Welcome back to the channel everyone today. I'm with a very special guest I'm with Chagel Forte. We've been following each other's work for years now But it's the first time ever we meet in person and we're going to talk about a lot of things that we both care about Notepad, notemaking, creativity, productivity and his book So welcome Chagel. Thanks so much for being here on the channel. It's so such a pleasure. Thank you for having me
So first things first for a lot of people note taking sounds like a boring thing You're probably reminded of being first to sit in a classroom having to listen to your teacher who's maybe a little bit boring and Trying to write down as many things as possible because you have an upcoming test So what about you? What's your relationship with note taking and when exactly did you get interested into it?
Yeah, let's see I was never a good note-taker. I wasn't a good student. I was a mediocre student all all the way through college I didn't do it right. I didn't see the point. I love to learn. I love to read but I wasn't good at kind of the rope memorization that note taking in school and kind of implied or required And so I don't know sometimes people think I was like a just a dedicated young note-taker I really wasn't
I really wasn't you know where it really started was a chronic medical condition. It was really health When I was around 22 I came down one day for no apparent reason just out of the blue with a just an unexplained like pain intention in my in my neck and my throat and To this day, I still actually don't fully know what it's from or what caused it But with the US medical system when you have a chronic condition or when that's not explained you have it's like a part-time job You get in the mail every week Paperwork informs you have to take notes you have to write down what all these different specialists are telling you
You have to cross-reference it you have to go do research but then not only do your own research please Take that research Check it with your doctor. There's all this work and I remember you know being 22 and thinking I just wanted to live my life. I wanted to go on adventures I wanted to experience people and places and I just had to I needed a system to just manage all this medical related information In a way that didn't take up all my time and all my energy
And then once I had this general purpose note-taking system As I talk about in the book actually I just started applying it I applied it to go serve in Ukraine in the Peace Corps to live overseas where I was an English teacher So I would use it to organize and plan up my lessons for my my English teaching I used it to apply for my first job. I used it to start my blog and then to You know outline and kind of plan the content for my blog use it to start a business
So after all these experiences like kind of just Arrived at the conclusion that this was something that wasn't just for one use case like in school to pass a test or to write an essay It was something that could be used to solve any kind of problem
That's amazing basically a way to pass the biggest exam that we all have to take continuously which is life Right, yes, yes, so wait all of that whether it was what you did in the Peace Corps Where applying for jobs or your blog all of that was living into the same note-taking system
No, it definitely evolved greatly and this is something I always I always like to highlight is I've had to switch multiple times. I mean it started on paper Then I was doing it. I mean this was way back 15 years ago, so I was on Microsoft Word you can believe it that I was on Google Docs And now I'm on ever note ever note, you know is kind of getting Getting older so I'm now looking at the next generation
So it's like there's a through line there. There's a second brain kind of principle that was always a work But the platform has had to graduate from one technology to the next I really like this I'm a big proponent of building systems and following general principles Rather than trying to stick to a specific tool.
Yeah, this is actually a good mark of a good system If you can take it and translate it through different tool and still works. Yes, right? What about now? What does your current system look like? My current system is centered around ever note. I'm an OG. I'll be the last ever note user I'll be there at the at the headquarters just knocking on the door But I've been using that for 10 years now, which is kind of wild
But I also have kind of I think of it as this like constellation ever notice like the Sun And you have the planets and asteroids and the different planetary bodies Which are like insta paper as a read later app Things three as a task manager busy Cal as a calendar Notion as a kind of general content manager That's more for the team more for the company and these days We've also started using click up for a team task management. That's amazing I know that quite a few people who are watching this channel are already familiar with your work But for the benefit of those who aren't can you explain what exactly is the building a second brain method and How does it work with your own system?
Absolutely, so a second brain is this it's a system of knowledge management. So imagine At the most basic level you have too much to remember I can pretty much just declare you You have too much to remember so We talked about this in our other conversation before you know ascending to more advanced levels of you know cognition What I tell people is get the bottom 30% What is this stuff? You're just trying to memorize you're just trying to like remember just trying to keep track of Storage memory is something that technology does much better doesn't forget It doesn't sleep. It doesn't lose track of things like we do and so it's really an extension of your memory on the most basic level And that's kind of the gateway That's the entrance right, but then once you start doing that you start discovering things such as well now that I've Offloaded that 30% there's kind of 30% at the top that's free and what what tends to happen with that is you use it for creativity for Imagination for collaboration for creating new things and that's where it starts to go from kind of mere storage to these more Unexpected and kind of surprising possibilities.
