How To 10x Your Notes: Obsidian + Claude AI Agents
By Mckay Wrigley
Summary
## Key takeaways - **Obsidian as a Text-Based, Owned Data Format**: Obsidian's core experience is built on plain text files in markdown format, granting users complete ownership and the flexibility to use their notes in any application or transfer them to different devices. [03:15] - **Claude Code Rules File for System Prompt**: The `/init` command in Claude Code creates a `claude.md` file at the root of your vault, which serves as the system prompt for all subsequent requests, significantly impacting response quality and agent behavior. [05:30] - **Speech-to-Text for 4x Output Speed**: Utilizing a speech-to-text tool like Whisper Flow can dramatically increase output by allowing users to dictate thoughts to AI four times faster than typing, transforming workflow efficiency. [14:39] - **Plan Mode for Task Decomposition and Approval**: Plan mode in Claude Code allows the AI to break down complex prompts into a series of steps, presenting a plan for user approval or rejection before execution, ensuring control over AI actions. [21:40] - **Custom Commands as Reusable Prompts**: Custom commands in Claude Code are essentially reusable, detailed prompts stored as markdown files in a specific folder, enabling users to automate frequent tasks and create personalized workflows. [27:15] - **MCP Servers Extend AI Capabilities**: Model Context Protocol (MCP) servers allow AI models like Claude Code to integrate with external tools and data sources, such as Google Drive or Stripe, enabling more complex and context-aware workflows. [44:44]
Topics Covered
- Your AI agent needs a constitution file.
- Combine speech-to-text to 4x your AI output.
- Automate your workflow with custom slash commands.
- MCP servers give your AI agent superpowers.
- Trigger autonomous AI workflows from your phone.
Full Transcript
Hi everybody, my name is McKay and in
this video I'm going to teach you how to
10X your notes with AI agents. So the
goal of this video is we are going to
teach you how to use claude code which
is a new AI coding tool from Anthropic
and we are going to extrapolate its
coding capabilities so that we can use
something that I like to refer to as
claude agent which is we are going to
teach you how to build flexible agentic
workflows that you can apply and all
sorts of different tasks that you
experience day-to-day. We're going to
have timestamps on everything. This is
going to be on X. This is going to be on
YouTube. I also have an accompanying
blog post on my Substack. Uh, so if you
like this video, share it with friends,
subscribe to my YouTube, uh, follow me
on X, share the Substack post. It goes a
long way uh, to help me out. I'm just
going to cover a few uh, four to five
minutes of like intro. Uh, you may just
want to skip that, which is totally
cool. Uh, and then we'll actually dive
into those 10 workflow examples. Uh, and
then we're going to close so that
hopefully by the end of this, you are
completely agent-pilled and you feel
like you know how to use the cloud
agentic experience to build workflows
that can help you do anything. The rest
of this video assumes two things. So,
these are going to be steps where you
just need to pause the video and you can
either, of course, just watch me do
everything and then do this, or you can
follow along. If you want to follow
along, you need to make sure you have
Obsidian downloaded. This is a free
download. You can go to obsidian.md
and you can get your free desktop
version of Obsidian. Very easy to get
started. So, make sure you do that if
you want to follow along. And then you
will also need to make sure that you
have Claude Code installed on your
computer so that we can take advantage
of all of the agentic workflows that
we're about to demonstrate here. So, you
can go to docs.anthropic.com.
It's very easy to get to the cloud code
docs and what you want to do is go to
the cloud code tab here and you just
want to go to overview here and you're
going to find this command. You just
need to run this command in a terminal
on your computer. If you're somebody
who's not technical, right, you might
have seen this video. Oh, taking notes.
Let me figure this out. And then be
like, oh great, it's a developer telling
me how to run terminal commands. Uh
don't be intimidated. This is a very
easy setup. Uh you can use your AI chat
of choice. Uh if you, you know, if
you're a chat GBT user, if you're a
cloud user, if you're a Gemini user, uh
just copy this entire page. Enthropic
makes it very easy to do. So you just
copy that page, paste that into the AI
app that you like to use and ask how do
I do this? It's very easy. You just need
to open the terminal up on your
computer, copy this command here, and
install it. Okay, super super easy. The
one note, the only thing you will need
to pay for of course is you do need
either a cloud plan from Anthropic or
you need a cloud API key. Cloud plans
start for as low as $20 a month. Uh, so
if you do want to actually follow along,
get started, and for some reason you
don't have a cloud plan, you will need
to go to Anthropic and actually sign up
uh up here on the top right. So the two
things that you're going to need to do
before following along, again, you're
more than welcome to just watch this,
but you need to get Obsidian downloaded
and you need to make sure you get Cloud
Code installed with a corresponding
Cloud plan. Then you're going to be all
set to follow along. Before we get on to
our workflows, we're first going to
create a new vault in Obsidian. So you
can see I just have a new window of
Obsidian here. And you can see I have
the create new vault. We're going to
click create and we're going to create a
demo vault because what I'm going to do
is a first uh the first couple of these
workflows are going to be things that I
recommend that you do when you get it
set up, particularly this first one. So
I'm just going to call this claude code
demo. I'm just going to put my vault on
my desktop here, but you can put this
anywhere. We're going to go ahead and
create a new vault. We're going to see
the Obsidian app open here. We're going
to go full screen here so we can kind of
explore a little bit. So the core
experience of Obsidian is text files. So
you'll see over here on the left we have
our file explorer. So I could go ahead
rightclick create a new note McKay right
we can say hi everyone watching. Okay so
all of these files here are just text
files. So if I actually just open up
this McKay file in finder here you're
going to see this is just a markdown
file. Okay. So I can do whatever I want
with this file. I can move this to
another device. I can use this in a
different app. I have complete ownership
of this file because is it is just a
text file in markdown form. You'll also
notice on the right we have the graph
view. So some of you are going to be
into this kind of thing, some of you are
not. Uh I do think that knowledge bases
get really fun over time. Right? My core
obsidian vault that you saw in that
preview pane a few seconds ago. That was
all years and years and years in in in
kind of the making. And my graph view is
very structured. So I have this
knowledge base with all sorts of
connections. And the great news is with
something like Cloud Code, you can
actually automate quite a few of the
linking and tagging files, which we'll
we'll get to in the workflow section.
Uh, but one of the things that you're
going to want to do as well is you're
going to want to make sure, of course,
that you did get Claude Code installed.
And one of the things that we're going
to want to do here is you can see we
have our vault in the bottom left. So,
it's really nice because I can quickly
switch between different vaults. Uh, I
pretty much just operate out of this
main vault. But what we can do is we can
actually rightclick this and reveal and
find her. Uh, and what we can do is we
can actually rightclick. Again, I'm on
Mac. Some of you, of course, are going
to be on Windows or Linux, but I'm just
kind of operating um with Mac here
within those constraints. So, just do
whatever is the corresponding function
on your uh particular operating system,
but I'm just going to click new terminal
at folder. Okay, so I just rightclicked
over my vault, new terminal at folder.
Okay, let me just drag in my terminal
here. Okay, so we're going to put our
terminal over here on the left side of
the screen, and we're going to keep
Obsidian over on the right side. What we
can do is we can just run Claude on our
vault. And now we have a full instance
of cloud code working on our vault. Now
I can say something like hi what's in
the McKay file. Just verify that cloud
does in fact work. We click on our file
explorer. We'll see we have a McKay
file. You can see the cloud code is now
intelligently searching. Okay. You can
see it found the McKay.md file here. And
you can see that it said hi everyone is
watching. All right. So at this point
we're all good to go. Now let's jump
into the workflows. Workflow number one
is going to be about Claude's rule
system. So the very first thing that
you're going to want to do once you have
cloud code running is you're going to
want to type /nit. And you're going to
see this init command pop up. You're
going to see that it initializes a new
cloud.md file with codebase
documentation. So that's highlighted.
