- 01Understand the problem
I run a product brand, a contract customer-success role, a job search and a second brand at the same time. Ideas, requests and worries arrive faster than they can be organised, and urgent work crowds out important work.
The bottleneck was not capturing tasks. It was deciding, every morning, what deserves today, and having the discipline to say what does not.
- 02Map the work
I broke personal operations into its steps and decided, for each one, who should own it:
- capturing thoughts as they come, without forms: me, in my own words
- working out what something is and where it belongs: AI
- structure, status and history: Notion, as the single source of truth
- time, fixed blocks and theme days: the calendar
- finding what is overdue, stale or overlapping: queries, from fixed rules
- what goes into today, and what gets dropped: me
This became the boundary the whole system is built on.
- 03Build the first version, and measure it
The first version modelled the whole strategy: North Star, Area, 90-day goal, System, Project and Task, across ten linked databases with sixteen fields on every task. It was coherent on paper.
In practice it was too heavy to keep up, and within a few weeks I had stopped using it. A system nobody uses does not manage anything, however well it is designed. That was the most useful finding of the project.
- 04Redesign for adoption
The second version keeps three levels (Area, Project, Task) and five fields per task: title, project, area, status and date. Statuses describe a decision, not a mood: Inbox, Today, Next, Waiting, Done or Dropped. Today holds three tasks at most.
Nothing was deleted. The old databases moved to an archive and the old fields were hidden, so history and earlier thinking are still there if they are needed. Strategy now lives in each project's goal, not in extra layers.
- 05Capture in natural language
I talk freely, by voice or text. Before anything is organised, the assistant works out what it actually is: an idea, a decision, a project, a task, reference material or simply context about how I am doing. If it is unclear, it asks one question, not a form.
It then proposes where the item belongs, with the project, status, date, why it matters and the first concrete action. When one conversation creates several things, they come back as one bundle. Nothing is written to Notion without my OK.
- 06Separate time from work
One rule keeps the two tools honest: the calendar says when, Notion says what. Fixed commitments and theme days or weeks (a design week, a shop-launch day) live in the calendar; tasks and their dates live in Notion.
Neither copies the other, so there is one place to change a date and one place to change a plan.
- 07Scheduled routines, read-only by design
Every weekday at 08:15 a routine reads the calendar and the task data and writes a short brief: today's fixed blocks and theme, at most three suggested tasks that fit the free time, each with a reason, and a heads-up list.
The routines can read, calculate and suggest. They cannot create, edit or move anything. They use only two connectors, with no web search, file work or sub-agents, which keeps them cheap, fast and predictable. If a connector fails, the brief says which one and still delivers what it can.
- 08Challenge, don't just agree
The assistant is designed to push back: is this leverage or distraction, what does it compete with this week, what is the exit condition for this creative loop? When the week is overloaded, its job is to help me cut, not to add.
The heads-up list surfaces what goes stale silently: overdue tasks, dates left over from an earlier plan, overlapping calendar blocks, an unsorted Inbox and anything waiting for more than a week.
- 09Operate, observe, improve
Every Friday at 17:00 a review reports what was done by area, what is stuck, which projects have no next step, and proposes a focus for each day of the coming week from the calendar's theme days.
Real briefs drive small, reviewed changes. One of the first briefs after the redesign caught a trial that had to be cancelled the day after its deadline, two overlapping calendar blocks and around ten tasks still carrying summer dates, which became a one-off triage rather than a permanent source of noise.