I am assuming like me you are using Obsidian for personal information management i.e. purely notes. This is how I have resolved the issue. Following on from my earlier post there are three distinct areas in my Obsidian setup:
- Inbox
- Sources
- Permanent
Status Tagging
Inbox Folder: This consists of Fleeting notes and as such, must be cleaned up i.e. processed to your Sources folder on a regular basis. Anything in the Inbox folder has a Status tag of #Inbox.
Sources Folder: This consists Source and Literary Notes and has a Status tag of #Sources
Permanent Folder (the Main Vault Folder): consists of atomic notes and has a Status tag of #Evergreen.
Topic Tagging
Topic tags are used for categorising notes by subject and applied as follows:
Inbox: None
Sources: As part of the processing of your Inbox to the Sources folder Topic tags can be applied
Permanent: Evergreen notes have no Topic tags purely Links and Status Tags
Maps of Content (MOC)
Maps of Content notes are used to add structure, (see @nickmilo ’s LYT system), as follows:
Inbox: None as Fleeting notes
Sources: None - having said that, I have two MOCs: Book Authors and Books (which I might amalgamate at some point). MOCs are not needed as Topic Tags are used to provide the structure.
Permanent: MOC’s are used in the Permanent section, which add overviews and structure to the content. The rest is done by Links and the Obsidian Graph.
Your Questions
You have captured your Marketing Email and put it into the Inbox with a Status of #Inbox. On your daily Inbox review you open your captured Marketing Email note, tidy it up, add anything that you feel would enhance the note e.g. source, context etc. change the status to #Sources moving it into the Sources folder. If a second idea occurs to you add it to the same note if on a similar topic or generate a separate Source or Inbox note.
Once you have your Source notes put to bed, then you can review individual topics in the Source folder and generate Permanent notes with a Status of #Evergreen. These Permanent notes will initially only have Links to the originating Source note and to the relevant MOC note.
Remember Permanent notes are not supposed to be split Source notes, but are standalone notes containing a single idea in your own words.
Ok the above is my current process, which as I say is early days for me. If you have any improvements let me know.