YouTube video summary

Why I Left Obsidian

Danny Hatcher
4 min summary

Key points

  • Why leave Obsidian is framed as a workflow shift: notes and tasks now live in the apps where the work already happens.
  • Obsidian used to hold project research and bullet-point scripts, but many of those notes were tied to short-term projects and were rarely revisited after the project ended.
  • The creator found that brief notes like phone numbers, addresses, and reminders were usually copied into a task manager, which made the original Obsidian note unnecessary.
  • Morgen helped bridge tasks and calendars for a while, but it did not solve the broader need to connect email, communication tools, and meeting management.
  • The current setup uses Kai to bring emails, calendars, tasks, and meetings into one interface, reducing the need for a separate notes app.
  • Routine information such as meal planning is now stored directly in calendar entries, and Kai can search email, calendar history, and tasks without manual setup.

Life Changes and Workflow Evolution

  • Significant life changes have occurred over the last six months, including a move to a new flat, a change in employment, and the management of a sports club 0s.
  • A large portion of daily note-taking occurs directly within existing communication and scheduling platforms, such as Gmail, Outlook, and calendar applications 42s.
  • Note-taking habits have shifted toward tasks that are scheduled on a calendar or managed through specific task-tracking applications 42s.
  • Previous workflows involved using Notion for extensive task lists and templates, whereas Obsidian was used for writing scripts or bullet points that eventually functioned as tasks 42s.
  • Many notes created in Obsidian were project-based, such as research for a five-month-long project involving an academic textbook, and were rarely revisited once the project concluded 42s.

Obsidian Usage and Task Management Challenges

  • Obsidian usage evolved from a tool for complex project management and research to a repository for brief, ephemeral notes, such as phone numbers, addresses, or reminders 2m6s.
  • These brief notes were often transferred to a task manager, rendering the original Obsidian note unnecessary after the task was recorded 2m6s.
  • The application Morgen was previously used to integrate Obsidian tasks into a calendar, which helped maintain the utility of Obsidian when native integration with Google and Outlook calendars was insufficient 2m6s.
  • Managing multiple Google and Outlook calendars, along with various associated email accounts, presents integration challenges 2m6s.
  • Current AI tools have limitations regarding cross-platform compatibility, as Gemini performs well with Google services but lacks integration with Outlook, while Co-pilot functions with Microsoft services but does not connect to Google accounts 2m6s.

AI Tool Preferences and Software Integration

  • While familiar with developing workflows and skills for AI tools like Claude and OpenAI for professional purposes, there is a lack of interest in spending time building personal AI agents or skills. 0s
  • Obsidian is no longer used for note-taking because the previous use cases for the app have been replaced by other tools. 25s
  • Attempts to use Obsidian as a project manager led to the realization that a dedicated project management app might be more appropriate, though subsequent evaluations of Notion and other project management software were unsuccessful. 35s
  • The search for a task management solution led to testing Google Tasks and Microsoft To Do, both of which were found to be either too simple or lacking in necessary scheduling functionality. 55s
  • Morgan was previously used for task and calendar management, but it lacked integration with email, communication tools, and meeting management software. 1m15s
  • The prospect of integrating multiple disparate tools—such as Fireflies or Granola for meetings, specialized email clients like Superhuman, and AI tools like Claude for project management—was ultimately rejected due to complexity. 1m25s

Consolidating Workflows with AI Assistants

  • A workflow was adopted using Gmail and Outlook for email, Morgan for calendar and task management, and various other applications for communication. 1m45s
  • Kai, an AI personal assistant currently in beta, is now used to consolidate emails, calendars, tasks, and meetings into a single interface. 2m5s
  • Traditional note-taking apps are no longer necessary because Kai allows for the management of tasks and notes directly within the assistant's interface. 2m35s
  • Routine tasks, such as meal planning, are now managed by embedding information directly into calendar entries rather than keeping separate notes in Obsidian. 2m55s
  • AI functionality within Kai enables the retrieval of information by searching through email, calendar history, and tasks without requiring manual setup. 2m45s

Abandoning Dedicated Note-Taking Applications

  • The concept of an "all-in-one" application is viewed as inaccurate because such tools often fail to be truly comprehensive. 0s
  • Notes are no longer kept in a dedicated notes application because information is now stored directly within the platforms where work is performed. 0s
  • Managing information for the Eastbourne Trampoline club, a volunteer organization, is handled by accessing data directly from its source rather than transcribing it into a separate note-taking system. 0s
  • Gmail search is considered inefficient for retrieving specific information, leading to the use of AI tools like Kai to locate emails and extract specific data points, such as numbers or quotes. 0s
  • AI tools can be connected to email accounts to search through communications, meetings, and tasks, effectively replacing the need for a dedicated note-taking application like Obsidian. 0s
  • Obsidian is currently not being used because there is no practical application for it in the current workflow. 0s

Future Content and Production Status

  • Future content may shift toward exploring various AI tools and their potential use cases, such as the current experimentation with Gemini on a Pixel phone. 0s
  • The update was prompted by a long hiatus from posting videos, with the intention of keeping the audience informed about the current status of content production. 0s
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Why leave Obsidian is the topic this video walks through in practical terms. Why I Left Obsidian comes down to a workflow shift: notes and tasks now live in the apps where the work already happens, such as email, calendars, and task managers. Obsidian used to hold project research and bullet-point scripts, but many of those notes were tied to short-term projects and were rarely revisited after the.

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