We're just going to hit return. And
what's going to happen here is cloud
code is going to intelligently create an
initial claude.md file. You can see
claude allcaps.mmd. This is going to be
the rules file that is essentially
injected as the system prompt to every
single request that you make with cloud
code inside of your vault. Okay, so this
pertains to every single folder, every
single file. It's basically going to be
the very very top level prompt. So if
you have anything, you can see cloud
code is asking me for permission to do
things here. I'm going to go ahead and
say yes, you have permission. This is
another one of those things you'll start
to learn over time is the agentic nature
of claude is very powerful, but it's
also very controlled. And you can see
it's now asking me for permission to
create a new file. So if I accept yes
here, you're gonna see I have three
options. Yes, yes, and don't ask again
this session. No, and tell Claude what
to do differently. So if I selected
three, I would get an opportunity to
kind of give it some additional text,
kind of prompt it in a different
direction. In this case, this looks
pretty good. And we're just going to
kind of roll with it just for demo
purposes. In the case of your actual
personal vault, you're going to want to
create this file. You're going to want
to kind of go in here and you really do
want to actually take the time to
customize this to your liking because
this file is going to have a significant
significant impact on the quality of
responses, how Cloud actually kind of
uses your codebase or your not your
codebase. I'm so used to working in
code, how it works with your notes uh
inside of your vault. So, you can make
this as specific and personalized as you
like. Here, we're just going to kind of
roll with what it gave us out of the box
here. uh we can kind of assume because
it's a fresh vault and we did in fact
tell cloud it was a fresh vault that
these are probably going to be pretty
good and we'll come back to this more
later as we try some of the other
workflows because we'll show you how you
can kind of use those workflows in
conjunction with updating this rules
file to get better for for uh
performance. But anyways, the thing that
you want to do at the very start of your
cloud code experience in Obsidian is you
just want to make sure that you use that
slashinit command. You want to let
claude create this claude.md file at the
very base root of your project folder of
your vault so that these rules. Okay. So
if I actually exit cloud code here uh
clear my terminal here. If we were to
initiate a new session, what actually
happens is now this prompt gets injected
into this new session. So this now
applies to every single session which is
pretty cool. Workflow number two here.
We're going to boot up a new session of
cloud code. Again, just as a reminder,
now everything that is in our claude.md
file here is going to be injected inside
of our prompt. So, Claude is now going
to follow these instructions. Uh, just
want to keep uh one of the things you're
going to notice as we go from workflow
to workflow. It's a lot of them build on
top of each other. So, just want to
bring that up one more time here. But,
we're working in what is called Cloud
Codes interactive mode. So, this is very
chatbased. You know, you kind of saw me
working with it in the last workflow
section, but this is a very natural kind
of UX paradigm, right? Text in, text
out. You just ask the agent what you
need and it does it, right? Very simple
and it just kind of operates this entire
thing inside of the terminal, which is
just a little bit different, you know,
than the web browser or the app chat GBT
or Claude or Gemini experience that
you're already familiar with. It's just
this time we're doing it with cloud code
as a command line tool inside of the
terminal here. So let's just go over a
couple of kind of the core workflows in
standard chat. A little bit more of a
boring section here, but this stuff is
important. So if I just say, hey, pick a
random topic, right? We're just chatting
with cloud code naturally like we would
in the chat GBT interface for example.
And in this case, we're going to have
chat or cloud code rather pick an
interesting topic here, the Fibonacci
sequence. And now I can say awesome.
Please create a new note about that.
What's going to happen here is Cloud
Code is now going to write a new file to
our Obsidian vault here and it's
actually going to create this file. It's
writing this. You can see it's actually
updating the tokens in real time. So, it
is actually kind of writing this under
the hood. You're just not seeing it
stream in like many of you are probably
familiar with. And then you can see it's
asking us for permission to create the
file. Again, the great thing is if I
wanted to allow it to always create
files, I could go into my rules file and
I could actually allow it to do that. In
this case, we're just going to accept
this manually. And now you can see we
have a Fibonacci in nature file here,
right here inside of our vault. So, one
of the great things about Obsidian,
Obsidian, because it is all markdown
files. AI models are super super good at
markdown. So, you're always going to get
really nicely formatted files, it's
always going to have a really good idea
of how uh to kind of construct things.
If we go to read view, we can kind of
see it in a little bit nicer preview
here um like you would normally. Then we
can kind of go back to edit mode and
edit this file. Uh but one of the things
you'll notice like at the bottom here
you'll see we have tags. This is how you
get interesting things like
knowledgebased automation. So one of the
things you'll notice in our cloud rules
file file um cloud rules file here is we
have things like tags. So if we wanted
it to never have tags, we could do
something like you know do not use tags,
right? And now our rules file is updated
and it wouldn't use tags anymore. So
that's like a really lightweight example
of how you could customize this rules
file to make sure that Claude Code is
writing notes in the style in which you
actually wanted to write that. We're
going to undo that for now because we do
just kind of want to demo some of the
different things you can do. But now
Claude Code has kind of written almost
this like basic Wikipedia entry style um
article here uh inside of our Obsidian
vault here. And we can do things like,
you know, see this welcome file. We
actually don't need the welcome file
anymore. And what you'll notice is
Claude is going to ask me for permission
to remove it. Here you can see it's
actually searching for us to find the
welcome file, right? And you can see how
Claude's search capabilities can get
really interesting because imagine, you
know, something like my own personal
vault that has like thousands of files
at this point. It can actually just
dynamically search that entire thing
without you having to tag it. Here or,
you know, have to kind of manually
provide a file path. You can see it's
asking for me for permission. It found
the file. We're going to say yes. And
you're going to see that file disappear.
Okay, pretty cool stuff. Now, if we
wanted to tag a specific file, say we
wanted to go back into that Fibonacci,
we can actually just type in at, we can
kind of start typing. We're going to see
the Fibonacci here. I can hit tab.
That's just going to autocomplete that.
And we're going to say, um, can you add
an interesting fact section at the
bottom, but above the tags? And now
we're going to see it actually go and
edit the specific file that we tagged.
Okay, so we tagged that Fibonacci file.
But you'll see it will in fact ask us
for permission for the edits. Again, I'm
going to keep repeating myself here for
a little bit and then I'll stop. Uh, but
you are going to want to approve the
file. You can see all of these green
lines here. Those are files that are
being added. If you ever see red here,
those file, those lines, those
characters, those are getting removed.
So, we're going to accept that. You can
see we now have an interesting fact
section that is right above the tags
like we asked for. Now, say we wanted to
clear our message history. Say we
started working on a new task or
something. What we can do is we can just
type /cle. I'm going to tab to
autocomplete that. Hit return and this
is going to clear my session and boom I
am now ready for a new chat. Okay, so
few things. Okay, cloud code can create
files, it can edit files, it can remove
files, it can also create folders. Okay,
so if we wanted something like create a
math folder and put the related files in
it. One of the things you'll notice is
we actually cleared our me message
history. So it doesn't actually have any
memory about the Fibonacci in nature.
Okay. Uh so what's going to happen is
it's actually going to realize oh
Fibonacci sequence kind of related to
mathematics here. So what we're going to
do is we're going to create a new folder
and we're going to put that file in it.
And it's intelligent enough to
understand that it needs to do that. And
not only is it intelligent enough to do
that in this setting where we just have
literally two files in here, but it can
do that as your vault grows. So this is
again the great thing about an agentic
system is cloud code is really just an
agent here that's really good at knowing
when in and how to use tools. In this
case, it's searching for all sorts of
different mathematically related
operations here. It's doing this
agentically. We could actually hit CT
controllr and that will actually expand.
If I looks like I need to hit control E,
you can see a lot more uh insight into
what's going on here. We're just going
to toggle that off with control R. And
we're kind of now back to our familiar
format here. And you can see it's now
trying to run make deer uh which is
going to make directory. Okay, it's
going to create that math folder which
we accept. And then it's going to do one
more operation here to put that file
inside of that folder. Okay. And boom.
