Stop Using Obsidian for Your Second Brain, Use This Instead — Transcript
Full transcript
- 0:00Using a second brain for Claude is
- 0:01probably the most valuable thing you can
- 0:03do in AI right now. But while most
- 0:05people have been setting it up with a
- 0:06tool called Obsidian, there are real
- 0:08limitations with this tool, especially
- 0:10in team settings. So, in this video,
- 0:12I'll show you a new app that me and my
- 0:14team built that has all of the features
- 0:16that Obsidian lacks as a second brain,
- 0:18including easy team sharing, permission
- 0:20settings, automatic backups, and more.
- 0:22I'll show you a full demo and show you
- 0:24why you might want to consider using it,
- 0:26how to set it up fast and for free, even
- 0:28if you're new to the concept of a second
- 0:30brain. Now, the app we built is called
- 0:32Balder, but before showing you a a demo
- 0:34and all of the features of this tool,
- 0:36let me quickly go over who this is
- 0:37actually for and why I built it in the
- 0:39first place. Now, if you've been on
- 0:40YouTube over the last couple of months,
- 0:42you've seen the concept of a second
- 0:43brain or AI operating system everywhere.
- 0:46Uh it's blown up because of one simple
- 0:47reason, it gives your AI agent
- 0:49persistent context and memory across
- 0:51different chats, across different AI
- 0:53providers, and even across your entire
- 0:55team. And this means that instead of
- 0:57your AI tool giving you generic outputs,
- 1:00uh you and your team's AI agents can
- 1:02always pull relevant context and have
- 1:04memory, giving you far better output.
- 1:06Now, all of this context around your
- 1:08business, your team, and the memory, of
- 1:10course, just lives in uh text files on a
- 1:13folder in your on your computer that you
- 1:15give your AI agent access to with folder
- 1:17access, uh so it can use it to give you
- 1:20better output. But because this becomes
- 1:22messy quickly with hundreds of files and
- 1:24subfolders, most people have been using
- 1:26this tool, Obsidian, in order to
- 1:28organize all of these files and these
- 1:30folders in a better way. Because, of
- 1:31course, what Obsidian is, this tool is
- 1:33just a visual overlay of a folder on
- 1:36your computer. And even though it is a
- 1:38great tool, if you've been using it uh
- 1:40for yourself, maybe across your team, or
- 1:42maybe even uh implemented it for clients
- 1:45or other people, you might have noticed
- 1:47some real limitations with the tool uh
- 1:49for the second brain use case, which is
- 1:51exactly why I built this app. So, what
- 1:52limitations am I talking about? Firstly,
- 1:54there's no team sharing or team syncing
- 1:57of the context and memory in your second
- 1:59brain directly from Obsidian. Secondly,
- 2:01there are no permission settings in a
- 2:03team setting, so you can't have some
- 2:05files private, some read only, and some
- 2:07open to the whole team. We also don't
- 2:09have version control or backups. So,
- 2:11when something goes wrong, and sometimes
- 2:13things go wrong in your second brain,
- 2:15there's no real way back. And also, you
- 2:17can't turn your second brain into a
- 2:19connector or an MCP, which means no
- 2:21schedule tasks or routines can
- 2:23automatically update your second brain
- 2:25to keep it up to date with your latest
- 2:28meeting transcripts, your email
- 2:29communication, your lead statuses, or
- 2:32any other relevant information you need
- 2:34to have up-to-date info in your second
- 2:36brain. Now, because of these
- 2:37limitations, many people have been using
- 2:39a variety of solutions to sort of build
- 2:42workarounds for these problems through
- 2:44maybe GitHub, Google Drive, Dropbox,
- 2:47iCloud, Notion, or an Obsidian plugin
- 2:50called Relay. I've used a few of these
- 2:52myself, and you might have seen them on
- 2:54my channel. But, if you've tried some of
- 2:56these, you know that most of these are
- 2:58sort of clunky workarounds instead of
- 2:59real solutions. And depending on the
- 3:02exact workaround you use, there are
- 3:03always usually still limitations.
- 3:06Mostly, they're either not real-time
- 3:08syncing and updating, meaning you can
- 3:09get conflicts in your context docs, or
- 3:12you need to do manual backups. There are
- 3:14no straightforward permission settings.
- 3:16And in essence, it just becomes also
- 3:18just very impractical, technical, and
- 3:20error-prone, especially to set it up
- 3:22across a team that might not be that
- 3:24technical. And this is exactly why we
- 3:26decided to build our own app that gets
- 3:28around all of these limitations. It
- 3:29basically takes all of the good things
- 3:31from Obsidian, and then we have added
- 3:33the features that are missing to
- 3:34actually make this practical to roll out
- 3:36across a business. Now, it's an
- 3:37open-source app, so you can use it for
- 3:39free for yourself. You can also use our
- 3:42hosted version. The link also will be in
- 3:44the description below. You can use and
- 3:46download it for yourself for free, and
- 3:49I'll walk you through how it works and
- 3:50how to set it up, including how to set
- 3:51up your initial second brain if you're
- 3:53still new to that. So, as you can see,
- 3:54it looks very similar to Obsidian. It's
- 3:56essentially the same concept. Um so,
- 3:59it's still connected to a folder on your
- 4:00computer, and it's just a nicer way to
- 4:03um visualize some of these MD files. We
- 4:05also still have these wiki links, of
- 4:07course, and we also still have the graph
- 4:09view uh that many people like from
- 4:11Obsidian. But, we've implemented all of
- 4:12the features that are lacking in
- 4:14Obsidian to make this, I think, a better
- 4:15setup if you use it as a second brain.
