Feb In the Vault
Master Your Day With Tana
You don't need more productivity hacks — you need a Day Page that actually works with you. We'll build the ultimate connected, contextual day page: one that brings what you need to you, right when you need it.
We'll cover - The Core of a Great Day Page — what belongs there, and what doesn't
- Smart Connections & Searches — let Tana surface your related notes, projects and ideas automatically
- Focus Systems — how to use your Day Page to prioritise and actually stay on track
You'll walk away with your own custom "Master Day Page" — designed around your brain, your work and your goals.
Feb In the Vault
Everything's Connected: Mastering Related Searches in Tana
Imagine opening a project and instantly seeing everything connected to it — notes, ideas, conversations, goals, even that thought you jotted down two years ago.
We'll cover - The Core Types of Related Searches — how to connect projects, people, notes and tasks
- Advanced (but Easy) Searches — build powerful queries without needing to be a tech wizard
- Designing for Flow — creating a workspace that anticipates what you need
By the end, you'll know how to turn Tana into a living knowledge network — where every project, person and idea is connected in meaningful ways.
Mar In the Vault
Get More Done With Your AI Thinking Partner
All knowledge work is thinking work. And the thinking is the hard part — it's the reason you stare at a task for 20 minutes before starting. But once you get through the thinking? The doing is easy.
We'll cover - The Procrastination Buster — a simple workflow for when you're staring at a task and can't get started
- Messy Idea to Artifact — my four-step system for turning a half-formed idea into a real deliverable
- Your Daily Co-Working Partner — how to make AI part of your everyday rhythm, not a tool you occasionally consult
You'll walk away with practical workflows you can use immediately — not to hand your work off to AI, but to get through the hard thinking faster.
Apr In the Vault
Put Your Knowledge Base to Work
“Why do I need a knowledge system? I'm not a creator.” I hear this all the time. But if you've ever saved an article for work or bookmarked something thinking “I'll need this later” — you already have a knowledge base.
We'll cover - Knowledge at Work (For Everyone) — why knowledge systems aren't just for creators, whether you're a lawyer, a coach, a consultant or a CEO
- The Signal Method — how knowledge actually flows through your workspace — capture, connect, then look for the signal
- Gravity Wells — the concept that changed how I think about knowledge projects, and where the real work happens
You'll walk away understanding how to make your knowledge base work for you — not as a filing cabinet you never open, but as the engine behind everything you produce.
May In the Vault
Codify Your Work: The Meta-Skill Every Knowledge Worker Needs
If you've tried working with AI and felt like it was off — the output was wrong, the whole thing more frustrating than helpful — you're not alone. And the problem isn't AI. It's that you haven't codified your work.
We'll cover - Why Codify — it's how you stop re-explaining yourself and start compounding. Every time you run a codified workflow it gets sharper, and more you
- The Skill Building Loop — do the work with AI, codify it into a skill, run it again next time, update from what you learned. No more SOPs that go stale
- What to Codify (and How to Spot It) — how to find the repeatable processes hiding in your daily work
You'll walk away with a codified workflow of your own and the loop to keep refining it — so every time you do the work, it gets easier.
Jun In the Vault
The Mid-Year Reset: Map Out Your Next Season
It's mid-year. Perfect time to step back, take stock and plan what's next. This is a practical, hands-on session — we'll talk about horizon planning, then actually do it.
We'll cover - Horizon Planning — what a horizon is, why you need one, and how to pick the right timeframe for your work
- Bottleneck Thinking — my favourite approach to working out what to focus on. Find the one thing blocking everything else and build your plan around that
- Goal Setting and Other Approaches — goals, themes, constraints — so you can find what works for how you think
Come ready to plan. You'll leave with your next horizon mapped out and a toolkit of planning approaches you can use every time.
Jul In the Vault
Build an AI-Powered Knowledge Base That Maintains Itself
Most knowledge bases become graveyards. They start strong, but the maintenance kills them. But what if you weren't the one maintaining it? You put in the raw material, and AI does the rest.
We'll cover - The Pattern — raw material goes in, AI processes it, structured knowledge comes out. Once you understand this pattern you can apply it to anything
- Beyond Traditional Knowledge Management — meetings, emails, voice notes — turning the raw material of everyday work into a connected knowledge base
- The AI Maintenance Layer — how AI keeps it alive over time, so nothing goes stale and nothing gets lost
You'll walk away with a working AI-powered knowledge base and a repeatable pattern — not another system you have to babysit.
Aug Next up
Give AI Your Data and Build Dashboards for Everything
Your AI is smart. It can think with you, write with you, plan with you. But most people's AI is flying blind. It doesn't know your revenue numbers. It doesn't know which content is performing.
We'll cover - Plugging AI Into Your Business Data — proper connections to your real numbers — sales, revenue, marketing, subscriber growth. Not copy-pasting figures into a chat
- Building Your Own Data MCP — so any AI tool you use can reach all of your business data. This is the infrastructure that makes everything else possible
- Building Dashboards With AI — a weekly planning dashboard, a project health view, a content pipeline, a client overview — anything you want at a glance
You'll walk away knowing how to plug AI into your real business data and how to build dashboards for anything — no more flying blind.
Sep
Put Your AI to Work Without You
Right now, your AI works when you work. You open a chat, you talk, it responds. That's powerful — but it's still you doing the driving. Every time. What if your AI could work when you weren't there?
We'll cover - The Collaboration-to-Autonomy Spectrum — where most people are, where you're heading, and the trust framework for knowing what to hand off
- Building Your First Autonomous Workflow — we'll pick something real from your work and build an automation that runs without you
- Your Autonomous Project System — AI picks up tasks from your project list, works through them independently, and comes back with results
You'll walk away with an autonomous workflow running and the system for handing off real project work — so it works even when you don't.
Oct
Your AI-Powered Business Operating System
Most solo operators don't have anyone keeping them on track. No integrator, no COO, nobody running the weekly meeting asking “are we working on the right things?” So priorities drift and issues pile up. What if AI could be that person?
We'll cover - The Weekly Business Review — the AI-powered weekly meeting that replaces your scattered planning — scorecard, initiatives, issues, priorities
- Your Scorecard — the handful of leading indicators that tell you whether your business is actually moving
- AI as Integrator — AI prepares your review, tracks your scorecard and flags when you're drifting into busywork. Not a dashboard you check — a partner that keeps you honest
You'll walk away with an AI-powered business operating system you can start running next week.
Nov
Build a Reflection Practice That Actually Improves How You Work
Most people skip reflection because it feels like navel-gazing. But what if it was the reason your systems actually improved, your workflows got faster, and your work got better?
We'll cover - A Lightweight Reflection Practice — daily, weekly and monthly habits that take minutes, not hours. Something you'll keep because it's useful, not precious
- Spotting Your Patterns — the good ones and the bad ones — what's serving you and what's holding you back
- Designing Experiments — reflection without action is just thinking. You'll design one real experiment to test over 30 days
You'll walk away with a reflection practice that's practical, not precious — and one experiment already running.
Dec
Year in Review Workshop
The year's done. Time to look back honestly, name what happened, and set up what's next. We'll take stock of 2026 — what worked, what didn't, what surprised you.
We'll cover - Review Your Year — look back at the objectives you set and honestly assess what happened — the lessons and the pivots, not just the wins
- Spot the Patterns — across the whole year, what kept working and what kept breaking? These patterns are the real insight
- Set Your Direction — your intention and objectives for the year ahead. Not a rigid plan — a clear direction to aim at
You'll walk away with a clear picture of your year and a direction for the next one.
