Leveling up Your System
Obsidian for Beautiful Notes (5 minutes)
Why Obsidian:
- Beautiful note editor
- Syncs across devices ($5/month or free with iCloud)
- Starter kit includes plugins pre-configured
Install
- Download from https://obsidian.md/download (picks the right version for your OS)
- Run the installer:
- Mac: Open the
.dmgfile and drag to Applications - Windows: Run the
.exeinstaller - Linux: Use the
.AppImage,.deb, or.snappackage
- Mac: Open the
- Open Obsidian
- Click “Open folder as vault”

- Navigate to your claude-workspace
The .obsidian folder in the starter kit has pre-loaded plugins, such as:
- 1 Click Terminal Launcher
- Manage your .claude commands and agent files
- Simpler task archiving

Click the terminal button to open a terminal window from your vault folder
Sync Options
Note: all our files are local, and it’s essential to back them up
Option A: Obsidian Sync ($5/month) - RECOMMENDED
- Works across all platforms (iOS, Android, Windows, Mac, Linux)
- Automatically syncs markdown files (but no other file types)
- Enables collaborating on files with others
Option B: iCloud (Mac/iOS only)
- Free (if under 5 GB)
- Can be finicky & unreliable (in my experience)
Note: I pair Obsidian Sync with Git (which we’ll talk about later on)
Alternative Editor: Cursor
- Great if mixing code and markdown
- Simple UX for opening your workspace folder
- Has a built in terminal
- Download: https://cursor.com/download
I use both: Cursor for code, Obsidian for markdown.

Better Terminal with Warp (5 minutes)
Why: The default terminal works, but is limited. I recommend Warp.
Enables:
- Multiline inputs
- Command autocomplete
- Nicer Interface
Install Warp
- Go to warp.dev (available for Mac, Windows, and Linux)
- Download and install for your OS
- Open Warp
- Turn off their AI features (we’re using Claude Code, not Warp AI)
Expected outcome:

Basic Terminal Navigation
ls # list files
cd folder-name # enter folder
cd .. # go back one level
pwd # show current locationNow you can use Shift-Enter for multiline prompts in Claude
Git for Time Travel (15 minutes - OPTIONAL)
Why Git matters for this system:
- See what changed with /review command
- Revert mistakes
- Track your system evolution with commit messages (show example)
Note: Git & iCloud do not play nice together.
Install Git (this may take ~5-10 minutes)
# If you have Homebrew:
brew install git
# If you don't have Homebrew, install it first:
/bin/bash -c "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/HEAD/install.sh)"
# Then run: brew install gitInitialize Your Repository (copy this into terminal, change Desktop to your folder path)
cd ~/Desktop/claude-workspace
git init
git add .
git commit -m "Initial setup"Test It Works
In Claude Code:
This creates a commit with a real message based on your changes. In the future, no need to remember syntax for anything with git, just ask claude to figure it out
Optional: Connect to GitHub (enables sync with the cloud)
- Create account at github.com
- Create new private repository (IMPORTANT: change visibility to private for security)
- Follow their instructions to connect your local repo to github
- Now /push syncs to cloud
Note: this command push to main branch (terrible practice for code, but for personal operations simplifies things). I typically push once a week before I do my weekly review.
Security: What Should Never Go in Text Files
Never put in text files:
- API keys (unless in .env and in .gitignore)
- Passwords
- Credit cards
- SSNs
- Private keys
Instead:
- Use environment variables
- Keep sensitive data elsewhere (e.g. 1Password)
- Create a .gitignore file and list files that you don’t want backed up
Checkpoint
Tools installed:
- Warp terminal
- Git initialized and /push works
- Obsidian pointed at your workspace
Understanding:
- Know when to use terminal vs Claude Code
- Can navigate folders in terminal
- Git gives you time travel
What’s Next
Module 3: Make It Yours
- Migrate your data from Notion/Drive/wherever
- Run commands with real data
- Setup a custom command