Each episode in the video collection covered one piece of the system. This page assembles all the pieces into a single map.
In short
Obsidian is the operating system, templates + Dataview the automation engine, git + AI the review engine, Quartz the output end. Information moves through one fixed pipeline: capture → daily execution → project progress → periodic review → publishing.
The big picture
| Stage | What it handles | Episode |
|---|---|---|
| Capture | Open and write, zero friction | 010 Homepage |
| Daily execution | Today’s work, prepared automatically | 001 Task rollover |
| Project progress | Long-running projects never lose the thread | 008 Project management, 002 Template automation |
| Periodic review | See yourself clearly, every week | 009 AI weekly review |
| Content intake | Books and movies get a home | 007 Personal library, 006 Paste cleanup |
| Publishing | Writing a note = updating the blog | 005 Quartz blog |
| The whole bundle | A download-and-go template vault | 011 Template vault, 003 Troubleshooting |
Below, each stage in pipeline order.
1. Capture
Everything starts the second Obsidian opens. The Homepage plugin makes every launch land on a dashboard page, and that page does exactly one job: reduce capture friction — when an idea strikes, you don’t dig through folders for a file; one button takes you straight there.
Five modules:
- Quick actions — one click to open today’s note, create a project, create a task, or import a book;
- Quick navigation — frequently used pages arranged into multi-column cards by scenario;
- Active projects — Dataview dynamically lists what’s in flight;
- Frequent templates — entry points for high-frequency templates;
- Heatmaps — activity and word-count heatmaps side by side, showing the rhythm of sustained output.
The whole page is just a Markdown file + plugins (Homepage / Dataview / Templater / Contribution Graph) + one scoped block of CSS — no theme-private APIs, so switching themes won’t break it. Details in episode 010.
2. Daily execution
Each day’s workbench is a daily note generated from a template. The core design: a new day opens ready to go, with nothing to tidy up by hand:
- Today’s goals — three at most. More breeds anxiety; fewer brings focus;
- Yesterday’s unfinished — goals left undone roll in automatically, and the lookup walks back to the last day that has a record, so skipping a few days is fine — each item is tagged “from XX (N days ago)”;
- Scheduled — pulled from a planning doc, showing only tasks due today or earlier; the future doesn’t interrupt you early;
- Today’s log — stray thoughts, captured as they come;
- Today’s review / tomorrow’s goals — filled in at day’s end; tomorrow’s goals automatically become tomorrow’s “today’s goals”.
The rollover logic is implemented in Dataviewjs, with automatic deduplication across blocks — the same item never shows up twice. Why not the off-the-shelf Rollover Daily Todos plugin? Because it dumps all tasks into one pile and doesn’t support Scheduled recurring tasks — see the Q&A in episode 001.
3. Project progress
The scariest thing about projects isn’t having too many tasks — it’s opening the laptop the next day and burning half of it just remembering where you left off.
So long-running projects get their own three-layer structure:
- Project — created from the project template, metadata filled in automatically;
- Task — hangs under a project; when created from the task template, the project name, title, and sequence number all fill themselves in (Templater’s
tp.system.prompt()+ prefix matching, auto-filed into the right folder); - try — the key design: every task can record multiple attempts. What the first attempt did and where it got stuck, how the second one finished — all auto-arranged into the task’s timeline. However long you’re away, you know exactly where you stopped.
Two summary pages round it out: a project overview (every project with status and progress) and a task overview (filterable by project, with completion rates). The division of labor with the daily system is clean — the long-cycle system manages a project’s lifecycle; the daily system manages which few things you do today. Details in episode 008 and episode 002.
4. Periodic review
Everything recorded above converges into a weekly review. Most people use AI for reviews backwards: they shoulder the heaviest part themselves — recalling and compiling — and hand AI only the lightest part, the summarizing. This system flips the whole flow:
The core formula
Review quality = source material × prompt
The material side: hook the vault up to a git repo that auto-commits every hour, and you get an evidence chain from three data sources — the todo files (what you planned to do), the git log (what you actually touched), and git diff --stat (how much went into each direction). The gap between todo and git is precisely where a review should dig deepest.
The prompt side: write your long-term goals and personality traits into the prompt, and have it append newly discovered patterns after every review — a living document that understands you better each time it’s used. The update-growth.py script automatically moves each week’s “patterns / blind spots” into a growth profile.
It all closes into a single /weekly-review command: the AI reads the journal, runs git, generates the review against the framework, archives it, and updates the growth profile — one sentence, end to end. Full build guide in episode 009.
5. Content intake
Two small things on the input side:
- Personal library / watch list — one-click metadata import via Book Search / Media DB / Douban plugins, with Dataview powering the bookshelf and watch-list views; for the workaround when Douban’s hotlink-protected images die, and query patterns that handle both local images and remote URLs, see episode 007;
- Paste cleanup — my own Paste Optimizer plugin strips copyright boilerplate and quotes from copied text in one go, see episode 006.
6. Publishing
Notes shouldn’t end their lives sitting in the vault. Obsidian + Quartz + Cloudflare Pages turns “writing a note” and “updating the blog” into the same action: push your notes and the site builds and deploys itself, entirely free — with a private-repo setup to keep anything you don’t want public on your own machine. The site you’re reading right now runs exactly this way; see episode 005.
7. The whole bundle
All of the above is packaged into a download-and-go template vault — a replica of my daily main vault with private content removed, one sample note plus matching templates per area, and plugins, CSS snippets, and hotkeys pre-configured.
Repo
👉 https://github.com/jady21a/obsidian-workflow-vault
Code → Download ZIP, unzip, then open with Obsidian’s “Open folder as vault”. Getting started takes three small things: create your first daily note, create your first project, import your first book. Details in episode 011.
If you’re building it by hand from the videos and hit “I copied the code but nothing happens”, the troubleshooting method is in episode 003.
Closing
Looking back, no piece of this workflow is a “big project” — every episode solved one small, concrete friction: files slow to find, tasks copied by hand, projects losing the thread, reviews running on memory, publishing being a chore. But once they’re strung together, the system starts running itself:
- You just write — rollover, filing, numbering, and carry-over are all automatic;
- You just work — git quietly keeps the receipts in the background;
- One
/weekly-reviewa week, and the AI spots your patterns before you do; - Every time you finish a note, the blog is already updated.
It’s not the standard answer — it’s a starting point that runs out of the box. Folder names, template fields, Dataview queries are all yours to reshape around your habits. Once reshaped, it’s completely yours.