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How to create a "thought forest" with your notes (Heptabase Tutorial) thumbnail

How to create a "thought forest" with your notes (Heptabase Tutorial)

Greg Wheeler·
5 min read

Based on Greg Wheeler's video on YouTube. If you like this content, support the original creators by watching, liking and subscribing to their content.

TL;DR

Build a thought forest around three anchor themes: relate, create, and learn.

Briefing

A “thought forest” turns scattered notes into a navigable network: connect ideas so you can hop between them like branches, exploring new meaning without returning to the ground. The core insight is that learning accelerates when notes aren’t stored as isolated cards, but linked into overlapping clusters that invite further connections—exactly the way squirrels move between trees.

The process begins with a simple prompt drawn from two separate sources. One card captures a daily intention—“engage and create and learn every day”—written in a personal journal. A day later, a home-education book reinforces a similar daily goal for children: they should have something (or someone) to love, something to do, and something to think about every day. Seeing the overlap, the notes become more than reminders; they become seeds for a larger structure.

That structure takes shape through an analogy from nature. Watching squirrels traverse between massive trees without dropping to the ground sparks the “thought forest” metaphor: notes can be connected so the mind can move from one idea to the next seamlessly. In the Heptabase workflow, three anchor nodes—“relate,” “create,” and “learn”—act like tree trunks. Each anchor gathers related cards and highlights, then connections are drawn between them.

Practically, the workflow starts by creating three text elements labeled relate, create, and learn on a whiteboard. Then the card library is searched for ideas tied to each theme, and those cards are dragged onto the board. Connections are drawn visually—hovering reveals connection controls, and shortcuts allow quick linking—so each card becomes attached to the appropriate anchor. From there, the method expands outward: cards are linked to other cards within the same theme, and quotes and highlights are added as additional nodes.

The example connections show how “relate,” “create,” and “learn” reinforce one another. Under relate, friendship and education quotes are linked to the idea that people—rather than abstract information—carry ideas forward. Under create, “art is what we call it when we create something new that changes someone” is paired with a real-life moment: a daughter’s box-within-a-box drawings become a playful “zombie” concept, illustrating how creation shifts perspective. Under learn, home-education guidance about giving children a single valuable idea is connected to the belief that ideas spread through people who take them up and explore them.

As more links accumulate, overlap becomes the turning point. Some notes sit at the intersection of multiple trees, and those crossings generate new “bridge” ideas—new notes created from the pattern itself. For instance, “art” is connected to both create and relate, producing a new formulation: art creations can inspire change, and that change can spark relationships. Another bridge ties creation to identity: creating reveals who someone is and can affirm identity in others, which then connects back to learning as a facilitated process rather than something parents must supply as complete answers.

By the end, the thought forest isn’t just a map of existing quotes. It’s a system for producing new insights from the structure of connections—so daily intentions, education principles, and personal experiences reinforce each other as a living network of ideas.

Cornell Notes

The “thought forest” method organizes notes into a connected network instead of isolated cards. It uses three anchor themes—relate, create, and learn—then links quotes, highlights, and personal cards to the right anchor and to each other. Overlapping ideas across anchors become bridges that generate new notes, turning the map into a tool for insight. The squirrel analogy explains the goal: move between branches (ideas) without dropping back to the start, because each connection invites the next exploration. In Heptabase, the workflow relies on dragging relevant cards onto a whiteboard, drawing visual connections, and letting intersections drive new “bridge” ideas.

Why do “relate,” “create,” and “learn” function as the backbone of a thought forest?

They act like three anchor trees that organize incoming notes by theme. Cards and highlights are first connected to one of these anchors (for example, friendship and education guidance under relate; creation and art-understanding quotes under create; home-education learning principles under learn). Once each note has an anchor, additional links between notes within and across anchors reveal patterns—especially when one note overlaps multiple themes, creating pathways for new connections.

How does the squirrel analogy translate into a note-taking strategy?

Squirrels can jump between trees without returning to the ground, which mirrors how a connected note network lets a person move from one idea to another smoothly. In practice, the method draws connections so the mind can “hop” across related concepts—using the forest’s branches (linked notes) rather than treating each note as a dead-end. The forest grows as more overlaps appear and new bridge ideas are created from those intersections.

What role do quotes and highlights play in building the forest?

They become nodes that can be connected visually like cards. The workflow includes importing or pulling highlights (e.g., from Kindle Imports via readwise) and placing them on the whiteboard. Then relationships are drawn between quotes—such as pairing a quote about friendship with another quote about knowing and singing back someone’s “song”—so the forest captures not only individual statements but also how they reinforce each other.

How does “create” generate new insights beyond categorization?

Creation is treated as both a theme and a mechanism for insight. Under create, the method links theoretical ideas about art changing someone to real experiences—like a daughter’s drawing turning into a playful “zombie” concept. That personal example supports the broader claim that creating reveals perspective and can shift what someone thinks is possible, which then feeds back into new bridge notes connecting create to relate and learn.

What triggers the creation of “bridge ideas” in the thought forest?

Bridge ideas emerge when notes overlap across multiple anchors. When a card or quote is connected to more than one tree, the intersections suggest a new synthesis. For example, linking “art is what we call it when we create something new that changes someone” to both create and relate leads to a new note: art creations can inspire change, and that change can spark a relationship. Another bridge connects creation to identity—creating reveals who someone is and can affirm identity in others—then ties back to learning as facilitated rather than supplied.

How does the method reinterpret the parent-child learning relationship?

It frames parents as facilitators rather than sources of all knowledge. The thought forest connects the idea of giving a child a single valuable idea (so the child can run with it) to the concept that the parent provides a “feast” of ideas to chew on, not every answer. That connects learning to relate: ideas spread through people, and the parent’s job is to enable the child’s exploration.

Review Questions

  1. How would you decide which notes belong under relate, create, or learn before drawing connections?
  2. Describe one example of how an overlapping note could produce a bridge idea in your own system.
  3. What changes in your thinking when notes become navigable pathways rather than stored references?

Key Points

  1. 1

    Build a thought forest around three anchor themes: relate, create, and learn.

  2. 2

    Start by connecting each note (cards, quotes, highlights) to the most relevant anchor before linking notes to each other.

  3. 3

    Use visual connections to reveal relationships within a theme and across themes.

  4. 4

    Treat overlaps as signals—when a note fits multiple anchors, synthesize a bridge idea and add it as a new node.

  5. 5

    Incorporate personal experiences to test whether a quote’s meaning holds up in real life.

  6. 6

    Reframe learning as facilitated exploration: parents provide valuable ideas, while children carry them forward through engagement and curiosity.

Highlights

The forest metaphor is operational: connect notes so the mind can jump between ideas like squirrels moving between trees.
Overlapping notes across relate/create/learn are the engine for new insights, not just extra clutter.
Creation is presented as identity-revealing and relationship-building—art can change someone and spark connection.
Home education guidance is translated into a system: give a single valuable idea, then let the child run with it while the parent facilitates.

Topics

Mentioned