
AI-Generated Insights
Monthly review with AI:
Prompt:
Here are summaries of my notes from the past month:
[paste note titles and summaries]
Analyze and provide:
1. Main themes/topics I focused on
2. Patterns in my learning
3. Knowledge gaps I should address
4. How concepts are connecting
5. Recommendations for next month's focus
AI becomes your thinking partner.
Knowledge Management Workflows
Workflow 1: Article capture
- Save article to Notion Web Clipper
- Notion AI: Summarize
- You: Add key takeaways
- AI: Suggest tags and category
- Link to related notes
Workflow 2: Meeting capture
- Otter.ai records meeting
- AI summary generated
- ChatGPT: Extract actions and decisions
- Save to Notion meeting database
- Create tasks from action items
Workflow 3: Learning synthesis
- Collect notes from courses/books
- ChatGPT: "Synthesize these learnings into a cohesive mental model: [paste notes]"
- Save synthesis note
- Link to source notes
Common PKM Mistakes
Over-organizing:
- Don't spend more time organizing than creating
- Simple system > perfect system
Not capturing:
- Ideas you don't write down are lost
- Capture quick, process later
Not reviewing:
- Notes you never revisit are wasted effort
- Weekly review is critical
Hoarding without synthesizing:
- Saving ≠ learning
- Use AI to synthesize into insights
Measuring PKM Success
Track quarterly:
- Notes captured: [number]
- Notes processed (tagged/linked): [%]
- Notes retrieved (searched): [number]
- Time to find information: [seconds]
- Ideas generated from connections: [number]
Goal: Create more than you consume
Key Takeaways
- →Use PARA method to organize everything: Projects, Areas, Resources, Archives
- →Capture everything worth keeping, process weekly with AI help for tagging and categorization
- →Link related notes to build a network of knowledge that reveals connections over time
- →Use AI to summarize articles, extract meeting insights, and synthesize learnings
- →Weekly review is critical—capture fast, process later, retrieve instantly with AI search
Practice Exercises
Apply what you've learned with these practical exercises:
- 1.Set up Notion database with PARA categories and note templates
- 2.Capture 10 pieces of information this week using AI summarization
- 3.Use AI to tag and categorize your unprocessed notes
- 4.Conduct a weekly review: process inbox, link notes, extract insights