This is the layer everything else sits on โ so let's start here.
WHAT OBSIDIAN IS
Obsidian is a free, local-first notes app. Your files are plain text (.md) on your own disk โ no cloud required, no lock-in, no subscription to read your own work. You can leave any time and your notes are still just files.
For BOB, that "plain files on your disk" part is the whole point: your AI works on the same files you do.
USING OBSIDIAN ON ITS OWN (no BOB)
Plenty of people here use Obsidian as a plain notes app โ and that's perfectly fine. Folders, links between notes, instant search, a big plugin ecosystem. If that's you, you're welcome here. Ask away.
USING OBSIDIAN WITH BOB
When Obsidian sits over the BOB vault, it stops being a notes app and becomes the dashboard for your business:
โ
Dashboards (Bases) that SHOW your clients, deals, content and finances โ not just folders of files
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A folder structure + data model so every AI output has a place to live
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Templates and views so things look the same every time
THE HONEST PART
Obsidian is recommended, but NOT required. The AI and the skills run identically without it. What you lose without Obsidian is the human experience โ the dashboards, the instant "here's your file" moment, a workspace instead of a folder of raw text. You don't lose capability.
ONE THING TO KNOW
BOB's AI-into-vault setup is desktop-only โ Windows (with WSL), macOS, or Linux. Mobile Obsidian is great for reading and light edits, but the AI workflows run on desktop.
POST HERE WHEN YOU WANT TO:
โข Ask "how do I do X in Obsidian?"
โข Share a plugin or a vault-organization tip
โข Get unstuck on install, sync, or setup
โข Show off how you've arranged your own vault
New to all of this? Start with "What Is BOB? The Complete Picture" in the Classroom โ it puts the three layers in one place.
โ Carine