Obsidian: your business brain for AI
How one free app became the operating system for my entire business, and how you can build your own. With Jam. 🧡
grab a coffee, this one's a builder session ☕
What we're covering today
About 40 minutes, four parts, then your questions. Zero coding required.
What is Obsidian?
The free app, what makes it different, and a quick tour.
Why AI loves it
The one idea that changes everything: shared memory.
How I use it
A real tour of the vault that runs my business, agents and all.
Build yours
A starter recipe you can finish this week, step by step.
Obsidian is a free notes app.
That's it. That's the tweet.
It looks like a place to write notes. Under the hood, it is a filing cabinet that your AI can read.
Free
Free for personal use. No subscription needed to do everything we cover today.
Lives on your computer
Your notes are saved on your own machine, not locked inside someone's website.
Works everywhere
Mac, Windows, iPhone, Android. Works offline too, on a plane, anywhere.
Your notes are just plain files
A vault is a regular folder. Every note is a simple text file. This sounds boring. It is actually the superpower.
- No lock-in. Cancel nothing, export nothing. The files are already yours.
- Readable forever. A text file from 1990 still opens today. Your notes will outlive every app.
- AI can read them directly. Claude works with plain files. Your vault becomes a brain it can open, read, and write to.
that third one is the whole webinar 👆
The only 5 things you need to know
Vault
Your whole collection of notes. Really just one folder on your computer.
Note
One page of writing. One topic per note keeps everything easy to find.
Folder
Group notes by area of your business. Marketing, customers, money.
Link
Type [[two brackets]] around a note's name and the notes connect.
Graph view
The pretty map of how your notes connect. Fun to look at, optional to use.
That's the tour 🧡
Ignore the other 100 features for now. You can run a business on these five.
Markdown in 60 seconds
Obsidian notes are written in markdown. It is just typing with a few shortcuts. If you can type, you already know it.
| # Big heading | makes a big heading |
| **bold words** | makes bold words |
| - milk - eggs | makes a bullet list |
| - [ ] call the printer | makes a checkbox |
| [[Summer Sale Plan]] | links to another note |
five shortcuts. you're done. you know markdown now.
Your vault becomes your AI's memory
Every AI chat normally starts from zero. A vault fixes that. You write the context once, and every conversation starts smart.
AI without a vault 🐠
- Re-explain your business every single chat
- Generic advice that could be for anyone
- Great answers that vanish when the chat ends
- You are the only memory the AI has
AI with a vault 🧠
- It already knows your business, voice, and goals
- Advice sounds like you, priced like you, aimed at your customers
- Work gets saved as notes you keep forever
- Every chat builds on the last one
My whole business runs out of one vault
This is real, not a demo I built for tonight. Every department of my business is a folder. Watch the pattern in the names.
📁 Karl - Sales & Biz Dev ← outreach, proposals, pipeline
📁 Luanne - Delivery & Product ← courses, sprints, client work
📁 Ramona - Community & Customer Success ← members, onboarding
📁 Dorit - Operations & Finance ← money, invoices, taxes
📁 Erika Jayne - Executive & Strategy ← goals, big decisions
📁 Stassi - Engineering & Builds ← websites, automations
📄 Team.md ← who does what
📄 CLAUDE.md ← the house rules (more on this soon)
yes, every folder is named after a person... 👀
Those folders belong to my team of 7 AI agents
Each one is an AI employee with a job, a personality, and a home folder where it saves its work.
Bozma 📣
Marketing chief. Posts, videos, blog, newsletter.
Karl 🤝
Sales. Outreach, proposals, landing pages, pipeline.
Luanne 🎓
Delivery. Builds courses, sprints, client projects.
Ramona 💬
Community. Keeps members warm and moving up.
Dorit 🧾
Operations and finance. Keeps the business paid.
Erika Jayne 👑
Strategy. Goals, priorities, the big calls.
Stassi 🔧
Engineering. Websites, automations, tech builds.
Named after Housewives 💅
Name yours anything. Naming them makes delegating feel natural.
The flow, start to finish
The vault is the office. The notes are the desks. I talk, the agent works, the work gets filed.
I bring an idea to Claude
I just talk. Claude turns it into notes in the vault: goals, offers, this week's focus.
The agent reads its Brief
Each agent has a Brief note. It reads that before doing anything.
It does the work
Real, ready-to-use work. Paste-ready copy, real plans, real numbers.
It saves it back
Into its own folder, with a dated filename, in my vault forever.
no zapier, no code, no duct tape. just notes.
