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Claude Cowork + Obsidian Just Changed How I Work Forever...

By Brock Mesarich | AI for Non Techies

Summary

Topics Covered

  • Claude Co-Work Forgets Everything—Obsidian Fixes That
  • Connect Claude Cowork to 8,000+ Apps Using Zapier
  • Build a Second Brain That Gets Smarter Over Time

Full Transcript

Claude Co-work and Obsidian is the combo I didn't know I needed. It basically

gives co-work a second brain and it has hands down made one of the biggest impacts on my entire system. Because if

you've used co-work for a while, you already know this problem. You do

amazing work inside of it, whether that's research, client context, or planning. Then you open it up tomorrow

planning. Then you open it up tomorrow and have no clue where any of it went.

And co-work doesn't remember a single thing you talked about yesterday. Well,

Obsidian fixes that. So, in this video, I'm going to show you what Obsidian is, why it instantly levels up the way you use Co-work, and exactly how to set it up the same way I did. And the best part

about this is it's completely free. It

lives on your computer, and once it's dialed in, it can run on autopilot while you sleep. So, without further ado,

you sleep. So, without further ado, let's get into it. All right, so before I break down what exactly Obsidian is and how you could begin leveraging it, let me show you exactly what it looks like. And it looks pretty crazy. It's

like. And it looks pretty crazy. It's

definitely some eye candy here. It's

pretty cool to look at. So this is basically our second brain that we are forming. This is basically taking all

forming. This is basically taking all this context and information from Claude Co-work and basically giving us a visual here and a place to store all this information as context and it functions very similar to a brain which we're

going to talk about later in this video.

But if we look at this, this right here says school overview and this is connected to a bunch of different documents here and we could basically see all the connections between these different documents. So if I click on

different documents. So if I click on this, it will then open up this file here, which is basically a breakdown on my entire school community. So think of this as like a neuron that is trained on

my school community. We're going to dive deeper into the interface, but let's quickly now talk about exactly how this works. So I honestly think that

works. So I honestly think that everybody nowadays wishes they could have a second brain, a place where they could dump all this context and information. Think about things like

information. Think about things like OpenClaw. People are trying to use

OpenClaw. People are trying to use something like that as their second brain. Not only is it a place to work,

brain. Not only is it a place to work, but it's a place to store all this context and information that we give these large language models like Claude and specifically Claude co-work. So,

this right here probably sounds familiar to you, and Obsidian is going to solve this problem by the end of this video.

So, for example, you did great research last week, but you have no idea where that went inside of Claude. Meeting

notes are scattered across dozens of old sessions that you have. You keep having to reexplain the same context every few conversations. And then you could even

conversations. And then you could even ask the question, "What do I know about this client?" And there's no way to get

this client?" And there's no way to get an answer to that because Claude just simply forgets. So to explain Obsidian

simply forgets. So to explain Obsidian in 30 seconds, here's exactly how I would break it down. So think Notion, but files living on your computer. We

have specific notes that link to each other like Wikipedia. So everything that you see right here that is in this brain like interface is just a markdown file inside of a specific folder. And this

means that Claude Co-work can read and write to all of it. And that is how we store this information here. It is free.

It's local. You don't need to set up any APIs. I'm going to show you exactly how

APIs. I'm going to show you exactly how to do that later in this video. It's

really simple to do. So, you might be asking yourself, how is this a second brain? So, let me break down quick

brain? So, let me break down quick analogy for you right now so you could better understand it. So, our vault, which is basically our folders and our workspace inside of Obsidian, is

basically just our brain. Each note is a specific neuron, as you can see here.

Whether that's a meeting note, research, specific idea, a goal, daily note, client note, all of these different things are neurons for our brain. And

then think of the links between them as a synapsis. And with this, our knowledge

a synapsis. And with this, our knowledge connects to itself. And we could basically see the different connections we have to each of these different documents and memories. So let's just break down the basics here so you can

get an understanding of what Obsidian actually is at the core. A vault is basically just folders that are stored on your computer just like when you are using Claude Co-work. And the amazing

thing about this is this is not stored on their servers. So if you're using something like notion that is stored on the notion servers, you have to be on the internet to actually pull up these files. Since these are actual files

files. Since these are actual files inside of folders on your computer and they are stored locally, you own all this information. On top of that, it's

this information. On top of that, it's 100% free and works completely offline.