Now our Fibonacci and nature file is
inside of that folder. And we did that
dynamically without having to specify
that this is the file we wanted. Right?
Cloud code is very smart. It's kind of
able to figure out what you need. The
goal is you just want to prompt as
clearly uh and kind of directly as
possible. So very cool powerful agentic
system. Again, workflow 2 is really just
about some of the core basic chat
features. We just wanted to show you a
few demos of this so that you understand
uh kind of what's going on and just uh
make sure that you're not intimidated by
this and all the different UI things
that are popping up. It's just an agent
and you just talk to it like you would
any other AI app and it kind of just
autonomously does things for you. You
just need to kind of approve the
operations and customize the system to
your liking. In workflow number three,
we really want to emphasize the
importance of using a speechto text
tool. So this one's kind of optional,
but I promise this one is going to
change your life. So this is the
speechto text tool that I use. It's
called Whisper Flow. The product
specifically now is called Flow. You can
see uh the URL up here. But all you do
here is you're just trying to increase
basically the amount of tokens that you
can output to the AI. So this is just
going to speed up your workflow. You can
speak tokens. You can speak words about
four times faster than you can type
them. So if you're somebody like me
who's basically working with AIS all
day, every day these days, uh it's just
much more efficient. If you're using a
speech to text tool, I can just kind of
dictate my own thoughts directly to the
AI without having to hammer on a
keyboard. So, we're going to skip
installation here. There's a little bit
of a setup here. Uh, you don't even
necessarily have to use this tool in
particular. May maybe your native device
has speech to text functionality. Uh,
maybe you have a different tool. The
importance is just that you use a speech
to text tool and I just wanted to kind
of highlight the one that I use. So, the
reason I use Flow here is because a uh
it has a really nice Mac and a really
nice iOS app. So, as kind of an Apple
guy, as you're probably catching on to
here, uh, it's very easy for me to kind
of sync my whispers or flows or whatever
the I actually don't know what the unit
is they officially call them here, but
one of the things that's common for me
is like maybe I'll go on a walk, I'll
record the, you know, use the mobile app
to to record some of my thoughts. Then
I'll come back on desktop and I can just
like paste things into notes and then
have the AI organize it and things like
that. Uh, but in this case, what we'll
do is we'll just jump back to our
Obsidian on the right, cloud code on the
left setup here. And what I'm going to
do is I just hold down my function key
on Mac OS. Again, the reason I love Flow
is just because user experience is
really great. This isn't like sponsored
or anything. Um, uh, if anybody from
Flow is watching this, maybe we can get
you guys some free credits or something.
Um, but I'm just going to hold down my
function key and then I'm going to talk.
All right, Claude, I want you to create
a new note. It should be your three
favorite dinosaurs and why.
Okay, we're just going to send this off.
And you can see that was very quick. It
was very instant. All I had to do is
hold down my function key and speak. And
this isn't the greatest demo here. Uh
this is particularly useful when you
just kind of want to ramble for a while.
Uh so you can see we just accept that.
We now have three favorite dinosaurs
from cloud here. U but one of the things
especially in like my coding workflows
is I'll have these sessions where I'm
like rambling about a feature I want
built for like three or four minutes.
And I can just hold my function key. I
don't have to type. I don't have to
really like think through it. I can just
dictate to the AI and cloud code is
powered by smart enough models that kind
of figure out what you need even if the
speech is like a little messy or
jumbled. Um so very very nice way to
just sort of 4x your output. Uh this is
one of those things that once I see
people get hooked or people try this
they get hooked immediately. This is a
total game changer to not just your
workflow with this particular workflow
but anytime that you're actually
interacting with an AI especially if you
coders out there are working with cloud
code in actual code format. Super
unbelievable tool. Definitely recommend
you try a speechtoext tool to increase
the amount of tokens you can output.
Workflow number four. So, you're
probably wondering, wait, I thought we
were using cloud code. Why is cursor
here? So, we're going to talk about how
you can actually use cursors tab
feature, which can be really, really
powerful here. Um, if you want to kind
of get a little crazy here and use a
code editor as your notes editor. So,
let's go show you kind of how to do that
and I'll explain how this can actually
make sense in practice. One thing that's
worth noting just really quick before we
do that is that this is probably the
most optional of everything that we talk
about here. So, I know the speech to
text was also optional. I think speech
to text will totally change your life. I
think this one's a little bit more
niche. This is something that I do like
to use, especially when I'm very
frequently iterating on a specific file
inside of my vault. Um, some of you who
are non-coders may not want to work in a
code editor, which is totally
understandable. But nevertheless, we
kind of want to show you uh why cursor
tab can be useful for something like
Obsidian. So, we're going to go back
over to our Obsidian here. And what I'm
going to do is I'm actually just going
to rightclick on my vault. We're going
to reveal this in Finder. Now, this is
the important thing about Obsidian,
right? Is all of these text files you
own. They're on your computer. You can
use these in any app you want. So, say I
was working in this three favorite
dinosaurs or something. Uh, what I could
do is you have two options here. You can
open the individual file up inside of
cursor and work like that, or you can
open the entire vault inside of cursor.
In this case, I'm just going to open up
the specific file that I want to use.
So, I'm actually just going to drag this
under cursor. Again, I'm kind of
assuming that you have a cursor open
here. So, I'm just going to drag this
file down here. You're going to see we
have our three favorite dinosaurs MD.
Okay. Again, one of the great things
about markdown files, they translate
very well to code editors. So, cursor
does in fact make sense. Now, you can
use this file with all of Cursor's own
agent features if you wanted to. Uh
there's nothing stopping you from doing
that. I particularly find that cursor
tab can be very useful. So, cursor tab
is cursor's native autocomplete feature.
So, one of the things you'll notice is
if I change this to four, this is going
to start using cursor's tab model. So,
if we actually just do return, I don't
even have to do return. This is how
great cursor tab is. You can see it's
actually just populating a new dinosaur
here. And now I can just hit tab, hence
the name of the feature here. And that's
just going to autocomplete my file. Now,
if I save this, you'll see we have a
little dot. If I save this and drag this
window out, we go back into our
Obsidian, you'll notice that this file
is saved. Why is that? Because this is
just a single text file. It doesn't
matter where we have it open on our
computer. You could even build your own
user interface for all I care to open up
markdown files. The point is that every
single one of these text files you own.
You edit it one place, it gets edited
the other place. Everything syncs well.
So if you're somebody who wants to like
do a lot of editing in a file, right,
cursor tab can not only do creates, but
it can do edits, it can do deletes. So
if you're working in a really long note,
right, say we wanted this to be bullet
points, for example, instead of having
to go and make every single one of these
a bullet point, it's smart enough to
kind of figure out what I'm doing. And
now we just can kind of like tab through
this. Boom. I didn't have to do that
manually. Now I can save it. I could of
course just ask clot code to do that
same thing for me. So if we drag this
out and kind of open our terminal here
back open, uh we can say please convert
and we'll actually tag that file. Okay,
we're starting to tag we're starting to
kind of pile these features on top of
each other which starts to get where the
workflows get really interesting, right?
This become a power user. Even use
speech to text here because why not?
Please convert the bullet points to
numbers. And boom, we'll send this off
the clock code and it's going to be
intelligent enough to go switch these
bullet points back to numbers. Uh, so
this is just an example really, really
lightweight of using cursor tab, but I
think if you start to use your
imagination, you can see where that gets
interesting. Again, very very optional
here. I know a lot of people are like,
well, I don't want to, you know, pay for
all these different products. I want to
kind of consolidate. So, no need to do
that, but a lot of people who are
already using cloud code also happen to
have cursor plans. If you're somebody
like me, uh you can even if you want
open your entire vault, open inside of
cursor, open up a terminal tab inside of
cursor, use cloud code inside of cursor
while using tab, right? You can really
get pretty wild with some of these
workflows, but we just wanted to show
you a little bit of a simple version of
that. So, let's move on to the next one.