That's amazing So it's not only note-taking This is a difference that I make we've talked about it before but that's something I was very curious to ask you about I keep on telling people and you probably know this that I Don't think that pure note-taking in the sense of just capturing information without processing it Is that helpful when it comes to understanding and recalling information at least in a useful way where you can actually create your own content out of it So what I advocate for is note-making where you refresh things into your own language where you really make it your own when you connect to dots How does that work in the BASB model?
Yeah, I completely agree. I'm completely on the same page. It's funny. I What I like about note-taking is It gets people on the first rung of the ladder. It's like you know if I say building a second brain and personal knowledge management The average person goes that's not for me That sounds like some weird dorky geek thing Whereas note-taking it's incredible how deep in our culture note-taking is The word note in English is among the 2% oldest English words. I didn't know that that's amazing Okay, isn't that wild? It's it's ancient. It's an ancient word. It's not a technology thing and you know Comma place book the word comma place comes from ancient Greeks Some of the earliest writing like on Babylonian stone tablets are actually notes It's not like an essay. It's like how many bushels of wheat I had and then a running count of you know The bushels of wheat in my storehouse like 3 4,000 years ago so it's like something that is almost in our DNA It's in our culture. It's in schools. It's in families. It's in the way we think about About work about learning about reading so it's kind of a great introduction.
At the same time when I say note-taking It takes sometimes people a while to realize I'm talking about something totally different from what you've experienced in any other context It's just completely different. It's lifelong instead of just for like one semester one class It's digital and therefore networked and in the cloud and on different devices not just on you know a little notebook in your pocket It is highly collaborative not just for your own personal use It is surprising and unexpected not just like writing down what the teacher told you so pretty much on every dimension It is radically different from what we know And so there's kind of some pros and cons of the term note-taking.
Okay, it sounds like your approach to what you call note-taking is what I call note-making So I think we pretty much agree on this Despite all of the benefits that you just described most people are just Taking what I'll call mindless notes. Don't you agree?
Yeah. Yeah. Why do you think is that? It's the legacy of school legacy of school you were told What to write down for what the test that the paper It was a punishment orientation if you don't these bad things will happen There was no assumption or even even possibility that what you were creating was a lifelong learning asset for a lifetime of learning and projects and Exploration and so I find a lot of what people have to do is unlearn they have to unlearn this Kind of just taking received authority what someone in authority told me to do when it comes to note-taking and they have to learn to listen to their intuition the word intuition and Resonance is all over this book Basically what I what I just discovered through teaching people and coaching people is you can't do this process analytically It's too energy intensive You know analysis is great the intellect is great, but it takes energy It's it's that critical you know prefrontal cortex that is very kind of um It's very rational but very energy intensive you have to use your emotions You have to use your somatic awareness.
You have to use your intuition You have to use something that is more bodily and more natural which again people are I mean our culture is all about Cut it especially smart people especially You know people who who love to learn were sort of cut off right here everything that happens below the neck is kind of not of interest Wow It's true that we're always trying to intellectualize things so much that we don't think about the massive impact that our emotions Our energy levels and all of these things as you say that haven't below that level. Yeah Um the way they impact all of our creative thinking or productivity all of our work really And despite the importance of these aspects we just ignore them basically um So there's definitely a need for a shift in mindset when it comes to collecting information Connecting the dots and then creating our own content going from that mindless note-taking That we've inherited from all of those years spent in school.
We need to unlearn that and move on to something where we unshackle our creativity and our thinking Is that what inspired you to write the book that to help people shift their mindset? Yeah, and you know, this is where you you've largely pioneered I was starting to get interested in the stuff. I was getting into personal growth self-awareness emotions But I was at a point where I wasn't sure if it was okay to talk about am I getting in trouble? Are people gonna be freaked out? We have such this fear Again among intellectual smart people of woo woo So allergic to it right But I live in California and I had you know access to certain circles in LA and San Francisco You just can't avoid this if you spend enough time in California and I kind of My own life was taking me in that direction and so I felt this tension between my life and my work.