And again, co-work just opens up this folder and can read and write everything. Not to mention, if you want

everything. Not to mention, if you want to use this between Co-work, Codeex, Claude Code, all of these different AI agent platforms, you can do so because it's all stored within a folder. That's

basically as simple as it is. So, to

show you exactly what I mean, this is a folder I have on my desktop. It is

called Second Brain. And inside of that, we have multiple different subfolders.

We have one for business. We have one for my daily notes. We have one for my goals inbox knowledge templates and videos, and plenty more inside of that specific folder. So, at the foundation,

specific folder. So, at the foundation, this is what this looks like. But inside

of Obsidian, it is structured like this.

And to show you exactly what I mean, let me go inside of my daily notes folder inside of Obsidian. So, if I come over here on the left-hand side, we are going to see basically like a menu of a couple

of different things. These right here are those subfolders that I just showed you. So, I could click on my daily notes

you. So, I could click on my daily notes folder and I could, for example, pull up one of these. This is my daily note for today. And as you can see, it has a

today. And as you can see, it has a couple of different things. And a key thing I want to note is this looks very similar to notion, which is a software I've been using every single day to help run my business over the last 3 years.

But now, instead of me needing to use Notion, I could just automatically use it in Obsidian. And I could make changes here manually. As you could see, I'm

here manually. As you could see, I'm typing here. Or I could just have Claude

typing here. Or I could just have Claude co-work go and make these changes on autopilot since this is basically just markdown files. It has context on what

markdown files. It has context on what exactly I'm working on. So it knows the videos that I need to actually film today. It knows that I need to write a

today. It knows that I need to write a school community post. All these

different things here. It has context on. So it knows what I'm working on

on. So it knows what I'm working on because I was going back and forth with Claude Co-work yesterday and it saved this context inside of this file. On top

of that, we're going to see different hyperlinks inside of our notes. So, if I click on this, it will take me to another note, which is basically a video that I'm working on, which is this one.

So, you can see the core concepts, why we're filming this video, key demos to show, it even shows potential titles.

And from here, I could always switch back to the graph view to see how all of these different files are communicating and reference each other. All right, so let me go ahead and show you this live in action so you could see that this is

working. So, what we're going to do is

working. So, what we're going to do is we're going to come over to the Claw desktop app. If you don't already have

desktop app. If you don't already have it, make sure to download it. There will

be a link in the description to do so.

Once we are inside of here, we want to make sure we have co-work mode toggled on inside of Claude. And then from here, we need to actually select a folder. And

this part is really, really important because this is basically how we're going to sync this up with Obsidian. So,

for me personally, I named this folder Second Brain. You could name it whatever

Second Brain. You could name it whatever you want. I'm going to click on allow.

you want. I'm going to click on allow.

And in order for me to see if this is working, let me just give it this quick prompt. Where am I at with all the

prompt. Where am I at with all the videos that I'm working on? The reason

I'm asking this question is because yesterday I was doing back and forth with Claude Co-work and basically explained all the videos that we were working on. So, I had them stored inside

working on. So, I had them stored inside of my YouTube videos project here that we could actually see inside of Co-work right here. So, there's a couple of

right here. So, there's a couple of different videos that I've been working on. And the way that it's able to

on. And the way that it's able to reference this is because this information was saved inside of that second brain folder that we are using inside of Obsidian. Whenever there is a change in co-work, it automatically gets

added here because these are the same exact files. They're just in a different

exact files. They're just in a different view. All right. So, just like that, it

view. All right. So, just like that, it pulled up these four different videos that I'm working on right now. We have

10 Claude Co-work Skills you didn't know existed. Seven Claude Co-work Skills

existed. Seven Claude Co-work Skills every Marketer needs AI secondrained, which is this video. Claude managed

agents. And in order for me to double check this inside of Obsidian, let me pull that up to see if we could reference these. So, if I come over, we

reference these. So, if I come over, we come to YouTube videos and I click on in progress. You can see we now have these

progress. You can see we now have these four different subfolders inside of Obsidian. And if I click on them, you

Obsidian. And if I click on them, you could see the outline for each of them.

All right, so let's try something out. I

want to give a prompt and make a change inside of Co-work. And then I want to see if it's reflected inside of Obsidian. So that way we could know that

Obsidian. So that way we could know that our second brain is functioning properly. So let me go ahead and do that

properly. So let me go ahead and do that now. Hey, I want you to go and change

now. Hey, I want you to go and change the Claude Co-work Obsidian video and mark that as completed as we finished filming this and that's ready to be posted tomorrow. So, we're going to give

posted tomorrow. So, we're going to give it that prompt. It should be making changes to this file and it should be reflected inside of Obsidian. But, let's

go ahead and check it out in a second.