In workflow number five, we're going to
talk about plan mode. So, plan mode is
accessible inside of cloud code if you
do shift tab once. Shift tab is going to
do auto accept edits on. So, let's
actually just do a quick little side
bonus tip here. Autoaccept edits on
accepts everything that Claude does. So,
you've seen me kind of approve Claude's
actions. If you don't want to manually
prove that, you can turn auto accept
edits on and it's just going to accept
everything. Now, this can obviously be a
little bit dangerous. Um, I recommend
not turning this on until you've kind of
coordinated the permission system inside
of Claude on your own a little bit or at
least just gotten familiar with how it
works so that you can kind of keep an
eye on it. Uh, because, you know, you
don't want it to do things like editing
your entire uh, you know, obsidian vault
with all these notes you've diligently
kept, right? Uh, so you want to be a
little bit careful with that one. So,
one of the nice things that you can do
to help it stay a little bit more on
track though is if you hit shift tab one
more time, you're going to see plan mode
turns on here kind of in green here. At
least with the theme that I have running
here. What plan mode does is it actually
makes sure that cloud code doesn't do
anything. It doesn't perform any
actions. It's just going to take your
prompt, create a plan, and then you have
an opportunity to either approve that
plan or reject that plan. Let's go ahead
and take advantage of our speechto text
tool here and give it a little bit of a
basic prompt and then we can kind of see
how plan mode works. I want you to go to
the anthropic docs and I want you to
figure out how the cloud code SDK works.
I'm interested in building an express
server to build uh automations with the
cloud code SDK.
Okay, so you can see that is now inside
of my prompt here. I send this off to
cloud code and because we're in plan
mode, cloud is going to kind of think
through this and reason throughout
things. One thing that you'll notice too
here is we actually have uh access to
web search. So Claude can search the
web, which is kind of a nice bonus
little workflow tip here is we're going
to actually take advantage of number two
here. So anytime now Claude will not ask
permission for going to the docs on
anthropic.com. Here you can see we get a
nice URL preview. So now, because I've
selected that option, it can just
autonomously do that without having to
ask me for permission every time, which
is particularly useful in this research
case because it's probably going to go
through a different uh few different
URLs here to figure out what's kind of
going on with this SDK. So, couple bonus
tips here already, right? We've gotten
the auto accept mode uh and then we also
have web search abilities. So, cloud
code does have quite a bit of uh feature
depth to it if you really really want to
get crazy here. But, we can see it's
just trying to figure out what's going
on. It's not writing any files, right?
It's just doing research. So,
note-taking, of course, is a very broad
discipline. I kind of batch research in
with note-taking. You know, one of the
things that I do when I'm writing code
is I do a lot of research. I like to
take a lot of notes in my projects. So,
inside of my vault, you know, I have a
folder for my projects and then if I
need Cloud to go like search some docs
or something, figure out how like a
certain API works or a certain software
library works, I can just hand that
right off to Cloud Code. Can go do that
research task autonomously while I'm
working on something else. I can have
plan mode on so that I can kind of come
back and make sure that all of the
things that it writes directly to my
vault. I kind of approve all that sort
of stuff. So, let me just kind of sit
here for a second and I'll speed this up
once it's done with its research task
and we'll take a look at plan mode.
Looks like cloud code is done with my
plan. I can kind of scroll up. You can
see it's boxed in here which is sort of
the user interface inside of the
terminal. Anthropic's really done a
quite a good job with trying to make the
user interface inside of the terminal
good despite it just being a terminal
based program here. So, you can see
we're given two options. Yes, which this
is just going to accept the plan and no,
which is keep planning. And what I can
actually do is I can give it a little
bit more feedback here. So what's going
to happen here is we should just kind of
read through this. So what we're going
to do is we can see okay cloud code SDK
allows you to run cloud code as a
subprocess. Okay, everything here looks
pretty good. So what I'm going to do is
I'm going to hit note and keep planning.
What we're actually going to do is we're
going to say uh we want this documented
in a cloud code SDK note.
So, we're just going to make sure it
knows, hey, we actually want to take all
the research that you just did. We
actually want to add it to Obsidian
Bault. Of course, it's not going to add
that yet because plan mode is still on
as indicated below the text input here.
And you can see we would now like it to
proceed. So, let's go ahead and hit yes.
And one of the things you'll notice is
it actually turns auto accept mode on by
default. So, we can actually shift to
tab back to regular here. You can see
Cloud Code is actually tracking its own
internal to-do system, which is kind of
cool. So, what's going to happen is it's
probably going to ask me for permission
to create the note. I'm actually just
going to go back to autoac accept edits
on just to show you how that works here
because it's kind of one of the little
bonus tips we're going to do in this
workflow number five here. So, we can
just kind of let this thing work for a
little bit here. Um, I might speed this
up just a little bit so you guys aren't
watching forever. So, as you can see
here, Cloud Code is now auto accepting
the file creation here. It wrote to that
file. It's kind of tracking its internal
to-do system. You can see over here in
our vault, if I click on cloud code SDK,
we now have this entire documented um
kind of explanation of how to use the
cloud code SDK with an express server.
You can see we even get things like code
blocks. Again, cloud code very very good
at using markdown like all AI models are
these days. You can see it is now done
with the task. We were able to kind of
figure out what we needed from it. You
can do this with much more complex tasks
of course. So if you want to use plan
mode for something that has like a dozen
plus steps, totally can. You can just
continue to iterate on the plan back and
forth with cloud code until it is
configured to your liking. Hit that yes
accept plan button and then you can
either auto accept everything it does or
you can kind of improve it manually one
step at a time. Obviously in this case
we did auto accept edits but that's plan
mode. That is a way to kind of plan
complex tasks. Really comes in handy
with things like researching um things
about like organizational tasks where
you really want to make sure cloud is
going to be doing the right thing. Ton
of opportunity here. Again, one of the
things that's great about Cloud Code is
just how flexible it is, right?
Obviously, it's powerful, but it's also
very malleable and flexible. You pretty
much get it to do whatever you want. And
one of the best ways to get it to do
whatever you want is to use plan mode.
Workflow number six, we're going to talk
about custom command. So, this is very,
very powerful. A custom command inside
of Cloud Code is basically like a
reusable prompt that can be very
detailed and it can kind of outline to
cloud code what task you want done. So,
if you have things that you're doing
very often inside of your notes, this
can be something that's very powerful.
So, for example, in my own workflow, one
of the things that I do is I have kind
of a daily template. And one of the
things that I do now with cloud code is
instead of having to go like copy my
daily template and like paste it in and
configure it with some kind of starter
information based on the day, I just use
the daily template, which of course
isn't here because it's not in this
vault. And then what I'll do is I'll
just kind of use my speech to text tool.
Talk about some of my goals like, hey, I
want to get XYZ done today, right? Use
speech to text. And now I kind of
combine those two things into a reusable
command. This daily template command and
that goes it creates my new daily
template. I have some instructions on
like where I want that organized, how I
want that formatted, all that kind of
stuff. So what we're going to do in this
section is we're going to show you how
you can actually create one of those on
your own. This is going to get a little
bit weird and I apologize for that just
because of a little bit of a jank in how
Obsidian works. So, if I actually drag
in my finder here, again, the way that
you can access your Obsidian Vault uh
folder kind of at the very parent is you
can just click the right click rather in
the bottom left of Obsidian here and
just reveal and find her. That's going
to pop up in your vault. So, you just
want to make sure you go in your vault.
And one of the things that Claude does
is it actually creates a claude folder.
So, if I do uh shift command dot here on
Mac, this is going to show hidden
folders. the convention, at least on
Mac, I'm actually not sure how it is on
Windows, but if you have folders that
are kind of uh prefixed with a dot, it
will actually hide them in the finder by
default. So, this can get a little bit
tricky for things like Git, for things
like GitHub folders, which is very
popular if you're a coder. Obsidian, in
this case, has aobsidian folder that it
hides with a bunch of different
configuration stuff. And then claude, of
course, has the Claude folder. So,
you're actually going to need to edit
this outside of Obsidian, which I know
is like a little bit janky, not the best
workflow, but hey, what can you do?
