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dispatch.md

Your personal AI work assistant.


dispatch.md turns an Obsidian vault into a work command center driven by Claude. It tracks your tasks, projects, and meetings, and can generate a daily briefing every morning by pulling from your calendar, email, Slack, GitHub, and issue tracker.

Run /setup to configure this template with your personal information and connect your tools.


💬 See it in action

A day with dispatch.md — morning briefing, a quick memory query, end-of-day roundup.

You:       Run a briefing

Dispatch:  Good morning! Here's your Tuesday, June 10 briefing.

           ⚡ Priorities Today
           1. PR #284 (auth refactor) has two approvals — ready to merge
           2. Reply to Sarah's DM about the API design question
           3. Prep for the 2pm architecture review

           📢 Standup
           Yesterday: shipped the rate-limiting middleware, unblocked the mobile team.
           Today: merge #284, finish the API spec draft.
           Blockers: none.

           📅 Calendar — moderate day
           10:00–10:30  Standup (team)
           14:00–15:00  Architecture Review  ← prep needed
           Best focus block: 11:00–13:30

           → Full briefing written to Daily/2026-06-10.md
You:       What did we decide about pagination in the API?

Dispatch:  From Notes/2026-05-28 API Design Session.md —
           Decision: cursor-based pagination (not offset). Rationale: the dataset
           grows unboundedly and offset pagination degrades at scale.
           Owner: you. Status: reflected in the draft spec, not yet in the PR.
You:       /eod

Dispatch:  Hey! Before I update the docs — did #284 actually get merged,
           or is it still waiting?

You:       Merged. Also had a good architecture review, we agreed on
           the event-sourcing approach for the notifications service.

Dispatch:  Got it — updating the docs now.
           ✅ EOD complete. Dashboard and today's note updated.
           Tomorrow's top priority: open the notifications service ticket
           and draft the initial schema.

🚀 Quick Start

1. Get the vault onto your machine

  • Clone or download this folder somewhere convenient (e.g. ~/Documents/Obsidian/MyDispatch).

2. Open it in Obsidian

  • In Obsidian: Open folder as vault → pick this folder.
  • On first open, click Trust author & enable plugins — all plugins (Tasks, Calendar, Kanban, the Claudian chat plugin, and more) are pre-bundled and load immediately. See First-time Obsidian setup for details.

3. Open it in Claude

  • Open the Claudian plugin inside Obsidian — it's pre-bundled and ready to go. Claude automatically reads CLAUDE.md and becomes your Dispatch assistant.
  • No Obsidian? Use the Claude Code CLI with this folder as the working directory.

4. Run the setup command

In your Claude session, type:

/setup

/setup interviews you and does all the wiring:

  • ✍️ Fills in your name, role, company, and email across the vault
  • 🔌 Helps you connect your tools (Calendar, Gmail, Slack, Drive, GitHub, Jira)
  • ⏰ Optionally installs an automated daily briefing at a time you choose
  • 🧹 Offers to clean up the sample content

That's it — you'll have a working personal assistant in a few minutes.

Prefer to do it by hand? Open CLAUDE.md and replace every {{PLACEHOLDER}}, then read Reference/Dispatch Setup.md.

Don't have Obsidian? No problem — the assistant runs entirely through Claude reading this folder. See Using it without Obsidian below.


🧩 First-time Obsidian setup

This template ships with its plugins already bundled in .obsidian/plugins/ — including the Claudian plugin (the in-app Claude chat), Tasks, Calendar, Kanban, Omnisearch, and more. You do not need to download them from the community store. Two one-time steps on first open:

  1. Open the folder as a vault. In Obsidian: Open folder as vault → pick this folder.
  2. Turn off Restricted Mode. For safety, Obsidian disables third-party plugins on a new vault and shows a prompt. Click Trust author & enable plugins, or go to Settings → Community plugins → Turn off Restricted Mode. The bundled plugins then load immediately — no installing required.
  3. Set up the Claudian plugin. It's preinstalled but needs access to Claude: install the claude CLI and sign in. Then open the Claudian panel and point it at this vault as its working directory.

Notes:

  • Bundled plugins are pinned to the versions committed here. To get the latest, update them from Settings → Community plugins anytime.
  • If you'd rather not use the bundled copies, you can delete .obsidian/plugins/ and install each plugin fresh from the community store — community-plugins.json lists which ones to enable.

💻 Using it without Obsidian (optional)

Obsidian is the recommended interface, but the assistant works just as well from the command line — the vault is plain Markdown files and Claude doesn't need a GUI to read them:

  • CLAUDE.md is auto-loaded by Claude Code when you run it in this folder. That's what makes Claude behave as your Dispatch assistant.
  • /setup and /eod live in .claude/commands/ and work in any Claude Code session here.
  • The daily briefing runs off the claude CLI + a scheduler (setup/) — it never touches Obsidian.
  • Tasks, projects, and notes are all editable as Markdown in any editor.