All right. So, according to Claude, this is done. But, let me come back inside of

is done. But, let me come back inside of Obsidian. If I come over to YouTube

Obsidian. If I come over to YouTube videos and I click on in progress, you can now see that the Obsidian video is no longer in progress. It should

actually be in the published folder. And

as you can see here, that is correct.

The AI second brain obsidian file is now in the published. So that is accurately reflected. And then to show you what

reflected. And then to show you what this looks like inside this actual folder on my desktop, we could see the exact same thing. So we have YouTube videos, we could see published, and we

now have the AI second brain obsidian right here added to that. All right. So,

in order to show you that changes can be reflected from both sides, from the Obsidian side, but also the co-work side, let me come into Obsidian and let's actually just change a folder here. So, I'm going to open up videos

here. So, I'm going to open up videos that are in progress. Let's open up the 10 skills SQL video. So, as you can see here, we have this markdown file. We

have the specific status. It shows

planning priority is high. The topic is skill sequence. We even have these tags

skill sequence. We even have these tags here as well as a date that it's created. So, what I'm going to do is let

created. So, what I'm going to do is let me just come here and change the title for this. So, let's call this 10 clawed

for this. So, let's call this 10 clawed co-work skills I can't live without.

Steal them. So, I'm just going to call this title. So, now we know that this is

this title. So, now we know that this is going to be the title for the video. And

since we made this change here, I'm going to come back to co-work and I'm going to simply say, tell me about the video that we're working on about the 10 clawed skills. What is the title for it?

clawed skills. What is the title for it?

Since we just made that change in Obsidian. Again, since this is just a

Obsidian. Again, since this is just a markdown file and we're working inside of the same folder inside of both of these platforms, we will then see this accurately reflected here. We should

have the new title here added. And here

we go. We got this response from Claude.

Basically saying that the video is in this folder. Here's a rundown. Here is

this folder. Here's a rundown. Here is

the title. So that information is accurately getting reflected from Obsidian to Claude. So, we know that any of the changes we make directly inside of here will be reflected into Claude

because again, these are just files that are stored inside of the same folder.

All right, so I'm going to move on and show you exactly how you could download this and set this up yourself inside of Claude Co-work. So, first of all, we're

Claude Co-work. So, first of all, we're going to come to obsidian.md.

There will be a link in the description to download this. It's completely free to download. So, what we're going to do

to download. So, what we're going to do is click get Obsidian for Mac OS. It's

going to begin downloading in our browser here. Let me go ahead and open

browser here. Let me go ahead and open this up. And what we're going to see

this up. And what we're going to see here now is a couple of different things. So we could create a new vault.

things. So we could create a new vault.

We could open folder as a vault or open vault with Obsidian Sync. So there's a couple things you could do right now.

You could go ahead and add a new folder to your desktop. Or you could open an existing folder you already have, but for the sake of this video, I'm just going to create one from scratch. So I'm

just going to open up a new folder on my computer. I'm going to name this folder

computer. I'm going to name this folder Obsidian. And then I'm going to open

Obsidian. And then I'm going to open folder as a vault. And all I'm going to do is look up that Obsidian folder here in Finder. And as you can see, I can

in Finder. And as you can see, I can click on this and open it. And it's an empty folder. There's absolutely nothing

empty folder. There's absolutely nothing in here. If I pull it up, you can see

in here. If I pull it up, you can see that there is nothing in there. And now

we have this blank interface inside of Obsidian. Next up, we need to come back

Obsidian. Next up, we need to come back to Co-work and actually point this at that folder that we just created on our desktop. So, what I'm going to do is I'm

desktop. So, what I'm going to do is I'm going to come up to co-work, open up a new task, and then I'm going to click on this folder here, and I'm going to scroll down and click on choose a different folder, and then just look up

Obsidian or whatever we just named our folder there. For example, let me just

folder there. For example, let me just click this and open this. I'm going to click on always allow for it to make changes. And just like that, we are now

changes. And just like that, we are now working inside of this. So, what I'm personally going to do is just give a brain dump on everything I want this to have context on. So we could actually

form this second brain with different subfolders and categories. All right. So

I want to actually form this as my second brain inside of Obsidian. What I

want you to do is add a couple of different sections. I want you to add a

different sections. I want you to add a folder called YouTube videos. And this

is where I basically have everything YouTube video related. This is like for all the prep for my videos. I want you to keep track of videos that are in progress, videos that have been published. And then even keep track of

published. And then even keep track of the performance of all these videos. I

also want you to create a separate section in this folder and that's going to be for school community. So, this is everything in regards to my school community as well as I want you to add a

section here for all of my client work.

