Note ManagementIntermediate
Obsidian Vault Automation
Automate Obsidian knowledge management, note linking, and personal knowledge base workflows
#obsidian#notes#knowledge-management#markdown#pkm
CLAUDE.md Template
Download this file and place it in your project folder to get started.
# Obsidian Automation
Automate Obsidian knowledge management and personal knowledge base workflows.
## Core Capabilities
### Note Creation
```yaml
note_templates:
daily_note:
filename: "{{date:YYYY-MM-DD}}"
folder: "Daily Notes"
template: |
# {{date:dddd, MMMM D, YYYY}}
## Morning Intentions
- [ ]
## Tasks
- [ ]
## Notes
## Evening Reflection
---
[[{{date:YYYY-MM-DD|-1d}}|← Yesterday]] | [[{{date:YYYY-MM-DD|+1d}}|Tomorrow →]]
meeting_note:
filename: "Meeting - {{title}} - {{date}}"
folder: "Meetings"
template: |
---
date: {{date}}
attendees: {{attendees}}
tags: meeting
---
# {{title}}
## Agenda
## Notes
## Action Items
- [ ]
## Follow-ups
[[Meetings MOC]]
```
### Smart Linking
```yaml
auto_linking:
rules:
- pattern: "[[Person/{{name}}]]"
trigger: "@{{name}}"
create_if_missing: true
- pattern: "[[Project/{{project}}]]"
trigger: "#proj/{{project}}"
backlink_suggestions:
enabled: true
min_mentions: 2
alias_support:
- "[[Machine Learning|ML]]"
- "[[Artificial Intelligence|AI]]"
```
### Dataview Queries
```yaml
dataview_examples:
tasks_due_today:
query: |
```dataview
TASK
WHERE !completed AND due = date(today)
SORT due ASC
```
recent_meetings:
query: |
```dataview
TABLE date, attendees
FROM "Meetings"
WHERE date >= date(today) - dur(7 days)
SORT date DESC
LIMIT 10
```
project_dashboard:
query: |
```dataview
TABLE status, due, priority
FROM #project
WHERE status != "completed"
SORT priority ASC
```
```
### Templates
```yaml
templates:
zettelkasten:
filename: "{{date:YYYYMMDDHHmmss}}"
content: |
---
id: {{date:YYYYMMDDHHmmss}}
tags:
links:
---
# {{title}}
## Idea
## Source
## Connections
- Related to:
## References
book_note:
filename: "Book - {{title}}"
content: |
---
author: {{author}}
finished:
rating:
tags: book
---
# {{title}}
by {{author}}
## Summary
## Key Ideas
## Highlights
## My Thoughts
## Action Items
```
## Workflow Automations
### Web Clipper
```yaml
web_clipper:
trigger: browser_extension
actions:
- extract_content:
title: "{{page.title}}"
url: "{{page.url}}"
content: "{{selection}}"
- create_note:
folder: "Clippings"
template: web_clip
- add_tags: ["web-clip", "{{domain}}"]
```
### Research Workflow
```yaml
research_workflow:
steps:
- create_topic_note:
filename: "Research - {{topic}}"
folder: "Research"
- gather_sources:
search: "{{topic}}"
link_to_note: true
- generate_questions:
based_on: sources
- create_sub_notes:
for_each: key_concept
```
## Graph Analysis
```yaml
graph_insights:
orphan_notes:
query: "notes without incoming links"
action: suggest_connections
clusters:
identify: true
visualize: true
link_suggestions:
based_on: content_similarity
threshold: 0.7
```
## Best Practices
1. **Atomic Notes**: One idea per note
2. **Consistent Naming**: Use conventions
3. **Link Liberally**: Connect related ideas
4. **Daily Practice**: Regular review
5. **Templates**: Standardize note types
6. **Tags vs Links**: Use both strategicallyREADME.md
What This Does
Automate Obsidian knowledge management and personal knowledge base workflows.
Quick Start
Step 1: Create a Project Folder
mkdir -p ~/Documents/ObsidianAutomation
Step 2: Download the Template
Click Download above, then:
mv ~/Downloads/CLAUDE.md ~/Documents/ObsidianAutomation/
Step 3: Start Working
cd ~/Documents/ObsidianAutomation
claude
Best Practices
- Atomic Notes: One idea per note
- Consistent Naming: Use conventions
- Link Liberally: Connect related ideas
- Daily Practice: Regular review
- Templates: Standardize note types
- Tags vs Links: Use both strategically