But then you came along and you were able to say mindful productivity and you were able to talk about mental health You were able to balance these different elements in a way that gave me permission to do it So I feel like in that on that path I'm kind of following in your footsteps because you proved that people could handle it That they wanted it actually that in fact there's this overwhelming kind of need for it and demand for it Thank you so much because I've been really inspired by your way of thinking in public and of even writing in public The way that you use Twitter to just show your thoughts and Then use the feedback that you get from people to incorporate it into your articles and really Co-create your content with your audience has been a big source of inspiration for me.
So I'm glad that being a little bit more mindful of our mental health and Emotions is something that made its way to your work So I just love that we've been helping each other Even though again is the first time we're meeting in person So I'm very curious about the whole book writing process because Even though the building a second brain system is a proven very solid system You've had thousands of students use it so you know great and I do you know believe in it But it's a whole other kind of Project to write a book a proper book.
So can you tell us a little bit more about how you applied your own system to write the book Did you just use it straight out of the box did you have to tweak it how did that work? I definitely absolutely used my own I had to in fact it was kind of the ultimate test Um, and there's this this funny thing where we've all heard the advice Oh, if you have a big challenge break it up into smaller steps everyone knows this we've all heard it Here's the issue the reason we don't do that generally the reason that that's even something we have to think about is When you break a big challenge into smaller pieces you then have to manage those pieces Right, that's more individual things to keep track of more details more steps more dependencies more you know. this thing depends on that thing so I kind of think in order to take that advice you need an external memory system You need a second brain And that's what I did I just got so so this one thing before that actually which is I'm always advising people To do small projects very small quick iterative projects short ones Don't do a six-month long thing where you're only going to learn something after six months Where you're only going to show something to someone after six months do one week two week micro projects.
And then so some people come back and say well you wrote a book that's a four-year-long project You don't you know you're not following your own advice But it's almost like the reason you want to do small projects most of the time Is so you have the room and the flexibility to once in a while do a big project I think of it like a great work Everyone at least once in their life should even just try to do a like a big work a great like see what you're capable of Try to climb the mountain whether it's a literal like Mount Everest or writing a book or writing a play or Building a building it could be anything, but just like That's just one of the most precious things in life And so I'm able to write this book by the fact that in the other parts of my life I have you know these small projects There's probably also some things to say about the fact that when I look around me and at Encryfield be smart creative people who've done those kind of big projects Those big projects are actually building on top of a lot of smaller projects that they've done before right.
Um, I recently purchased an encyclopedia of psychoactive plants. It's a thousand pages long And all of it is basically a collection of the work of the author that they've done over many years before The photos are photos that they took over many many years It's not photos that they took specifically when writing this yeah, and I imagine that for you for writing the book You didn't just sit down in front of a blank page and when like Hmm, what am I going to write about you had all of this work and Instead of Building on the shoulders of other giants. You'd kind of built on the shoulders of your own previous work It's so true.
Yeah, it's it's so funny because you know, I'm a first-time author First-time author. Okay, you know, that sounds like oh, I just decided, you know one day Recently to be an author but the manuscript that Became this book is the eighth version? It's the eighth version of this manuscript going back almost five years Before that it was based on a course that's been taken by over 5,000 people So that's almost like another 5,000 kind of validations And then before that and along like kind of in parallel. I've self-published nine ebooks So first time and yet so many time right? It's like yeah, you keep laddering up you keep making a bunch of small blocks combine them into Medium-sized block combined many medium-sized block into a big one and that's how you de-risk it Like I would I cannot fathom spending four years of my life with this as my central focus like four years of my peak productive years, you know for like it's 10% of my life. I've been working on this almost and I wouldn't do that unless I had had.
Validation and proof all along the way every little micro step that it works that it's effective that it Impacts people and then ultimately the book will be successful. I need I need almost a guarantee before I'm going to commit to all that I love this. It's basically it's a rate of creativity as a guarantee for success I think a lot of people could use that and I think it also makes it less daunting, right? A lot of creators are asking themselves where do I start and they Try and go for the big project. Yes, right away. Yes, but by doing it the way you're doing it is just instead of having this big mountain You can take little steps. Yes, see where it goes and whenever you're ready you can take the next step And then all of those steps are still here when you're finally ready for timing your own mount Everest.
