Capture everything that matters, let AI organise it, then ask it questions like a staff member who has read every word.
Capture everything that matters, let AI organise it, then ask it questions like a staff member who has read every word.
Most business owners lose more than they realise. The insight from a client call, the promise made on a podcast, the idea jotted on a Tuesday: it all evaporates. The fix is a "second brain", a single place that holds your meetings, your conversations and your notes. The container is Obsidian, which keeps everything as plain text files on your own computer. Then you point AI at it. AI reads, summarises and connects the lot, so you can ask your own knowledge a question and get a straight answer.
Every meeting, message and note adds to a store that gets more valuable over time, rather than scattering across inboxes, apps and your memory until it is gone.
When the AI has read everything you have, you skip the part where you set the scene. Ask a question and it answers from what you and your business already know.
Obsidian stores plain text files on your machine, so there is no subscription holding your data hostage and no vendor who can change the rules or shut the door.
This runs on your own files, not a third-party cloud you cannot see. Obsidian notes are plain text on your machine, so you decide what gets captured and what stays private before any AI ever touches it.
A single trusted home for everything you know, that you actually own.
Obsidian is a free note-taking app. The catch that makes it special: your notes are just plain text files in a folder on your own computer. No subscription, no account, no company holding your data hostage. It works offline, and because your notes are ordinary files, every other tool in this stack, including Claude, can read and write to them. This is the base layer. Get this right and everything else clicks on top.
Your notes are plain text files on your machine. No subscription, no lock-in. If Obsidian vanished tomorrow, every note still opens in any app. That is real ownership of your business knowledge.
Clients, ideas, processes, people, half-finished thoughts. Instead of being scattered across email, Notes, sticky pads and your memory, it all lives in one place you trust and can search in a second.
Because the vault is a normal folder, automations and AI can plug straight in. That is the whole point of building on Obsidian: it becomes the brain the rest of the stack feeds and reads.
Your notes never leave your control: the vault is a plain folder of text files on your own machine. That same simplicity is exactly why AI and automations can plug into it later. Resist the urge to build the perfect folder system on day one. Start rough, let it grow with real use.
An assistant that sits in your notebook and edits your notes when you ask it to.
Claudian is a plugin you add to Obsidian, the free note-taking app. It puts Claude, Anthropic's AI assistant, right inside your notes. Your whole vault becomes the workspace it can read and write. You ask, it acts, you approve. You never leave Obsidian to do it.
All your meeting notes, client records, and ideas are in one folder. Claudian reads across the lot, so you stop copying and pasting between a chat window and your notes.
It proposes a plan first and shows you a word-by-word preview before it changes anything. Nothing happens to your files until you say yes.
Summarising a meeting, drafting a proposal from three notes, finding every mention of a client, tidying a messy page. The dull jobs that eat your week get done in minutes.
Claudian always asks before it changes a file, and shows you exactly what it plans to alter. Start with Plan Mode and small edits so you learn its habits before handing it bigger jobs. It needs a Claude subscription and runs on desktop, not mobile.
Drop in your research and wake up to a tidy, cross-linked wiki you fully own.
claude-obsidian is a free, open-source tool that turns Claude into a librarian for your notes. You point it at an Obsidian vault, hand it a document, and Claude reads it, pulls out the key ideas, and builds a set of linked wiki pages for you. It is the flip side of Claudian from the last section. There, you chat with Claude inside your notes. Here, Claude does the filing while you get on with running the business.
You collect sources all week: PDFs, articles, supplier docs, meeting transcripts. claude-obsidian reads each one and writes the wiki pages, so the organising happens on its own instead of never happening at all.
It flags where two sources disagree, with a note on who said what, and runs a health check that finds dead links, gaps, and claims that have gone stale. A second set of eyes on your knowledge.
The whole wiki is plain text files on your computer. No new app to be locked into, no subscription holding your notes hostage. If you ever walk away, you keep the lot.
It is open source and free under the MIT licence, so it is fine for business use, but remember Claude reads whatever you ingest. Keep genuinely sensitive client documents out of it unless you are comfortable with that. The vault always stays on your own machine.
