Use Claude to file home reports in Obsidian

Wes Kennedy uses Claude Code to maintain an Obsidian vault whose notes are ordinary Markdown files. A root CLAUDE.md describes naming, tags, folder structure and daily routines, providing the context for handling material that arrives in an inbox folder.

During daily check-out, Claude scans that inbox. It reads newly added PDFs, CSVs, transcripts or downloaded files, converts the content into Markdown with metadata and tags, and files it in the appropriate location. It then mentions what it processed in the day's summary. Kennedy's concrete home example was a roof-measurement PDF from an insurance report alongside a structural-engineering report for solar installation. Both became named, tagged documents under Personal/Home/.

The same broader system also processed an outdoor-remodel voice memo into sections, unresolved questions and next steps. Kennedy describes that memo as a rambling discussion of retaining walls, irrigation, porches and city-code research, illustrating why the home reports belonged beside contextual notes rather than in a disconnected download pile.

He emphasizes that the setup took weeks of iteration. Instructions drifted, and the voice pipeline had repeated-processing and iCloud-access bugs. He edits drafts and confirms proposed tasks. The article describes filing the home reports but no separate document-by-document approval checkpoint.

Prompt
Suggested prompt (written by Agents In Use, not the author's)

Source: wes.today · Wes Kennedy