Robyn Anderson uses Obsidian to organize AI conversations and agent briefs for her solo business. She creates a vault per client with brand files, proposals, and system prompts, then points Claude and ChatGPT directly to the right folder so the AI can read and write markdown without copy-pasting. A weekly agent manager logs updates that sync across all her AI assistants.
Chapters
One of the biggest problems that people have when they use AI is that they're using Claude, ChatGPT, Codex, Hermes, and they're building all of these things and having incredible conversations, but they're not sure where all these chats live, and they're having a really hard time finding where they did what in which tool. So if you can relate to that, you're in the right place. If we haven't met yet, my name is Jam and I run a school community called Club Jam, Where I teach mostly non-technical small business owners, coaches, consultants, and professionals how to actually use AI to save time and make money. All right, well, enough about me. Let's get into this system that I have. And I just wanna say it works for me. It works well, and it's not perfect. I travel for a living. I do a ton of keynotes, workshops, and I am building not only in Claude, but I'm using Codex, ChatGPT. And I have my Mac Mini at home and I have my MacBook Air that I travel with. And so I had stuff everywhere and I was like, this is a shit show. So what I did is I started to use a tool called Obsidian. And so let me show you what this looks like. So Obsidian is actually a free tool and all it is is a file system for your computer. So once you get over like the cool images of what it is, it's literally just a file folder and structure. So you sign up, you download it for your computer, and then it lives on your computer. And the cool part is that they have what's called a vault. So I'm going to open up my Obsidian folder here. Let me shrink it up. All right. So I do work with multiple different clients. And I do work with multiple different agents within those clients. So each client gets what is called their own vault. So as I'm working with people, I'll create them a vault. And then what I do is when I'm working in ChatGPT, Codex, Claude, Hermes, I make sure that I point that conversation at the vault. And at the end of the day, it's a file. So it's really easy to do. Let me show you what that looks like. So here we are. I'm in Codex. And if I want to work on something for my client, House of Lady Jane, and let's say I was using my MacBook Air yesterday and I was building something for them while I was at the airport. Well, this instance of Codex doesn't know. Right? Because it doesn't share all the chats at this point. But what you can do is you could actually choose the project. And this is my House of Lady Jane Obsidian folder. So that's all I'm doing is I'm pulling this in here and I can say, where are we at with our Shopify build? And even though I didn't do any work on this instance of Codex, it will go to Obsidian. And read the files and updates that I worked on, on my MacBook Air in Claude or ChatGPT yesterday. So that's currently what it's looking into. All right, so it's saying it's mostly done, and here's our build notes from yesterday. And so it's able to get me completely caught up. So this is awesome because I don't need to go do a bunch of copy and pasting. And my favorite part is that when I'm done with this project and I want to hand it off to them and they want to run their own Shopify site with their own marketing, All I would have to do is just go to their vault and I would just have to copy and paste everything. I could give them their own instance of Obsidian and I could sync it. So it's a really easy way to hand over all the content that you're making for clients as well. So you'll see inside I have it set up by different sections of their business. Brand identity, marketing, the Shopify store, stuff about our proposal and my initial agreement with them. So that's all right in here, so I never have to lose it. Now, the other cool thing that I do is in ChatGPT and Claude, I'm able to access my agents. And so all of my agents actually live inside Obsidian. And an agent is really, again, just a file structure, and I'll show you what that looks like. So over here on the left-hand side, you'll see I have a lot of women's names. Mostly I name all my agents after Bravo celebrities. So each agent's in here by her name, and Claude actually built out a brief, which is an MD file explaining what those agents are supposed to do and what they're in charge of. So I don't build anything in Obsidian. I don't go in Obsidian. It's for my AI tools. So the way that it's set up, the organization behind it, it's not for humans. It's not for me. It's for them. But what they do is it creates this original brief. And then every week I have my AI agent, Vicky, who is my agent manager. She'll run a session with everyone and she does daily work logs. And so she'll do team standup meetings and she'll update all of the agents about what I did that week. So I'm ending my free trial in ClubJam. And so that affects Carl, my biz dev guy, cuz he always tells people about the free trial. It affects Bozma, my marketing agent, cuz she's, you know, putting out a lot of messaging in our content about the free trial. It has to update Stacey. She's building all of our landing pages with buttons to the free trial. So they did a whole team meeting, and I actually got feedback from some of the agents on if they thought that was a good idea or not. So that's what Obsidian is, and the way that you use it is so easy. Let me show you an example. I showed you in ChatGPT already, so let me bring up Claude. All right, so I only work in Claude Code at this point. So if I'm in Claude, I'll just come over here and I can just call in whatever folder I want to work with. So if I want to work on my Pep and Perry Obsidian vault or build Instagram stuff for them, I'll just select this. And now whatever I ask it to do, It gets filed back into Obsidian when I'm done. So then I can go take my MacBook Air and I can open it and pick up at the coffee shop where I left off here in my office. So all in all, Obsidian is a file and folder structure. So you could use things like NotebookLM or Notion. The reason I like Obsidian is number one, it's just a really easy structure for me visually. And you can add videos, you can add images, you can add web links. So it makes it really easy to see. The other thing I like is the visual part of it where you can see how everything's created. So you guys may have seen this before. It's called like your second brain. So each little dot is a file and it shows how they're all connected and what they're doing. So you can see I have quite a lot in here. I've only been working in Obsidian for about 3 months, but this is how much content we're creating. The fact is we're using these large language models and creating content all day, every day, and you're only using a small amount. One, because you don't need it. It's more strategy. And 2, because you lose it. So this takes both the strategy, the ideas, and it reminds you of things that you already had talks about, but maybe you forgot. Um, this free trial thing, I've talked to Claude about it a few times. I went back and forth. I finally made the decision to do it, and it brought up a conversation I had 3 months ago where it talked me out of it. So it's really interesting to kind of just keep things all in one spot. So Obsidian's free. We're all using these large language models all the time. The other cool thing is like, you don't have to be attached to one large language model. You don't have to be ChatGPT only or Claude only. You're not stuck in their project file system. It's really all here. Um, yeah, I can't say enough good stuff about Obsidian at this point. Again, it's not perfect, but it's how I'm using it and I'm staying organized. I'm staying on top of things. I'm running a multi-six-figure business by myself, and this has been the reason I can do it all. So let me know in the comments if you like Obsidian, and if you want to learn more about this type of stuff and build with me and other people, check the link in my bio and come see me in ClubJam. No free trial though. See you soon.
