Robyn Anderson runs her business with Obsidian and Claude AI agents, storing everything locally for free. She creates separate folders for each AI agent (named after Bravo personalities), gives them briefs and memory, and they automatically update SOPs, generate content, and send daily summaries. Start with four top-level folders: Marketing, Customers, Money, Ideas.
Chapters
So just kind of the basics. Obsidian is a free notes app. So like Apple Notes or Google Docs, and it genuinely looks like that when you open it. I think I heard all of this stuff about Obsidian on TikTok and I watched YouTubes, and when I actually opened it up, I was kind of like, oh. That's it. Um, but the real magic happens when you set it up. So you, um, but you know, Obsidian is on your computer, you own it. And at the end of the day, that's what we're looking for in our setup for what we're using for AI agents is you owning the information. Because the whole reason we're doing this is when you're working with Codex or Claude or Maybe you're one of those folks ahead of all of us on Kermes or OpenCloth, but you don't want to have all of your information about you and your business somewhere else. You want to own it. And so that's what Obsidian lets you do, is own your own information on your machine. So when you download Obsidian, it looks like this. Pretty easy to understand. There's folder structure. You could, just like anything else, you can hit new folder, which makes a folder down here so we can call it test. And then inside this we can put in a new note, a new canvas, a new base. So I'm gonna hit new note, and now I have this untitled note and I can put whatever I want in this. So. Test for summer school. What I really like and why I was kind of sold on this too is obviously I'm using Obsidian as a training point for all my large language models, all my AI on my business, and I'm building agents in it. So I'm able to drag videos, I'm able to drag images, I'm able to drag links. As well as all, as well as write specific content in here. So that's the other diff— 5 things you need to know. A vault. So inside Obsidian, what you just saw was one of my vaults. And so this is where it gets pretty fun. I have a vault for JMAI. I have a vault for my client of AuraLife that I help with. I have a vault for my personal life. Vault as well, and that's been really fun because I can just file things away in the right spot, and it really does feel like I have a second brain, to be honest. So that's what the vault structure is. It's like that top level. You name it after your business, your client, or whatever else you need. A note is something that you create that can go into a folder. Folder, I feel like you guys know what that is. A link. I know what that— you guys know what that is. Um, and then a graph view is that second brain. So, Kwe, I could store 7 different agent briefs in my Claude memory out of the box. So that's some— that's a huge reason why I like to do it. And then also the updating. We, as small business owners, we're always making decisions to change things up. And when you change things up, I used to have to like manually go and, which I never even did half the time, delete things or write down a new SOP of how I'm doing something. And now Claude does it for me. It'll say, hey, I noticed in Stacey's brief, it says you're still on Kajabi. Let me update that everywhere in your system for you. And it'll just do that. So JMAI, my whole business is in one vault. And so I wanted to just kind of show you this. This is what it looks like inside. I'm happy to break it down and get in there. So I have Bozma for my content, social media, newsletter. Carl, he's my sales guy. Luanne's for delivery and product. Ramona, she helps me with my ClubJam community and member success, all my like onboarding messages. Um, Dorit, operations and finance. Erica Jane, my executive in strategy. Stacey, engineering and bills. And then I have a team MD file. So who does what, why, what their jobs are. And then I have a Claude MD, so the house rules. Um, and you may notice, and I've told you guys this before, I named all of my agents after people from Bravo because why not make it fun? Right? So that's all, that's the whole reason, just fun. And actually it's, it's been interesting because as I'm working, I actually feel like I have more of a coworker now that they're named like this, rather than just saying like, open my marketing folder. Like, it's so much more fun to be like, ask Bozma to talk to Stassi. And see if they want a Pinot Grigio with me later at 5:00 PM. So that's always fun. So each one of these folders belongs to my team of my 7 AI agents. So each one has an employee, a job, a personality, and a home folder where the work gets saved. Really wrote them down on a piece of paper. I took a picture of that piece of paper. I uploaded it to Claude Code and I pointed it at my Obsidian file and I said, hey, I want to create a marketing agent. I have information in my Google Drive. It's on my desktop. It's all over the place. I wanna condense it into one area. Help me build the marketing person's brief and tell me what to do. And it, I was surprised because I thought it would give me something back that I'd have to download and upload. But when you point it at that folder, it just gets to work in that folder, which makes sense now that we know how it all works. So inside every single agent has its own brief, its own memory. And then it actually does the work. You saw, I just asked. What I like about this too is that I have a routine running in Claude Code. So every day at 4 o'clock, It'll stop and take everything that I created and put it into my Obsidian folder. And it also will send me a note and it says, things you did with Claude today. Um, and it'll ask me if I need to finish anything before the end of the day. And then as it's creating stuff too, like today for this, uh, presentation, it's in Stacey's, um, HTML files for summer school. I didn't ask it to put it there. That's just where it lives. So it's fine. Again, just everything that I'm putting in here, God is writing. And I was like trying to explain this to my brother-in-law who's up here and he's like, well, how is anything yours then? Like if you're not writing any of it. And it's interesting because no, I'm not writing it, but I've also never felt more seen. My ideas have never been more organized and what I'm envisioning is literally coming to life. Um, while I was— so it's interesting just because we're not writing it, it doesn't mean that it's not our business and our stuff. And I think there's some guilt around that with a lot of people, especially people like us who have been doing business and doing our thing for 20, 30, 40 years, like there's some guilt and I just want you to know, don't feel guilty because you are the captain. You're steering it. It's all your thoughts. And the more you train it and the more— I saw that we could make an entire library of all of your imagery, all of your stuff, all in one place. And whether it's links or actual files, it doesn't matter. You can just put them in there. I've been using Higgsfield Flags Them, and then whatever ones we approve together, it pulls into my Obsidian vault. And so it's a super hands-free way to create a bunch of content that in our AI marketing machine, we're going to show you how to actually put it out there. But like, I, once a week, folders you could start with are Marketing, customers, money, ideas. Start simple. I didn't start with 7. I started with like 3. And then have it create the pro move. Start tiny. Don't try to do it all at once. One topic per note. I mean, Claude's going to do what it's going to do, but to start, try to make one topic per folder, actually. Uh, write your context like you would brief a new hire. And then let AI handle it.
