Complete Guide to Obsidian Automation
Your Notes Are Plain Files. Let Them Work For You.
This **FREE** 62-page guide is the written version of years spent automating one large Obsidian vault and helping others do the same. It goes from the very first template to a full AI operating system built on plain files, and it is honest about the risks and the order of operations. Read it offline, annotate it, and come back to it as your vault grows.
Price: FREE
Tags: obsidian, automation, ai, free-guide, lead-magnet, pkm, personal-knowledge-management, knowledge-management, templates
What's Included
- **62-page PDF** guide, readable offline and annotatable
- **Part I**: the mental model, the four stages of automation, and the biggest mistake (automating too early)
- **Part II, Layer 1**: automation inside `Obsidian`: the seven jobs plugins should do for you (notes born correct, 3-second capture, automatic filing, formatting, queries, state machines in frontmatter, commands and buttons)
- **Part III, Layer 2**: automation around the vault: `Git`, the command line, REST and MCP, URIs, backup and sync, scheduled jobs, publishing pipelines, ingestion, attachments, OS-level automation, mobile, batch operations
- **Part IV, Layer 3**: AI agents on the vault: instruction files, skills, hooks, MCP, multi-agent workflows, scheduled agents, self-maintaining vaults, and the risks
- **Part V**: a production setup running on 20,000+ notes, with an AI assistant living inside the vault
- **Part VI**: the adoption path to start today, plus a FAQ and the full list of plugins and tools mentioned
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