Because in Obsidian in the file
explorer, it hides all these dot folders
just like Mac does by default, but
there's no way to show them. There's a
little bit of an interesting design
decision, but that's a conversation for
another day. So, what we want to do
inside of the cloud folder is we're
actually going to create a commands
folder. So, what we want to do here is
we're going to create a new folder
called commands. And I actually just
need to drag that inside of Cloud here.
So what your file structure should look
like is you should have your vault.
Okay, so we have the entire vault here.
We should have thecloud folder, which at
this point you should now have. Uh
Claude should have created this for you
by now, but if you don't have it, you
need to create a cloud folder. And then
inside of thatcloud folder, you need a
commands folder. So this is where we're
going to be creating our new commands.
So what I'm actually going to do is I'm
actually just going to drag this folder
open inside of cursor. We're going to be
using cursor as our text editor. So you
can use again you can use any text
editor that you want. Uh you can see we
just have this commands folder open. So
we are just going to be creating new
text files. And all commands are also
markdown files. So if we do something
like
um get time get-time markdown we could
just create a heading get time and we'll
just say please
please get me the current time. Right?
Okay. And then what we could do here,
you'll see uh if we go back to our uh
finder here, you'll see we have that
file of course. And now what we can do
is we can do slash. But wait, we
actually have to restart our cloud
session. So this is something I see that
people do all the time is they'll create
a new command. And you actually have to
exit out of your session, start a new
one, and then if we do slash, we
actually now get all of our custom
commands, a slash command. So now you'll
see that that get time command is in
fact loaded. So what we can do is we can
just start typing get. You can see it's
already highlighted. So, we can just tab
autocomplete that and send this off. And
it's going to go ahead and get the
current time. So, you can see it's
Monday, July 7th. Um, I'm trying to get
a couple extra sneak sneak a couple
extra workflow videos in here before I
post this tomorrow. Um, but uh so you
can see that's like the most very basic
version of a command that's obviously
not particularly interesting. So, what
I'll show you is I'll show you uh
something that I use, right, which is
like that daily template command. So, I
can do daily- template markdown. Again,
all these have to be markdown files
inside of the commands folder which is
inside of that.cloud folder. And the
reason that we're having to edit this
inside of cursor again you can use any
app you want is because obsidian hides
those. So we can't actually directly uh
do that in obsidian. So for daily
template I would do like daily template
and you know maybe we want uh this um
little you know we'll just accept
whatever cursor tabs uh going to give us
today. And what I can do here is I can
also at the very start say you are given
the following context. This is something
I do all the time. Claude actually has a
way to give the context that you give to
a command after you use the slash. So if
I say hi there, right? If we want this
hi there injected into this command.
What we actually have to do is we
actually have to use this dollar sign
arguments
and all caps here. We want to make sure
we spell that correctly, of course. And
what's going to happen is that hi there
would get injected right here. So what's
very common in my own personal commands,
right, is I'll give it a heading of
whatever the name is and then I'll say
you are given the following context.
I'll include that dollar sign arguments
keyword here and then I'll actually go
about what I need. So you can do all
sorts of things in here, right? You can
say um you know one of the things I
could do is I could say like please
create this in the and we'll call this
um you know daily- updates folder.
We could save this uh and then we could
have this like basic template. So what's
going to happen now is of course because
I created a new command we do need to
reset our cloud session here and now I
can do /daily template and now I can
type here I can speak here with my
speechtoext tool and I could just say
hey I'm super blocked by the last few
lessons of my cloud code obsidian
workflow.
And what's going to happen is we can
send this off. This is going to uh
actually get injected into my prompt
here, right? You can just think of
commands as prompts. And what's going to
happen is it's going to create a new
file inside of daily updates. And you'll
even notice our vault doesn't have daily
updates. That's totally fine because
Cloud can do that all in one operation.
And now we have this new daily updates
folder here. Uh and let's say, you know,
we wanted to go look at that. You can
see those blockers are now injected
right here. We got the title. Uh we got
kind of the daily update for January
8th. And we could be as specific as we
want, right? you'll see like this isn't
a very clean date format. So, one of the
things that we would do inside of our
command, right, is we would just
specify, hey, this is how we want the
date. This is how we want things
formatted. This is where we want that
file created, right? Maybe, you know, we
haven't talked about MCP yet, but maybe
we have some MCP connections. And we can
say like, hey, uh, you know, pull from
this MCP tool or use this tool inside of
that connection, right? You can get
super crazy with commands. Commands are
incredibly composable and powerful. I'm
just showing you the very, very, you
know, we're just scratching the surface
here. So, commands are, think of them as
like reusable prompts. the kind of
recipes that you can give to cloud code
for things that you're doing all the
time, right? In my own personal coding
workflow, right? I have commands for
things like generating plans, things for
using git operations, all sorts of
stuff. So, that's one of kind of the
most powerful workflows you can really
go crazy on, and I highly recommend you
experiment with it. In workflow 7 here,
we're going to get into things like
automated tags, linking, and
organization. So, this is a really,
really powerful one, especially for
those of you who are super into things
like knowledge bases. If you really like
things like wiki style links and tags in
your notes, if you want to kind of make
more connections across your different
files, especially as your vault grows, I
know that's something I really like
because, you know, as your vault grows
and grows and grows, can be difficult to
kind of maintain that knowledge graph.
Uh, which, you know, I'm somebody who
can definitely get a little bit
obsessive over my knowledge graph. I
just think it's the compounding effects
of it over years and years is really,
really cool. But one of the things that
you can use cloud code for is to help
you do a lot of that more automatically.
So, I'm going to show you an example of
this for tags, but you can also
extrapolate this for wiki style links
and for file organization in general.
So, one of the things that we're going
to do, and I highly recommend that you
do this because this kind of sets the
foundation of your system, is you want
to instruct Claude Code to create a tags
file for your tagging system. So what
we're going to do here is we're going to
create a little bit of a prompt to cloud
code and we're just going to kind of
work through what a really really basic
v1 version of that would look like. So
I'm just going to say please create a
and I do this in all caps tags.mmd file
at the root. This just means at the very
base level of the vault. In the file you
need to define rules for our tagging
system with hashtags
inside of our obsidian vault.
Okay. And what's going to happen here is
Claude at the very base of our vault is
going to create this tags file. This
tags file is very nice because now
anytime that we want Claude code to
autonomously handle tagging in any of
our files, in any of our folders at any
time, we can always tell it to kind of
reference our tags.md file. And this is
something that we want to keep updated.
Uh not only can we keep it updated, but
Cloud Code can keep it updated. So we're
just going to kind of create this right
away. Okay. And you can see we now have
this tags file. So when you are creating
this for your own system, you're really
going to want to put in the time to
actually curate this, of course,
according to how you like tags done. In
this case, we're just going to kind of
accept the defaults, but this is very
similar to the kind of claw rules in
that tags is almost kind of the
grounding layer of our tagging system.
So you can see it came up with a bunch
of different things. Um, you obviously
again customize this to your liking. But
one of the things that you want to do is
you want to now tell cloud code that in
its kind of cloud file like hey anytime
you go about doing tagging make sure you
reference this tags file because this
tags file is kind of the source of
truth. So I'm going to use speech to
text here and just do this autonomously
with cloud code. Okay. Now we need to
make sure to update our claude.md file
here. That's the rules for your system
prompt. We just need to make sure that
anytime you go about tagging, you
reference tags. We want this to be the
source of truth for our tagging system.
And we want to make sure that you also
keep this updated over time.
I'm just going to send that to cloud
code. And what's going to happen now is
it's going to actually dynamically alter
this cloud. MD file here. So you can see
it's creating a very basic little to-do
system here. It's going to ask us
permission to edit the file. It's going
to add somewhere in here some notes on
how it should actually go about using
the tags file. Again, in your own
workflows, you're going to want to make
sure um
that it uh does that autonomously here.
