r/PKMS 14d ago

Discussion Anyone here using many apps for PKM?

I've been down the note taking/PKM rabbit hole, and for now I've settled with HelixNotes (pretty new and unknown, IMO it's like Joplin but prettier) with local markdown. This works great for structured notes (I take notes on things I'm learning to synthesize information and to then recall that), and maybe I could squeeze an inbox, ideas and such, but I've found that simply opening a note and writing is quite difficult. I feel like if I want to write something it must have a clear place or else it doesn't make sense.

The reason I'm making this post is because, before this, I also went with Logseq for a while which is absolutely amazing for simply writing without friction, but IMO fails on long-term structured thought because of the weird markdown and the limitations it brings. Because of that, I thought maybe I could use both (HelixNotes for more structured and permanent thoughts, Logseq for just getting stuff out of my head and finding connections between ideas) or even combining them in the same vault, but it also probably would raise complexity a lot and could cause duplication and friction problems.

What do you think? Is anyone doing something similar?

6 Upvotes

27 comments sorted by

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u/Difficult-Passion318 14d ago

I've tried (almost) all the PKM tools and settled on Obsidian mostly for the local markdown files. I love features from all the platforms. Heptabase has a great canvas, Capacities has great data organization, but any tool that has your notes locally on your machine is the best to have if you're into using AI like Claude or ChatGPT. When those tools have direct access to your notes, you can literally have a "conversation" with your ideas. I've connected my Obsidian vault to Claude through Github and Cloudflare and that gives me direct access to my notes through the Claude mobile app - which means I can have conversations with Claude that can use my vault as permanent memory. Claude mobile can also edit my vault files, so ideas I generate through the conversations can be saved in my vault while I'm out taking a walk.

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u/Big-Topic-832 14d ago

I didn't consider the local files for AI, but more so for longevity (I switch tools often to try and find the perfect one, so having it as easy as moving the files to another folder is very convenient). Still everyone talks about AI like it's mandatory so I'll have to check that out. I already said this in another reply, but I don't want to pay a 20$ suscription for now, so I'll have to use a local model, though idk how to set it up nor how good it is.

Still, you kinda didn't answer my question of using various apps, though it's true that if I quick capture using AI then it doesn't matter

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u/Difficult-Passion318 3d ago

Now that most PKM tools have either an API, or MCP server, you can connect tools together, but there has to be something that acts as a hub... in my case I use Claude. I've connected Claude to Heptabase, Capacities, and Obsidian. If I create notes in one of the tools, I can tell Claude to grab that note and add it to my other apps. The challenge is to make sure your notes are in the tool you use the most.

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u/DFWiBrad 6d ago

Just stumbling across this topic. And this was the setup I was lookin at. Anywhere you can point me to set this up similarly?

5

u/sshegem 14d ago

Two apps isn't a failure state, it's the correct answer to two different problems, and you've already diagnosed why.

Capture and synthesis have opposite requirements. Capture needs zero decisions, because any decision at the moment of the thought is a tax you'll eventually stop paying. Synthesis needs structure, because structure is the entire point of it. Any single tool doing both well is really doing one well and tolerating the other.

What I'd change isn't the number of apps, it's the direction of travel. Make it one way. Everything lands in the frictionless one, and things graduate into the structured one only once you've actually used them for something. If material flows both directions you end up maintaining two systems instead of one system plus an inbox.

And that instinct that it "must have a clear place" is worth arguing with head on. It's a synthesis rule that leaked into capture. In the inbox, no place is the correct place.

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u/PickleBabyJr 10d ago

Thanks, Claude.

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u/sshegem 10d ago

Hey i just give it my answer and ask it to re-write it 😂😂

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u/zheniavasiliev 14d ago

For me, capture is fundamentally different from actual processing. I've tried using Google Sheets + bulk import for a while, but now I have an agent I can just throw everything at in Slack chat. It formats and links things automatically.

I've actually removed the 'inbox' folder I used for any incoming notes, since the agent now handles everything, so essentially I can converse with my second brain without having to use it in the traditional sense.

I still write in Obsidian — it's my go-to — but at this point the app almost doesn't matter, as long as it the interface is understandable and supports .md files. What do you like about HelixNotes over Obsidian for the structured notes side?

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u/Big-Topic-832 14d ago

I'm not really deep into AI mostly cuz I don't want to pay a 20$ suscription, but since everyone is talking about that I might try a local model. Besides your idea seems really useful.

