Pioneer AI & Data
Free Playbook

The Obsidian + Claude Playbook
Build Your AI Memory. Once. Forever.

Your AI keeps starting from zero because it doesn't know you exist. This guide changes that permanently, in 30 minutes, with free tools you already have.

✓
Obsidian setup, step by stepFree app, 10 minutes, no tech background needed
✓
"About Me" AI Context documentCopy one prompt, answer 5 questions, done in 5 min
✓
Business Context documentServices, clients, brand voice, one permanent doc
✓
10 ready-to-use business promptsEmail, LinkedIn, proposals, meeting prep, in your voice
✓
The daily habit that keeps your AI current5 minutes a week. Your AI knowledge base grows with your business automatically.

Why this matters: Every time you open a new Claude or ChatGPT conversation, the AI has no memory of the last one. It doesn't know your name, your business, your clients, or how you communicate. It writes for a stranger, because you are one. This guide ends that. Permanently.

Two free tools. Five minutes of setup.

No subscriptions, no technical background, no credit card.

🗂️ Obsidian Free

A local note-taking app that stores your AI context docs. Think of it as the filing cabinet your AI borrows from, it stays on your computer, not in someone else's cloud.

🤖 Claude or ChatGPT Free tier OK

The AI you're already using. This system works with any AI, Claude, ChatGPT, Gemini. Build it once and use it everywhere.

10 minutes. One time. Never again.

These are the only technical steps in the whole guide.

1

Download & Install Obsidian

Go to obsidian.md → click Download → choose your OS (Mac or Windows) → install like any other app → open it.

💡 Free forever for personal use. No account required.
2

Create Your Vault

On first open → click "Create new vault" → name it My AI Brain → choose a folder (Desktop or Documents) → click Create.

3

Create Your "AI Context" Folder

In the left sidebar → right-click → New folder → name it AI Context. All your AI memory documents live here.


The two documents that do 90% of the work.

Build each one using the starter prompt below, takes 5 minutes each.

4

Build Your "About Me, AI Context" Document

In Obsidian → right-click AI Context folder → New note → name it About Me, AI Context. Then open Claude/ChatGPT and paste this prompt:

✦ Starter Prompt, Build Your "About Me" Doc
I need your help building a personal AI context document. Ask me 5 questions, one at a time, to understand who I am, what my professional background is, how I think and work, what I value most, and how I communicate. After I answer all five, write me a 3-paragraph "About Me" document I can paste at the start of any AI conversation to give you instant context about me. Make it personal, specific, and in my own voice.

Answer the 5 questions honestly → copy the output → paste it into your Obsidian "About Me, AI Context" note.

Your "About Me" should cover:

5

Build Your "My Business, AI Context" Document

Right-click AI Context → New note → name it My Business, AI Context. Paste this prompt into a new AI conversation:

✦ Starter Prompt, Build Your Business Context Doc
I need your help building a business context document for AI conversations. Ask me 6 questions, one at a time, about: (1) what my business does, (2) who my ideal client is, (3) my core services and pricing, (4) the problems I solve and results I deliver, (5) my brand voice and how I communicate, and (6) what I'm currently focused on. After I answer all six, write a business context document I can paste at the start of any AI conversation so you always know my business before I ask a question.

Answer specifically, the more detail you give, the better every future AI answer gets.

Your Business Context should cover:

6

Add a "Current Priorities" Section, Update Weekly

At the bottom of your Business Context note, add ## Current Priorities with 3–5 bullets. Update it every Friday. Your AI always knows where you are right now, not just who you are.

✦ Example, Current Priorities Section
## Current Priorities (Updated: May 2026) - Closing first paid client, roofing company POC - Running outreach to HVAC businesses from prospect list - Completing AI certification course - Building automated lead follow-up system

This is the most powerful section, it's what makes your AI answers specific to this week, not just this year.


The 10-second habit that changes everything.

Your context docs are built. Here's how to use them.

7

The Paste Habit, Works on Any Free Tier

Open Obsidian → open your About Me, AI Context note → copy the first 3–5 lines → open Claude or ChatGPT → paste at the top of your first message → then ask your question. That's it. Your AI now knows you before you ask a single question.

✦ Pro tip: Keep the Obsidian note open in a side pane. One Cmd+C away every session.
8

Claude Projects, Automatic Context (Claude Pro Users)

On Claude.ai Pro → click Projects → Create project → name it → click Add content → upload both Obsidian .md files. Done. Every conversation inside this project auto-loads your full context. No pasting ever again.


Save these in Obsidian under AI Context / My Prompt Library

Paste your About Me context first. Then use any of these, they're built for service businesses.

Draft a Client Email

"Draft an email to [client] about [topic]. My tone: direct, warm, no corporate fluff. Under 150 words."

Write a LinkedIn Post

"Write a LinkedIn post about [topic] for [my audience]. Under 150 words. End with a question. Sound like me."

Prep for a Sales Call

"I have a call with [name] at [company]. They need [problem]. Give me 5 questions to ask and 3 talking points."

Write a Proposal

"Write a one-page proposal for [client] who needs [service]. Include their situation, what I'll do, and next steps."

Handle a Tough Response

"A client said [response]. Help me reply in a way that keeps the relationship and keeps the door open."

Summarize My Week

"I'll paste what I worked on this week. Summarize in 3 bullets and flag what to prioritize next week."

Request a Testimonial

"Write a short, friendly message asking [client] for a Google review. Reference [result]. Keep it casual."

Write an FAQ

"Write an FAQ for [service]. 6–8 questions small business owners ask before buying. Answers under 50 words."

Brainstorm Ideas

"I'm trying to [goal]. Give me 10 ideas I probably haven't thought of, specific to my business and market."

Plan Next Month

"Help me plan [month]. My priorities: [list]. My constraints: [time/money]. Give me a week-by-week focus plan."

5 minutes a week. Your AI brain grows with your business.
☀️
Morning (10 sec)

Open Obsidian before Claude. Glance at Current Priorities. Then ask your question with context.

📝
As it happens

New service? New client? Update your Business Context. Takes 2 minutes.

📅
Friday (5 min)

Update "Current Priorities" with 3–5 bullets about next week's focus.

🔄
Monthly (10 min)

Re-read both docs. Cut what's outdated. Re-upload to Claude Projects if needed.

Want It Built With You?

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