So, you can see here we got one update
here, which is this tags line right
here. You can see see tagging system
section below. And now it's actually
creating the tagging section. So, we're
going to accept that. And now down here,
you can see important always reference
tags.md for tagging rules. So, this is
where clouds in it system prompt now,
right? This is the basically the rules
for cla code is it's going to reference
that. It's going to see this every
single time we run any cloud code
session. So anytime it updates our tags,
it's now going to go about that. So
let's actually ask us for a
demonstration. Please give us a quick
demonstration to make sure that this
works
and we should hopefully see it whether
it edits an existing file or creates a
new one. So it looks like it's going to
check tags.md for appropriate tags and
then create a sample note here. Again,
this this makes a lot more sense once
you have your own personal vault with
many many different files here. Um,
worth noting too, you can actually just
create vaults for different things. I
know people who will go about it that
way, too, if you want to kind of silo
things and have, you know, certain
pieces of your, uh, workflow be more
separate. Uh, you don't necessarily have
to give Cloud Code root access to every
single thing. You can kind of divvy it
up, which is kind of cool. So, we have
sample meeting notes here. Just go ahead
and click sample meeting notes. And
presumably, you can see there's actually
an error with how it must do numbers in
tags. So, we would maybe have to go
update our tags roles to account for
something like that. Kind of teach the
AI how to work. But overall, uh, got a
few things done here, which is nice.
Presumably, this follows the system
rules here. We're not going to like dive
into that. Again, I think you get the
idea here. This is this is where you
want to define your rules for your
tagging system. And you just want to
make sure inside of your main rules
file, your cloud. MD file, that you kind
of mention the tagging system so that at
the very minimum just knows to reference
that file and to keep things uh up to
date over time. So, that's kind of a
really nice way you can create an
automated tagging system. You can do
things like combining this with
commands, right? So, say I wanted to
create a command for tagging a file.
Maybe I have a command called like
tag-file, right? And maybe in the inside
of that command, I say like, hey, uh,
you know, go inside of whatever file
I've tagged and update it with some
tags, you know, and you have some
instructions there. Maybe we do tag
folder. Maybe this is for specifically
tagging folders, right? You can kind of
start to chain commands with dynamic
organization and things like that. And
then, of course, you can do things like
creating a wiki link uh wiki wiki links.
I always see a little bit of a tongue
twister there that right to do something
like this uh if you wanted wiki style
links which is very popular in
knowledgebased applications. So you
could do something like that where you
you know create a new note called like
wiki links
d obviously you don't do the d in title
you get what I mean right if you want
things for uh organization this is
another one I use in my own personal
vault organization and then anytime uh
cloud code creates new files and folders
it kind of has a good sense of structure
in which I like things organized. So,
there's a couple different ways you can
build automated systems around
organizational features, but in
particular, uh, tags, very core one
that's very nice to do. The wiki links
one, very nice to do, and then
organization of like files and folders,
another really nice one to do. So,
highly recommend you take advantage of
that in conjunction with things like
slash commands. Workflow number eight.
So, this is going to be a quick one. Uh,
surprises me. A lot of beginners in
particular don't know about this, but
you can actually ask Claude Code to use
sub aents. So, it will actually be able
to do things in parallel. Uh so you
don't have to wait for one task after
another to be done. This is particularly
useful for things like researching
tasks. Uh but you can kind of use your
imagination. So really quickly I just
want to show you uh we're going to do
sub agents and we're also going to do a
bonus of showing you how to use deep
thinking which is kind of another little
bonus tip here. But to use sub agents in
cloud cloud code you just ask for them.
So one of the things that we want to do
is let's just say we want u let's
actually just dictate this to the AI and
we'll show you uh what's going on here.
I want you to spin three sub aents up
for a new research task. We are going to
create a new note that is called AI
model pricing. I want you to look up the
pricing of OpenAI models, cloud code
models, and Google models. And I want
you to put those in a table inside of
that note. Um, and I want you to price
everything per million tokens.
Okay. So now we can send this off.
Again, very speedy if you're using
speech to text software. You can now see
it's going to create three sub aents.
Just like we said, it's creating a to-do
system. So presumably what's going to
happen is you're going to see task pop
up for these three things. And these are
all going to be happening at the same
time under the hood. So this is also
going to take advantage of things like
web search under the hood. Very cool. So
we're starting to chain things. One of
the things that I'll do in a lot of
different versions of my projects is
I'll have a slash command for sub aents
where I kind of have different sub aent
tasks for things like research, for
things like writing notes, all sorts of
different stuff. Uh so what we're going
to do here is we're going to let each
one of these run in parallel. Okay?
Okay, so instead of having to wait for
this first task and then asking for the
next one, we're just doing this all at
the same time. Okay, so sub aents are
very cool. You can see it's actually
using web search for each one of these.
So I'm going to go ahead and speed this
up and show you the end result here.
Looks like these tasks just finished up.
We should now be getting on to the note
creation point. All I had to do in some
of these tasks was just accept a few web
search tool requests here. Obviously,
all of that could be configured to run
autonomously, especially if you did
accept autoedits here. Uh, which we're
going to do for the actual generation of
the file here so that we don't have to
accept that. So, in just a few seconds
here, we should hopefully see that
table. Okay, you'll remember we did
specifically ask for a table so we can
see how well the AI does. Again, because
it knows how to use markdown, it's going
to be very reliable. Uh, really nice
little use case here. So, obviously kind
of a silly little example here, but you
can see how this can get kind of nice.
It can. You can see here it's now
writing to AI model pricing. Looks like
we do in fact have that new note and it
did create the table. It's a little
squished here because of my window size.
But if we actually go uh to read view
here and let's actually just go full
screen you can see we have the OpenAI
Anthropic and Google models. You can see
they're all priced out. It dynamically
found this based on its own web search.
So nice. Oh, looks like it even did some
key insights and pricing notes which is
kind of cool. Some notes on prompt
caching batch API. Okay, very useful
stuff. So, one of the ways that I use
this in my own workflows, you know, I'll
do a lot of uh research on things like
code libraries. I apologize, some of
this is a little bit code heavy on the
examples here, probably some of you more
casual people who aren't coders are
like, h, that's kind of annoying, but uh
again, it's personal to me. You can
personalize your cloud code experience
to you. This is very flexible. Um, but
that's an example of how you can use sub
agents. You just ask cloud coder for the
sub agents and it's able to kind of spin
up these parallelized tasks to do a
bunch of different things at the same
time. Workflow number nine, we're going
to show you how to use MCP servers with
your note-taking experience using cloud
code. So, this is where things can get
particularly powerful. And if you
actually read my corresponding blog
post, you can find the links for that
below. I wrote a post called Claude
agent where one of my big points and
reasons for doing this video is that
Claude code is so much more than just
claent
agentic system that's like super good at
knowing how and when to use tools, which
is why I kind of like to call it Claude
agent. uh because you can build agentic
workflows for any type of task, any type
of job. Uh especially with things like
MCP servers, which if you're not
familiar with MCP, this stands for model
context protocol. This is kind of a new
way in which people are building tools
and integrations that can very easily
fit within AI models and some of the
most popular AI tools that you know and
love. So, one example that I'm going to
be showing you here is something called
context 7. This is something that I
particularly use in a lot of my research
tasks. Uh again I mentioned earlier in
this video and you guys are going to
love it. Another code adjacent example
here uh hence the life of a developer
for you here. Um but one of the things
that this MCP server is really useful
for is getting up-to-date information
about software libraries and
documentation. So you can see if we go
to context7.com
is worth noting guys you can use MCP
servers for all sorts of stuff. There's
MCP servers for things like Google
Drive, right? So, say I wanted to pull
info in from my Google Drive into my own
personal vault. I could actually just
connect to the Google Drive uh MCP
server, get that set up, and then boom,
I would be able to do slash and you
would actually see the MCP server for
like Google Drive, right? And then you'd
be like, "Hey, can you actually pull
this file inside of my Google Drive?" It
would go find that, create a new note
for it, right? Maybe you want to pull
four or five different files. But the
point is like all these external tools,
right? Maybe you're somebody who's
running a business and you you want to
use the Stripe MCP to query customer
data or something. Uh maybe you have
like a customer call coming up. Maybe
you need like the billing information. I
don't know. Just coming up with random
things on the fly here for you. Point is
MCP is very extensible. There's all
sorts of MCP servers popping up these
days. I'm just showing you one very
particular example and something that I
actually use uh most days. So you can
see they have this MCP uh tab at the
top. We're going to go ahead and click
that. We're going to scroll down and
we're going to get some instructions on
how to actually configure this. So, if
we scroll down, you can see they have a
little bit of installation section here
in the readme. And one of the things
you'll notice is they have install and
cloud code. So, in our case here, we're
going to use the remote server
connection. It's worth noting, right, if
you just want to search a popular tool
that you use in Google, right? You know,
XYZ MCP, it's going to be pretty easy to
find the documentation for whatever
server you're looking for. There's so so
many these days. And side note, not only
can you use preconfigured ones,
pre-built ones by existing companies and
people all over the world, you can also
create your own, which is how you can
get really, really crazy with cloud
code, especially when you're taking
notes. You can kind of build your own
workflows. A very quick example I'll
give of this is I actually have in my
own vault, I have a customuilt MCP
server where I can input a YouTube link.