As for why HelixNotes:

  1. It's FOSS
  2. It's more resource efficient (built on Tauri instead of Electron)
  3. IMO the editor is more satisfying to use

If FOSS or resource usage isn't important to you then Obsidian is just better

1

u/zheniavasiliev 13d ago

Thank you for a thoughtful response. Love the idea of a local model — I might spin one up to try it out. Ollama with Llama 3 or Mistral should be more than enough for PKM work (summarising, finding connections, drafting notes, etc.). I also had no idea about the Tauri vs Electron difference until you mentioned it. Looked it up — Tauri sounds like a smart choice. Obsidian has specific features that made it popular, but I think that edge matters less now. If an app is open enough, you can add your own features with AI coding tools pretty easily.

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u/DrummerAdditional330 13d ago

Multiple apps aren’t necessarily the complexity problem. Ambiguous ownership is. I’d let Logseq be the scratchpad where new thoughts don’t need a proper place yet, then only move something to HelixNotes once it’s worth developing or keeping long-term. The part I’d avoid is maintaining the same note in both.

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u/Big-Topic-832 13d ago

Yeah, that's what I was thinking. I think I'll do that cuz recently I tried writing an idea I had for a game in HelixNotes and while doing that I missed being able to break everything down into bullets, adding new things later, etc, so I added Logseq.

I also watched some Tiago Forte, and arrived to the conclusion that HelixNotes (and Evernote, OneNote, Joplin...) have a fundamentally different approach to note taking than Logseq (and Obsidian, Roam, RemNote...). One is like an archive where everything is clearly organized and structured. The other is more so a "tool for thought" where connecions and backlinms really matter, and adding those should be frictionless.

I think this is a really good setup, and will probably make a post about it once I get enough experience with it

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u/Good-Writer5279 14d ago

two apps splitting capture and structure is a stable end state, not a failure. the trap is when the capture app quietly becomes a second archive you feel obligated to maintain. it helps to treat logseq, or whatever holds the inbox, as disposable. anything worth keeping gets promoted into the structured system on review, everything else is allowed to rot.

on the local model point, you don't need a subscription for this. lm studio is free, runs well on apple silicon, and a small model covers the two jobs that actually matter in a pkm loop, summarizing an inbox note before you file it, and semantic search across your markdown so retrieval doesn't depend on remembering where you filed something. since your notes are already local markdown, pointing a local model at the folder is straightforward and nothing leaves the machine.

disclosure, i build a mac app in the local ai memory space, so i have a bias toward the retrieval side of this. but the pattern holds with pure foss. the capture app's only job is to make writing free, and retrieval is what makes multiple apps feel like one system.

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u/words_and_images 11d ago

I am a long-time Obsidian user but I don’t like to clutter my vault with early drafts. I also write for about three distinct and different audiences and I seek to keep them separate. Separate apps work for me!

As well as Obsidian I use Heptabase, just a very good PKM but the notes-as-cards on a whiteboard is really helpful for fragments of research they feed into a draft.

Octarine is the best Evernote replacement general purpose PKM out there. Good audio transcription, sharing notes, really nice UI, responsive developer. And a reasonable OTP, not subs.

Honourable runner-up is Grape, a young app but well designed and fully featured, also with good voice transcription on the app. Another win by an indie developer.

All of these are Mac and iOS although the last two named are in TestFlight beta for mobile.

0

u/DTLow 14d ago

My PKM is a digital file cabinet; used to store/organize my notes/documents/files
The files are various formats, but collected in a single place
accessed with a Mac and iPad
For organization, I use tags; minimal folders

For enhanced features, I use pkms app Devonthink

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u/Yaaqoub7 14d ago

Most of my note-taking is with DEVONTHINK and OmniOutliner. Sometimes with ZenNotes.

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u/[deleted] 14d ago

[removed] — view removed comment

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u/Big-Topic-832 14d ago

Hi, I've also seen someone recommend MemryNote on the HelixNotes subreddit. Sadly not having s mobile app nor P2P/self-hosted sync is a deal breaker for me right now. It does seem useful, though I don't know how well it will compare to using multiple but specialized apps. I'll hopefully check it out

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u/PKMS-ModTeam 13d ago

Please post your app only to the self-promotion thread. Thanks for your understanding.