The Integration Mindset

Real productivity doesn't come from individual tools—it comes from workflows where tools work together seamlessly. The key is connecting your capture, processing, execution, and review systems so information flows naturally and nothing falls through the cracks.

Workflow #1: Personal Knowledge Management

🧠 The Second Brain System

Tools: OneNote + Trello + OneDrive

How It Works:
  1. Capture in OneNote: All notes, meeting minutes, ideas, and research go into OneNote notebooks organized by project/area
  2. Extract Actions to Trello: When notes contain action items, create Trello cards and link back to the OneNote page
  3. Store Files in OneDrive: Reference documents, PDFs, and attachments live in OneDrive; link to them from both OneNote and Trello
  4. Weekly Review: Review OneNote notes, update Trello boards, archive completed projects

Why This Works: OneNote for free-form capture, Trello for visual task tracking, OneDrive as single source of truth for files. All sync across devices.

� The Connected Notes System

Tools: Obsidian + Todoist + Dropbox

How It Works:
  1. Store vault in Dropbox: Obsidian vault lives in Dropbox folder for automatic sync
  2. Daily notes as command center: Each day starts with a daily note linking to active projects and areas
  3. Tasks in Todoist: Use Obsidian's Todoist plugin to display today's tasks right in your daily note
  4. Link everything: Project notes link to research notes, meeting notes link to project notes, creating a web of knowledge
  5. Periodic notes: Weekly/monthly notes for reviews and planning

Why This Works: Obsidian excels at connecting ideas, Todoist handles task management, Dropbox ensures everything syncs. Great for writers, researchers, and knowledge workers.

Workflow #2: Team Project Management

� The Collaborative Workspace

Tools: Notion + Slack + Google Drive

How It Works:
  1. Notion as central hub: Project wikis, roadmaps, meeting notes, and team databases all in Notion
  2. Slack for communication: Integrate Notion pages into Slack channels so updates appear automatically
  3. Google Drive for deliverables: Final documents, presentations, and shared files in Drive; embed or link in Notion
  4. Automations: When Notion task is completed → post to Slack. When new Drive file → add to Notion database
  5. Single-click context: From any Slack conversation, jump to the relevant Notion page or Drive file

Why This Works: Notion organizes everything, Slack keeps team connected, Drive handles file collaboration. All tools integrate natively.

� The Visual Project Tracker

Tools: Trello + Microsoft Teams + OneDrive

How It Works:
  1. Trello boards as project dashboards: Each project gets a board with lists for stages (Backlog, In Progress, Review, Done)
  2. Teams channels per project: Conversations and meetings organized by project; pin relevant Trello board to channel
  3. OneDrive for assets: All project files in OneDrive; attach links to Trello cards
  4. Power-Ups: Add Calendar Power-Up to Trello for timeline view, sync with Teams calendar
  5. Status updates: Use Teams bot to post daily Trello updates to team channel

Why This Works: Trello's visual kanban is intuitive, Teams keeps everything Microsoft-integrated, OneDrive ensures everyone has access to files.

Workflow #3: Personal Task Management

✅ The GTD System

Tools: Todoist + Evernote + Google Calendar

How It Works:
  1. Evernote as inbox: Capture everything—emails, web clips, photos, voice notes—into Evernote inbox
  2. Process to Todoist: During daily review, create Todoist tasks from Evernote items; link back to note if needed
  3. Calendar for time blocks: Schedule important tasks on Google Calendar; sync Todoist tasks with due dates to calendar
  4. Projects in both: Reference material in Evernote notebooks, actionable tasks in Todoist projects
  5. Weekly review: Clear Evernote inbox, review all Todoist projects, plan next week on calendar

Why This Works: Evernote captures everything with OCR and web clipper, Todoist excels at task organization, Calendar provides time-based view. Classic GTD workflow.

