Know where things belong
A clear home for clients, active projects, decisions and repeatable procedures. Simple templates make the next note easier to organize.
Client notes here. Meeting notes there. That useful checklist—somewhere. We turn scattered information into a searchable workspace built around how you work.
Request my setupWritten scope by email. No sales call required.
A clear home for clients, active projects, decisions and repeatable procedures. Simple templates make the next note easier to organize.
Links connect a meeting to its project, client and next steps. The graph shows those relationships; search and your homepage handle everyday navigation.
Your workspace lives in your own Obsidian vault. We explain how to maintain it and verify a sample restore from the agreed backup location.
Designed for solo consultants, freelancers and small-business owners managing their own knowledge—not a replacement for a CRM or a multi-user permission system.
Acceptance goal: find five agreed important items in under a minute each during handoff. We check this with you; it is not a guaranteed business outcome.
The starter does not include team sharing or permissions, AI assistants, custom integrations, unlimited document cleanup, ongoing maintenance or continued updates to your notes.
Obsidian is free for commercial use. Optional Sync or other paid services are purchased by you only if you choose them. Automintly charges for setup and organization; we are an independent service, not affiliated with or endorsed by Obsidian. Check Obsidian pricing.
Have a larger collection or need team access? We will confirm a separate scope before charging or starting. Please do not send passwords, payment data or sensitive personal records in the inquiry form.
Request my setupA request is not a purchase. Scope approval and payment come first.