obsidian-claude-pkm/docs/WORKFLOW_EXAMPLES.md

Workflow Examples

Real-world scenarios showing how to use your PKM system effectively throughout your day, week, and projects.

Daily Workflows

Morning Routine (15 minutes)

6:00 AM - Wake Up

# First, load your context
claude code /onboard

# Create today's daily note
claude code /daily

6:05 AM - Review and Plan

Claude helps you:

1. Review yesterday's incomplete tasks
2. Check calendar for fixed commitments
3. Identify ONE big priority
4. Set realistic time blocks

6:10 AM - Set Intentions

## Today's Focus
**ONE Thing:** Complete project proposal

## Intentions
- Be present in meetings
- Take breaks every 90 minutes
- End work by 6 PM

6:15 AM - Ready to Start

# Optional: Get motivation
claude code "Give me a motivational quote related to my current goals"

Midday Check-in (5 minutes)

12:00 PM - Progress Review

## Midday Check
- ✅ Completed: 4/8 tasks
- 🔄 In Progress: Project proposal (70%)
- ⚡ Energy Level: 7/10
- 🎯 Afternoon Focus: Client meeting prep

Evening Shutdown (10 minutes)

5:30 PM - Wrap Up

1. Check off completed tasks
2. Note incomplete items and why
3. Capture any loose thoughts

5:35 PM - Reflect

## End of Day Reflection
### What Went Well?
- Finished proposal ahead of schedule
- Great breakthrough on design problem

### What Could Be Better?
- Too many context switches
- Skipped lunch break

### Tomorrow's #1 Priority
- Review proposal with team

5:40 PM - Save and Sync

claude code /push "Daily work complete - {{date}}"

Weekly Workflows

Sunday Weekly Review (30 minutes)

Step 1: Create Review (5 min)

claude code /weekly

Step 2: Review Last Week (10 min)

Go through each daily note:

claude code "Summarize my accomplishments from the past week's daily notes"

Look for patterns:

• What times was I most productive?
• What derailed my plans?
• What victories can I celebrate?

Step 3: Plan Next Week (10 min)

## Next Week's Plan
### ONE Big Thing
If nothing else, I will: [Complete Q1 report]

### Key Projects
1. **Project Alpha** - Milestone: Design review
2. **Learning Spanish** - Goal: Complete Chapter 4
3. **Health** - Target: 4 workouts

### Calendar Blocks
- Mon 9-11 AM: Deep work on report
- Wed 2-4 PM: Team planning
- Fri 3-5 PM: Weekly review & planning

Step 4: Clean Up (5 min)

# Archive old notes
claude code "Move daily notes older than 30 days to Archives"

# Update project statuses
claude code "Review all active projects and update their status"

# Commit everything
claude code /push "Weekly review complete - Week {{week_number}}"

Monthly Review (1 hour)

First Sunday of Month

# Load full context
claude code /onboard all

# Create monthly review
claude code "Create a monthly review analyzing my progress toward yearly goals"

Review Process:

1. Quantitative Analysis (20 min)

   • Count completed tasks
   • Measure goal progress
   • Track habit consistency

2. Qualitative Reflection (20 min)

   • What themes emerged?
   • What surprised you?
   • What patterns need attention?

3. Planning Adjustment (20 min)

   • Update monthly goals
   • Revise project priorities
   • Adjust daily routines

Project Workflows

Starting a New Project

Step 1: Create Structure

claude code "Create a new project called 'Website Redesign' with standard structure"

Step 2: Define Success

# Project: Website Redesign

## Success Criteria
1. New design live by March 1
2. Page load time < 2 seconds
3. Mobile-first responsive design
4. Accessibility score > 95

## Milestones
- [ ] Week 1: Requirements gathered
- [ ] Week 2: Wireframes complete
- [ ] Week 3: Design approved
- [ ] Week 4: Development started

Step 3: Create Project CLAUDE.md

# Context for Claude: Website Redesign

## Project Status
Currently in planning phase

## Key Decisions
- Using React + Next.js
- Hosting on Vercel
- Design system: Tailwind

## When Helping
- Remind me about accessibility
- Suggest performance optimizations
- Keep mobile-first in mind

Daily Project Work

Starting Project Time

# Load project context
claude code /onboard Projects/WebsiteRedesign

# Get oriented
claude code "What should I focus on for this project today?"

During Work

## Project Log - {{date}}
### What I Did
- Completed wireframes for homepage
- Reviewed competitor sites
- Met with stakeholder

### Decisions Made
- Go with single-page design
- Use system fonts for speed

### Next Steps
- Get design feedback
- Start component library

Project Check-in

claude code "Review my project progress and suggest next priorities"