That's the key is it has to exist in concrete form right Because it's like when you go back even to I think these are building blocks Which I also call intermediate packets I go to some of them. I'm sure this happens to you even from like six months ago. I'm like Wow, I don't remember hardly any of these details. I could never Recreate this piece of writing now even though I still kind of know it It's like how I think of it is like each stage of your journey has a unique kind of value The later stages of your journey are not better than the early stages in fact There's put there's certain benefits and and things about the early stages of my journey. I miss I wish I had savored I wish I had appreciated instead of just passing the time and trying to get to the next stage, right?
You don't realize like let's say you're just starting to write you can try anything You have nothing to lose You can say whatever you want on any subject no one has any expectations of you do Know what kind of freedom that is like I'm jealous of that And so the key I think is really that it's external in a trusted place That you can find it and also I think it has to be somewhat in public Right like building blocks in your notes in your private storehouse are just not the same as something like I said That's been validated you know proven along the way by other minds other human minds are like the ultimate test right Is Working learning Creating in public something that is absolutely core to the building of sick and brain method I think it is it just depends what you mean by public.
You know for a lot of people sharing sharing it with one other person Counts that's the public that's someone else It's someone that is going to tell you their opinion It's someone that forces you to communicate it succinctly It's someone's going to add their own ideas right and that might be terrifying In fact, it probably is the first time you share your work you're writing whatever it is with another person But then it can expand from there start with one person But then it can be your team it can be your family start with people that are going to be relatively favorable And then over time you You build your courage and then actually over time you seek the people that are going to be most critical right.
Just I think of it like concentric circles you just keep expanding expanding expanding until You just build enough self-confidence and enough courage And enough willingness to be proven wrong that you want the biggest possible audience Who's going to be the most critical because that's just going to accelerate your rate of learning the most This is exactly what I did with my own audience My newsletter used to be omnikoliks former colleagues from my previous job and little by little I opened up and let other people join There was something so reassuring and freeing at the beginning and knowing that Everyone on my mailing list Where people I knew who were just going to be kind to me And on the ones I felt ready to get a little bit Like harsher criticism.
I could open it up So I think there's something really important in what you just said here. just going to reiterate it for people watching But if you are hesitating and you don't know where to start an audience of one is still an audience So start sharing your work even if it's just your best friend for now That's the first baby step that you can take to start building your audience online Couldn't agree more okay, so let's make this a little bit more interesting because I know that we agree on a lot of things But this one thing we've been recently debating together and we have slightly different opinions on And this is the note-taking archetypes.
So last year I came up with three different archetypes for the kind of personality that people have No taking style that people have and these are the architect the gardener and the librarian And very recently you posted on twitter That's where all of the debates happen That you thought that one archetype was missing and you added a fourth one I'm not going to say which one because I'll let you explain and we can talk about it Can you tell us more Yeah, yeah, so the archetypes um By the way, this is such a great example of how the internet works because you tweeted that I'm guessing It took minutes for you to come up with or I don't know maybe you thought about it for a couple days That we took that made our own changes made our modifications that has become a central pillar of our business.
We now use it in our in our course to basically categorize people to split them into groups It's become like the onboarding flow to our whole program which is is kind of wild I wouldn't have come up with it. I needed to see it the second I saw it I thought oh this is it she got it she nailed it except I had that one So basically briefly in my own understanding um architect Once to create the ultimate system they want the all-encompassing Framework that everything can be fit into just like a building just like an architect will make you know a giant blueprint Of how everything fits together The gardener is kind of the opposite they want to you kind of explore and discover and plant all these little idea Seedlings and watch them sprout and grow and interconnect and they're just like in wonder and full of imagination And everything is very bottom up um the librarian Which is the archetype that I associate with uh is about Sort of collecting capturing for many different sources Organizing it somewhat but focused kind of like on research or on like specific projects or specific things They're trying to learn so in a way they're kind of in between the other two.