- 4:18Now, firstly, we have implemented easy
- 4:20team sharing and real-time sync. So, for
- 4:22sharing uh a second brain setup with a
- 4:25team member, all you need to do is go
- 4:26into your settings, go into vault
- 4:28settings,
- 4:29go to members, and there you can just
- 4:31invite one of your team members with an
- 4:33email.
- 4:35You can decide if they become an admin
- 4:37or a member.
- 4:39And when they download the app and log
- 4:40in, they just need to fill out one code
- 4:43uh and the entire second brain will be
- 4:45instantly loaded and set up on their
- 4:47computer. So, we don't actually need to
- 4:49share folders with other team members
- 4:51that are maybe non-technical
- 4:53or not really AI native, and they don't
- 4:55have to do any technical setup. It will
- 4:57be automatically loaded into their vault
- 4:59account. And then, second, we have
- 5:00real-time sync. So, when I or one of my
- 5:02agents or anyone else across the team
- 5:04updates one of these docs, for example,
- 5:06here, it's updated and synced in real
- 5:09time across the entire team's second
- 5:11brain. And because there are no delays
- 5:13uh like with many of these workaround
- 5:14solutions that I covered, you won't have
- 5:16any issues with conflicts, etc. We can
- 5:19even see our team members if they're
- 5:20inside of the doc or adapting something
- 5:22live. We can also have multiple second
- 5:25brain or folders here in the same
- 5:26account. Um for example, if you have one
- 5:29personal one and one for your team, you
- 5:31can share it easily and switch between
- 5:33them very easily.
- 5:34Now, the next thing we've built in,
- 5:35which we've seen a big need for across
- 5:37businesses, is all the permission and
- 5:39control settings that you might need.
- 5:41So, again, in the vault settings, we
- 5:43have a tab called access. And here we
- 5:45can basically decide for every folder,
- 5:47subfolder, or file to set it on shared,
- 5:50read-only, or private, so it's only for
- 5:52you. Or I can do it for a specific file,
- 5:55like my strategy doc, and I can even
- 5:57have member-specific
- 5:58uh permission settings. So, I can decide
- 6:00it for each of the
- 6:01team members in my account if it needs
- 6:03to be read-only or um shared. Next,
- 6:06we've also built in automatic backups
- 6:08and version history, so backups will
- 6:10basically be made every day
- 6:11automatically or can be created manually
- 6:13here. And also the second brain owner,
- 6:16which I'm not in this case, can also
- 6:17revert the second brain to an old backup
- 6:20at any time. The version history can
- 6:22also be checked for each of the files by
- 6:24just uh clicking here, where you can
- 6:26then see when a change was made and by
- 6:27who, and can also be reverted. Next, it
- 6:31also has a built-in MCP and connector
- 6:33for Claude or any other AI tool you use,
- 6:35and this means we can basically run
- 6:36Claude routines or schedule tasks that
- 6:39can automatically pull real-time context
- 6:41from your softwares, uh for example,
- 6:42your meeting transcripts or your email
- 6:44communication, and automatically update
- 6:46your second brain with the latest data.
- 6:48So, all you need to do is just copy this
- 6:49link here, go to your connectors, click
- 6:52on add, click on add custom connector,
- 6:54add in the link here, give it the name
- 6:56you want, for example, second brain.
- 6:58Now, mine's already connected, but you
- 6:59click continue. Then you can just look
- 7:01for it, second brain.
- 7:03You then click on connect here. You log
- 7:06in You log in to your account, and then
- 7:08you can see all your vaults appearing,
- 7:09and you can decide for which vault you
- 7:11want to create this connector or MCP.
- 7:13So, in this case, I'll choose this one.
- 7:15And now I have an active MCP or
- 7:16connector setup in Claude that can
- 7:18access my second brain. And again, this
- 7:20means that I can now run routines here
- 7:22um where automatically, for example,
- 7:24meeting transcripts get updated as soon
- 7:26as meeting finished. Now, if you don't
- 7:28know how to set up these routines yet, I
- 7:29have a full tutorial uh also covering
- 7:31this, which I'll also make sure to link
- 7:33in the description below. And in my AI
- 7:34accelerator, we also have a full uh
- 7:36second brain course together with skills
- 7:38that actually help you set up these
- 7:39routines and set up your initial second
- 7:41brain a lot easier and faster. So, if
- 7:44you don't have it set up yet or these
- 7:45routines yet and you want to do it a bit
- 7:47easier, definitely check out my AI
- 7:49accelerator. Now, lastly, we've made the
- 7:50app entirely open source and this
- 7:52basically means two things for you.
