OpenClaw + Obsidian: The Perfect Co-Working System

OpenClaw + Obsidian: The Perfect Co-Working System

How to Set Up the Perfect Co-Working System with OpenClaw

Introduction to OpenClaw and Personal Experience

  • The speaker introduces their experience using OpenClaw for a week, emphasizing its capabilities in enhancing workflows.
  • They mention specific tasks performed by OpenClaw, such as tracking YouTube analytics, building dashboards, and managing content across various platforms.
  • The setup involves an isolated Mac Mini controlled through a personal MacBook Pro.

Focus of the Video

  • The video will not cover how to set up OpenClaw but rather focus on creating a co-working system around it.
  • Key topics include essential system files for the agent's functionality and utilizing Obsidian as a primary workspace.

System Files Overview

  • The speaker highlights that many users stop at installing OpenClaw without developing effective systems for collaboration.
  • They introduce critical system files: user.md (personal/business info), agents.mmd (operational instructions), soul.md (agent personality), identity.md (agent name), tools.mmd (local tools), and memory.md (long-term memory).

Importance of User.md File

  • Emphasizing the significance of user.md, which contains comprehensive details about the user's business strategy and customer interactions.
  • This file serves as a foundational document that influences the overall experience with OpenClaw.

Utilizing Obsidian for Enhanced Workflow

  • The speaker discusses how Obsidian allows for better organization and editing of markdown files compared to traditional folder structures on Mac.
  • They stress the importance of investing time into crafting an effective user.md file, which consolidates previous context profiles into one streamlined document.

User Context Management in AI

Transitioning to a Unified User.md File

  • The speaker discusses the previous method of managing context profiles through separate folders for different purposes, such as business profiles and ideal client profiles.
  • This approach often led to confusion and disorganization due to multiple files that were hard to maintain.
  • The new strategy involves consolidating all relevant information into a single user.md file, which is autoloaded every time, ensuring the AI has access to comprehensive context.

Importance of Organization

  • The speaker emphasizes the significance of an organized folder structure within their workspace for effective AI interaction.
  • Good organizational skills are highlighted as essential when working with OpenClaw or any other AI tools, impacting overall productivity.
  • A detailed overview of the current folder structure is provided, including various subfolders for tasks like dashboards and email sequences.

Two Machines Approach

  • The speaker describes using two machines: a personal MacBook Pro for direct work and a Mac Mini dedicated to running OpenClaw agents continuously.
  • This setup allows for efficient task management where the agent handles overflow tasks while the user focuses on primary responsibilities.

Agent Workflow Management

  • The speaker compares managing an AI agent's workload to hiring an employee, starting with simpler tasks before gradually increasing responsibility.
  • They express confidence in this two-machine approach as it evolves over time but remains fundamentally unchanged in its purpose.

Demonstration Setup

  • A demo is introduced showcasing how both machines interact during workflow processes using screen sharing between devices.
  • Preferences for using a Mac Mini over VPS (Virtual Private Server) are discussed, citing ease of access and visibility into workflows as key reasons.

Obsidian Vault Setup and Integration

Setting Up an Obsidian Vault

  • The cost for syncing an Obsidian Vault is approximately $5 to $10 per month, allowing users to share the vault across devices.
  • Users can view all their files in a structured workspace instead of dealing with raw markdown files, enhancing collaboration and organization.
  • After downloading Obsidian and setting up sync, users can easily access shared content within a designated workspace folder.

Managing Workspaces and Agents

  • The speaker describes treating their proxy agent as an employee, providing it with its own Google Workspace, email, phone number, and credit card for subscriptions.
  • The proxy agent has its own Obsidian account that is shared with the user's personal email for seamless file access across devices.

Enhancing File Visibility in Obsidian

  • Once the vault is set up on both personal and agent machines, users can enhance their experience by making non-markdown files visible within Obsidian.
  • By default, only markdown files are visible; thus, additional steps are needed to view other file types like HTML or JSON.

Utilizing Community Plugins

  • To enable visibility of non-markdown files such as TXT or HTML in the vault, users need to install two community plugins: Data Files Editor and HTML Plugin.
  • These plugins allow editing of various file formats (JSON, TXT), enabling better management of configurations and data directly within the vault.

Practical Applications of Enhanced Features

  • With the plugins enabled on both machines, users can now read TXT files directly in their Obsidian Vault alongside markdown documents.
  • A notable application includes creating a YouTube analytics dashboard using HTML rendered directly in Obsidian. This eliminates reliance on external tools like Airtable or Notion for analytics tracking.

