The 5-step system I use to automate my brain and never forget anything: 🧠

It's well documented that the amount of information we're bombarded with these days is unprecedented.

• Keeping track of it
• Capturing Ideas as they come
• Allowing yourself space to distill it later

None of this happens without a plan.

Here's how to get started:

We'll use a simple set of (3) software platforms to:

• Quickly Capture ideas as they come
– Google Tasks

• Automate sending them to a database
– Zapier

• Organize and categorize for action later
– Notion

All Free.

First things first.

You'll need to set up an account (if you don't have one already) with each of the platforms listed above.

Don't worry––for what we're going to build, the free plans for each should work just fine.

•Google
•Notion
•Zapier

OK, let's start building

1st––Google Tasks

• In your Gmail inbox, it's in the right-side panel

• Or download the app for quick access on your phone.

This is where I capture ideas "on the fly"

No structure, no organization, we'll worry about that later.

Just capture ideas!

How to quickly remove blank rows & duplicates in Excel: 📊

• Select Range → Find & Select
• Go To Special → Blanks → CTRL –
• Data Tab → Select Columns To Review
• Remove Duplicates

Done!

If you like these tips, you'd probably like my newsletter as well.

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5 Excel Skills You Can Learn Today and Show Off on Monday: 📊

1. Tables + TEXTJOIN

• Select Range
• Format as table
• Combine Name Using TEXTJOIN

Note –– Changes to the formula will carry throughout the table.

2. Organize With Multiple Slicers

• Select Range
• Format as Table
• Insert Slicers of Your Choice

Select individual or multiple categories at the same time.

To select multiple click+drag or select the ✅✅✅ box.

Click the funnel to unfilter.

No need for a pivot table!

3. Quick Interactive Charts

• Select Range
• Format as Table
• Insert Slicer
• Insert Chart

Like this: 👇🏻

4. Custom Text & Icon Sets

• Create Custom Text
• Choose Icon Sets
• Apply Conditional Formatting

No one else in your office is doing this!

5. Pivot Table Grand Total Percentage

Convert numeric values to show as a percentage of the grand total.

• Select Range
• Create Pivot Table
• Right-Click On Data
• Select "Show Values As"
• Percentage of Grand Total