From Notebook to Schema in Five Steps
A simple migration path from messy notes to structured profiles.
Marcus Lane
Tools & Workflows
Notebooks Break at Three Cases
Most analysts start in Notion or a Google Doc. It works for one case. It breaks at three.
The Five Step Migration
List your repeating fields. What do you write down for every subject?
Define types. Text, date, link, image, reference.
Paste old notes into the schema.
Mark gaps. Empty fields show what to look for next.
Connect entries. A reference field ties this case to the next one.
Why It Pays Off
Free text cannot be queried. Fields can. Once entries become structured, every new lead retroactively connects to old cases.
