Daily Workflow

Module 3: Daily Workflow

A system you don’t use daily isn’t a system — it’s a collection of notes with good intentions.

This module is about building the habits that turn your vault from a static archive into a living co-operating system. Three things: daily notes, an inbox that gets processed, and a morning routine that takes minutes.

Daily Notes

A daily note is a simple concept: one note per day that acts as a scratchpad, log, and anchor. It captures what happened, what you thought, what you need to do. At the end of the week, it’s a record. Across months, it’s a pattern.

Create a template for your daily note. Make a folder called Templates and inside it, create Daily Note Template.md:

## {{date}}

### Focus
What matters most today:

### Captures
-

### Done
-

### Notes

In Obsidian, go to Settings > Core Plugins and enable Templates. Point it at your Templates folder. Now when you create today’s note (name it 2026-03-19 or similar), you can insert the template with a keyboard shortcut and start filling it in.

Claude can also create your daily note for you. Try: “Create today’s daily note and pull in any unprocessed items from my inbox.” If you’ve got captures sitting in 01 Inbox, Claude will reference them in today’s note automatically.

The Inbox

Your inbox is where everything lands first. Voice memo transcribed: inbox. Article you want to read later: inbox. Random idea at 2am: inbox. The rule is capture now, process later.

The inbox only works if you process it regularly. Weekly is usually enough. Your processing ritual is simple:

1. Open 01 Inbox
2. Look at each note
3. Decide: Is this a project task? A resource? Something to archive? Delete? File it and move on.

Claude makes this faster. Try: “Help me process my inbox.” Claude will read each note and suggest where it belongs. You confirm or redirect. A full inbox of a dozen notes takes five minutes instead of twenty.

The key insight: the inbox isn’t where notes live. It’s where they land before being routed somewhere useful. If notes are piling up in your inbox and staying there, you’ve skipped the processing step. Get back to it weekly.

The Morning Routine

This is the thing that makes the system feel alive. Every morning, you open Claude Code in your vault and have a short conversation. It takes five minutes. It shapes the whole day.

The conversation usually goes something like:

You: “What should I focus on today?”

Claude reads your projects folder, checks your daily note if you’ve started it, and gives you a prioritised response based on what’s actually there. Not generic advice — your specific situation.

You: “What captures came in yesterday that I haven’t processed?”

Claude checks your daily notes and inbox, pulls out anything unprocessed, and surfaces it.

You: “Anything I’ve been meaning to follow up on?”

Claude reads across your project notes and flags things that look like they’re waiting on something.

Five minutes. Three prompts. You’ve got a picture of your day built from your actual context. That’s the morning routine.

Before moving on:

• Daily note template created
• Inbox folder set up with a processing habit planned
• First morning routine conversation completed

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This module evolves as your system does.