Ive been deeply interested in personal knowledge management for almost 10 years now.
V1 of my interest was a private wiki I created in college to help organize the notes I started taking from non-fiction books I was reading.
V2 was a sort of hacky combination of Evernote and Google Docs. It worked fine, but there was no structure, and it just got me out of the very janky wiki setup.
V3 happened when I discovered Tiago Forte, and implemented his Second Brain ideas into my Evernote setup.
V3 was special. It was the first time a digital architecture changed how I consumed information. When I look back on my kindle highlights pre-BASB, theyre dramatically different from my book highlights now. I now read with a mind towards synthesis and distillation, where the idea of reading something without taking notes from it seems absurd.
But there were still some frustrations with V3. Then Adam Keesling turned me on to Roam. Roam is V4.
This is going to be my main article on Roam, so Ill periodically update it. Also, I dont work for Roam, Im not paid by Roam, and I get nothing for writing this 3,000 word post about it. I just really like it and want more people to use it so they make money and keep growing.
Heres the TOC:
- Why Roam? Big Reasons
- Why Roam? Little Reasons
- How Im Using Roam as a Second Brain
- How Im Using Roam for Productivity
- How I’m Using Roam as a CRM
- Limitations of Roam
- Getting Started with Roam
Roam retains the core benefits of many other note taking tools, strips away their bloat, streamlines many inefficiencies, and adds a few unexpected additional benefits.
There are three big differences between Roam and other note-taking tools. Lets start with siloed vs. fluid information structure.
Siloed vs. Fluid Information Structure
In Evernote, Notion, and most note taking tools, your information lives in a hierarchy.
Evernotes is based on three levels: Stacks, Notebooks, and notes. Each note lives in one notebook, which lives in one stack.
Notion, Workflowy, and a few others allow infinite nesting. A note lives in a note lives in a note and so on.
In Roam, notes live nowhere and everywhere. Heres the Graph View of my Roam database right now:
Each note has relationships to other notes, but no note lives *inside* another note or notebook. All of the information is fluid in the sense that you flow between notes based on their relationships, not because theyre all in the same folder or hierarchy.
That doesnt mean you cant create hierarchies, though. For example I have a page on Prepping.:
Within prepping, one of the pages I link to is Bugging Out,
But that doesnt mean the bugging out page belongs to prepping. I can also get to the bugging out page via any of the other pages that links to it, like this summary of Taylor Pearsons bug out bag article:
This also highlights a big difference between Roam and other note taking tools: tags are both everything and nothing. Every page is a tag, and every tag is a page. Whether you do a [[Page Link]] or a #Hashtag Link is purely a stylistic choice. I use [[Page Links]] when its inline, and #Hashtag Links when theyre out of context, but you can use them however you want.
By structuring information in this way, Roam makes it super easy to move laterally across your information, while retaining vertical references. The book Emergency by Neil Strauss can live in my Book Notes page, my Prepping page, and my Neil Strauss page, without having to be moved.
This removes all the decision making about where to put things that you frequently run into with Evernote, Notion, etc. When everything can be everywhere, you dont have to worry about the filing structure. You just keep adding links.
Which brings us to big benefit number 2: how easy it is to add links and spin up new pages.
Easy Links & Page Creation
In most note taking apps, you need a reason to make a page. In Roam you dont. You can make new pages constantly, and since you dont need to file or do anything with them theres nothing stopping you from making pages as placeholders to tie information together.
For example, I have a page on Modern Religion. Its a topic Im very interested in and might write about sometime but I dont have any condensed thoughts on it yet.
So right now, it functions as a sort of tag where I can quickly link other pages or topics that are relevant to it:
It takes two seconds to type #Modern Religion and add new data to it, and doesnt require updating the actual page at all. And if I do want to go in and start coordinating my thoughts on it, Ill already have a great and widely referenced place to do so.