Two different tools, one easy thing to confuse. Here is the clean split.
| Claudian | claude-obsidian | |
|---|---|---|
| What it is | An Obsidian community plugin with Claude built in. | A Claude Code plugin (skill) that builds a wiki. |
| Where it runs | Inside Obsidian, in a sidebar chat panel. | From Claude Code, pointed at your vault folder. |
| Who drives | You drive. You chat, it acts, you approve. | Claude drives. It does the organising for you. |
| Best for | Working your notes live: edit, summarise, draft. | Turning sources into an interlinked wiki. |
| Install | From Obsidian Community plugins: Browse, search, install. | Via the Claude plugin marketplace, then install. |
| Needs | A Claude account. Desktop only, not mobile. | Claude Code installed. Free, open source, MIT. |
Stop re-briefing the AI. Store its memory in your notes so every Claude you use already knows you.
AI normally forgets everything the moment a chat ends. Worse, the different Claudes you use cannot see each other's history. Claude Desktop, Claudian (the plugin inside Obsidian), and Claude Code are all separate conversations that do not share a thing. So you explain yourself over and over, and good context gets lost. The fix is simple: give Claude a memory by storing it in your vault. You write one master file describing who you are and how you work, you tell Claude to read it first, and you tell it to save what you decide as you go. The vault becomes a shared brain that every Claude reads from and writes to. It is plain text you own, not something locked inside one app.
Every Claude reads your master file at the start of a session, so it already knows your business, your voice, and your rules. No more re-briefing from scratch each time you open a chat.
Claude Desktop, Claudian inside Obsidian, and Claude Code all read and write the same notes. What you teach one, the others know too. The memory lives in your vault, not hidden inside a single app.
It is plain text in your own files. You can read it, edit it, back it up, and move it. It stays private and local, and it gets better the longer you use it.
Your master file becomes personal: it holds your profile and your business context. That is exactly why owning your vault matters. Keep it private and local. It is also the single thing that lets every Claude surface share one brain.
Record a meeting, walk away, and find a tidy, named, searchable note waiting in your second brain.
This is the part of my stack that means I never take meeting notes again. A small recorder called Plaud captures the conversation, and a chain of automations turns it into a clean note: who said what, the key decisions, the action items. Claude figures out the speakers by cross-checking the calendar and a list of people I already know, then files the finished note into Obsidian, my synced notes vault. The only effort left for me is the occasional one-tap "yes, that was them" on my phone.
Walk into the meeting, be present, talk. The note writes itself afterwards. No scribbling, no typing up later, no half-remembered actions.
Every decision, number and promise is captured and attributed to the right person. Six months later you can search one phrase and find the whole conversation.
Because Claude labels who said what, action items land against real names and roles, not a vague Speaker 2. Follow-up stops slipping through the cracks.
This is the most advanced piece in the stack and it took real iteration: working around rate limits, making sure the live automation is actually the version you published, and handling model version changes. You do not need all of it to win. Plaud plus a simple Zapier-to-Obsidian step gets you most of the payoff before you ever add the Claude speaker-ID layer.
A nightly job reads your chats and keeps a living note on every person you talk to, with zero data entry.
This is a people CRM that lives inside Obsidian, your private notes app, and updates itself overnight. Every night a small job reads your WhatsApp messages and writes one tidy note per person: who they are, what is going on in their life, birthdays, gift ideas, and any follow-ups you owe them. A simple dashboard then surfaces who has a birthday coming up and who you are quietly drifting away from. There is no data entry. The CRM does the remembering, you do the reaching out.
For a business owner, the network is the business. This makes sure no important relationship quietly goes cold while you are busy.
You never sit down to update a contact record. The notes fill themselves in from conversations you were already having anyway.
You get a nudge before a birthday, a flag when you are losing touch, and a pre-filled note before every catch-up so you walk in remembering the detail.
Be responsible: this reads your own WhatsApp account and stores other people's messages in your private, local vault. Keep it to your own data, store it securely, and respect the trust of the people you talk to. Unofficial WhatsApp connections can also break when WhatsApp changes things, so expect the odd bit of maintenance.
A staged path from a free notes app to a system that captures your work and relationships on its own.
Everything you have seen today is built in layers, and you do not need the top layer to get value. Think of it as a ladder. Tier 1 gives you one owned home for your knowledge this week. Tier 2 adds Claude so AI can read and work that knowledge over a weekend. Tier 3 automates the capture itself, so your meetings and relationships record themselves. Start at the bottom, climb one rung at a time, and only add the next piece when the manual version starts to annoy you.
