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Roam Research for Organising Your Notes, Ideas, Bucket List, Books you want to read, Podcasts, Restaurants to visit and more

Pardeep Kullar
Pardeep Kullar

You've tried every note app and stopped using them. Why? We're too damn lazy to organise things top down. We just want to scribble them down and auto-magically they get organised. I don't want to FIND my bucket list to add things to it. I want to write down my bucket list idea and it finds my bucket list and adds itself to it. Roam Research is how you do it. It's a lot more than just bucket lists but this is a good starting point to understand basic features.

Day 1: Half way through the day I have a new blog post idea

In the past I had to find my blog post ideas list and add it there.

Now I just open RoamResearch and type it in starting with a "upscope blog post ideas" in square brackets.

While walking around I see a new restaurant to try. In the past I might have emailed it to myself or noted somewhere randomly and forgot.

I also come across a book I want to read and a podcast to listen to as well as a bucket list idea.

I list them all down, one under the other, and I just don't give a damn about organising them because Roam Research has got this.

A couple of days later I have a few more ideas

There's a couple more restaurants I go past (yeah, I walk past a lot of them). I like food ok.

Got another blog post idea, see another book I want to read on Amazon and someone in an article mentions a podcast I should listen to.

The day arrives when I'm like "What book shall I read"

I do a search on RoamResearch for the word "books" and it gathers all those notes marked "books to read" and shows them here.

Podcasts to listen to

Blog post ideas

Using Roam research to do research for a blog post

Here's an example of how it's great for researching material on a blog post.

The normal method is chaotic. A big giant list which I scan through multiple times to put it together into a post.

Now I do this:

  1. Start with a rough premise for a post with some key questions I want to answer.
  2. I read articles that help answer those questions and note down key points as indented bullet points under each article title.
  3. Later I will tag bullet points with a tag relating to the key question it helps answer and then, when I come to write that part of the blog post, I can click that tag and bring together all my notes and write it in one go.

I reckon this could halve my blog writing time when I've refined it. I'll write a follow up post on this at some point.

As someone said, Roam indexes your text.

What else can it do?

There are shortcuts, tags, ability to make it look like a doc.

It can be used for writing articles, books, and doing actual research.

They are planning to expand it greatly into something that we probably would not imagine right now, considering they have built in-apps.

For example it has a built in pomodoro timer. You can type /pomodoro and it kicks off a 25 minute focus boost session right there.

You start it by typing /pomodor0 and it shows the following little bit of code which you can edit to set the time. Default is 25 mins.

When you hit enter it starts.

You can type /TODO to create tickable to-do list items and of course you can gather all the todo items by filtering just by that.

The company is adding APIs and features for teams.

However, even the simplest bucket list type use solves so many problems. I've started using it for writing blog posts and I already reckon it will cut down research + writing time by 30% to 50%.

It's $15 / month for the basic plan. I hear Notion are adding the same bi-directional link features but for me this is my own personal note taking app. We use Notion as a team. Still, good news for the team.

Go see RoamResearch. They've got a 30 day trial. The onboarding videos are hilarious because the guy doing them is such a hard core brain that you can see he's almost frustrated at having to explain something so simple. I can hear the lift of his finger before it slams down on the keyboard.

See a further visual review by checking out Omi Shu's videos. Start here:

Pardeep Kullar

Pardeep overlooks growth at Upscope cobrowsing and loves writing about SaaS companies, customer success and customer experience.