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Obsidian Automation

claude-office-skills/skills

Automate Obsidian note creation, linking, and knowledge base workflows with smart templates and graph insights.

What is Obsidian Automation?

Automate your Obsidian personal knowledge management system by creating notes from templates, establishing smart links between ideas, and analyzing your knowledge graph. Use this when you need to streamline note-taking, maintain consistent structure, and discover connections across your vault.

  • Create notes from customizable templates (daily notes, meetings, zettelkasten, book notes)
  • Automatically link notes using pattern-based rules and backlink suggestions
  • Execute Dataview queries to surface tasks, recent meetings, and project dashboards
  • Analyze knowledge graph to identify orphaned notes and suggest connections
  • Apply web clipper automation to capture and organize web content
  • Generate research workflows with topic notes, source gathering, and sub-note creation

How to install Obsidian Automation

npx skills add https://github.com/claude-office-skills/skills --skill obsidian automation
Prerequisites
  • Obsidian vault set up and accessible
  • Notes MCP server configured
  • Claude 3 Opus, Claude 3 Sonnet, or GPT-4 model available
Claude Code
Cursor
Windsurf
Cline

How to use Obsidian Automation

  1. 1.Define note templates in your configuration (daily notes, meetings, zettelkasten, etc.)
  2. 2.Set up auto-linking rules with patterns for people, projects, and other entities
  3. 3.Configure Dataview queries for common searches (tasks, meetings, projects)
  4. 4.Enable web clipper automation if capturing content from browser
  5. 5.Run the skill to create notes from templates or search your vault
  6. 6.Review graph insights to identify orphaned notes and connection opportunities
  7. 7.Apply suggested links and refine templates based on your workflow

Use cases

Good for
  • Generate daily notes with morning intentions and evening reflections linked chronologically
  • Automatically create and link meeting notes with attendees and action items
  • Build a zettelkasten system with timestamped atomic notes and connection suggestions
  • Capture web articles into a clippings folder with domain-based tagging
  • Query all incomplete tasks due today across your vault
Who it's for
  • Knowledge workers maintaining personal knowledge bases
  • Researchers organizing sources and building topic hierarchies
  • Project managers tracking meetings and action items in Obsidian
  • Students using zettelkasten or Cornell note-taking methods
  • Anyone automating repetitive note creation and linking tasks

Obsidian Automation FAQ

Can I create custom note templates?

Yes. Define templates with YAML configuration specifying filename patterns, folder location, and markdown content with variable substitution like {{date}}, {{title}}, and {{attendees}}.

How does smart linking work?

Auto-linking uses pattern-based rules (e.g., @name triggers [[Person/name]]) and backlink suggestions based on content mentions. It can create missing notes automatically if configured.

What Dataview queries are supported?

The skill includes examples for tasks due today, recent meetings, and project dashboards. You can define custom Dataview queries to surface any structured data in your vault.

Does it work with existing Obsidian vaults?

Yes, it integrates with your existing vault and respects your folder structure and naming conventions. Templates and rules are configured to match your workflow.

Can it identify connections between notes?

Yes. Graph analysis identifies orphaned notes, clusters related content, and suggests links based on content similarity with a configurable threshold.

Full instructions (SKILL.md)

Source of truth, from claude-office-skills/skills.


name: Obsidian Automation description: Automate Obsidian knowledge management, note linking, and personal knowledge base workflows version: 1.0.0 author: Claude Office Skills category: productivity tags:

  • obsidian
  • notes
  • knowledge-management
  • markdown
  • pkm department: content models:
  • claude-3-opus
  • claude-3-sonnet
  • gpt-4 mcp: server: notes-mcp tools:
    • obsidian_create_note
    • obsidian_search
    • obsidian_link
    • obsidian_template capabilities:
  • Note creation
  • Knowledge linking
  • Template application
  • Graph exploration input:
  • Note content
  • Search queries
  • Template configurations
  • Link patterns output:
  • Created notes
  • Linked knowledge
  • Search results
  • Graph insights languages:
  • en related_skills:
  • notion-automation
  • deep-research
  • meeting-notes

Obsidian Automation

Automate Obsidian knowledge management and personal knowledge base workflows.

