Evernote templates are reusable note structures for work you repeat: meeting notes, project plans, marketing calendars, client records, incident notes, and lightweight personal workflows.
They are still useful when you need a clean place to capture information fast. The best Evernote templates workflows combine a reusable note with a clear next step. They are not a full workflow system, but they can give recurring work enough structure that you do not start from a blank note every time.
This guide covers three practical areas:
- What Evernote templates are and how to use them
- Evernote template ideas for common business workflows
- Automation and workflow examples that connect Evernote to the rest of your work
What are Evernote templates and how do I use them?
Evernote templates are pre-formatted notes. Instead of recreating the same meeting agenda, project brief, CRM note, or checklist every time, you start from a structure and then customize the details.
The basic Evernote model is simple: create notes, organize them in notebooks, and use tags and search to find them later. Templates add a repeatable layer on top of that model. They are especially useful for work that needs the same fields, sections, or prompts each time.
Evernote’s current template gallery lets you preview templates and import them into your account. Once a template is in Evernote, you can edit it, reuse it, and adapt it for your own workflow.
At Process Street, we think about repeatable work in a similar way: if a task happens more than twice, it deserves a process. Evernote templates are a good fit for lightweight notes and reference records. For recurring work that needs owners, approvals, due dates, audit trails, and automation, use a proper workflow template instead.
A simple Evernote template might be a to-do list, a meeting agenda, an expense log, or a client note. A Process Street workflow is stronger when the work needs to move across people and systems, because it can enforce each step instead of only storing the plan.
13 Evernote templates to improve your workflows
Boost your marketing with these templates
Marketing Asset Library
We all spend a lot of time and effort making sure that the branding of our company is on point. However, we don’t always have an effective space to store all our relevant assets. You could use Google Drive or OneDrive, or even Process Street, but for you Evernote-heads out there we have this template.
This lets you upload the different elements you would need for your marketing to Evernote, including different logo sizes, your different font options, your color codes, and any taglines or team details.
Click here to get the Marketing Asset Library template.
Marketing Calendar
There’s no way you’re going to build a marketing calendar like ours in Evernote. It’s impossible. We have our content calendar in Airtable, but we pump out a lot of content and perform a lot of different marketing tasks. For a smaller company with a lighter marketing touch, the simplicity of the Evernote solution could help.
The grid and columns in this template make a useful change to the normal UX you associate with Evernote, but they provide that stripped down spreadsheet experience very well.
Click here to get the Marketing Calendar template.
Marketing Persona
Determining who constitutes your target persona is never an easy task. Nevertheless, it is a crucial business task which you cannot afford to ignore.
This template won’t necessarily help you in formulating your audience and defining your target persona, but it will help you greatly in communicating that information once you have it. You can use this template to store your description of your core customer so that it can be easily found in future for reference if needed.
Click here to get the Marketing Persona template.
Marketing Plan
I hope you enjoyed those short and simple templates. The easy ride is over. This ain’t your mama’s template now, sunshine. If you click on the Marketing Plan template, you’ll see that there’s a lot of scrolling necessary before you can reach the instructions at the bottom.
This template contains multiple sections:
- Overview
- Timeline
- Research
- SWOT Analysis
- Goals & Objectives
- Buyer Personas
- Calendar
- Evaluations
- Sign-Offs.
This kind of template demonstrates why Evernote has begun to see itself not just as a competitor to apps like Google Keep, but even the mighty Microsoft Word. With its simple UX and accessible cloud storage, a complex document like this one can perform equally well in Evernote as it might within a traditional word processing platform.
Click here to get the Marketing Plan template.
Blog Post Template
As you may have guessed by now, I write articles. Blog posts, specifically. As such, here’s a template to assist you in your blog writing if you ever fancy giving it a try.
This template contains not just the space to write content, but also all the necessary additions to make sure content has been reviewed and critiqued. It includes a checklist for the writing process, areas to upload creative assets, and a sign-off section at the bottom to make sure all content has been adequately reviewed. If you’re churning out writing on a small scale with a degree of oversight, then this template may be of real use.
Click here to get the Blog Post Template.
You can check out our Process Street pre-publish template here too, which we use to make sure each post is perfect before reaching your eyes.
Social Media Calendar Template
This little template provides another calendar, but this time for managing your social media posts over time. It has a color-coded key at the top to help make things visual and intuitive,
You could use this calendar template if you’re looking to roll out a simple social media strategy across your team and need an easy place to store it.
Click here to get the Social Media Calendar Template.
Social Media Influencer Profile
Social media marketing is a rapidly changing game. Right now, it appears that one of the hottest approaches to social media marketing is to gain coverage from influencers. This template is designed to help you manage that by keeping profiles on your influencers. It’s short and sweet, but certainly actionable.
Click here to get the Social Media Influencer Profile template.
Drive your sales up with Evernote’s help
Sales Contact Template
This template is intended to be used to track the information relevant to a particular contact, and to track your interactions with them. When you use the template, you should set it for one particular client and store the resulting Note in the appropriate Notepad.
Click here to get the Sales Contact Template.
Work Order Template
When you have lots of projects on your plate, it can be difficult to track all the ongoing work or remember where you stored the details of particular jobs. If you’re an Evernote user, a template like this one could help you out.
You can record the details of the contract – agreed due dates and deliverables – along with client information and price breakdowns. It uses a mixture of text fields and grids to help you order your information in easy to parse ways.
Click here to get the Work Order Template.
Alternatively, you can find a Process Street variant embedded here below:
Meeting Debrief Note
As recommended by the template, you should create a folder for debriefs and save all these notes into that folder. This note would then be used straight after a call to record some key snippets of information.