- 7:54First,
- 7:55we've allowed for basically easy
- 7:56self-hosting. So, by default, the data
- 8:00will basically be synced through the
- 8:01server that we manage for the app, but
- 8:03you can also easily set up your own
- 8:05self-hosted version. So, the data will
- 8:08only run through your own servers and
- 8:10can also maybe
- 8:12a GDPR compliant if that's a need for
- 8:14you. All you need to do is go to the
- 8:15GitHub repository of Baldur, which I'll
- 8:17also link in the description below. If
- 8:19you scroll down here, you'll see an
- 8:22option of self-hosting, which is here.
- 8:25You then just click here on deploy on
- 8:27Railway. You create your own Railway
- 8:29account, of course, and you can set up
- 8:30your own server.
- 8:32And then when you're back into the app,
- 8:33you can just replace this link for your
- 8:35own server link and then you basically
- 8:37have it self-hosted. I've also prepared
- 8:39a full step-by-step guide that you can
- 8:41go through. It covers basically all the
- 8:42features of the app and how to use it,
- 8:44including step-by-step how to set up
- 8:46your own self-hosting version
- 8:48in the first link in the description
- 8:49below, so you can check it out and read
- 8:51it in more detail. And secondly, because
- 8:53it's open source, of course, it also
- 8:54means you can fork it
- 8:56and basically either improve our entire
- 8:58app or their features. You can customize
- 9:00it, basically do whatever you want with
- 9:01it for yourself.
- 9:03Again, you can just find the GitHub link
- 9:05in the description below. So, how do you
- 9:06set it up? Really easy. You just go to
- 9:08baldur.com. Again, link in the
- 9:10description. You can just download it
- 9:11for your specific computer. Once you've
- 9:14installed the app, you'll land on the
- 9:15onboarding screen. Here you can either
- 9:17create a new vault, which basically
- 9:18creates a new folder on your computer.
- 9:20You can open an existing one, of course,
- 9:22if you already have a second brain. You
- 9:23can just open your existing folder
- 9:26through this option or you can join a
- 9:28team. So, if you've already been
- 9:29invited, you can just log in with that
- 9:31email and put in the code and
- 9:33automatically that entire
- 9:35second brain will be updated in into
- 9:37your account. Now, of course, if you
- 9:38don't actually have the files yet or a
- 9:40second brain yet, that's the first thing
- 9:41you need to do. Again, I have a full
- 9:43video covering exactly how to set this
- 9:45up fast. Also, you can check out my AI
- 9:47accelerator where we have a full second
- 9:49brain setup course together with the
- 9:51skills that make this entire process
- 9:52really fast and easy for you to do.
- 9:55We also offer unlimited one-on-one live
- 9:57tech calls to help you with any issues
- 9:58you might be facing and a community of
- 10:00serious business owners and
- 10:01professionals, many of which have
- 10:03already rolled out a second brain
- 10:05successfully across their teams. And I
- 10:07also just launched three new beginner to
- 10:09advanced cloud courses, so definitely
- 10:10check it out if you want to set this up
- 10:13a little bit faster and in the right
- 10:14way. Now, when you're signed in with a
- 10:15new account, automatic syncing and team
- 10:18sharing it's not turned on yet, you so
- 10:19you can just go to your vault settings,
- 10:21go to general, and here you just click
- 10:23on turn on sync. Now, it sets up the
- 10:25server for you, uploads all the file
- 10:28files there, and now you can see we get
- 10:30all of the options. So, you can, of
- 10:31course, invite your team members. You
- 10:32can also create your MCP from here. You
- 10:35can set up the permission settings from
- 10:36access. And in order to use it, of
- 10:38course, it works exactly like
- 10:40you used to with a second brain. Here in
- 10:42general, you can also see where the
- 10:44folder is stored. And then in your AI
- 10:46provider, you just find that exact
- 10:48folder to give your AI agent access to
- 10:50the second brain.
- 10:51And if you want to self-host it, of
- 10:52course, you have to set up and deploy it
- 10:54on your own Railway server,
- 10:56and then you can just go to your account
- 10:57settings
- 10:58to connection and change it to your
- 11:00server link. Now, we built this a couple
- 11:02of weeks ago. We've been actively using
- 11:04it, and it's working really well for us,
- 11:06but as it is new, we'd love to get your
- 11:08feedback. So, please let me know in the
- 11:10comments below. I'd really appreciate
- 11:11it. And again, if you're looking to dive
- 11:13deeper into this and work closer with me
- 11:15and my team and get the full second
- 11:16brain course including the skills that
- 11:18make this entire process of setting up
- 11:20your second brain a lot faster and
- 11:21easier and according to our file
- 11:23structure, definitely check out my AI
- 11:25accelerator in link in the description
- 11:27below. And if you want to learn more
- 11:28about AI and a second brain, you can
- 11:30check out the video here above.
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