You're set
Your agent is running on your own computer, it knows who you are, and it's ready to help. That's the whole setup. You did it.
From here on, you just talk to it. Open the folder, type what's on your mind, and let it work.
What you can do now
Ask it to plan your day. Tell it your energy level and it gives you a short menu, not a guilt-inducing list.
Ask it to body-double a focus session when you can't get started.
Have it draft an email, track a commitment, or remember something you'd otherwise lose.
Tell it about the people and projects in your life. It keeps your knowledge base tidy for you.
Want to go further?
These are optional. Add any of them whenever you like, in any order.
Choose your approval level
How much your agent can do before it asks you. Pick by comfort.
Edit your workspace in Obsidian
Comfortable editing and saved vault workspaces.
Meet your dashboards
Open the Daily Planner and Habit Tracker.
Sync your workspace across devices
Keep your notes on your phone and other computers.
Reach your agent from your phone
Codex Mobile or Claude Code Remote Control.
Connect integrations
Calendar and email, through plugins or One.
Set up a daily brief
Have your agent hand you a morning brief on a schedule.
Stuck on anything, or want a hand making your agent do more? 1:1 Guidance is there if you want David to help with custom setup, integrations, or building the whole thing with you.
Stuck or need help?
Send a message and it comes straight to me. Tell me where you got stuck and I'll write back.
Rather have it done for you?
If following the steps yourself isn't how your brain works today, that's fine. On a Zoom call you share your screen and hand me control, and I set it up for you, right there on your own computer. You watch it come together and end the call with a working setup, nothing left on your plate.
Pick a time below. No pitch, no pressure, no homework beforehand.