I can use a custom prompt command and it
will download the transcript of that
YouTube link, take notes on it, and put
it inside of my vault. Okay, so you can
get pretty crazy with this. I'm just
showing you a very quick example. Um,
but in this case, we're going to copy
this command. And then what we need to
do is we're actually going to need to
run this in our terminal, not inside of
cloud code. So, one thing you can
actually do in cloud code is you can
turn bash mode on with this exclamation
point here. Um, you can see uh
exclamation point for bash mode. This is
now going to effectively run as a
terminal inside of the text input of
cloud code. So, I don't have to exit out
of my session to run terminal commands
here. And so, I'm going to paste this
in. This is going to add this MCP server
here. So what I can do now is I can do
/mcp and you can see we are now
connected to the context 7 MCP server.
So you'll see we have the second MCP
server here that we're connected to.
This is actually the deep wiki MCP
server from Devon. Uh this is from
Cognition Labs. This is another tool
that I use their MCP server for a ton
for coding research when I'm working on
uh different projects. Um but in this
case we're going to go ahead and use
Context 7. So we're going to reset our
chat here and we're going to ask a
question. We're going to say use context
7 to find how to do generate object
with enthropic models inside of the
versel
SDK. So this is actually going to ask us
for permission for us. This is very
similar to how claude uses its other
tools. You can see resolve library. So
the first thing that context 7 is going
to do is actually going to pick which
documentation to pull from. Okay, so
we're going to approve that. It's going
to search for Verscell AI SDK and then
it's actually going to go ahead and
dynamically find that inside of its
libraries. If we go back to Context 7
here, you can see Verscell AI SDK. If we
search for it on their site, presumably
it's pulling from this one right here.
You can see we got a little terminal
popup. That means our message is ready
inside of Cloud Code. And now it's
actually going to dynamically search for
it instead of me having to go in the UI
and I can just offload that task to
cloud code. So we're going to approve
that here. You can see there are some
parameters here. So what it's going to
do is it's basically going to pull the
cached docs that context 7 has so that I
can really really quickly get an answer
to my question here. Okay. So it looks
like we got a little bit of
documentation here on how to use that
library. And again we did this via the
context 7 MCP server which is really
cool. So now I can say awesome create a
new note in code slash ideas
chatbot. What this is going to do is
going to create a code folder. This will
create an idea folder and then this will
create an AI chatbot folder here. So
what we can do is we can actually just
turn auto accept on with shift tab. This
is going to go ahead and allow cloud
code to autonomously handle the creation
of this without us needing to approve
this which is very cool. So you're
starting to see the pieces of how all of
these things are starting to come
together and form these really powerful
workflows. So you can see there's the
code folder, there's the idea folder,
there's the AI chatbot. Looks like it
did create that as a folder. So we'd
maybe want to be like, hey, actually
create that as a note. It's probably
going to put a note in here anyway. Uh,
so I'm not going to worry about it.
That's something you could very easily
iterate on with cloud code. Um, but
again, MCP servers super powerful. You
can build your own. There's so many on
the internet for all sorts of things,
right? Say you're somebody who, you
know, I'm also somebody who uses notion
a little bit for forming personal wikis
that I want to be a little bit more
presentable and maybe share with
friends. I could connect to the notion
MCP server and then I could pull things
from my notion into here. or I could
actually pull things out from my
personal vault and maybe I want to
create a new notion page with info
that's from my Obsidian vault. Right?
So, not only can you kind of read
information and bring stuff in, but you
can also take information from your
Obsidian vault and you can use that with
outside sources. Okay? So, this thing is
very cool. Uh MCP is a very very deep
rabbit hole that I highly recommend you
dive down when pairing it with taking
notes can get super crazy. One of the
last things I'm just going to ramble on
for like 20 seconds and then I prom
promise we'll move on to the next thing
is you can start to really build these
agentic workflows. Again, this is why I
call it cloud agent and not cloud code
because say you're somebody doing sales,
right? You hook this up to a few MCP
servers and suddenly you're almost like
doing your job in conjunction with cloud
code instead of the terminal and maybe
you know maybe you're not even using
Obsidian, maybe you have your own, like
I said earlier like a custom UI built
out. There's just so many possibilities
here. are really just scratching the
surface of what AI agents can do. And
all of this is just so so exciting to
me. And of course, the use case we're
trying to use to demonstrate all of this
is taking notes. This is going to be the
last workflow demonstration. Workflow
number 10. This one's going to get a
little bit weird. Uh, and this is really
meant to just kind of demonstrate
something more broadly, which is that
you can actually deploy Cloud Code in
the cloud and have it do things
autonomously when you're on the go. You
can do things like building WhatsApp
integrations. Uh, you can build your own
custom app to manage this. All sorts of
things to do. The easiest way to
demonstrate this and to get started with
at least just experimenting with this
type of workflow is going to be with
Claude's custom GitHub action. So what
I'm going to do here is I'm actually
going to use Cloud Code itself to create
me a new Git repository. And what we're
going to do is we're going to set up
Claude Codes GitHub action on our GitHub
repository. So GitHub also an
interesting thing to integrate with an
Obsidian vault because it also gives you
version control on your vault. So this
is something uh that I'll experiment
with from time to time on kind of test
vaults. I actually don't necessarily do
this workflow with GitHub on my main
vault. I actually have my own
infrastructure built out to handle that
these days. But we're just going to
demonstrate this to you so you can get a
feel for it and just see kind of the
magic of a workflow like this. So what
we'll do is we'll say I need you to
initialize a new GitHub repo and push it
to my GitHub as a private repository.
Okay, so I can actually just tell Cloud
Code to do this. Cloud Code is
intelligent enough to figure out how to
use the GitHub CLI in conjunction with
initializing a new Git repository on my
machine here for this vault. So, I'm
probably losing some of you
non-technical people if you're not like
a software engineer or developer or
something like that. It's going to be a
little bit weird for you. Uh you may
just want to sit tight and watch this
one. Uh but it is pretty cool. I promise
the payoff on this is cool. We're going
to have cloud code run get. This is
going to initialize a new empty git
repository here. And what we're going to
do is it's going to commit our files to
GitHub and create a new repository with
the GitHub CLI tool. Okay, so a lot of
different things happening. You can see
those of you who are developers can see,
okay, it's adding all files and then
it's committing with initial commit
message. This just means that all the
files that I have in my vault are
getting added to a new repository that
we are about to push to GitHub
cla
Okay, so I'm just giving it a name. You
can see cloud code's intelligent enough
to know it needs to ask me for a good
name. So, it's going to create a new
private git repository called Cloud Code
Vault on my GitHub here. Going to push
this. Again, GH is just the command for
the GitHub uh CLI, right? Just like
Cloud Code is a CLI. GitHub also has a
CLI and this is what it's using. So,
we're going to go ahead and proceed. I'm
going to let that create and then I'm
going to go open that up inside of
GitHub. You can see we're on github.com.