The best part about this is you dont have to go create this page, it just gets created the first time you reference it with a Page or Hashtag link. And if you never use it again, it doesnt matter. Its not cluttering anything up, its just floating in space.
This is another area where Roam really stands out from Evernote and Notion. Have you tried to link to another page in either of them? Its a nightmare of right clicks or slash commands, it takes way too long. In Roam its so seamless that you can do it without interrupting your typing flow.
Which takes us to the third big benefit, and where Roam really shines: the automatic bidirectional reference you get when you create one of these links.
Lets say Im looking at my page on the book Waking Up by Sam Harris:
One of the tags I have linked for it is Mindfulness. If I click through to the Mindfulness page, I can see every other page that has referenced Mindfulness:
Then I could click through into any of those and check out those book notes, which would be great if I wanted to do a post about mindfulness.
But it gets better: Roam also shows me all the UNlinked references to Mindfulness. Everytime the word mindfulness shows up on any other page, but isnt linked to this page:
Then if I click the Link button on the right next to any of them, it updates the other page with a link to the mindfulness page. Heres what the Buddhism Scholars article notes now looks like once I clicked those three Link buttons on the bottom right in the last screenshot.
This is the best feature Ive found for discovering new relationships between information. It makes it so easy to tie pages together, and to help you get better organized.
The references also have a really robust filtering tool. For example, I could filter all the references to Mindfulness to only include pages that also reference Books:
Or if Im on my Books page (all my book notes), I could filter it to just show the ones that reference Management:
This may seem a bit unintuitive, but that brings us to the last big thing I love about Roam. It will completely change how you interact with information.
How Roam Changes Your Interaction with Information
V1, the wiki, was a paradigm shift for me. It was the first time I had deliberately structured an external resource to retain information I cared about.
V3 was a huge advancement because Tiagos tactics around getting notes from Instapaper and Kindle, as well as progressive summarization, dramatically improved the quality and quantity of the deliberate structures I was creating around information I wanted to retain.
Roam has kicked the ball even further by removing almost all the barriers to creating new relationships between the information youre collecting. Even as Im writing this, I feel compelled to add Page Links as Im typing, and Im writing this in Google Docs!
An example will probably be more helpful. Here are my daily notes from January 2nd:
Theres a lot going on here. I reference 12 other pages, three other dates, and one other person. I assign to-dos to myself for January 6th, which will resurface as Linked References when I get to that day. By putting so much data into the second bullet, I create relationships between Running Shoes, Knee Pain, my different shoes, and my hometown.
Almost everything you type naturally lends itself to be linked to other topics in your database, and you constantly discover new opportunities to interlink your information. You dont even need a reason to do it, you just add more links and if its useful later, great, if not, it doesnt matter since it took no effort to add it.
The more I do this, the more I want to find connections between everything in my life. I link articles to people, people to places, places to ideas, it keeps growing, and it keeps spitting out new relationships I hadnt thought of or had forgotten about.
And thats been the biggest benefit. Roam has made me the most excited about information capture and synthesis out of any of my past iterations on knowledge management. Maybe Ill find something better or a better system in the future, but for now, this is pretty damn exciting.
Okay, those are the big things. Here are some other little things I love.
In no particular order, heres everything else I love about Roam.
This barely missed the cut for the big things, its so darn cool. Roam lets you work on one main note and then open another note in the sidebar just by shift-clicking a link. For example, if I want to clean up the Blog Articles I have in progress, I can open them up in the sidebar from the Blog Articles page:
Or if Im working on my Meat article, I can open up the other pages Im referencing to pull out notes from them:
And then if I want to open that Meat and Climate Change note as well, they can both be in the sidebar and I can scroll between them:
This is incredibly useful for jumping around between different notes without having to open tons of tabs or go back and forth constantly. That problem is particularly bad in Notion, and this is one of the many reasons I like Roam so much better.