It starts with plain text files on your own computer. No vendor can lock you in, raise the rent, or shut the app down and take your years of notes with it.
The foundation is free. You add a Claude subscription when you want AI help, and pay only for what you use on the API when you automate. The running costs of a small automation are tiny.
Each rung makes the next one worth more. A tidy vault makes Claude useful. Claude in your vault makes automation worth building. Small steps stack into a system competitors cannot copy.
Install Obsidian, which is free. Set up a few folders, learn to link notes together, and add the Dataview plugin so your notes can answer questions like a database. Pick one sync option. Outcome: one owned home for your knowledge.
Bring AI into your notes. Use Claudian to chat with Claude inside your vault, and claude-obsidian to have Claude read a pile of sources and organise them into a tidy wiki. Both are free and open source. Outcome: AI that actually reads and works your vault.
This is where capture happens without you. A Plaud recorder plus a low-code automation tool turns meetings into written, summarised notes. A WhatsApp link feeds your contact notes so relationships stay current. Outcome: your knowledge and contacts capture themselves.
Obsidian (free), Dataview and Bases plugins (free), Claude and Claude Code (subscription), the Claude API (usage-based, pay per use), Claudian and claude-obsidian (free, open source), Plaud (one-off device plus app), Zapier (freemium no-code), n8n (free to self-host or paid cloud), and an always-on computer to run it all: a spare PC, a cheap mini PC, or a small cloud server.
The golden rule. Automate one thing at a time. Pick your single most valuable capture source and wire up only that. Do not try to build the whole pipeline on day one. Add the next hop only when doing it by hand has started to annoy you.
Copy, paste, and go. Every prompt is ready to run; swap the bits in [square brackets] for your own.
Obsidian is a free notes app, and a vault is just a folder of plain text markdown files on your computer. Point Claude Code (the desktop agent that can read and write files in a folder) at that folder and it will build your folder structure, a home dashboard, and reusable note templates for you. You describe how you work, Claude does the typing.
First thing, with Claude Code open in your empty vault folder.
You are looking at an empty Obsidian vault folder. I run [your business] and I also want to keep my personal life in here. Build me a tidy starter structure as plain markdown files and folders, directly in this folder.
Please create:
1. Top-level folders that fit me: an Inbox for quick unsorted capture, plus folders for Business, Personal brand, Writing, Health, Resources, People, and Archive. Adjust these to suit [your business] if a different set makes more sense, and tell me what you changed and why.
2. A Daily notes folder, and a daily-note template note inside it with headings for Today's focus, Notes, and Tasks.
3. A Home dashboard note at the top level that links to each main folder, so I have one note to start from each day.
4. A short README note explaining what each folder is for in plain English, so future me remembers the system.
Use simple folder and file names with no special characters. After you create everything, give me a one-paragraph summary of the structure and one tip for keeping it tidy.When you keep writing the same kind of note (meetings, people, projects) by hand.
Create a reusable note template for [meetings / people / projects] in my Obsidian vault, saved in a Templates folder (create the folder if it does not exist).
Put sensible fields at the very top of the note inside a frontmatter block (the section between two lines of three dashes), because the Dataview plugin reads those fields to build live tables. For a [people] template, include fields like name, relationship, birthday, and last contact. For [meetings], include fields like date, attendees, and project. For [projects], include fields like status, owner, and due date. Pick whatever fields actually suit [meetings / people / projects].
Below the fields, add a clear body with headings I can fill in each time. Explain each field in one line in your reply so I know what to type, and show me one example Dataview table I could paste into my Home note to list these.When you are not sure how to organise the vault and want Claude to coach you.
I want help designing the folder structure for my new Obsidian vault before we build anything. Do not create any files yet.
First, interview me. Ask me up to eight short questions about how I actually work: what [your business] does, what I produce day to day, what I need to find again later, and how I think about personal versus work notes. Ask them a few at a time, not all at once.
Then propose a folder structure for me. Mention whether you are leaning on PARA (Projects, Areas, Resources, Archive) or LYT (Linking Your Thinking, a more linked, map-of-content approach), and explain in plain English why that fits my answers. Keep it simple, no more than about eight top-level folders.
