Process for consistency on knowledge management

it’s really bugging me. But I need to determine a USEFULprocess for using daily notes + zettel notes that I can repeat – i.e. if I have a meeting with someone. do you create a new zettel note and create backlinks to things like the date, persons name, and their company and key topics discussed are backlinked, and the rest is just freely written into the zettel note.

I know that you are meant to just go with the flow and use it how it feels best… etc, but I need a process.

What’s yours?
Does it work well?
Any tweaks/ comments?


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It’s a shame nobody replied, this is something I’m struggling with as well.

This thread seems related: What is your Personal Knowledge Management problem? - #3 by lexane

Since you mentioned meetings @jezza this is something I’ve been doing with Obsidian that so far seems to work at least fairly okay.

Initially I was making meeting notes as subheadings in my daily note. Within the meeting note I would create a link to the note(s) for the key people or team that I was working with in that meeting. The meeting template had an area for action items (structured tasks) and notes, and in the notes section I would just capture the contents.

Then I moved to capturing meeting notes as separate notes, but alongside the daily notes in the same folder and in the same title format. So a daily note would have the title YY.MM.DD_dd and a meeting that occurred that day would be titled something like YY.MM.DD_dd Meeting How To Take Over the World and in it there would be a link to [[The Brain]]. (but not Pinky, he always screws everything up and is no longer invited to our meetings)

Having the meeting notes be separate feels much better than having them buried inside the daily notes. I can now link to them directly instead of linking to subheads. And the meeting titles are immediately visible in the file names while scrolling through the daily notes folder.