Learn more about ABBYY TextGrabber in the Evernote Trunk!

Giveaway: Leave a comment here with the hashtag #TextGrabber for a chance to win one of 3 free codes. We’ll randomly choose winners on June 14, 2013.

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Learn more about Scanner Pro in the Evernote Trunk!

Giveaway: Leave a comment here with the hashtag #ScannerPro for a chance to win 1 of 4 free codes. We’ll randomly choose winners on June 6, 2013.

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Are you a developer interested in joining the more than 20,000 developers worldwide who are building with Evernote? Visit dev.evernote.com to get more information and get started!

Learn more about KustomNote in the Evernote Trunk!

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Are you a developer interested in joining the more than 20,000 developers worldwide who are building with Evernote? Visit dev.evernote.com to get more information and get started!

Learn more about EverClip in the Evernote Trunk!

Giveaway: Follow us on Twitter, then send a tweet including the hashtags #Evernote and #EverClip for a chance to win 1 of 6 free EverClip codes. We’ll randomly choose winners on May 20, 2013.

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Are you a developer interested in joining the more than 20,000 developers worldwide who are building with Evernote? Visit dev.evernote.com to get more information and get started!

Email is hard to search, and a lot of times, isn’t a great place to get actual work done. That’s where Evernote comes in. If you already forward a lot of emails from your Gmail account to Evernote,  you’ll find Powerbot for Gmail to be a smart work tool.  It lets you add tags and comments to your emails, pull in links to notes or notebooks from Evernote to any outgoing email, and do it all right inside the Gmail interface.

Get Powerbot for Gmail from the Evernote Trunk.

Saving emails to Evernote

Powerbot makes your emails more useful to you once they’re in your Evernote account. After you install Powerbot, a “Send to Evernote” button will appear next to Gmail’s Reply option. Click on the button to bring up the Powerbot interface, where you can choose your destination notebook, tags, and comments. If the email is part of a threaded conversation, you can save the entire thread to your Evernote account. Any attachments will be included if you choose.

Attaching notes to email

When you’re in your Gmail account writing an email, you’ll see buttons right inside the email window that allow you to add notes and notebooks from your Evernote account. Here are few ways to incorporate Powerbot into your workflow:

If you…

• are emailing about a meeting, you can insert a link to your Evernote note with details about what you need to discuss.
• need to share a whole notebook, such as your full project specs and designs, you can insert a link to that notebook right in your email text.
• want to save all sent emails in Evernote to stay organized? Open the Powerbot interface to choose the destination notebook, and add tags and comments.

Get a free year with Powerbot

Leave a comment about how you would use Powerbot for work or life, including the hashtag #Powerbot. We’ll randomly choose 3 people to receive a code for 1 year of Powerbot for Gmail, a value of $14.99. This giveaway ends May 15, 2013.

Are you a developer interested in joining the more than 20,000 developers worldwide who are building with Evernote? Visit dev.evernote.com to get more information and get started!

If you or someone in a key role were to take a sick day or a vacation, would someone else be ready to pick up the slack? Would a new hire be able to learn a specific task without you sitting next to them and walking them through it? Or what if you just want to save yourself the headache of remembering a lengthy process the next time you need to get it done?

Documenting important tasks that keep your business moving forward is a great practice for professionals, whether you work on a team or are trying to be a more productive individual. Keeping notes about your workflow makes it a lot easier to remember how to do things, share your tasks with others, and make sure that everyone understands what needs to be done and exactly how to do it. It also makes things a lot easier when the unexpected occurs – when your processes are written down, someone else can easily fill-in.

Here are a few ways I use Evernote, Skitch, and Clarify to help me document different kinds of workflows:

Documenting Simple Procedures

Evernote is a great place to keep non-screen-based workflows written down, such as procedures for follow-up phone calls to clients, or steps on the computer that don’t need detailed explanation, like sending an email. For these types of workflows, I use the checkbox and numbered list features to outline specific steps, then add text to further explain items, if needed.