Only once I reply with approved should you create the folders and a short README explaining the system, directly in this vault folder.Set up Obsidian and the free Dataview plugin before you start, then open your vault folder in Claude Code (or use the Claudian panel inside Obsidian) so the agent can actually write the files. Keep the vault on your local disk rather than a live-synced cloud folder, since two things writing at once can corrupt notes.
A second brain only pays off when you capture messy thoughts fast, then process them into clean, linked notes. These four prompts build that daily rhythm using Claudian, the chat panel that talks to Claude about your notes right inside Obsidian.
Run once a day to empty your capture inbox.
Read my inbox note at [path to your inbox note, e.g. Inbox/Inbox.md]. For each separate idea, task, person, or topic in it, create a clean new note in the right folder for my vault (use [your folder list, e.g. Projects, People, Areas, Reference]). Give each note a clear title, a short summary, and link related notes to each other using [[wikilinks]]. When you are done, list the new notes you created and where you filed them, then remove the items you processed from the inbox note. Ask me before deleting anything you are unsure about.When you have just typed a fast, messy dump and want it tidied.
Here is a raw brain-dump about [topic, e.g. my new product launch]:
[paste your messy notes here]
Turn this into clean notes for my vault. Split it into one note per distinct topic, each with a clear heading and tidy bullet points. Then pull out every action into a single task list, written as Obsidian checkboxes, and add a due date where I hinted at one (write the date as YYYY-MM-DD). Save the notes into [the folder, e.g. Projects/[project name]] and put the task list at the top. Tell me which notes you created.End of day, from a few rough bullets about what happened.
Create today's daily note for [today's date, YYYY-MM-DD] in [your daily notes folder, e.g. Daily]. Build it from these rough bullet points:
[paste your bullets here]
Structure the note with three headings: What happened, Decisions made, and Open follow-ups. Under Open follow-ups, write each one as an Obsidian checkbox. Link any people or projects I mention using [[wikilinks]]. Keep it plain and short, no filler.Friday or Sunday, to close the loop on the week.
Read all my daily notes from the past 7 days in [your daily notes folder, e.g. Daily]. Write a weekly review note in [your reviews folder, e.g. Reviews] covering: a short summary of the week, a list of everything I finished, and every open follow-up or promise I made that is still not done. For each open item, link back to the note where it came from using [[wikilinks]]. End with the 3 things that look most important to handle next week.Do this little and often. Five minutes processing your inbox each day beats a giant cleanup once a month, and it keeps Claude working from notes that are actually current.
Claudian is a chat panel that lives inside Obsidian and can read and write across your whole vault. These prompts turn it into your note-working partner: summarising meetings, drafting from many notes at once, and tidying messy pages with a diff you approve first.
Right after a meeting, when the note is a wall of raw text.
Read my meeting note at [path to the note]. Turn it into three sections:
1. A short summary in plain English, no more than five sentences.
2. Decisions made, one bullet each.
3. Action items as a checklist, with an owner named in square brackets after each one, like [owner name].
Keep it tight. If something is unclear or has no owner, flag it as [needs owner] rather than guessing. Write the result back into the same note under a heading called Summary, at the top, and leave my original notes below it untouched.When the source material for a deliverable is spread across several notes.
Using @[note-1] @[note-2] @[note-3], draft a [proposal / email / brief] for [client name].
Pull the relevant points from each note. Do not invent facts. If the notes disagree or a key detail is missing, list those gaps at the bottom under Open questions instead of filling them in.
Match my plain, direct tone: short sentences, no fluff. Save the draft as a new note called [draft for client name] and tell me which note each main point came from so I can check it.Before a call or follow-up, to remember where things stand with someone.
Search my whole vault for every mention of [client or topic]. Then give me a one-paragraph summary of where things stand right now: the latest status, anything outstanding, and what I said I would do next.
Under the paragraph, list the notes you found it in as links, newest first, so I can jump straight to the source. Do not change any of my notes, just read and report.When a note has grown into a long, unstructured dump you want cleaned up.
Turn on Plan Mode first (Shift+Tab), then plan a tidy-up of this note before changing anything.
Restructure it with clear headings, group related points together, and add a short summary at the top. Keep all my facts and wording where it matters, just organise it. Do not delete content, only reorder and add headings.