Completing a Project

Project Closure

# Generate project summary
claude code "Create a project completion summary with lessons learned"

# Archive project
claude code "Move 'Website Redesign' project to Archives with completion date"

# Update goals
claude code "Update my monthly and yearly goals to reflect project completion"

Learning Workflows

Daily Learning Routine

Morning Learning (30 min)

## Today's Learning
### Topic: Spanish Subjunctive
### Resource: Chapter 4, pages 45-50
### Practice: 10 exercises

### Notes
- Subjunctive used for doubts/emotions
- Trigger phrases: "Es posible que..."
- Common mistake: Using indicative instead

### Anki Cards Created: 5

Evening Review (15 min)

claude code "Quiz me on what I learned today about Spanish subjunctive"

Book Reading Workflow

Starting a Book

claude code "Create a literature note for 'Atomic Habits' by James Clear"

While Reading

## Atomic Habits - Reading Notes

### Chapter 2: How Habits Shape Identity
**Key Idea**: Focus on who you want to become, not what you want to achieve

**Quote**: "Every action is a vote for the type of person you wish to become"

**Personal Application**: Instead of "I want to write", say "I am a writer"

**Questions**:
- How does this apply to my Spanish learning?
- What identity am I reinforcing with daily notes?

After Finishing

claude code "Create a book summary and extract actionable insights from my Atomic Habits notes"

Mobile Workflows

On-the-Go Task Capture

Via GitHub Issues

1. Open GitHub mobile app
2. Create issue with title: "Task: [Description]"
3. Add label: "task"
4. Claude automatically adds to daily note

Via Voice Note

1. Record voice memo
2. Share to GitHub as issue
3. Claude transcribes and processes

Mobile Weekly Review

From Phone

1. Open GitHub mobile
2. Review recent commits
3. Create issue: "Weekly review needed"
4. Claude generates review template

Emergency Access

When Desktop Unavailable

1. Access GitHub.com from any browser
2. Navigate to your vault repository  
3. Edit files directly in browser
4. Changes sync when back at desktop

Integration Workflows

Email to Tasks

Morning Email Processing

## Inbox Processing - {{time}}
- [ ] Reply: John re: Project timeline
- [ ] Action: Submit expense report (attachment)
- [ ] Read: Newsletter from industry blog
- [ ] Archive: 15 promotional emails

Meeting Notes

Before Meeting

claude code "Create meeting note for 'Design Review' with standard agenda"

During Meeting

## Design Review - {{date}} 2:00 PM

### Attendees
- Me, Sarah, Tom, Lisa

### Agenda
1. Review current designs ✅
2. Discuss feedback ✅
3. Next steps ⏸️

### Notes
- Sarah: Likes color scheme, worried about contrast
- Tom: Performance concerns with animations
- Lisa: Accessibility audit needed

### Action Items
- [ ] @Me: Update color contrast
- [ ] @Tom: Performance testing
- [ ] @Lisa: Schedule accessibility review

After Meeting

claude code "Extract action items from meeting notes and add to my task list"

Advanced Workflows

Goal Cascade Review

Quarterly Alignment

claude code "Analyze how my daily tasks over the past quarter aligned with my yearly goals"

Output shows:

• Time spent per goal area
• Progress metrics
• Misalignment areas
• Recommendations

Habit Tracking Analysis

Monthly Habit Review

claude code "Analyze my habit completion rates and identify patterns"

Shows:

• Completion percentages
• Best/worst days
• Correlation with energy levels
• Suggested adjustments

Knowledge Graph Building

Connecting Ideas

claude code "Find connections between my recent learning notes and suggest knowledge links"

Creates:

• Concept maps
• Related note suggestions
• Knowledge gaps identified
• Learning path recommendations

Troubleshooting Workflows

When Overwhelmed

claude code "I'm overwhelmed. Help me identify my top 3 priorities from all my commitments"

When Stuck

claude code "I'm stuck on [problem]. Review my notes and suggest approaches"

When Behind

claude code "I'm behind on my goals. Create a recovery plan for the next 2 weeks"

Seasonal Workflows

Year-End Review

# December 31
claude code "Generate comprehensive year in review from all my daily notes"

New Year Planning

# January 1
claude code "Based on last year's patterns, help me set realistic goals for this year"

Spring Cleaning

# Quarterly
claude code "Identify and archive inactive projects and outdated notes"

---

Tips for Workflow Success

1. Start Small: Master daily notes before adding complexity
2. Be Consistent: Same time, same process, every day
3. Iterate Weekly: Adjust what's not working
4. Track Patterns: Notice what helps or hinders
5. Automate Gradually: Add automation as patterns stabilize

Remember: Workflows should reduce friction, not add it. If something feels heavy, simplify it.