Documenting Complicated Workflows

For any workflow where someone needs to complete detailed actions on a computer, pictures are always better than words. The idea behind documenting your processes and workflow is to save time; using a combination of text and images can help minimize confusion so that others are able to complete the correct steps quickly and efficiently. There are two ways I’d recommend documenting this type of workflow:

Skitch + Evernote

Skitch lets you grab a screenshot, annotate it, and send it directly to Evernote for a simple way to document, store, and share simple screen-based processes. It’s often hard to remember exactly what every screen in every application does or what every icon means. Instead of struggling to figure it out each time, you can take a screenshot and use Skitch to highlight all the details you need. And, if you store it in Evernote, all your notes on the process will be available to you or a teammate with a simple search. The combination of Skitch + Evernote is great for documenting a single screen or a single step in detail.

Clarify + Evernote

Clarify (available in the Evernote Trunk) is a great tool for documenting multi-step workflows on your computer. With Clarify, you can take multiple screenshots, annotate each one, organize them into a series of steps, and add additional text to further explain each step. Once you’ve created the entire workflow document, you can save it directly to your Evernote account for collaboration or sharing. A good example of when you might want to use Clarify is in explaining how to send out an email newsletter, which usually involves a number of critical steps.

Once you’ve documented your processes you can then store them in a Shared Notebook, then set view, modify and share permissions for each person your share the notebook with.

Or, if you’re using Evernote Business, add them to a notebook in your Business Library so that anyone you work with can access them when needed. In my business, I’ve created notes for using our CRM tool, accounting software, and even how to post an item to our blog at www.CustomLivingSolutions.com - each of these processes has many steps and would be hard to explain with just words!

Don’t forget to check out my new book, Evernote @ Work! It’s available in the Trunk, and it’s loaded with ways you can use Evernote in your daily work to make things easier, more effective, more collaborative, and more productive for you and your company.

Do you use Evernote as part of your daily workflow? Tell us about it in the comments!

Learn more about EasilyDo in the Evernote Trunk!

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Learn more about CloudMagic in the Evernote Trunk!

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Are you a developer interested in joining the more than 20,000 developers worldwide who are building with Evernote? Visit dev.evernote.com to get more information and get started!

UberConference is a visual conference calling service that lets you see participants and share notes. With Evernote Business, you can pull in notes that you want to share on the call, such as an agenda, notes from the last call, or a project proposal. Once the call is done, a summary is automatically sent to your Evernote account so you can stay organized.

Learn more about Evernote Business »

How it works

UberConference provides a beautifully designed, intuitive web experience. You can pull in contacts from social networks, such as LinkedIn, or enter participant information manually. A great feature of UberConference is that participants can join either via their computer or their smartphone, and if using their smartphone, they only need to click on a link to the call number to join. No more tedious PIN numbers.

During the call, each person’s profile will appear, showing who is on, and when someone is speaking. If you pulled in social network profiles, you can access participants’ information during the call by clicking on their image so you have more context. To pull in notes from Evernote, simply tap on the share icon at the bottom next to the timer, and a menu showing both regular Evernote notebooks and Evernote Business notebooks will appear. You can search by note titles as well. Choose the notes you need, and they will be listed at the bottom of your screen. Everyone in the call can access these shared notes when they please, so one person could be looking at the agenda, while another is reviewing project specs.

The summary sent to your Evernote account when your call is completed includes who participated, duration, what files were shared, a recording of the conversation, and an area to add further notes.

Learn more about UberConference from the Evernote Trunk →

Read more about additional partner apps and products that work with Evernote Business.

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Learn more about HelloFax in the Evernote Trunk!

Interested in trying out HelloFax? Evernote users get 25% off for 6 months.

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Are you a developer interested in joining the more than 20,000 developers worldwide who are building with Evernote? Visit dev.evernote.com to get more information and get started!