SMEMindsPlaybook
Workflow library

Productivity · Beginner · about 15 minutes

Notes and personal knowledge — stop losing what you already learned

Six months ago you worked out why a supplier's pricing was inconsistent. You wrote it down. You cannot find it, cannot remember which app it was in, and the search terms you try do not match the words you used at the time.

You need
Raw notes: Supplier Kaveri quoted 82/kg but final invoice 89. Freight not included in quote — check next time.
Tool
Whatever you already use — do not change it
You get
Entry 1 TITLE: Supplier quotes — ex-works versus landed rate confusion (Kaveri) DATE/CONTEXT: March, purchasing review. Supplier: Kaveri.
Time saved
Ten minutes a week. Prevents redoing work you have already done — for most people several hours a month.

The steps come with the AI Playbook

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