## Introduction [(00:00:00)](https://www.youtube.com/watch?v=0j6CETVLOok&t=0s) - The topic of note-taking for research is being discussed, with a focus on using notes to collect and organize information, and the discussion is based on a recently released newsletter [(00:00:00)](https://www.youtube.com/watch?v=0j6CETVLOok&t=0s). - The research being used as an example is on SLED and B2G marketing, which is a new area of study, and involves collecting information for creating social posts, blog posts, and other content [(00:00:19)](https://www.youtube.com/watch?v=0j6CETVLOok&t=19s). - The discussion will cover three main areas: collecting and saving information, organizing research within notes, and searching through research to "chat" with it, which can be a useful tool for learning or writing papers [(00:00:35)](https://www.youtube.com/watch?v=0j6CETVLOok&t=35s). - The newsletter that was just released will be used as a guide throughout the discussion, providing a framework for exploring the different aspects of note-taking for research [(00:00:26)](https://www.youtube.com/watch?v=0j6CETVLOok&t=26s). ## How to collect and save information [(00:00:48)](https://www.youtube.com/watch?v=0j6CETVLOok&t=48s) - To collect and save information, the first step is to list out every source that will be used to pull information from, such as links, articles, blog posts, research papers, videos, and books, and specify where the information will be pulled from, like YouTube or [[Google Chrome]] [(00:00:48)](https://www.youtube.com/watch?v=0j6CETVLOok&t=48s). - For each source, it is necessary to figure out how to capture the information, and then list out the method that will be used to save it, such as using a browser extension for article links or a transcriber for YouTube videos [(00:01:23)](https://www.youtube.com/watch?v=0j6CETVLOok&t=83s). - The methods for saving information can vary, and some niche tools like Scribed can be used for podcasts, or OCR text can be used for physical books, but the main digital methods will be covered [(00:01:59)](https://www.youtube.com/watch?v=0j6CETVLOok&t=119s). - For digital sources like articles, a Chrome extension can be used to highlight and save text, and the extension allows for selecting specific parts of the article or saving the whole thing [(00:02:38)](https://www.youtube.com/watch?v=0j6CETVLOok&t=158s). - The saved information can be organized and tagged, and tools like Reflect can be used to store and manage the notes, with features like auto-highlighting, tagging, and linking to the original source [(00:03:51)](https://www.youtube.com/watch?v=0j6CETVLOok&t=231s). - The Reflect tool also allows for adding descriptions and tags to the saved notes, making it easier to search and organize the information, and the tags can be used to categorize the notes, such as with a "B2G research" tag [(00:04:28)](https://www.youtube.com/watch?v=0j6CETVLOok&t=268s). - The [[Google Chrome | Chrome]] extension can be downloaded by searching for "Reflect Chrome extension" and can also be used to sync with other tools like [[Amazon Kindle | Kindle]] [(00:05:25)](https://www.youtube.com/watch?v=0j6CETVLOok&t=325s). ## Adding a tag to your research notes [(00:05:37)](https://www.youtube.com/watch?v=0j6CETVLOok&t=337s) - Adding a tag to research notes allows for easy organization and retrieval of relevant information, as demonstrated by the B2G research tag, which categorizes all related notes in one place [(00:05:37)](https://www.youtube.com/watch?v=0j6CETVLOok&t=337s). - The tag system enables users to view a list of research notes with a specific tag, such as B2G research, making it simpler to access and review relevant content [(00:05:55)](https://www.youtube.com/watch?v=0j6CETVLOok&t=355s). - An alternative approach to using tags is creating a dedicated note with backlinks to other notes, but this method is considered messier and less efficient, especially when searching for information later [(00:06:06)](https://www.youtube.com/watch?v=0j6CETVLOok&t=366s). - The [[Google Chrome | Chrome]] extension used for note-taking can also sync with [[Amazon Kindle | Kindle]] Books, allowing users to highlight and save relevant passages directly to their notes, which can then be tagged for easy reference [(00:06:28)](https://www.youtube.com/watch?v=0j6CETVLOok&t=388s). - When using the Kindle sync feature, users need to add a tag to the saved book notes, such as the B2G research tag, to categorize them correctly and make them easily accessible [(00:06:53)](https://www.youtube.com/watch?v=0j6CETVLOok&t=413s). - The Chrome extension can also save bookmarked tweets, providing another way to collect and organize research information, although this feature may be more commonly used for saving items of interest rather than formal research [(00:07:23)](https://www.youtube.com/watch?v=0j6CETVLOok&t=443s). ## Capturing information with the voice transcriber [(00:07:52)](https://www.youtube.com/watch?v=0j6CETVLOok&t=472s) - The voice transcriber is a useful tool for capturing information, particularly for interviews or lectures, and it can be used to transcribe audio