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Build a Shared Obsidian Vault So Claude Stops Forgetting Your Business
Based on Oliver Rasmussen's process, this workflow turns a plain-text vault into Claude's persistent business brain. You connect Claude Code to the same folder used by Obsidian, generate a reusable Claude.md memory file, and move your highest-value notes, scripts, and client context into Markdown. From there, Claude can prioritize your day, tailor outreach and sales scripts, and reuse project context without you re-explaining your business every time.
Claude reads plain-text Markdown, so one shared vault becomes persistent business context.
Create a local folder to use as your vault
Install Obsidian and open the same folder as your vault
Open the same vault folder in VS Code
Connect Claude to the vault with folder access
or Claude / Gemini
Generate a memory dump of your business, team, goals, audience, projects, style, tools, and rules
Turn the extracted memory into a working Claude.md brain file
Create Claude.md in the vault and paste the generated file
Identity | Offers | Audience | Style | Rules | Folder map
Create the core folder structure
Copy valuable notes, scripts, and templates into the vault
Create new Markdown notes directly in the vault
Organize everything as Markdown inside the vault
To-do | Projects | Research | Clients | Scripts | Claude.md
Enable Obsidian community plugins and turn on Kanban for your to-do list
Ask Claude what to focus on today
Find a target company and grab its website URL
Generate tailored cold-call and sales scripts from the website plus saved frameworks
Save scripts, meeting notes, results, campaigns, and AI context in a client folder
Use a prebuilt vault template if you want to skip manual setup and start faster.
Keep adding new notes, scripts, and results so Claude gets smarter over time
Recipe
20 nodes · 4 phasesBuild a Shared Obsidian Vault So Claude Stops Forgetting Your Business
Based on Oliver Rasmussen's process, this workflow turns a plain-text vault into Claude's persistent business brain. You connect Claude Code to the same folder used by Obsidian, generate a reusable Claude.md memory file, and move your highest-value notes, scripts, and client context into Markdown. From there, Claude can prioritize your day, tailor outreach and sales scripts, and reuse project context without you re-explaining your business every time.