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Daily Workflow

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

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 Daily Note​

Create or open today's daily note:

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

Your daily note includes:

  • Date header
  • Links to tasks due today
  • Space for notes and captures
  • Connection to 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