Show me the full plan and the diff of what you will change, and wait for my approval before you touch the note.Start in Plan Mode (Shift+Tab) so Claudian shows you the plan and a diff before it changes a single word, then approve it. Once you trust how it works on your notes, let it edit directly. Either way it always shows you what it changed, so nothing happens behind your back.
claude-obsidian is a free Claude Code plugin (not an Obsidian plugin) that you point at your vault. It reads a document you give it, then builds 8 to 15 interlinked wiki pages from it, flags contradictions, and can run a health check on the whole thing. You type everything here into Claude Code, the desktop agent that can read and write files in a folder.
Right after installing, to create the empty wiki structure.
Run /wiki to scaffold a new wiki in this vault. I want to use the [PARA / LYT / Zettelkasten / generic] style. My vault is about [what your notes cover, e.g. running my plumbing business in Geelong]. Set up the folder structure and the index page, then show me what you created and how it is organised.To turn a single report or article into linked pages.
Ingest the document at [path to a report or article in my vault] and turn it into interlinked wiki pages. Pull out the key people, concepts, and facts as separate linked notes, then update the wiki index so I can navigate to everything. Start with just this one file.When your wiki has gaps you want filled in with web research.
Run /autoresearch on [topic, e.g. local SEO for trade businesses] to fill the gaps in my wiki. Do a few rounds of web research, then file the findings as new pages and link them into the existing notes. Tell me which sources you used.Before you start trusting the wiki, or every few weeks.
Lint the wiki and show me a report of: orphan pages that nothing links to, dead links, topics that look like gaps, and any contradictions between my sources. List the worst issues first and tell me which ones to fix by hand.To wire a one-off note into the wiki properly.
Read my note at [path to a meeting or idea note] and add it to the wiki. Create the right linked pages for it, connect it to related notes already in the vault, and update the index. Do not change my original note, just build the wiki pages around it.Start with one document, not your whole archive. Claude reads whatever you ingest, so keep genuinely sensitive client files out of the folder you point it at unless you are comfortable with that.
Every fresh Claude chat starts from nothing and forgets you the moment it closes. You fix that with a single file at the top of your vault called CLAUDE.md. Claude Code reads it first thing every session, so it always knows who you are and how you work. Add an instruction telling Claude to write a short summary into your vault as you go, and your notes become a shared memory across every Claude you use: Claude Desktop, the Claudian panel in Obsidian, and Claude Code.
First, to build the file every future session will read. Works the same in the Claudian panel inside Obsidian.
I want to create a CLAUDE.md master context file at the very top of my Obsidian vault. This is the file you will read first in every session so you always know who I am and how I work.
Before you write anything, interview me briefly. Ask me a few short questions, a couple at a time, about: who I am and what I do, the business or work I am focused on, how I like to write (tone, length, words or punctuation I avoid), how I like you to work with me, and any firm rules you should always follow.
Then create CLAUDE.md at the top level of this vault with clear headings for: About me, What I do, How I write, How I like to work, and My rules. Keep it tight and skimmable, a page at most. Add a Changelog section at the very bottom with today's date ([today's date, YYYY-MM-DD]) and a one-line note that you created the file.
When you are done, show me the file and remind me to keep it updated as things change.Right after the master file exists, to make Claude remember sessions on its own. Works the same in Claudian.
Open my CLAUDE.md at the top of this vault and add a new section called Session memory.
In it, instruct yourself to do the following at the end of any working session with me: append a short dated summary to a note at [my Inbox folder, e.g. Inbox/claude-memory.md], creating that note if it does not exist. The summary should be a few bullets covering decisions we made, what we built, and any new facts about me or my work that came up.
Spell out the exact heading format you will use for each entry so it is consistent every time. Use a level-two heading with the date, like '## 2026-07-01 session', followed by the bullets underneath. Show me the section you added and one example entry so I can see what it will look like.At the end of a good chat that cannot see your vault, so the next session inherits it. Also works from the Claudian panel.
Before we finish, summarise everything we decided and built in this conversation so my next session has the context.
Write it as a short, skimmable set of bullets: the decisions made, anything we created, and any new facts worth remembering. Keep it tight, no filler. Then append it to my memory note at [my memory note, e.g. Inbox/claude-2026-07-01.md] under a level-two heading with today's date, like '## 2026-07-01'. If you cannot write to that note directly, give me the text in a code block so I can paste it in myself.Every few weeks, to keep the master file current without rewriting it. Works the same in Claudian.