One note called CLAUDE.md sets the house rules
It is a plain note at the top of the vault. Claude reads it automatically before every conversation. Mine covers four things:
🙋♀️ Who I am
What my business does, who I serve, and that I describe what I want instead of writing code.
🏢 Who's on the team
The seven agents, what each one owns, and which folder each one works in.
🗣️ How we sound
Warm, plain English, no jargon. One clear call to action per piece of content.
📏 The standards
Finished, ready-to-use work. Saved into the right folder. Tracking notes updated.
write it once, every chat starts smart
Every agent has a Brief you can edit
A Brief is one note inside the agent's folder. It is that agent's control panel, and you change it by typing, not coding.
📄 _Bozma — Brief.md
What's in it: who Bozma is, what she posts and where, my content pillars, my voice rules, what a great post looks like, what to never do.
- Want shorter posts? Edit the Brief.
- New offer to promote? Add it to the Brief.
- Agent keeps making the same mistake? Write the fix into the Brief once.
Plot twist: I don't write these notes. Claude does.
The Briefs, the plans, the trackers, even this presentation. I have not opened a blank note in months. I bring ideas, Claude does the typing.
Every Brief? Claude wrote it
I described each agent out loud, in plain English, and Claude turned that into the Brief note.
Idea in, note out
I say "I have an idea" and talk. Claude creates the note, files it in the right folder, and links it up.
Most documents too
Plans, proposals, tracking notes. Claude writes them into the vault, and I read, tweak, and approve.
you bring the ideas. claude brings the typing.
Real asks, real files, real business
"Bozma, draft today's LinkedIn and Instagram posts about the summer sprint."
→ finished posts saved into Bozma's folder, dated, ready to paste
"Karl, write a proposal from yesterday's discovery call."
→ a real proposal in my voice, saved to Karl's folder
"Dorit, what did we make this month and what's due?"
→ numbers pulled together into a dated finance note
"Stassi, build a landing page for the new offer."
→ a working web page, built and deployed. this presentation? stassi made it.
the work stacks up in the vault, week after week
Your vault holds more than words
This is where Obsidian runs laps around a regular folder of files on your computer.
Clickable links
One note in Bozma's folder lists every podcast I have been on, each one a live link. Try keeping that in a random computer folder.
Images and videos
Drag a photo or video into a note and it lives right there, next to the words. Testimonial screenshots, brand assets, all of it.
AI images file themselves
When I generate images with Higgsfield inside Claude, they get filed straight into my Pictures of Jam folder. I never touch a download.
a note can be a whole scrapbook 📸
The starter recipe: your vault this week
You do not need seven agents on day one. You need six steps and about an hour.
Download Obsidian
obsidian.md, free, two minutes. Open it.
Create a vault
Name it after your business. It is just a folder, remember.
Make 4 folders
Marketing, Customers, Money, Ideas. Done. Resist making more.
Create your About My Business note
What you sell, who buys it, prices, goals. Say it out loud to Claude and let Claude write the note.
Add CLAUDE.md
Your house rules note. Claude can write this one for you too. Template in Club Jam.
Point Claude at the vault
Open Claude Code in your vault folder and just start talking.
Your starter vault, exactly
Small on purpose. Five notes beat fifty empty folders every time.
📁 Customers ← who they are, testimonials, FAQs
📁 Money ← offers, prices, monthly numbers
📁 Ideas ← the someday list
📄 About My Business.md ← the one note that matters most
📄 CLAUDE.md ← house rules for your AI
that's it. that's a business brain. 🧠
Your first 3 prompts to try
Say these to Claude once it is pointed at your vault. Word for word is fine.
1. "Read my About My Business note, then write this week's social posts in my voice. Save them to my Marketing folder."
2. "Interview me about my best customer, one question at a time. Then save what you learn as a note in Customers."
3. "Look at everything in my vault and tell me the three biggest opportunities I'm sitting on."
prompt 2 is sneaky good. it builds your vault FOR you.
Do this, skip that
Pro moves
- Start tiny. Grow folders only when notes pile up
- One topic per note, dates in filenames
- Write context like you'd brief a new hire
- Let the AI file its own work in the vault
- Back up your vault (iCloud or any backup)
Skip for now
- Building 30 folders before writing note one
- Installing 20 plugins on day one
- Fancy templates and perfect systems
- Putting sensitive stuff like passwords in notes
- Waiting until it's "set up right" to start
messy vault that gets used > perfect vault that doesn't
Obsidian is where your AI's memory lives
Free app. Plain files. You write the context once, your AI works like it has been on your team for years. Build the starter vault this week, and bring your questions to Club Jam while you do it.
skool.com/jamoutai
now... what questions do you have? 🧡