How to Sync Unsupported File Types in Obsidian

Enabling Sync for Unsupported File Types

  • To ensure seamless operation between Obsidian and the OpenClaw agent, it's crucial to enable syncing for unsupported file types.
  • Navigate to the sync settings in Obsidian and toggle on "sync all other types" for both machines. This allows HTML, JSON, and TXT files to sync properly.
  • Confirm that everything is synced by checking for a check mark; a spinning purple circle indicates ongoing syncing.

Utilizing Shared Workspaces

  • Once syncing is enabled, users can access shared resources like MCP servers across both machines.
  • The integration allows users to manage various tasks directly from their workspace, such as creating newsletters from YouTube transcripts.

Working with Proxy Chat

  • Users can instruct the proxy chat feature to automate tasks like transforming YouTube transcripts into thought leadership newsletters.
  • The proxy will handle content creation and organization within the Obsidian vault without needing direct interaction with the agent's machine.

Daily Workflow Integration

  • The speaker describes their daily workflow using a MacBook with proxy chat integrated into iMessage while managing tasks through Obsidian.
  • Screen sharing enables hands-on collaboration with the OpenClaw agent, enhancing productivity significantly.

Delegating Tasks to OpenClaw Agent

Task Delegation Overview

  • Over time, responsibilities have shifted between personal work and tasks delegated to Proxy, focusing on analytics and tracking dashboards.

Personal vs. Agent Responsibilities

  • The speaker retains creative control over enjoyable tasks like video production while delegating tedious analytics work to Proxy.

Benefits of Using OpenClaw

  • By utilizing Proxy for social media management and app development, users can focus on high-priority projects they enjoy without getting bogged down by routine tasks.

Building Custom Solutions

  • The speaker highlights how Proxy assists in building internal tools and dashboards that were previously neglected due to time constraints.

Maximizing Productivity with OpenClaw

Strategic Focus Areas

  • Emphasizes the importance of maintaining an updated user.md document as it serves as a foundational guide for business strategy and content planning.

Investment Strategies and Workspace Organization

Setting Up Your Workspace

  • Begin by collaborating closely with your OpenCloud to align on shared goals, ensuring both parties are on the same page.
  • Install Obsidian on both machines, enable synchronization, and install necessary plugins to enhance functionality.
  • Enable all relevant file types within Obsidian to ensure a comprehensive workspace setup.
  • Create a structured folder system for organizing work assets, aiming for clarity and cleanliness in your workspace.

Starting Small and Iterating

  • Initiate your workflow with less critical tasks that have been postponed rather than diving into high-priority projects immediately.
  • Avoid overwhelming your system by not attempting to transition everything at once; allow OpenCloud to manage tasks gradually.
  • Emphasize the importance of iteration—continuously update your system files based on what you learn about effective workflows.
Video description

📬 All Systems ➡ https://alexmcfarland.substack.com/ --- Most people install OpenClaw and stop there. In this video, I'm showing you exactly how I set up the perfect co-working system between me and my AI agent using OpenClaw and Obsidian—including my full folder structure, system files, two-machine setup, and the plugins that make it all work. This is for solopreneurs, content creators, newsletter writers, consultants, and anyone who wants to actually co-work with an AI agent without it being a clunky mess. 📂 RESOURCES Obsidian ➡ https://obsidian.md/ Data Files Editor plugin ➡ obsidian://show-plugin?id=data-files-editor HTML Reader plugin ➡ obsidian://show-plugin?id=obsidian-html-plugin All other resources/assets: https://alexmcfarland.substack.com/ ⏳ TIMESTAMPS 0:00 Intro 0:45 What my agent is doing right now 1:30 What we're covering today 2:45 System files that make your agent useful 4:15 Why USER.md is the most important file 6:30 Old context profiles vs. the new way 8:00 My full folder structure 10:00 Two machines, one workspace 12:30 Demo: Obsidian + OpenClaw setup 14:45 Setting up Obsidian Sync between machines 17:00 Making non-markdown files visible (plugins) 19:30 Rendering HTML dashboards in Obsidian 21:00 Syncing unsupported file types 22:30 Live demo: delegating a task to Proxy 🔗 CONNECT Twitter/X ➡ https://x.com/mcfarland_ai LinkedIn ➡ www.linkedin.com/in/alex-mcfarland-03b7bb189 Insagram ➡ https://www.instagram.com/alexxmcfarland?igsh=MXg1MGY0aXdseGF3OA%3D%3D&utm_source=qr #openclaw #aiagent #obsidian #claudecode #aiwriting #contentcreation #solopreneur #aitools #claudeai #anthropic #contextengineering #writingsystem #aico-working #productivity #newsletter