Cleanly fix accidental duplicates
The worst thing about Tags in most systems is that you have to memorize the exact syntax, including capitalization, and if you mess it up you break your tag structure.
In Roam, say you create an Apple Watch and an apple watch page on accident. Well if you go to the apple watch page and change the title to Apple Watch, Roam will automatically merge the data on the pages and update any links to apple watch to go to Apple Watch. No more accidental duplicate issues.
Ive never been able to stick with keeping a journal. But with Roams setup encouraging you to start your day in the Daily Note, you end up naturally creating a journal just by adding information and recording things that are going on.
This also encourages creating pages for everyone you interact with in your life, so you can see when you last saw them and what you did, things like that. Related to that:
Dates are Pages
Since you start in the Daily Notes, every day becomes its own page and you can pre-create those pages with the Date Picker. So when I have a thought about something on a future day, or want to assign a to-do for myself for the future, I can just tag that date.
Then it pops up as a linked reference for that day along with anything else relevant.
The Visual Overview
Roam also has this graph overview you can use to get a visual sense of how all your pages are interlinked. The massive one I showed earlier isnt that helpful, but the zoomed in versions are pretty cool.
I dont really have a good use for this yet, but its fun to look at.
How Im Using Roam as a Second Brain
Tiago Fortes Building a Second Brain model of interacting with information is still my favorite Ive found, and Ive been working on adapting it from Evernote into Roam. Its a great way to get the most out of everything youre reading and recording, and in my opinion Roam does a better job than Evernote of lending itself to the philosophy.
Ill focus on the big three pillars of BASB: Capturing, Connecting, and Creating.
Most of my capture in Roam goes straight into the Daily Note. Its an easy jumping off point, kind of like an Inbox, where I can associate bits of information with existing notes, or create new notes from them.
For example, as I work on this section I saved the article in my Daily Note, tagging BASB and Tiago:
Now its associated with all of those pages, and if I ever go take more detailed notes from the article I can make it its own page and link that to all the same pages.
Alternatively, if Im capturing more extensive notes from something Ill just create a page for it.
I recently read this article, The Metagame, and made some highlights in Instapaper. The Instapaper highlights go to my Evernote inbox, then I copy them from Evernote into Roam (annoying, I know, hopefully the Roam API will be set up soon!)
On mobile, since they dont have a mobile app yet, Im using the app Drafts to record ideas on the go and then copy them from the Desktop app into Roam later.
Then as I add information, and stumble on old information, I can start connecting it.
As I capture information in Roam, Ill slowly work on cleaning it up and connecting it to other pages in Roam.
As one example, once I took that earlier screenshot I updated the page on Godel Escher Bach to fit my new cleaner book layout with defined metadata:
Having defined Metadata is a great way to make sure common important info gets tagged on a note, but Ill also take time to go through the body of the note and see where there should be contextual page links and tags.
For example, on that The Metagame article, spending more time on it makes it look like this:
I added a couple layers of progressive summarization, linked it to 6 new pages, and tagged next weeks Medley to make sure it gets included.
Roam has turned into my staging ground for new things I create. A few examples will probably help best.
For the Monday Medley, I tag ideas and articles with next weeks Medley as I add them to my Roam throughout the week:
Then when I want to pull out the best ideas from those articles to include, I can open them in the sidebar and start drafting out the Medley right in Roam. Heres what last weeks looked like as I was going:
How Im Using Roam for Productivity
But the productivity setup is pretty different. I wasnt sure at first that Id be able to use it as a tool for personal productivity, but now that Ive adapted to it I really love it. I suspect the structure will change, and I love how easy Roam makes it to change things, but this is a good start.
Projects, Areas, Goals
Ive adapted Tiagos PARA system to Roam by removing the Resources and Archive sections (you really dont need them in Roam), and adding a section for Short and Long Term goals.