It contains 6 sections which you can fill in:
- Get the picture
- “We Met” statement
- Action items
- Professional challenges
- Personal interests and passions
- About/Facts
Taking notes directly after a meeting is a good excuse to take a moment of reflection while the events of the meeting are still fresh in your mind. You can use your notes from the meeting to help you assess the 6 items above. The meeting debrief note should leave you with an organized and actionable summary of your call.
Click here to get the Meeting Debrief Note template.
Or check out our Process Street meeting checklist designed for daily standups within a Scrum methodology:
Client Consulting Session Details
The template, in this case, has been designed to act as a mixture of meeting notes and shared action plans. The way you fill out the template is most similar to taking regular meeting notes – updates, summaries, and action points.
The difference with this template is that it recommends that you share the Note, once completed, with the client. The note contains action points for yourself and your client, so you can bring the collaborative potential of Evernote into your business relationships.
Click here to get the Client Consulting Session Details template.
Contact Relationship Management
This template provides another alternative way of storing clients’ details. It gives the user a simple table layout where different bits of information can be stored. It recommends adapting the template further to your needs so that you can add more complex media files as well, such as images, voice recordings, or videos.
Click here to get the Contact Relationship Management template.
Incident Response Template
We’re all building our systems for the best case scenario, but we can’t forget to include safety nets for the unfortunate occasions when things go wrong. That’s what this template is here for.
If something has gone awry with a client’s project, the first step is to not panic. The second is to document the incident and the third is to understand the incident so that it can be avoided in future. This template contains a few short sharp questions to help guide you in finding out what happened and how it can be prevented in future.
Click here to get the Incident Response Template.
Make the most of Evernote with workflow automations
Evernote becomes more useful when it is connected to the tools where work already happens. The goal is not to automate everything. The goal is to capture the right information once, then route it where it needs to go.
Evernote still connects with automation platforms such as Zapier and IFTTT. Useful workflows include turning new notes into Trello cards, creating Google Calendar events from reminders, backing up notes to cloud storage, sending Slack notifications, and saving important Gmail messages into the right notebook.
If you use Evernote as an intake point for operational work, connect it to Process Street so notes can trigger real workflows. Process Street has direct, universal integrations to 5,000+ systems. Need a new one? An AI agent builds it on the fly. You can also use the current Evernote and Process Street integration guide to create workflow runs from Evernote activity through Zapier.
Good Evernote automation ideas
- Create a Trello card when a new Evernote note is added to a project notebook.
- Create a Google Calendar event from an Evernote reminder.
- Back up important Evernote notes to Dropbox, Google Drive, or another storage tool.
- Post a Slack message when a tagged note needs team attention.
- Send selected Gmail messages into Evernote for research, client records, or trip planning.
- Start a Process Street workflow run when an Evernote note becomes a repeatable business process.
Use automation for handoffs, reminders, backups, and intake. Use a governed workflow system when the task needs accountability, approvals, evidence, or a repeatable operating record.
Tried and tested workflows to inspire your processes
Joe Buhlig gets round templates differently
Making templates may be one way of automating the structures for repetitive or regular tasks, but they’re not the only way. Joe Buhlig describes how he uses a shortcut tool to auto-fill his Evernote notes with the structure he wants to use.
He uses TextExpander, which we’ve mentioned before when discussing task automation tools. The tool detects what you’re writing and suggests the rest. So, if he starts writing the structure for one of his templates, TextExpander will recommend the rest. He also uses IFTTT to automatically save notes to cloud storage for backup.
Vladimir Campos uses simple naming to speed his search
One of the benefits cited regularly by users of Evernote is its search function. Evernote consultant, Vladimir Campos, has a couple of tips and tricks which he uses to optimize his searches.
One example use case is for his travel related documents. Consultants tend to travel a lot.
Campos has set up a rule in his Gmail to send all travel related materials to his default notebook in Evernote, titled Archive. He sets up a system that when he has completed a trip he tags related notes with Done. Which means that trips yet to occur lack the tag Done.
When he wants to find materials related to upcoming trips, he can use a particular search string to find them very easily. Like using Google search in Evernote. To find a ticket for an upcoming journey, he would search for:
notebook:Archive ticket -tag:done
This search string defines the notebook to conduct the search within, selects the word to look for “ticket”, and uses the minus sign to remove all results with the tag Done.
Vinay Patankar delegates and notifies through Evernote tagging
Our CEO, Vinay, uses Evernote as part of his workflow to delegate tasks and notify the development team of any issues which crop up.
Vinay uses IFTTT on his phone to connect Evernote with both Trello and Jira. When he wants to delegate a task for someone, he creates a note in Evernote and tags it to create a new card on someone’s personal Trello board. The same system is used for Jira. The tag Jira Bug on a note assigns it to Jira as a bug, while the tag Jira Enhancement assigns to Jira as a story.
This process shows how Evernote can centralize communication across platforms while storing a record of these events.
Use Evernote as a simple centralization for communication
Evernote templates are best for lightweight capture: meeting notes, project references, client details, research snippets, travel records, and personal productivity systems. They give recurring information a familiar home.
They are not built to enforce business processes. When work needs assignment, approvals, due dates, conditional paths, audit history, or cross-system execution, move it into Process Street. Docs governs the procedure, Ops runs the workflow, and Cora monitors execution so missed steps and compliance risk are caught before they become problems.
Use Evernote when a reusable note is enough. Use Process Street when the work has to run the same way every time.