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Daily Workflow

This guide walks through a productive daily workflow using Raven Docs' GTD and agent features.

Your Personal Workflow

Your daily notes, journal entries, and inbox are personal to you. While you collaborate with your team on shared tasks and projects, your GTD workflow, goals, and reflections remain private. This lets you focus on personal productivity without worrying about others seeing your captures or planning notes.

Morning Routine​

1. Check Your Daily Plan​

Start by reviewing the agent's suggested plan:

You: What's my plan for today?

Agent: Good morning! Here's your plan for today:

       Priority Tasks:
       1. [ ] Review PR #456 (due today)
       2. [ ] Complete API documentation
       3. [ ] Team standup at 10am

       Suggested Focus:
       - Morning: Deep work on documentation
       - Afternoon: Meetings and reviews

       From your goals:
       - "Launch v2.0" - 3 related tasks due this week

2. Open Your Daily Note​

Create or open your personal daily note:

  • Use Cmd/Ctrl + Shift + D
  • Or click Today in the sidebar

Each user has their own daily note—even if you're collaborating on the same projects, your daily note is yours alone. Your daily note includes:

  • Date header
  • Links to tasks assigned to you or due today
  • Space for personal notes and captures
  • Connection to your journal entry

3. Morning Journal (Optional)​

If using journaling:

## Morning Reflection

**What's most important today?**
[Your response]

**Any blockers or concerns?**
[Your response]

**Energy level (1-10):**
[Your response]

During the Day​

Quick Capture​

When something comes up:

  1. Press Cmd/Ctrl + K
  2. Type your thought or task
  3. Press Enter

The item goes to your inbox for later processing.

Examples:
- "Follow up with Sarah about design review"
- "Research caching strategies"
- "Bug: login redirect not working"

Working on Tasks​

When starting a task:

  1. Open the task
  2. Mark as In Progress
  3. Link to relevant documentation
  4. Take notes as you work

Agent Assistance​

Ask the agent for help throughout the day:

You: Summarize the auth module documentation

You: What tasks are related to the API project?

You: Create a task to review the deployment script

You: What did we decide about error handling?

Processing Inbox​

When you have a few minutes, process inbox items:

  1. Open Triage (Cmd/Ctrl + Shift + K)
  2. For each item:
    • Do it - If quick
    • Schedule - Add to Next Actions with due date
    • Delegate - Move to Waiting
    • Defer - Move to Someday
    • Delete - Remove if not needed

End of Day​

Review Completed Work​

Check what you accomplished:

You: What did I complete today?

Agent: Today you completed:
       ✓ Review PR #456
       ✓ Update API rate limits doc
       ✓ Respond to 3 comments

       In progress:
       → API documentation (60% done)

       Captured:
       3 new items in inbox

Evening Journal (Optional)​

Reflect on the day:

## Evening Reflection

**What went well?**
[Your response]

**What could improve?**
[Your response]

**Anything to carry forward?**
[Your response]

Prepare Tomorrow​

Ask the agent to prep for tomorrow:

You: What should I focus on tomorrow?

Agent: Based on your tasks and goals:

       High priority:
       1. Complete API documentation (in progress)
       2. Sprint planning meeting at 11am
       3. Code review for feature branch

       Consider:
       - Your goal "Launch v2.0" needs attention
       - 2 items in Waiting may need follow-up

Keyboard Shortcuts Reference​

ShortcutAction
Cmd/Ctrl + KQuick capture
Cmd/Ctrl + Shift + KOpen triage
Cmd/Ctrl + Shift + DToday's daily note
Cmd/Ctrl + Shift + JToday's journal
Cmd/Ctrl + Shift + AAgent chat
Cmd/Ctrl + /Command palette

Weekly Integration​

Monday​

  • Review weekly plan from agent
  • Check goals and priorities
  • Process Someday/Maybe list

Friday​

  • Complete weekly review
  • Clear inbox to zero
  • Update goals progress
  • Plan next week's priorities

Tips for Success​

Stay Captured​

  • Capture everything immediately
  • Don't try to organize while capturing
  • Trust the system

Regular Processing​

  • Process inbox at least once daily
  • Keep inbox close to zero
  • Make quick decisions

Use the Agent​

  • Ask questions often
  • Let it suggest priorities
  • Review its plans
  • Provide feedback

Respect Your Energy​

  • Deep work in high-energy times
  • Meetings and reviews in low-energy times
  • Don't over-schedule

Common Patterns​

The Maker's Day​

8am  - Morning routine, daily plan
9am  - Deep work block (no meetings)
12pm - Lunch, inbox processing
1pm  - Deep work block
4pm  - Meetings, reviews
5pm  - End of day routine

The Manager's Day​

8am  - Morning routine, emails
9am  - Team standup
10am - 1:1 meetings
12pm - Lunch, inbox processing
1pm  - Strategic work
3pm  - More meetings
5pm  - End of day routine