Vault Save

Vault Save

Save conversation insights to the vault. Extracts the key discovery from the current session and creates or appends to a vault note.

Workflow

1. Identify what to capture. Accept user guidance:

   • "Save this conversation" → summarize the full session's key insight
   • "Save the part about X" → extract that specific topic
   • "Save this solution" → extract the specific fix/answer
   • Freeform: user pastes or describes what they want saved

2. Extract the core content from the conversation:

   • Context: What problem or question prompted this?
   • Key insight: The main discovery, in 1-3 sentences
   • Details: Commands, code, configs, or steps that were key
   • What to avoid: Mistakes or dead-ends encountered along the way (if relevant)

3. Search for a related existing vault folder:

   obsidian search query="<topic keywords>" limit=8
   

   If a directly relevant project folder exists (e.g., the conversation is about a technique covered in an existing folder), offer to append to it instead of creating a new note.

4. Decide filing strategy:

   • Append to existing folder: If a closely related folder exists and the insight is a small addition

     obsidian append path="<folder>/README.md" content="\n## Insight — <title>\n<content>\n"
     

   • Create a new standalone note: For novel insights or anything not clearly belonging to one project

     obsidian create name="<Descriptive Title>" content="..." silent
     

     Or use the Write tool for longer content.

5. Compose the note:

   ---
   description: <one-line summary of the insight>
   title: <Descriptive Title>
   date: YYYY-MM-DD
   source: conversation
   ---
   
   # <Title>
   
   ## Context
   What prompted this investigation or conversation.
   
   ## Key Insight
   The main discovery, stated clearly.
   
   ## Details
   Expanded explanation, code blocks, commands, or steps.
   
   ```bash
   # Commands or code here
   

   Related

   • [[related_folder/README]]
   • [[another_folder/gemini3_summary]]

6. Cross-reference in today's daily note:

   obsidian daily:append content="### HH:MM — Saved: <Title>\n<one-line summary>.\nNote: [[<Title>]]\n"
   

7. Report where the note was saved (path or note name) and what was captured.

Tips

• For naming standalone notes: use descriptive action phrases like Obsidian CLI Multiline Content Workaround.md, Agent Team Dispatch Pattern.md
• If the conversation covered multiple distinct insights, save them as separate notes rather than one large dump
• The ## Context section is the most important for future reference — without it, isolated insights lose their meaning
• If the user says "save everything", be selective: capture the 1-3 most reusable/novel insights, not a full transcript