Review my recent notes in [the folders to scan, e.g. Inbox, Business, and Daily] and update my CLAUDE.md at the top of this vault with anything new about me, my business, or how I work.
Merge the new details into the right sections. Do NOT remove or rewrite anything that is already there without checking with me first: if you think something is out of date or contradicts a note, list it and ask me before changing it. Add a dated line to the Changelog at the bottom ([today's date, YYYY-MM-DD]) describing what you added.
When you are done, show me a short summary of what changed and any conflicts you want me to settle.Your CLAUDE.md slowly becomes a detailed profile of you and your business, which is exactly what makes every Claude you open feel like it already knows you. That also makes it sensitive: keep your vault private and on your local disk, and do not paste it anywhere public. This one file is the difference between a clever assistant and one that actually knows you.
This is the dream: you talk, the meeting records itself, and a clean, labelled summary lands in your vault before you've left the room. You don't build the whole thing on day one. Start with a recorder and one simple automation, then add the smart bits once the basics are humming.
Use first, before you wire anything up, to get a setup matched to your kit.
I want my meetings to record themselves and end up as clean notes in my Obsidian vault. Interview me one question at a time about: 1) what voice recorder or app I use to capture meetings, 2) what calendar I use and whether attendees are listed on each event, 3) where my Obsidian vault lives and which folder meeting notes should go in, and 4) how technical I am with automation tools. Once you have my answers, propose the SIMPLEST possible pipeline to get a meeting summary into [my vault folder, e.g. Meetings] using a recorder plus a no-code trigger like Zapier. Then describe the next step up I could add later for speaker labels and richer summaries. Keep it plain English and do not assume I know any of the tools yet.Use when you're ready to add the smart layer in n8n.
Write the logic for an n8n code node that does speaker identification and summarisation by calling the Claude API. The node receives three inputs: 1) the raw meeting transcript text, 2) the list of calendar attendees for that meeting, and 3) a roster of known people (name plus a short note on each, like their role). Have the node build a prompt that asks Claude to label who said what using the attendees and roster as the candidate speakers, and then write a structured summary with sections for decisions, action items, and open questions. Output clean Markdown ready to save as an Obsidian note. Explain clearly where each of the three inputs plugs into the node, and leave a clearly marked placeholder for [my Claude API key] rather than inventing one. Do not include any real keys or secrets.Use last, once speaker ID works but sometimes guesses wrong.
Design a Telegram confirmation step for my meeting pipeline. When the Claude API is unsure who a speaker is, I want a Telegram message sent to me with one-tap inline buttons, one button per likely person from the meeting's attendees plus an Other option. Describe: 1) what the message text should say so I can decide quickly, 2) how the tap buttons should be laid out, and 3) what should happen after I tap, specifically how the chosen name gets written back so the saved Obsidian note is corrected in place. Describe the flow and the message structure in plain English. Use [my Telegram bot] and [the note path] as placeholders and do not include any real bot tokens, chat IDs, or webhook URLs.You get most of the value from Plaud plus the simple Zapier-to-vault step alone. Add the Claude speaker-ID layer, the filing helper, and the Telegram confirm only once the basic capture is humming. Building all four at once is how these projects stall.
A CRM (a contact-relationship system) that fills itself in from your own WhatsApp chats, so each person's note stays current without you typing it. Start simple with one exported chat, then graduate to a nightly job that syncs, summarises, and surfaces who you are losing touch with.
Use after you drop one exported WhatsApp chat into your vault.
I've put an exported WhatsApp chat with [person] at [path to the export .txt file]. Read it, then create or update their note at [path to their person note in my People folder].
Pull out and add: any life events (new job, move, baby, breakup, health), things I should follow up on, gift ideas, and their interests and important relationships. In the frontmatter set last_contact to today's date ([today's date]) and fill birthday if it's mentioned.
Rules: only ADD and MERGE. Do NOT overwrite or delete anything I wrote by hand. If you're unsure about a detail, put it under a 'To confirm' bullet rather than stating it as fact. Keep my existing structure and headings. Show me a short summary of what you changed.Use once the manual version is working and you want it automated.
Write me a script (in [your preferred language, e.g. Node or Python]) that reads a WhatsApp export text file and creates or updates one markdown note per person in my People folder at [path to my People folder].
