Step up from one bot's memory file to a shared notes folder for a small team, backed up to a private GitHub repository and read by your assistants.
Who it is for
Small teams that already use Obsidian and want more than one assistant working from the same notes. It is the step-up from the single-bot memory setup. Keep passwords, client records and anything private out of the vault.
Tools
Obsidian
A private GitHub repository
The Obsidian Git community plugin
Claude Code, or another assistant that reads files from a folder
Steps
Start with the single-bot setup linked from this page. Move to this one when a team or several assistants need the same notes.
Make a private GitHub repository for the vault. Do not put passwords, API keys or client records in it.
In Obsidian, install the Git community plugin. Its documentation says you can clone an existing remote repository, or start a new local repository and optionally push it to a remote.
Create three files at the top of the vault: an index of folders, a short rules file for how assistants should write notes, and a log of changes.
Claude Code reads CLAUDE.md files at the start of every session, per Anthropic's docs. Put a pointer to the rules file in CLAUDE.md so it follows the same rules.
For ChatGPT, Grok Bot and Muse, reading or writing the folder directly is Not stated in sources. Paste the rules file into each one's instructions by hand.
Back up on purpose. Obsidian's help says syncing is not a backup, so keep the GitHub copy as the backup and review what changed before you accept it.
The prompt
You are working in our shared notes folder. Read the rules file and the index first.
Task: [for example: add today's call notes to the right client folder]
Rules:
- Write only inside [FOLDER NAME].
- Do not delete or rewrite existing notes. Add a new note or append at the end.
- Add one line to the change log: date, file, what you did.
- Never write passwords, keys, account numbers or client records.
- Show me a list of the files you changed. I will review before it is committed.
Tips
Anthropic's docs say Claude Code can also read AGENTS.md in place of CLAUDE.md.
Obsidian's help says notes are stored locally by default, so a repository is a second copy, not a mirror.
Review the commit before you push when an assistant has edited notes.