🎯 The Simple System

Tools: Microsoft To Do + OneNote + Outlook

How It Works:
  1. Email to tasks: Flag emails in Outlook; they automatically appear in Microsoft To Do
  2. OneNote for planning: Use OneNote pages for project planning and reference; link to them from To Do tasks
  3. My Day feature: Each morning, pick tasks from lists and add to "My Day" for focused execution
  4. Shared lists: Family/team lists in To Do for groceries, errands, shared responsibilities
  5. Cross-app sync: Everything syncs automatically since they're all Microsoft ecosystem

Why This Works: If you're already in Microsoft ecosystem, this is frictionless. No learning curve, everything integrated out of the box.

Workflow #4: Content Creation & Research

✍️ The Writer's Workflow

Tools: Notion + Google Drive + Trello

How It Works:
  1. Notion for research and outlines: Clip articles, take notes, organize research databases, create content outlines
  2. Google Docs for drafting: Write drafts in Google Docs for comments, suggestions, and version history
  3. Trello for editorial calendar: Cards for each piece of content, lists for stages (Ideas, Research, Drafting, Editing, Published)
  4. Links between tools: Trello cards link to Notion research pages and Google Doc drafts
  5. Status tracking: Move Trello cards through pipeline, track word counts and deadlines

Why This Works: Notion for organized research, Google Docs for collaborative writing, Trello for pipeline visibility. Separates research, drafting, and project management.

Key Principles for Integrated Workflows

🔗 Connection Over Collection

Link tools together rather than duplicating information. Use integrations, web hooks, and URLs to connect systems.

📍 Single Source of Truth

Each type of information lives in ONE place. Tasks in task manager, files in cloud storage, notes in notes app. Link to them, don't copy them.

🔄 Regular Reviews

Set up weekly/monthly reviews to ensure information flows correctly between tools and nothing gets stuck.

⚡ Automation Where It Matters

Use Zapier, IFTTT, or native integrations to automate repetitive connections between tools.

📱 Mobile-First Capture

Ensure you can quickly capture to your system from your phone—most ideas happen away from your desk.

🎯 Fewer Tools, Deeper Integration

Better to master 3 tools that work perfectly together than to use 10 tools that barely connect.

Common Tool Combinations

Microsoft Ecosystem
  • OneNote + To Do + Teams + OneDrive
  • Best for: Office workers, enterprise teams
  • Strength: Native integration, no setup needed
Google Ecosystem
  • Google Keep + Tasks + Calendar + Drive
  • Best for: Gmail users, simple needs
  • Strength: Fast, lightweight, free
The All-In-One
  • Notion + Google Drive + Slack
  • Best for: Small teams, startups
  • Strength: Flexibility and customization
The Power User
  • Obsidian + Todoist + Dropbox
  • Best for: Knowledge workers, writers
  • Strength: Powerful linking and local control
The Visual System
  • Trello + Evernote + Google Drive
  • Best for: Visual thinkers, project managers
  • Strength: Kanban boards and rich capture
The Minimalist
  • Apple Notes + Reminders + iCloud
  • Best for: Apple users, simple needs
  • Strength: Zero friction, always available

Getting Started

  1. Choose ONE workflow above that matches your needs (personal vs. team, simple vs. complex)
  2. Set up accounts for the 2-3 tools in that workflow
  3. Configure integrations between the tools (most have native integrations or use Zapier)
  4. Create initial structure (folders, projects, lists) in each tool
  5. Test the flow by running a sample project through your workflow
  6. Iterate weekly for the first month, adjusting what doesn't work
  7. Stick with it for at least 30 days before changing systems

Recommended Resources

📚 Books on Workflow Design

  • "Building a Second Brain" - Tiago Forte
  • "Getting Things Done" - David Allen
  • "How to Take Smart Notes" - Sönke Ahrens

🎥 YouTube Channels

  • Thomas Frank - Notion workflows and productivity
  • Keep Productive - Tool reviews and comparisons
  • Linking Your Thinking - Obsidian and PKM systems