This is in my new vault that I have on
Git. Okay. So, the idea here is you can
do a couple things. If you want to use
version control in your vault, very cool
thing to do. You can kind of get a
running history of everything in your
vault. Obviously, if we were configuring
this for real, we would do things like
adding the store to get ignore and all
that kind of stuff, but we're just kind
of we're just kind of going through the
motions here. Now, the important thing
is inside of cloud code, what we can now
do is we can do slashinstall github app.
You can see this is a predetermined uh
or kind of a pre-existing command inside
of cloud code. This isn't like a command
I came up with. This is on everybody's
instance of cloud code. And what we can
do is we can just tab that. And then
we're going to hit return. And this is
actually going to use the repository
that we just set up and it's going to
install the GitHub app on a repository.
So in my case on my account, Cloud is
allowed to install the GitHub app on any
repository. You're going to need to
install that for the first time or
configure what repositories this
particular GitHub app has uh access to.
Uh I can kind of just skip that because
it already has access. So I can just
kind of close that. And now you're going
to see if we go back to cloud code. We
just need to initiate um this kind of
initial uh thing here. So you can see we
can now select GitHub workflows to
install. Both of these are checked. Uh
we're actually going to just accept both
of these. So we'll just hit enter. And
then you can see create a long live
token with your cloud subscription. So
you can either use your own API key or
your own cloud subscription token. We're
just going to go ahead and use our
existing uh cloud token here. So we can
just sign in directly with Anthrobic.
Again, we've gone over this, but to use
cloud code, you do need either an API
key or a Cloud subscription. In my case,
I'm just using the Cloud Mac
subscription, the $200 one because I'm
such a power user. You can see we now
have a very introductory PR. This has
some information about how this
particular integration works. We're just
kind of speeding through this because
you actually have to approve this before
the Apple work. You actually have to
create that and then merge it and then
you're going to be all set. Okay, so
that's merged. Uh we can delete that
branch. Everything is ready to go. So
now, how does this get interesting?
Let's switch over to the phone. I
apologize guys, the audio is going to
get a little bit weird here. You can see
I am now on the GitHub app on my phone.
Okay, so let's imagine for a second that
I'm on the go. Let's say I'm on the walk
and I actually want Claude to do some
research for me in the background in the
cloud. And then when I come back to my
computer, what I can do is I can
actually go see its research inside of
my vault. So what I'm going to do is I'm
going to go into issues here. And what
I'm going to do is I'm going to create a
new one in the top right here. And I'm
just going to say test integration.
We're just going to do something really
basic here. And I'm just going to say
please make a new file in the vault
in the slash test folder called hello
world and write a funny joke. Not a
runny joke, a funny joke
for my viewers. Okay. So what we're
going to do is we're going to submit
this. This is going to create a new
issue inside of my GitHub repository
here. And what I can do is I can add a
comment. You'll see this comment button
at the bottom. And because we've
installed the Claude app, I can now
actually tag Claude. You don't need to
see uh anything there. And what we can
do is we can say, "Please handle this.
Thanks." We'll do a smiley face. We'll
go ahead and leave that comment. And
what's going to happen is this is
actually going to kick off our GitHub
action. So anytime that we tag cloud
code inside of issues, inside of PRs,
it's actually going to go autonomously
handle this, which is super super cool.
So we actually have to wait just a
little bit to get set up. We're now
going to switch back over to the
computer here so that I can show you how
this works. So you guys can see this is
now triggered from my phone. Again, I
apologize for the phone audio when we're
back to the computer audio. You can see
theoretically, and I know I'm not
literally doing this right now, but
theoretically, I could have just been
completely on the go, uh, not having to
be around my computer at all. And this
cloud integration is now just running in
the cloud, and it's actually running
this, you know, without me needing to
accept anything. Um, all sorts of stuff.
So, there's a lot of ways you can
configure this to be a little bit more
personalized to your vault. And again,
at this point in my own personal vault,
I have kind of my own server that's
running where I can trigger these
things. But I think the GitHub action is
a really really quick way to at least
get started and start playing around
with this type of workflow. So what's
going to happen is cloud is basically
going to look through all the comments
in this issue. You can see it's going to
check if a folder exists. You can see
it's going to create a hello world. You
can also go in your GitHub. There's the
actions here. You can see my issues
actually running is out of this tab. You
can see it actually just finished up. So
if we go to issues here, click test
integration. You can see uh it actually
did in fact create that new file. Hello
world. So what we can do now is we can
go back to our vault and because this
was actually uh created. It was actually
committed. So we go to code here. You
can see we're going to have uh
presumably probably a new branch here.
Okay. Awesome. So this is a new branch.
So what we want to do is probably just
grab this branch name here uh and then
actually ask Claude uh Cloud Code to
merge it. So, what we'll do is we'll go
back to cloud code here. And what we're
going to do is we're going to say,
"Awesome.
We just had and we let's actually use
speech to text here." By the way, you
saw me clear that text really fast. If
you hit escape twice really quickly, it
will clear your input. Okay, we just ran
an automation. There's a new branch. We
need that to get merged into the master
branch. And then we actually need you to
pull so we get the latest version of our
notes.
So, again, Cloud Code is very
intelligent. It's going to know how to
use the git CLI uh the github CLI rather
to go ahead and accomplish this task. So
it's going to fetch all the remote
branches. It's going to see the existing
branches. It will ask us for permission
because we haven't configured
permissions here. You can see that cloud
issue two right there. It's going to go
ahead and get merged into main. Okay. So
it looks like it's going to pull origin
master and merge it with this branch.
Awesome. Now it's going to go ahead and
allow us to see inside of test and
inside of hello world. We now have a
joke. Why don't scientists trust atoms?
Because they make up everything. So the
workflow that we basically simulated
here is that if I was on a walk, if I
was on my phone, I could go ahead and
create a new issue on GitHub, I could
use Cloud Code's GitHub uh integration
and basically kick one of these things
off in the cloud, come back to my
computer later, pull that research. So
again, silly little example here, but
the goal is to get the wheels turning in
your brain that you take the simplicity
of what I just demonstrated and you
actually apply those concepts into
practical real world workflow examples
into your own vault. Hopefully those 10
workflow tips will help you 10x your
note-taking with AI agents, in
particular Cloud Code. The point of
making this video is that Cloud Code is
so much more than just a coding tool. It
is a multi-purpose agent. It's very
flexible. It's very malleable. So, if
you found this video helpful, helps me a
lot. If you guys subscribe to my YouTube
channel or you follow me on X or if you
are reading on Substack, go check out
the accompanying blog post that we have
or that I have rather called Claude
Agent. Give that a read. Um, but if
there's any other things you guys would
like to see me do, if you want to see
like an advanced version, maybe I use my
own personal vault a little bit more,
uh, let me know. I'm super open to doing
more types of videos like this.
Obviously, I do a lot of videos in the
realm of the coding world and things
like that, but definitely open to more
general purpose agentic workflow videos
if this is something you go like. Uh,
one quick note to close on too is we do
on takeoff we have our cloud code
lessons. So, we have 23 lessons which
are 2 hours and 22 minutes. We have a
couple more coming out just a few more
days uh on some project stuff that we've
been working on. Uh this is a really
great way to get up to speed on all of
the features of cloud code everything in
its toolbox. So if you are somebody
inclined who is like wow cloud code
seems really cool I should learn more
about this. Really really excellent
resource we put together so that you
guys can go learn how to use cloud code.
So thank you for watching again. Uh
share this with your friends if you
found this helpful. Uh goes a lot to
help me out. Uh thanks for watching
guys. We'll be back soon with more
videos.
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