For each person it should: create the note if it doesn't exist using my template at [path to my person template], fill simple frontmatter fields (name, last_contact as the date of their most recent message, message_count), and append the raw messages under a dated '## Chat log' heading WITHOUT touching any other section. If the note already exists, only update those frontmatter fields and add the new log, never overwrite my hand-written notes.
Make it safe to run repeatedly (idempotent), skip messages already logged, and print a summary line per person at the end. Walk me through how to run it before you write the whole thing.Use to make the sync run on its own every night.
Set up a [Windows Task Scheduler / Mac cron] job that runs my WhatsApp sync script at [time, e.g. 2am] every night and writes the output to a log file at [path to a logs folder] with the date in the filename.
Give me the exact steps and any commands or config I need to paste, explain in plain English what each part does, and tell me how to test it runs correctly once before I trust it overnight. Also tell me how to check the log and how to turn it off if I need to.Use after raw messages are syncing in and you want them summarised.
I have a nightly job that drops raw WhatsApp messages into each person's note in [path to my People folder] under a '## Chat log' heading. Add a step that, for each note changed today, reads the new messages and updates a '## Summary' section with: recent life events, open follow-ups, and gift ideas.
Use a small fast model for this and keep it cheap. The step must ADD and MERGE only: never edit my hand-written notes, never delete the chat log, and never restate something as fact if it's only a guess (flag guesses under 'To confirm'). Make it skip notes that haven't changed so it stays fast and low-cost, and log what it touched.Use once your person notes have last_contact and birthday filled in.
Create a Dataview dashboard note in my vault called 'Relationships'. It should read the frontmatter from every note in my People folder at [path to my People folder] and show three tables:
1) Birthdays in the next 30 days, sorted by date.
2) People I'm losing touch with: anyone whose last_contact is more than [number, e.g. 60] days ago, sorted oldest first.
3) Open follow-ups: people who have a follow_up field set, with the follow-up text.
Give me the full Dataview code blocks ready to paste, and explain in one line above each table what it's showing so a non-technical person gets it at a glance.Privacy first: this reads your own WhatsApp and stores other people's messages inside your private local vault. Keep it to your own data, store the vault securely (it is now sensitive), and respect the people you talk to. Unofficial WhatsApp connections are not blessed by WhatsApp, so they can break when WhatsApp changes something. Expect occasional maintenance, and never share these notes.
The real Tier 3 unlock is that Claude Code can write the automation for you. You do not need to be a programmer. You describe the job in plain English, Claude builds the script and explains it, then helps you put it on a schedule. The prompts below work for any capture source, not just one tool.
You want a capture source flowing into your vault but do not know how to wire it up.
I want to get [emails / voice memos / form responses / a folder of PDFs] into my Obsidian vault automatically. My vault is at [path to your vault folder]. Before you build anything, interview me one question at a time about the tools and accounts I already have, so we reuse them instead of signing up for new ones. Then propose the simplest possible pipeline in plain English, explain the trade-offs, and once I approve, build the first working piece and show me how to test it with one real item.You have a source and want each item saved as its own tidy note.
Write a small script that takes [items from this source, e.g. files in the folder at [path]] and saves each one as a separate markdown note in [path to the target folder in my vault]. Each note should have sensible frontmatter at the top: a title, the date, the source, and a couple of tags that fit my setup. Use a clear filename based on the date and a short title. Keep the code simple and commented. When it is done, explain in plain English what the script does, where you saved it, and the exact step to run it once so I can check one note looks right.The script works once and you want it to keep working unattended.
Add error handling and a simple log file to this script so one bad item does not stop the whole run. Write a short line to the log every time it runs: when it ran, how many items it processed, and any it skipped and why. Then tell me, in plain English, exactly where the log lives and what I should look for to know it is still working, plus the warning signs that mean it has quietly stopped.You are ready for it to run on its own in the background.
Set this script up to run automatically on a schedule on my [Windows / Mac] machine, running [every morning at 7am / once an hour / pick a sensible default and tell me why]. Walk me through the setup step by step. Then explain how I check it is still running, how I see the last time it ran, and how I pause or remove the schedule if I ever need to.Describe the outcome you want in plain English and let Claude write the code. Always finish by asking it to explain what it built and where the files live, so the automation is something you can maintain rather than a black box.