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  • 👋 Curious people, you look awesome today!

    • question:: ^^if you could have one superpower what would it be and why?^^
    • video:: please turn on your video so the call is more personal
    • disclaimer:: PG18 adult language
    • we will email you everything (webinar recording, slides, guides, code), just give attention
    • office hour:: you will be able to ask follow-up questions
    • questions: we answer them at the end to keep the flow and our time limit
      • preface questions with all caps "QUESTION: " so we can find them
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  • Poll:

    • What is your experience level with Roam?

      • 1 – I am new
      • 10 – I am a wizard
    • Do you use Templates or text expanders in Roam?

      • Yes or No
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  • Who are we and why we're doing this?

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  • Cynthia Lou

    • BASB mentor focusing on Roam, PARA and BASB
      • {{[[table]]}}
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      • a true polymath, she used to do coaching and charge $5000/day
      • If someone can memorize 10 mental models then that means great memory.
      • When someone can boil down to what 3 models matter the most and why in a given situation then that is smart. And she is one of the smartest person I know.
  • Viktor Tabori

    • engineer with OCD
    • Write of Passage mentor
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  • Why we build a course and this free webinar?

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  • Cynthia:

    • I tried all the software: Airtable, Notion, Evernote
    • Was excited by the hype of Roam:
      • couldn't figure it out the first time, got frustrated and left
      • tables, WTF
    • Came back to it: changed my life
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  • Viktor

    • Doing [[Tiago Forte]]'s Art of Accomplishment I was frustrated by not being able to use my daily templates on the go.
    • Roam is the most powerful tool to manage the most important things
      • how and what I think
      • what I output
    • It can be overwhelming:
      • feels like you have to be a developer
      • too many options
      • too much information
      • what is the top 20% that matters?
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  • My goal

    • I am a coder so you don't have to be!
    • I want to
      • help you gain muscle memory by DOING without fear of fucking up your Roam
      • show the beauty of Roam
      • ease the Roam FOMO
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  • Who do we want to help?

    • beginners: quick-start, what's actually useful vs. nerdery non-essentials
    • more advanced users: maximize your ease, usability, and productivity
    • sharing what WE do: not trying to convince anyone to switch to Roam
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  • How do we want to help?

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  • In this Webinar

    • Mindset Shifts for Roam
    • Why does Roam Work?
      • Compared to other common apps (Evernote, Notion, etc)
    • How we use Roam: Case Studies & Uses
    • DEMO: Adding structure: Build your Roam Foundation
      • Refining PARA
      • Adding "Hang" Tags
    • FIXES: Mobile Roam: From rusty to Superhuman in 5 minutes
    • DEMO: Templating shortcuts, Permanent Notes (Zettlekasten)
    • INVITATION: Our New Course!
    • Q&A
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  • ^^How we use Roam^^

    • super easy and quick to use Zettelkasten system to create epic notes and new insights
    • finally get enough sleep
    • create meal plans for complete diet shifts
    • create a new fitness routine
    • learn how to roller skate
    • manage stress and encourage meditation
    • create a music practice habit
    • track health metrics
    • track COVID symptoms
    • work only on ^^projects that Spark Joy^^
    • ^^ship more content^^
    • manifest and plan a home move
    • create a digital garden
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  • Mindset shifts for Roam

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  • Mindset Shift: Surrender to "messiness"

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  • Mindset Shift: Think flexibly, not linearly.

Think relationally, not linearly. - Old mindset: - these - dots - are - not - related - The Roam Mindset - these - dots are - related - prev | next

  • Mindset Shift: Don't organize by tables, organize in flow

    • let your content organize itself
    • Micro: get your ideas down first, then add some structure
    • Macro: understand how pages link, so you can design pages and sections differently
      • think in sections
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  • Mindset Shift: Simultaneously track and direct life with Roam

    • before: think of what to track, track it, feel bad about missing marks
    • after: track some things, see if it works, adjust and keep tracking what matters
      • see what naturally wins out
      • if things die off, explore how to change structure
      • quicker feedback, quicker iterations --> quicker results
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  • Why does Roam work?

    • "I have an idea"

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  • Evernote/Notion/et al.

    • "I have an idea"

    • enforced outdated structure
      • separate notebooks
      • tags: separate from note
      • notes as one blob
    • Which category should I put in?→ think and click
      • title: review my slides to remove #fuckitline
        • tags:
        • note: this is what happened during the presentation
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  • Roam eliminates mental tax to entry.

    • "I have an idea"

    • Have structure, which gets out of the way:
      • Daily note: ^^instantly can write^^ #anchor
      • Blocks: no difference between title and note, just write
        • if I have block
        • I have a note cmd + shift + up / down
      • Easy to create #tags and [[links]]
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  • Roam benefits from adding structure

    • "Where is my stuff?