Core Capabilities

Note Creation

note_templates:
  daily_note:
    filename: "{{date:YYYY-MM-DD}}"
    folder: "Daily Notes"
    template: |
      # {{date:dddd, MMMM D, YYYY}}
      
      ## Morning Intentions
      - [ ] 
      
      ## Tasks
      - [ ] 
      
      ## Notes
      
      ## Evening Reflection
      
      ---
      [[{{date:YYYY-MM-DD|-1d}}|← Yesterday]] | [[{{date:YYYY-MM-DD|+1d}}|Tomorrow →]]

  meeting_note:
    filename: "Meeting - {{title}} - {{date}}"
    folder: "Meetings"
    template: |
      ---
      date: {{date}}
      attendees: {{attendees}}
      tags: meeting
      ---
      
      # {{title}}
      
      ## Agenda
      
      ## Notes
      
      ## Action Items
      - [ ] 
      
      ## Follow-ups
      
      [[Meetings MOC]]

Smart Linking

auto_linking:
  rules:
    - pattern: "[[Person/{{name}}]]"
      trigger: "@{{name}}"
      create_if_missing: true
      
    - pattern: "[[Project/{{project}}]]"
      trigger: "#proj/{{project}}"
      
  backlink_suggestions:
    enabled: true
    min_mentions: 2
    
  alias_support:
    - "[[Machine Learning|ML]]"
    - "[[Artificial Intelligence|AI]]"

Dataview Queries

dataview_examples:
  tasks_due_today:
    query: |
      ```dataview
      TASK
      WHERE !completed AND due = date(today)
      SORT due ASC
      ```
      
  recent_meetings:
    query: |
      ```dataview
      TABLE date, attendees
      FROM "Meetings"
      WHERE date >= date(today) - dur(7 days)
      SORT date DESC
      LIMIT 10
      ```
      
  project_dashboard:
    query: |
      ```dataview
      TABLE status, due, priority
      FROM #project
      WHERE status != "completed"
      SORT priority ASC
      ```

Templates

templates:
  zettelkasten:
    filename: "{{date:YYYYMMDDHHmmss}}"
    content: |
      ---
      id: {{date:YYYYMMDDHHmmss}}
      tags: 
      links: 
      ---
      
      # {{title}}
      
      ## Idea
      
      ## Source
      
      ## Connections
      - Related to: 
      
      ## References
      
  book_note:
    filename: "Book - {{title}}"
    content: |
      ---
      author: {{author}}
      finished: 
      rating: 
      tags: book
      ---
      
      # {{title}}
      by {{author}}
      
      ## Summary
      
      ## Key Ideas
      
      ## Highlights
      
      ## My Thoughts
      
      ## Action Items

Workflow Automations

Web Clipper

web_clipper:
  trigger: browser_extension
  actions:
    - extract_content:
        title: "{{page.title}}"
        url: "{{page.url}}"
        content: "{{selection}}"
    - create_note:
        folder: "Clippings"
        template: web_clip
    - add_tags: ["web-clip", "{{domain}}"]

Research Workflow

research_workflow:
  steps:
    - create_topic_note:
        filename: "Research - {{topic}}"
        folder: "Research"
    - gather_sources:
        search: "{{topic}}"
        link_to_note: true
    - generate_questions:
        based_on: sources
    - create_sub_notes:
        for_each: key_concept

Graph Analysis

graph_insights:
  orphan_notes:
    query: "notes without incoming links"
    action: suggest_connections
    
  clusters:
    identify: true
    visualize: true
    
  link_suggestions:
    based_on: content_similarity
    threshold: 0.7

Best Practices

  1. Atomic Notes: One idea per note
  2. Consistent Naming: Use conventions
  3. Link Liberally: Connect related ideas
  4. Daily Practice: Regular review
  5. Templates: Standardize note types
  6. Tags vs Links: Use both strategically