/solutions/knowledge-workflows · Obsidian

Knowledge workflows in Obsidian from vault context to finished work.

Obsidian Agent skills for research, vault hygiene, writing, and handoff, with Companion for Claude as the in-vault interface.

/path

How the path works

Ground every answer in the vault, keep the vault in shape, then ship the work.

  1. 01

    Ground

    Answer from your notes, not from memory. Synthesis and source digests read the vault and cite it; connection finding surfaces related notes you never linked.

  2. 02

    Shape

    Keep tags, links, maps of content, and frontmatter consistent as the vault grows, then turn outlines, captures, and meetings into finished, linked notes.

  3. 03

    Deliver

    Move from plan to spec to build, track progress honestly, and hand the work to a cloud session with its context attached.

/workflows

30 skills across 6 workflows

Each skill is a documented playbook with a clear trigger. Obsidian Agent loads the one the job calls for.

/hygiene6 skills

Vault hygiene

Keep tags, links, structure, and metadata consistent as the vault grows.

  • consistent-tagging
  • wikilink-weaver
  • moc-builder
  • frontmatter-normalizer
  • note-splitter
  • dedup-merge
/writing5 skills

Writing

Turn outlines, captures, and recent activity into finished, linked notes.

  • outline-to-draft
  • daily-rollup
  • session-to-note
  • meeting-cleanup
  • summarize-and-link
/build5 skills

Build, spec & handoff

Move from plan to spec to build, track progress honestly, and hand off to cloud sessions.

  • plan-to-spec
  • tracker-driver
  • build-retrospective
  • task-harvester
  • cloud-reply
/advisor7 skills

Advisor personas

manifest-* roadmaps: survey the vault through a persona and produce a prioritized plan.

  • manifest-vault
  • manifest-pm
  • manifest-infra
  • manifest-feature
  • manifest-content
  • manifest-risk
  • manifest-research
/foundations3 skills

Foundations

The shared discipline every skill builds on — grounding, routines, and the artifact system.

  • vault-grounding
  • vault-routines
  • note-to-artifact

/in-the-vault

Run them inside Obsidian

Companion for Claude is the in-vault interface: vault-aware chat, reviewable agent work, and research you can defend, while your notes remain the source of truth.

companion guidedocumentation

Agent mode

The agent works the vault itself: it searches, reads, follows links, and writes when you allow it, with every step shown.

companion guidedocumentation

Research Desk

Sources captured with fingerprints, evidence with exact excerpts, and drafts validated so citations cannot silently disappear.

companion guidedocumentation

Interactive artifacts

Plans, audits, dashboards, and diagrams come back as interactive pages rendered live inside your note.

/start

Install the pair

Both are MIT licensed, and neither needs an account with CAVI.