Spitballing here to see if I am on the right path. While this is initially intended as a peronal life area project, I expect to expand it to my work areas. The idea is to have email from certain sources (senders) marked as read and archived while also sending the email to a new agenda note in what is my Financial Category, Journal project. So…Financial/Journal.
Currently I manaully create a new note and drag the meal to the body of the note.
What I want to happen is for the process to happen without any intervention. Eventually I’ll have some other things happening that will be added to the financial journal that will also happen without intervention. At the end of the day, I’ll be able to quickly review events and then take appropriate action and track it all within Agenda.