What you give up by skipping Obsidian is purely cosmetic/convenience:

  • ```tasks / ```dataview blocks render as plain code instead of live, filtered lists.
  • [[wikilinks]] aren't clickable; banners, folder icons, Kanban boards, and the calendar don't render.
  • No in-app chat UI — you'd use the Claude Code CLI (or another client) instead of the Claudian plugin.

To use it headless: git clone, then run Claude Code in the folder and say "Run a briefing" or /setup.


🔌 Connecting your tools

dispatch.md is most useful when it can see your real work. Two kinds of connections:

Tool How it connects
Calendar, Gmail, Slack, Google Drive, Jira MCP servers — authorize them in your Claude client's integrations / MCP settings. /setup checks which are already connected.
GitHub The gh CLI — run gh auth login once. Use a fine-grained, read-only token.

You don't need all of them. Pick what you use; /setup enables only those in CLAUDE.md.


⏰ The daily briefing

If you enable it during /setup, a scheduler runs every workday morning, generates Daily/YYYY-MM-DD.md, and updates your Dashboard.md. The assets live in setup/:

  • morning-briefing.sh — the runner script
  • morning-briefing-prompt.txt — the instructions Claude follows to build the briefing
  • com.user.morning-briefing.plist — a macOS LaunchAgent template

On macOS these get installed to ~/.local/bin/ and ~/Library/LaunchAgents/. On Linux, /setup helps you set up a cron job or systemd --user timer instead. You can always trigger one manually by asking Dispatch: "Run a briefing."


📂 What's in here

README.md                ← you are here
CLAUDE.md                ← dispatch.md's brain: identity, integrations, rules (templated)
Dashboard.md             ← your daily home base (starts with a worked example)
Daily/                   ← one note per day (auto-generated)
Projects/
  README.md              ← project index
  Sample Project.md      ← example project — delete once you have real ones
  Archive/               ← completed projects
Notes/                   ← meeting notes & one-offs
Templates/               ← Daily Briefing / Project / Meeting Note templates
Reference/
  Dispatch Setup.md      ← the full human-readable guide
setup/                   ← briefing script, prompt, and scheduler (used by /setup)
.claude/commands/
  setup.md               ← the /setup command
  eod.md                 ← the /eod end-of-day roundup

💡 Tips for getting the most out of dispatch.md

  1. Open the Dashboard first thing. It's the single source of truth for what's in flight.
  2. Run /eod at the end of the day. A 3-minute interview keeps tomorrow's briefing sharp — it's the difference between a generic summary and one that actually knows your day.
  3. One task, one place. Add tasks in the most relevant note (project, meeting, daily). The Tasks plugin surfaces them everywhere. Date the important ones with 📅 YYYY-MM-DD.
  4. Make a project note per real thread of work. Duplicate the Project template. Project notes are where decisions and history live so you don't have to remember them.
  5. Link aggressively with [[wikilinks]]. The connections make search and the graph useful.
  6. Keep CLAUDE.md current. When your team, tools, or focus change, update it — stale config means stale briefings. You can just tell Dispatch "update my role to X."
  7. Talk to it in plain language. "Summarize my open tasks", "What did I decide about auth?", "Create a meeting note for the design review", "Archive the X project."
  8. Use read-only tokens and never commit secrets into vault files.
  9. Don't over-organize early. Use Daily + Projects + Notes for a couple of weeks before adding more structure.

🔒 Privacy & security

dispatch.md runs entirely on your machine by default. Your vault is plain Markdown files on disk — nothing is sent anywhere except to the Claude model during an active session.

  • The vault never leaves your machine. No built-in sync, no cloud backend, no account required on our end. Use iCloud, Dropbox, or nothing — that's your call.
  • The daily briefing is local too. The morning script calls the claude CLI directly on your machine. No third-party briefing service involved.
  • Integrations are opt-in and read-scoped. Credentials for Calendar, Gmail, Slack, and GitHub live in your Claude client's MCP config or the gh CLI keyring — never written into vault files.
  • No telemetry. This template has no analytics, tracking, or callbacks.

The one exception: the context you send to Claude during a session is processed by Anthropic's API under their standard privacy policy.


🔁 Sharing this with others

To pass this template on, share this folder before running /setup (or re-clone a fresh copy). The committed state is fully generic — no personal data. The .gitignore keeps generated daily notes, personal Obsidian state, and session history out of version control.


Happy organizing. Open Dashboard.md, run /setup, and meet your assistant. 🤖

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