Knowledge vault stack

Reuse past work

Stop rebuilding the same frameworks: save, find and reuse them.

Start with these 2: Notion AI, Loom

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  1. Step 1: Central library

    Essential
    Notion AIFree, paid from $20/mo83

    Save each framework, template and past deliverable with tags you will search for later.

    Consultants building a reusable knowledge base across clients and engagements.

    Why this pick: ClickUp scores 85 overall and Notion AI 83. We pick Notion AI because it scores higher on fit for consultants (23 vs 21).

    Setup
    30 min setup
    Lists integrations with
    ZapierSlackGmailGoogle Sheets
    Also scored: ClickUp 85
  2. Step 2: Save and highlight reading

    Add when you grow
    Readwise ReaderFrom $9.99/mo74

    Save articles and reports, highlight what matters and review the highlights weekly.

    Consultants who consume heavy industry content and need highlights organized, not lost.

    Setup
    5 min setup
    Lists integrations with
    Notion AISlack
    This is the only tool we have scored for this step so far.
  3. Step 3: Record how-to walkthroughs

    Essential
    LoomFree, paid from $15/mo83

    Record how you run a process once, so you never have to explain it twice.

    Consultants onboarding clients, explaining deliverables, or replacing status update meetings.

    Setup
    5 min setup
    Lists integrations with
    Notion AISlackGmailHubSpot
    This is the only tool we have scored for this step so far.
  4. Step 4: Send it all to one place

    Add when you grow
    ZapierFree plan84

    Optional: automate the copy and paste between your other tools and the library.

    Solo consultants who use 3+ tools and spend time manually transferring data between them.

    Setup
    30 min setup
    Lists integrations with
    Notion AIGmailGoogle CalendarSlack
    Also scored: n8n 80

Client-ready brief

Email me this stack as a checklist

The picks and setup steps from this page, in one email.

  • Notion AI
  • Readwise Reader
  • Loom
  • Zapier
Already have tools? Check your stack

What usually comes next

Deliver client work

Strategy engagement stack

  • ChatGPTFree, paid from $20/mo88
  • MiroFree, paid from $8/mo87
  • Notion AIFree, paid from $20/mo83
  • GammaFree, paid from $9/mo77
See the stack

Each step starts from the top-scored tool for that job. When we pick a different one, the step says why. How we score →