    • Roam's strength can be its weakness: so flexible and limitless, content can fall into the "Roam void"
      • Roam Void
    • Structures: a way and place to "hang" content
      • Hang Tags
    • Refining PARA in Roam
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  • The Roam Void and Hang Tags

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  • What is PARA

    • Framework of actionability
    • From [[Tiago Forte]]'s Build a Second Brain [[BASB]]
      • Projects: time bound
      • Areas: standard to maintain over time
      • Resource: sometimes refer to, gather info for but not taking action on
      • Archive: archived projects
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  • Refining PARA in Roam

    • (see sidebar)
    • ^^Yes, the whole PARA system in Roam^^
    • Projects – active repository, recording, to-dos, writing, action
    • Areas – (same as Projects, with a different due date/focus)
    • Resources – Inactive, but gathering information, ideas todos in the background
    • Archive – 10,000 foot view of everything completed
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  • Additional Structures, "Hang Tags"

    • (see sidebar)
    • "Hang" Tags
      • gathering areas for your thoughts
      • anchors in the "Roam Void"
      • reminders
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  • Next: Mobile Roam

    • You are not using Roam Mobile. Because it is not the most frustration-free experience.
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  • All things Mobile Roam

    • can't share urls and content to roam on iOS (quick capture)
    • images small and stuck
    • can't exclude tags
    • can't right-click bullets or titles
    • can't use the sidebar (design)
    • can't open pages in sidebar
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  • From rusty to Superhuman Smooth mobile UX under 5 minutes

    • 3 extensions by [[Viktor]]
      1. iOS shortcut
      2. Gallery Plugin
      3. Mobile Long-Tap Plugin
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  • iOS shortcut

  • How to Install plugins

  • Mobile Gallery Plugin

  • Mobile Long-Tap Plugin

  • [[one more thing]]: Automatic day/night mode in Roam #notyetreleased

  • [[one more thing]]: day formatting #notyetreleased

  • [[one more thing]]: dynamic block links #notyetreleased

    • this presentation 🙂
    • "demo"
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  • Course

Roam Foundation: Do Epic Shit Fast - The only course designed to give you a solid foundation to your Roam experience so that you can ease up on the vice grip of perfectionism, have a working system you feel confident about, and start using Roam to create the results you want without losing time, sleep, or insights. - beginners: quick-start, what's actually useful vs. nerdery non-essentials - more advanced users: maximize your ease, usability, and productivity - help you from novice to fluid - gain muscle memory by DOING without fear of fucking up your Roam - prev | next

  • **What's included in

**Roam Foundation: Do Epic Shit Fast - Prompts - gain confidence by doing - populate your Roam graph with your unique and relevant content - Course material and walkthroughs - Live office hours - Tools Library: the plugins and scripts you need to make your Roam Home more usable and comfortable - Templates Library: get started with the right tags and Content Zones - prev | next

  • Inside Roam Foundation: Do Epic Shit Fast

    • 3 Week Course
      • Start: [[November 9th, 2020]], 10am PT
      • End: [[November 25th, 2020]]
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  • Week 1: Foundation – Roam that supports YOU

    • Beginners: start getting value from an empty Roam
    • Advanced users: refine your system, fine tune your mindset and structure
    • Mindset, structure
    • Plugin essentials
    • Copy templates, metadata, plugins
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  • Week 2: Roam in practice

    • Beginners: get started doing shit right away!
    • Advanced users: explore new workflows, ideas, and use cases to add to your working systems
    • Workflows, demos, a deep dive into Template Engine v2, and Getting shit done!
    • Add advanced (dynamic) metadata, copy more complex Template examples
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  • Week 3: Advance your Roam

    • Advanced Templating
    • Content management and versioning
    • Ongoing tracking
    • Queries demystified
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  • What is included in the Course?

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  • Roam Foundation: Do Epic Shit Fast

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  • How I use Templating Engine V2

  • My Daily Template

    • h/t [[Shu Omi]]
    • demo
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  • My Permanent Note / Zettelkasten Template

    • template
    • example
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  • Twitter threads

    • manually using character count and change to Document View
    • with template
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  • Easy dates

    • remind me in 2 weeks, bi-weekly calls

    • course will start on Monday 2 weeks from now

    • tomorrow

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  • [[one more thing]]: Zotero

    • demo
      • Wang, C. Jason, Chun Y. Ng, and Robert H. Brook. “Response to COVID-19 in Taiwan: Big Data Analytics, New Technology, and Proactive Testing.” JAMA, March 3, 2020. https://doi.org/10.1001/jama.2020.3151.
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  • Investment and Early Bird Special

    • Genius Package: Lifetime updates

      • Course: Roam Foundation: Do Epic Shit Fast!
        • future cohorts
      • Community: 1-year access to the Limitless Roam Community
      • price:: 1000 500
    • Essential Package: Base course

      • Course: Roam Foundation: Do Epic Shit Fast!
      • price:: 600 300
    • Community

      • price:: 15/month, 150/year
    • ^^$50 off early bird^^ till [[October 30th, 2020]]
      • Genius: 450

      • Essential: 250

    • You can win FREE access to the course

      • we will send instructions in email to everyone who registered for the webinar
    • Apply for the course: http://bit.ly/RoamFoundation

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  • Questions