Skip to main content
Module 525 minutes

Personal Knowledge Management with AI

Build a second brain with AI. Capture, organize, and retrieve information instantly using AI-powered knowledge management.

knowledge-managementnotionsecond-brainPARAnote-taking
Share:

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

  1. Read article
  2. Copy key sections
  3. Prompt: "Summarize these key points from [article title]: [paste]. Extract 3-5 actionable takeaways."
  4. Save summary to Notion

Capture from meetings:

  1. Record with Otter.ai
  2. Get AI summary
  3. ChatGPT: "Extract action items and key decisions from this meeting summary: [paste]"
  4. Save to Notion meeting template

Capture from videos/podcasts:

  1. Use YouTube transcript or Otter
  2. ChatGPT: "Create a structured summary of this transcript: [paste]. Include main topics, key insights, and timestamp references."
  3. Save to Notion

AI Tagging and Organization

Let AI suggest tags:

Prompt:

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):

  1. Review unprocessed notes
  2. Add tags and categories (AI helps)
  3. Link related notes
  4. Extract action items to task list
  5. 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:

  1. Otter.ai records and transcribes
  2. You focus on participating
  3. After: Otter AI summary
  4. ChatGPT: Extract action items and key points
  5. Add to Notion with links to full transcript

From books/articles:

Traditional: Highlight and hope you remember

AI-enhanced:

  1. Highlight key passages
  2. Export highlights (Readwise, Kindle)
  3. ChatGPT: "Synthesize these highlights into a concise summary with 3 main takeaways: [paste]"
  4. 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:

  1. Export relevant notes/database
  2. ChatGPT: "From these notes, find information about [specific query]: [paste notes]"
  3. 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

  1. Save article to Notion Web Clipper
  2. Notion AI: Summarize
  3. You: Add key takeaways
  4. AI: Suggest tags and category
  5. Link to related notes

Workflow 2: Meeting capture

  1. Otter.ai records meeting
  2. AI summary generated
  3. ChatGPT: Extract actions and decisions
  4. Save to Notion meeting database
  5. Create tasks from action items

Workflow 3: Learning synthesis

  1. Collect notes from courses/books
  2. ChatGPT: "Synthesize these learnings into a cohesive mental model: [paste notes]"
  3. Save synthesis note
  4. 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

Related Guides