Claude + Obsidian is INSANE (FREE!) — Transcript

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1. 0:00Claude plus Obsidian is insane. Free.
2. 0:03What if Claude has been forgetting
3. 0:05almost everything about you? What if
4. 0:06that blank stare at the start of every
5. 0:08chat is costing you time every single
6. 0:10day? Why are top creators quietly wiring
7. 0:12Claude to a second brain? And why is
8. 0:14nobody talking about it? There's a free
9. 0:15way to fix this and it changes
10. 0:17everything. I'm the digital avatar of
11. 0:19Julian Goldie and I help people actually
12. 0:21learn and use AI tools in their real
13. 0:23work. In the next few minutes, I'll show
14. 0:24you how I turned Claude into a system
15. 0:26that remembers my whole life, my goals,
16. 0:28my projects, every person I work with,
17. 0:30every tool. And the best part, every
18. 0:32piece of this is free. Stick with me
19. 0:34because the third tool in this stack
20. 0:36does the heavy lifting for you
21. 0:37automatically. So, let me show you what
22. 0:39this looks like. This is Obsidian. And
23. 0:41Obsidian and Claude work together as a
24. 0:43powerful memory system that maps out
25. 0:45everything about me and my life. It
26. 0:47takes notes for me all day long, then
27. 0:49plugs it into a knowledge system that
28. 0:51links together. It's beautifully
29. 0:53color-coded and all of this feeds
30. 0:54directly into Claude and my other AI
31. 0:57agents. If we go to the memory section,
32. 0:59I've got Claude here and free Claude 2.
33. 1:01Both are plugged into the same memory
34. 1:03system. You get this beautiful graph
35. 1:05with everything linking together. This
36. 1:06understands me, my goals, every person I
37. 1:08work with, every tool, every business I
38. 1:10have. Here's the other cool thing. It
39. 1:12has memories and they get updated every
40. 1:14single day. This knowledge vault lets
41. 1:16you track everything in one place and
42. 1:17there's a full structure that's really
43. 1:19neatly organized. And I didn't write any
44. 1:21of this. My agents do it for me
45. 1:22automatically. It even organizes what
46. 1:24I'm working on right now, like the Agent
47. 1:26OS system I was building a minute ago.
48. 1:28It's all tagged, all color-coordinated
49. 1:30and it's the best system I think you can
50. 1:31hand your AI agents. So, let me explain
51. 1:34why this matters. The problem with
52. 1:35Claude is that it remembers fragments, a
53. 1:38name, a preference, what you told it
54. 1:40last week, but it has no idea what you
55. 1:42actually worked on, what decisions you
56. 1:44made, or what's on your plate. The
57. 1:46moment you start a new session, it
58. 1:48doesn't understand what you did
59. 1:49yesterday or what's current today. So,
60. 1:51what happens? You spend the first few
61. 1:53minutes of every conversation
62. 1:54re-explaining yourself. And even then,
63. 1:57Claude gives you generic answers because
64. 1:59it doesn't know your situation. Now,
65. 2:00multiply that across every agent you
66. 2:02run, Hermes, Codex, anti-gravity, free
67. 2:06Claude code, whatever you use, you could
68. 2:08be losing an hour a day just
69. 2:09re-explaining context over and over.
70. 2:12Here's what I want you to get. With
71. 2:13these AI models, I don't actually think
72. 2:15the model or the API is the bottleneck.
73. 2:18The context is the real problem here.
74. 2:20The model itself is smart enough, it
75. 2:22just doesn't know you. This is exactly
76. 2:24the kind of setup we built together
77. 2:26inside the AI Profit Boardroom, and it's
78. 2:28where my Agent OS system lives. Inside
79. 2:30the Boardroom, you get the full Agent OS
80. 2:33walkthroughs for wiring Claude to
81. 2:35Obsidian, including both connection
82. 2:37methods, so you can pick the one that
83. 2:39fits. You get live coaching calls where
84. 2:41you can share your screen, show me your
85. 2:42vault, and ask why your setup isn't
86. 2:44syncing right. You get the roadmap for
87. 2:46building your own infinite context
88. 2:48engine, plus the exact prompts I use to
89. 2:50get Claude to organize a messy vault
90. 2:52into something clean. So, if you want to
91. 2:54build this without guessing your way
92. 2:55through it, that's the whole reason the
93. 2:57Boardroom exists. You get the Agent OS
94. 3:00walkthroughs, the calls, and the
95. 3:01prompts, all built around this exact
96. 3:03system. So, this is a three-piece stack,
97. 3:06and here's the loop. Your day gets
98. 3:07captured, organized into your vault, and
99. 3:09Claude both reads from that vault and
100. 3:11writes back to it. That two-way loop is
101. 3:13what makes it feel alive. The first
102. 3:15piece is an open-source project called
103. 3:17Omi, the capture layer. It listens to
104. 3:19your day, takes notes, records your
105. 3:22conversations, and identifies tasks. And
106. 3:25it's free to use as long as you skip the
107. 3:27Omi chat subscription, which you don't
108. 3:29need. It logs memories automatically,
109. 3:31creates tasks, can rewind, record what
110. 3:34you're saying on the microphone, and
111. 3:36even screen capture. And here's why that
112. 3:38matters. You are not doing any of this
113. 3:40manually, because that's a lot of work.
114. 3:42Instead, you train your AI agents to
115. 3:44take the notes on you. That's what Omi
116. 3:46does. It captures your context all day,
117. 3:49then syncs into Obsidian. It's already
118. 3:51pulled around 1.8k memories into my
119. 3:54vault stored locally. The second piece
120. 3:56is Obsidian, where everything lives.
