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- Obsidian vault set up and accessible
- Notes MCP server configured
- Claude 3 Opus, Claude 3 Sonnet, or GPT-4 model available
How to use Obsidian Automation
- 1.Define note templates in your configuration (daily notes, meetings, zettelkasten, etc.)
- 2.Set up auto-linking rules with patterns for people, projects, and other entities
- 3.Configure Dataview queries for common searches (tasks, meetings, projects)
- 4.Enable web clipper automation if capturing content from browser
- 5.Run the skill to create notes from templates or search your vault
- 6.Review graph insights to identify orphaned notes and connection opportunities
- 7.Apply suggested links and refine templates based on your workflow
Use cases
- 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
- 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
Yes. Define templates with YAML configuration specifying filename patterns, folder location, and markdown content with variable substitution like {{date}}, {{title}}, and {{attendees}}.
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.
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.
Yes, it integrates with your existing vault and respects your folder structure and naming conventions. Templates and rules are configured to match your workflow.
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
- Atomic Notes: One idea per note
- Consistent Naming: Use conventions
- Link Liberally: Connect related ideas
- Daily Practice: Regular review
- Templates: Standardize note types
- Tags vs Links: Use both strategically
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