Uh, and the one I added is student is student and the reason I think We wanted to add one is sort of as a catch-all really it's for all the people who thought The three others were too complicated who said I'm just trying to like read a grocery list I'm just trying to like write down a few quotes. I just want to I don't know jot something down on my phone I don't even have a computer in some cases which is surprising So we kind kind of created this miscellaneous category We wanted it to be very approachable and accessible so we said student not like a student in school But a student of life a student of learning um, and so that became our four archetypes.
But don't you think that all I told you I was going to disagree Don't you think that all of the other ones are also students because in their own ways Whether you study through building a system or through tending to your garden or through organizing your library Ultimately you are a student of life. It's true And it's it's honestly a little confusing for people because they think oh well I'm not in school I already graduated so I guess I'm not a student when in fact sometimes It's the people who are not in school and thus or are the moat the furthest from school have the least familiarity with Technology and digital note-taking so ironically they are the most likely to be a student.
It's kind of confusing. You're totally right. You know, there was another motivation for us to add the student, which is what I'm trying to do with my book. Maybe the number one goal is to introduce people to knowledge management who have never heard of it. That's like a bridge. It's like I'm an ambassador from the world of digital note-taking. Those of us who nerd out about it spend all our time or a lot of time thinking about it to people like, you know, I always think of my parents, my parents who just don't care. They're just trying to like solve basic problems in their life and lead a good life, right?
So the student is kind of like I said, it's a miscellaneous catch all. Like if anything I'm saying is overwhelming, think of yourself as a student. You're just an obvious learner. So then we just sort of like put you in this fourth category, which is kind of a miscellaneous group. Oh, I think I have a way to align the way you're thinking about it, but the way I'm thinking about it, I would not see the student as a fourth category, but I would see it as an entry point into one of the other three categories. So with the way you're describing it for me, a student in your way of dividing those groups is someone who hasn't figured out their archetype yet.
That's true. So that's why that's the way I would do it. It's interesting because in the original article that I published where for the first time I coined those three different archetypes, I did have at the very end of it a list of tools that for me don't fit any of them. So for the archetypes I mentioned Rome, Obsidian, Logseq, like these types of network thinking apps for gardeners. Notion is something that I mentioned for architects because it's a lot more structured, very helpful for systems, and I mentioned Evernote for librarians. And at the very end of the article, as I was saying, I mentioned that some people they only use Apple Notes or Google Keep, and that it's fine, but that it's not really fitting any of the other archetypes.
这是真的,这就是为什么我会这样做的原因。有趣的是,在我首次发表的文章中,我提出了三种不同的原型。在文章的结尾,我列出了对我来说不属于任何一种原型的工具。例如,我提到了一些适合"园丁"的网络思维应用,如 Rome、Obsidian、Logseq。而对于"建筑师",我提到了 Notion,因为它结构化程度更高,非常有助于系统化管理。此外,我提到了适合"图书管理员"的 Evernote。在文章的最后,我还提到有些人只使用 Apple Notes 或 Google Keep,这当然没问题,但它们确实不符合上述的任何一种原型。
I think a lot of the people that are going to read your book, they're probably going to be in that category. But if they want to start applying the principles of your book and they want to really start to capture, organize, distill, and express their ideas, they will naturally at some point want to upgrade their system. And they will find that Apple Notes and Google Keep are not enough, and they'll want to supplement that very kind of like mindless quick capturing system with something that is a bit more thoughtful. Do you agree?
I think you're right. You know, I wish I could say, yeah, Apple Notes. You know, if you think about Apple Notes, it's probably by far, along with just the other default notes apps on Android or whatever, the most dominant note-taking app in the world because it's on every single one of the 1.5 billion iOS devices. I wish that that was enough. I wish that you could just, oh yeah, stick it—it's like the digital equivalent of like a sticky note pad, right? But you're right, it's not enough. It's enough for capture, and in fact, it might be a really good initial capture solution because it's so frictionless and because people are already doing it.
Right, like I find if someone is even say keeping a grocery list, that is like the seed. You can be like, oh grocery right next to the grocery list, just hit the plus and create a new note and write down a quote that you heard. This is mostly what I spend my time thinking about these days is the on ramp. How small can we make the steps? How easy of a curve can that be? But I think you're absolutely right. You need a more sophisticated solution if this is really going to qualify as your second brain.