121. 3:59It's local, it's private, and it stores
122. 4:01your notes as plain markdown files right
123. 4:03on your machine. That's a folder of
124. 4:05simple text files that you own. And
125. 4:07because it's just plain files, it gives
126. 4:09Claude a clean brain to read from.
127. 4:11Obsidian is free, too. The third piece
128. 4:13is Claude, the reader and organizer. It
129. 4:16reads your whole vault, understands it,
130. 4:18and can even restructure it. Instead of
131. 4:20copying and pasting notes into a chat
132. 4:21one at a time, Claude works with the
133. 4:23entire vault directly. It can search
134. 4:25your notes, create new ones, and
135. 4:27reorganize your folders. So, the loop is
136. 4:29simple. Omi captures, Obsidian stores,
137. 4:32Claude reads and writes back. And every
138. 4:34agent you run becomes far more powerful
139. 4:37because it finally understands you.
140. 4:39Now, let me show you how to connect
141. 4:40Claude to Obsidian. There are two ways,
142. 4:42both beginner-friendly. The first is an
143. 4:44Obsidian MCP server. MCP is basically a
144. 4:48standard way for AI tools to plug into
145. 4:50outside data. Claude supports it
146. 4:52natively. You point the server at your
147. 4:53vault, and Claude can read, search, and
148. 4:56write to your notes directly from your
149. 4:58markdown files. Obsidian doesn't even
150. 5:00need to be running. The second is even
151. 5:02simpler. Since your vault is just a
152. 5:04folder of plain markdown files, you can
153. 5:06use Claude's file system connector and
154. 5:08point it at that folder. No plugins
155. 5:10needed. Claude can open your files,
156. 5:12create new ones, and reorganize your
157. 5:14folders all in plain language. And free
158. 5:16users can do this. You just need Claude
159. 5:18desktop, not a paid plan. Now, let me
160. 5:20show you what happens once it's
161. 5:21connected. I asked Claude to build me a
162. 5:24single web page for a content marketing
163. 5:26ROI calculator with inputs for articles
164. 5:29per month, cost per article, average
165. 5:31monthly visitors per article, and lead
166. 5:33conversion rate. Claude built it as one
167. 5:35clean HTML page saved right into my
168. 5:38workspace ready to preview. Then I asked
169. 5:40Claude to build a customer lifetime
170. 5:41value calculator, again as a single web
171. 5:44page with inputs for average purchase
172. 5:45value, purchase frequency per year,
173. 5:48average customer lifespan, and
174. 5:49acquisition cost. It built it and saved
175. 5:52it right next to the first one. And
176. 5:53here's the memory part. Every one of
177. 5:55those prompts got saved into my Obsidian
178. 5:57memory. So, the next time I open Claude,
179. 5:59it already knows what I built and why.
180. 6:01So, now you might be wondering how all
181. 6:03these notes stay organized instead of
182. 6:05turning into a mess. That's where
183. 6:06structure comes in. The system I use is
184. 6:08called PARA, Tiago Forte's structure for
185. 6:11second brains. Claude already
186. 6:13understands it, so you don't need to
187. 6:14teach it the rules. It gives you four
188. 6:16buckets. First, projects, active work,
189. 6:19the things you're pushing on this
190. 6:20quarter. Once a project is done, it
191. 6:22moves to the archive. Second, areas,
192. 6:25your ongoing responsibilities like
193. 6:26marketing or the clients you work with.
194. 6:28Stuff that doesn't end, it just
195. 6:30continues. Third, resources, topics you
196. 6:33care about long-term, reference
197. 6:35material, articles worth saving, books,
198. 6:37frameworks worth keeping. And fourth,
199. 6:39archive, everything no longer active,
200. 6:41old projects, outdated resources, still
201. 6:43searchable but out of your way. So,
202. 6:45you've got projects, areas, resources,
203. 6:46and archive, four clean ways of
204. 6:48connecting everything together. And the
205. 6:50more you feed your agents inside this
206. 6:52structure, the more useful they get.
207. 6:54This is what I call the infinite context
208. 6:56engine. Let me leave you with a few pro
209. 6:58tips if you're just starting out. Start
210. 7:00small. Don't try to import your entire
211. 7:02life on day one. Point Claude at one
212. 7:04folder, get comfortable, and grow from
213. 7:06there. Use Git or a simple backup before
214. 7:08you let Claude reorganize a big vault.
215. 7:10So, if a batch change does something
216. 7:11unexpected, you can undo it. And begin
217. 7:14with the file system connector if the
218. 7:15word MCP sounds scary. It's the easiest
219. 7:18on-ramp. If you want the full process,
220. 7:20the SOPs, and 100-plus AI use cases like
221. 7:23this one, join the AI Success Lab. Links
222. 7:26are in the comments and the description.
223. 7:28You'll get all the video notes from
224. 7:29there, plus access to our community of
225. 7:3285,000 members who are crushing it with
226. 7:34AI. And here's my last word for you.
227. 7:36You're about to go try this. You'll get
228. 7:37Omni capturing, you'll point Claude at
229. 7:39your vault, and somewhere along the way
230. 7:41you'll hit a snag. Maybe the MCP server
231. 7:43won't connect. Maybe your vault syncs
232. 7:45weird. Maybe Claude reorganizes
233. 7:47something and you're not sure how to
234. 7:48structure PARA for your own work. That's
235. 7:50exactly what we solve together inside
236. 7:52the AI Profit Boardroom where the full
237. 7:54Agent OS system lives. You get the
238. 7:57connection walkthroughs, the live
239. 7:59coaching calls to unstick you fast, the
240. 8:01roadmap for building your own infinite
241. 8:02context engine, and the prompts to get
242. 8:05Claude organizing your vault the right
243. 8:06way. So, if you want to get this built
244. 8:08fast instead of struggling through it
245. 8:10alone, come join us at
246. 8:12aiprofitboardroom.com.