So, I'm just going to send that off. And

what this is going to do is it's going to create those different subfolders inside of that folder. And it should be populated inside of Obsidian. So, let's

just give it a second. All right. And

just like that, it now says that our second brain structure is set up in Obsidian. Here's what it built. It added

Obsidian. Here's what it built. It added

the YouTube videos central hub. It added

school community and added client work.

So if I come back over to Obsidian, you can now see this is accurately reflected here. So we have client work, we have

here. So we have client work, we have active clients, archived, we have prospects, templates, all of those different subcategories. And inside of

different subcategories. And inside of school community, we have all these other things. We have content, we have

other things. We have content, we have courses, we have events. All that stuff is now structured inside of Obsidian.

Next up, we need to talk about the Claude MD file. And this is basically going to be the map to the brain. So you

probably already know what a Claude MD file is. This is basically something

file is. This is basically something that's loaded every single conversation instructing Claude how it should operate. So that way you don't need to

operate. So that way you don't need to keep repeating yourself. So this is basically explaining who you are, how you want it to perform, and very general instructions on how Claude should be interacting with you. So for a second

brain, this is super important because this tells Claude coowork what each folder means and how to answer specific questions from your vault. because we're

going to have lots and lots of context inside of our second brain and it needs to understand how we could best take advantage of that. All right, so next up, what we need to do is actually create this claude MD file. So what I'm

going to do is I'm going to use this prompt. I want you to write a claim MD

prompt. I want you to write a claim MD file for the root of this vault. This is

my second brain. Basically says, look at my folders I've set up. Ask me any quick question you need about who I am, what each folder is for. Keep it tight, about 30 lines. So basically, it's going to

30 lines. So basically, it's going to have four sections. who I am, folder map, how to answer common questions and style rules. So, what this is going to

style rules. So, what this is going to do now is it's going to interview me in order to populate the claude MD right here, which is basically the instructions for this vault. All right,

so it's going to take me through a series of different questions. So, I'm

not going to bore you. I'll go through all of these and then show you the final outcome of the claud file. And just like that, it generated the markdown file.

What we could do is we could click on this here. Basically, breaks down who I

this here. Basically, breaks down who I am. Shows the folder map, so YouTube

am. Shows the folder map, so YouTube videos, school community, all that stuff. And then it even shows how to

stuff. And then it even shows how to answer common questions. So if I ask what am I working on, it basically instructs it to check the YouTube videos in progress folder plus the client

active deals dashboard. So it's

basically just instructing Claude where to look inside of this Obsidian folder in order to get specific information.

And now to test this out, let me just give it the prompt, what am I working on? And what it's going to do is it's

on? And what it's going to do is it's going to reference those different folders that we just set up and instructed inside of the CloudMD. So, it

said that we're working on these five.

That is great. And this is just like populated with fake information. This

isn't actual client deliverables since I just created this new folder for you guys. I needed to add specific context

guys. I needed to add specific context in there. Now, if we go back to Obsidian

in there. Now, if we go back to Obsidian that we have a more populated, you know, folder. So, we have client work. We have

folder. So, we have client work. We have

different active clients. We could take a look at the overview here. All this

information now is accurately mapped from, you know, what we have created inside of co-work. What I'm about to show you is where this gets really powerful. And what I'm talking about is

powerful. And what I'm talking about is when we combine scheduled tasks with connectors, MCP servers, and Obsidian.

So this way, we're not only creating this brain, so to say, by going back and forth with co-work, but it's actually pulling all this different context from all of your different applications on

autopilot and automatically compiling this into Obsidian, otherwise known as our second brain. So if we add connectors to co-work, our brain is able to see basically everything that we can

see. So it can connect to our calendar,

see. So it can connect to our calendar, Gmail, Slack, Google Drive, basically any of the different applications that we use, it's able to pull context from and store that in our brain instead of just talking about scheduled tasks and

how powerful they are. Let me show you it live in action. So, I created this one that runs every single day at 6:00 p.m. Not only does it pull from my

p.m. Not only does it pull from my Google calendar and check what meetings I have, it also pulls from my Gmail to basically flag all the urgent emails so that way I could respond to them in the

morning, but it also populates the daily note inside of Obsidian that we actually create. So, if I open up this markdown

create. So, if I open up this markdown file, you could see what's on my calendar for tomorrow. It breaks down the top three things that I need to do tomorrow. It breaks down the priority

tomorrow. It breaks down the priority inside of my email inbox. And then it even shows the active videos I have in the pipeline. And this right here is all

the pipeline. And this right here is all pulled from my Obsidian second brain. So

let me show you exactly what I mean. If

I come over on the lefth hand side and look at my daily notes, you could see we have this new one that was just generated with this scheduled task. It

automatically creates this for me every single day. And inside of here, we could

single day. And inside of here, we could see everything that I just showed you.