Your second brain—that's a high bar. That is it, that's an achievement. It's something quite powerful, and it needs a sophisticated piece of software. Exactly, because when you think about a second brain, just even your first brain, it's not only about adding information to your memory. It's about being able to recall it, to make connections, and to be able to then create your own output from that input that you added to it. And obviously, anything like Apple Notes or Google Keep is not going to be able to do that.
It's almost like a short-term slash working memory tool. Yes, that's just able to help you in the moment to get a task done, but that's not going to help you with long-term creative projects. Exactly, exactly. Yeah, it's one piece of the solution. I always have to repeat this endlessly that your second brain is not one piece of software. Because if you think that you're going to look for the silver bullet, you're going to look for the one magical solution, it's really this ecosystem. It's this constellation.
You know, even you who are really quite dedicated to Rome as your second brain, that's really just the centerpiece of your second brain. You have these other supplementary tools and habits and even a bookmark that you coded with JavaScript that sort... of they're like these These accessories to your second brain absolutely and I do still use Google keep right so I I do agree that you can't really rely on just one tool Obviously you need to avoid the shiny toy syndrome I'm having a lot of different tools and making it overly complicated and where your Creatives system paradoxically gets into the way of your creativity Yes, but very often you will need different tools for different kind of jobs. Yeah, it's very true
你知道,即使你对 Rome(作为你的第二大脑)相当忠诚,那也只是你第二大脑的核心部分而已。你还有其他一些辅助工具和习惯,甚至还有一个用 JavaScript 编写的书签,这些工具就像是你的第二大脑的配件。我确实仍然使用 Google Keep,所以我同意不能仅仅依赖一种工具。显然,你需要避免“新玩具综合症”,避免使用太多不同的工具让系统过于复杂,这样反而妨碍创造力。但实际上,你经常需要不同的工具来处理不同的任务。这是非常准确的。
So just to recap your journey You went from hating taking notes absolutely hating it To now having a whole second brain that you've used to write a book which is not a small feat, right What advice would you give to people who are just getting started the kind of people who in the way you're you're framing it our students or in my way Are still trying to figure out what their archetype is they're very new to this. They don't really know where to start What advice would you give to these people? You have a couple things so first.
I'll say what to not do don't Say I'm gonna stop everything and I'm just gonna spend Weeks months years creating the perfect system and then I will learn and then I will write and then I will create and then I will present Publish build whatever that means for you Instead the way I think of this is like you know what you know what is actually the hard part about taking notes leading an interesting life That is actually the hard part Right if you don't have an interesting life you have nothing to take notes on if you are leading an interesting life And I think you are everyone watching this is leading an interesting life I mean aren't you aren't you traveling places meeting people learning new things aren't you curious Aren't you interesting aren't you intellectual aren't you multifaceted of course you are
So you're already doing in some way like 90% you're living the life worth taking notes on All I'm saying is to just add a little 10% and wait to do this you know over the 15 years I've been doing this I looked recently my average rate of note-taking is two notes per day Wow, that's it two notes per day and a note is small it can be one sentence one quote one Image one bookmark. It's one little just snip it so start with one. Okay. I'll give you a easy 50% level And see if you can for 30 days. I think this is the critical mass for 30 days try to just take one note per day No minimum size At the end of those 30 days look at the inbox or the daily notes or whatever the capture tool is Look at the some collection of those 30 or more notes and tell me just try to tell me That there is not valuable knowledge valuable expertise Things that could really impact people's lives things that could solve problems in society Things that could solve problem for people you know I dare you to tell me that.
I'm sure that you'll once you see it outside your head You're gonna be amazed at just how much happens in just a single month of your life That's beautiful and I agree with you everyone is living a life worth taking notes about Thank you so much chaggo I hope you enjoyed this as much as I did chaggo where can people find more about your book You can find out everything you need to know at building a second brain.com Thank you. We'll put the link in the description so you can just click on that have a look order it read it I read it and it's amazing trust me.
Okay chaggo bear with me. It's a bit weird But I finished all of my videos with this little brain here and I go squishy squishy on camera And since you're the first guest on the channel, I want you to do it So go ahead and you have to just go like this and go squishy squishy Okay This feels like it's such an honor. I love this brain. This is a perfectly sized and shaped brain You guys you guys ready here we go