Ill start with Areas, those are still in line with Tiagos definition of Areas of Focus, sections of your life that you dont complete, but rather continue to devote mental energy to:
The Areas are great as reference sources and for collecting information and dates. For example all of my notes on Pepper I can quickly tag her on, or anything related to my house can tag the The House page.
Areas also help to organize my Short Term Goals (anything roughly less than a year), Long Term Goals (more than a year), and Projects (discrete completable things that feed into my goals).
Then for each week, I create a weekly plan with some goals for the week, with specific goals for each day broken out:
Each day I know the top few things I need to do in-line with my Projects and Goals, and if I dont finish any other tasks on a given day I can easily move them to a future day.
I was keeping all the day-to-day productivity in my Daily Notes, but it was too easy to lose things.
And again, Im trying to keep things very light in the spirit of my last article. But this has made it really easy to track my most important things I need to get done each week relative to my projects and goals, and then each day see what I need to do while taking Daily Notes that dont interfere with the productivity setup.
How I’m Using Roam as a CRM
Roam turns out to be phenomenal as a CRM, possibly the best solution I’ve found.
First, every time you interact with someone you can tag them with a page link.
Then on their page, create a standard Metadata format for People. Mine currently has:
- Phone Number::
- How We Met::
- Tags:: #People
Everytime you interact with someone, or talk to someone in some meaningful way, you can tag them in your Daily Note for the day, and update their page in your CRM.
On top of that, you can tag them in other pages whenever it’s relevant. When I add new book notes or article notes, I’ll mention who recommended them to me if I can remember it.
For example, if I open up my page on Taylor Pearson, I can see my notes on him if I need them. But I can also see all of the other interactions with him, including articles of his I’ve read, books he’s recommended to me, and any time I’ve met up with him since I started using Roam.
This whole system is much, much better than having to manually update some CRM like in Airtable. Since you’re naturally tagging people as you interact with them, you can create an easy record of your relationship with them and compile any useful notes on them as you go.
Roam isnt perfect, and there are a few things it still needs to really take over. Im still using it despite these seemingly large limitations, though, which should tell you how much I like it. Ive also been told by Conor, the founder, that all of these are being worked on right now so I suspect Ill be able to delete this section in the future.
No Mobile App
Not being able to capture ideas on the go is a big impediment to easy note additions, especially since I tend to have some of my better random ideas while Im walking or doing something else.
The best solution Ive found for now is storing ideas in Drafts and then copying them over later. Its not perfect, but its still pretty fast.
One of my favorite parts of my Evernote setup was automatically having my Instapaper highlights show up as a new note, and being able to export Kindle highlights through Readwise.
Roam doesnt have an API to enable this yet, but I know one is coming. For now, I just export things to my Evernote inbox, copy them into Roam, then move them into a Roamed folder in Evernote.
Some Scaling Issues
Roam is still working on dealing with really large pages, so when I uploaded my 250+ book notes I kinda broke it. Its only an issue ~5-10% of the time, but sometimes the Search function will freeze when I go to look for certain pages.
Again, theyre working on it though, so I suspect this will be fixed soon.
Now Im getting very nitpicky, but theres no good way to have multiple ways of referencing the same page.
For example, Id like YC and Y Combinator to go to the same page. Or have Thoreau, Henry Thoreau, and Henry David Thoreau all go to the same place. You can merge the duplicate pages by renaming them and have all the links update, but it might be nice to just be able to use multiple aliases for the same page.
Getting Started with Roam
Roam is unintuitive if youre coming from any other note taking app, so it takes a bit to get used to it.
But now having used Evernote, Notion, and Roam, I can pretty confidently say Roam is the best way to record your ideas and things youve read, and use that knowledge to form new connections and creative output.
Spend a few hours in it implementing some of the structure laid out in this article, and try some of the things I didnt mention. There are other features I dont even use yet like Block Embeds, and the help database has a ton of good examples of how to get the most out of it.
Give it a try, and let me (@nateliason) and the founder (@conaw) know what you think about it on Twitter!