in real-time, allowing for organization of the transcribed text afterwards [(00:07:52)](https://www.youtube.com/watch?v=0j6CETVLOok&t=472s). - The voice transcriber can also be used to take notes from videos, such as YouTube videos, by transcribing the audio as it plays, and it also allows users to pause the video and add spoken notes, which will also be transcribed [(00:08:30)](https://www.youtube.com/watch?v=0j6CETVLOok&t=510s). - To transcribe system audio, such as audio playing through headphones, it is necessary to have the labs feature turned on in the preferences, and this feature is only available in the Mac app, not in the browser or iOS apps [(00:08:55)](https://www.youtube.com/watch?v=0j6CETVLOok&t=535s). - The labs feature can be found at the bottom of the preferences section, and once it is turned on, the voice transcriber will be able to record system audio, allowing for transcription of videos and other audio sources [(00:08:55)](https://www.youtube.com/watch?v=0j6CETVLOok&t=535s). - The voice transcriber adds the transcription to the daily note, where it can be organized further, and this is part of the broader process of capturing and organizing information [(00:08:19)](https://www.youtube.com/watch?v=0j6CETVLOok&t=499s). ## Using AI to format your research notes [(00:09:20)](https://www.youtube.com/watch?v=0j6CETVLOok&t=560s) - Organizing research text can be challenging, especially when dealing with a large number of highlights, and it is often necessary to distill the information to make it more usable [(00:09:20)](https://www.youtube.com/watch?v=0j6CETVLOok&t=560s). - To distill the research text, it is possible to use an AI assistant, which can be activated with a command, and then select a system prompt, such as "key takeaways", to extract the most important information from the text [(00:09:35)](https://www.youtube.com/watch?v=0j6CETVLOok&t=575s). - The AI assistant can provide a list of key takeaways, which can be more or less detailed depending on the selected prompt, and it is possible to choose the one that best suits the needs of the research [(00:09:47)](https://www.youtube.com/watch?v=0j6CETVLOok&t=587s). - Once the key takeaways have been extracted, they can be copied and pasted into a note, making it easier to review and digest the information, and this process can be repeated for multiple research links [(00:10:16)](https://www.youtube.com/watch?v=0j6CETVLOok&t=616s). - Proper research involves reading, highlighting, and interacting with the information, but it is also possible to save links to notes and then go back to them to extract the key takeaways, allowing for a more efficient use of time [(00:10:39)](https://www.youtube.com/watch?v=0j6CETVLOok&t=639s). - The use of tags, backlinks, and other organizational tools can also be helpful in managing research notes and making the most of the collected information [(00:10:57)](https://www.youtube.com/watch?v=0j6CETVLOok&t=657s). ## Using advanced search and AI chat with your notes [(00:11:06)](https://www.youtube.com/watch?v=0j6CETVLOok&t=666s) - Using tags instead of backlinks allows for advanced search functionality, enabling the ability to pull up a list of saved research and search within it for specific keywords, such as "local government" or "sales flow", by typing in the tag and then the keyword [(00:11:06)](https://www.youtube.com/watch?v=0j6CETVLOok&t=666s). - The advanced search feature also includes semantic search, which allows for searching related concepts without needing to remember exact phrases, and can be used to find information in notes that may not contain the exact words used [(00:11:46)](https://www.youtube.com/watch?v=0j6CETVLOok&t=706s). - The search function can be set to "exact" if the exact phrase is remembered, but semantic search is useful when the exact words are not recalled, and it can find related information such as a "sales pipeline" [(00:12:35)](https://www.youtube.com/watch?v=0j6CETVLOok&t=755s). - The research can be interacted with through a chat interface, where the AI assistant uses only the notes with the specified tag for context, allowing for tasks such as summarizing notes, exploring key themes, and generating text [(00:12:53)](https://www.youtube.com/watch?v=0j6CETVLOok&t=773s). - The chat interface can be used to generate text, such as a [[LinkedIn]] draft post on a specific topic, and the generated text can be edited and refined through iteration, similar to using ChatGPT [(00:13:02)](https://www.youtube.com/watch?v=0j6CETVLOok&t=782s). - The AI assistant can also be used to format text directly, and custom prompts can be set up to generate specific types of content, such as tweets or article outlines, based on the saved research [(00:14:33)](https://www.youtube.com/watch?v=0j6CETVLOok&t=873s). - Custom prompts can be saved for frequently used types of content, such as a newsletter outline, and can serve as a useful starting point for writing or creating videos based on the research [(00:15:17)](https://www.youtube.com/watch?v=0j6CETVLOok&t=917s). ## Sources - [website](https://www.youtube.com/watch?v=0j6CETVLOok?si=TwusuM2W0RE086vA)