It shows a calendar, shows our top three things for the day. It shows everything in our email inbox. It even shows our action items that we need to move forward with. And then here are those

forward with. And then here are those videos that we are working on that were inside of the video pipeline. It even

shows the hyperlinks. So I could pull up this separate file which is another markdown file inside of Obsidian as well as we could click on this and see each of our active clients. So let me show

you exactly how you can do this exact same thing. So, what you do is basically

same thing. So, what you do is basically come to new task, open up that Obsidian folder or whatever folder you're working inside of, and then basically just explain what it is you wanted to do. For

example, let me show you what I mean. I

want you to go through my email inbox every single day, as well as look inside of the folder about my YouTube videos and let me know what videos are in progress, what their status is, and then break down all the emails that need

responding to tomorrow. run this as a scheduled task every day at 6 PM. And

just like that, we have a new scheduled task that runs every day at 6:09 p.m. We

could actually click on this, see the instructions here, or we could always see all of our scheduled tasks on the lefth hand sidebar and see all the ones that are running. Now, that's all great, but we need to connect these to the different apps that we're using. So, let

me show you exactly how to do that. Now,

we're going to come back to co-work. And

then what we're going to do is we're going to come down to customize, come to connectors, and we're just going to pick all the different apps that we use. So,

for example, if I use Gmail and want to pull from my emails, I would click on this and basically just connect it. Same

thing for Slack. If I want to connect Slack, I would just come here and click on connect. And then, let's say there's

on connect. And then, let's say there's some specific app inside of Claude that you can't connect to. Well, I'm going to show you a hack that will instantly connect you to 8,000 plus different applications. So, you can basically fill

applications. So, you can basically fill your second brain with context across all these different apps that you're using every single day. And this is possible thanks to the Zapier MCP. So,

we're going to come to zapier.com/mcp.

There will be a link in the description to use this. We're going to click on start building. And from here, we're

start building. And from here, we're just going to create a new MCP server.

So, I'm going to click on that. Then,

I'm going to select our client as Claude Co-work. And from here, you could see I

Co-work. And from here, you could see I have some different applications already added here. I have School, I have

added here. I have School, I have HubSpot, Stripe, a couple of other ones.

And in order to add a app, we just come here and just search for any of the apps we use. So, let's say we want to connect

we use. So, let's say we want to connect to HubSpot. We could go ahead and click

to HubSpot. We could go ahead and click this. And then there will be a button

this. And then there will be a button here that just says connect. And then

once we connect that, we'll have access to all these different actions across that entire app. Then in order to connect this to Claude Co-work, we're just going to click on connect, click this add to Claude button, and then from

here, we're going to come back to our connectors. We're going to click on

connectors. We're going to click on browse connectors, then look up Zapier, and all we're going to do is paste in that URL that Zapier MCP gave us. And

just like that, guys, we now have a second brain that we could begin populating and building upon. Right now,

mine looks small because I was demoing this for the video. But if I go back and show you one that I'm currently using right now, you could see that this is basically mapping out all of the different documents that I create inside

of Claude Co-work. And whether or not you use the interface inside of Obsidian because you probably might not use it much. You're not going to come in here

much. You're not going to come in here and individually edit these files. You

could just have Claude Co-work do it.

But you will really notice the power of this as you're pulling context from previous conversations or specific files inside of Claude Co-work over time. So

this memory bank is just going to build over time and just get better and better and know more about you, know more about your business. All right guys, there we

your business. All right guys, there we have it. That is the Obsidian second

have it. That is the Obsidian second brain that you could plug into Claude Co-work. If you guys got some value from

Co-work. If you guys got some value from this video, leave a like, subscribe to this channel for more content, and if you guys want to dive deeper, make sure to join my school community. There will

be a link in the description. Inside of

my community, I give away the 50 plus clawed co-work skills I use every single day. And I'm building out this directory

day. And I'm building out this directory more and more every single week. With

that being said, guys, thank you so much for watching to the end, and I will see you guys in the next

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