Your first session

After installation, open Lifebase in Obsidian and open the same vault in your configured AI agent. Start with a clear request:

Read this vault's AGENTS.md and start Lifebase onboarding. Help me set it up for today.

What onboarding does

Onboarding has seven steps. All you do is answer in chat.

1. Device setup: the agent checks and fixes your timezone, vault location, plugins, note creation, Task features, attachments, and shortcuts, then restarts Obsidian once.
2. Git: whether to keep a history of note changes with Git. Everything works the same without it. If you choose it, the agent sets it up and the morning routine saves changes for you.
3. Name: how you would like to be addressed.
4. Your usual day: when you get up and go to bed on weekdays and weekends, your work or school hours, and habits to check off daily.
5. First daily plan: today’s plan built from your usual day; you only correct what is off.
6. Try out Obsidian: open today’s journal from the timeline on the right, press Ctrl+R to see which folder it lives in, make a to-do, find a note with Ctrl+O, and open the graph with Ctrl+G (Cmd on a Mac). Every new note adds a star to the graph, so over time you get a galaxy of your own. You don’t need to memorize shortcuts: Ctrl+P opens the command palette, where every feature can be found by name.
7. Morning routine automation: registered at least 10 minutes before your wake time, then tested.

Some Obsidian permissions are specific to the device, so copying or syncing the vault does not turn them on. When the agent can control your computer, it asks once whether you want to do the Obsidian settings yourself or have it do all of them. If you hand it over, it sets everything; if you would rather do it, it tells you what to turn on and checks the result.

A rough description of your day is enough

On weekdays I get up around 7, work 9 to 6, have lunch at noon, and go to bed around 12:30. On weekends I get up around 9. I want to keep up exercise and English study every day.

The agent fills gaps with sensible defaults. If you work shifts or have an irregular schedule, just describe it.

Check completion

If the current agent environment cannot register recurring work, the automation step stays incomplete; a saved prompt is not a running job.

When everything is done, the checklist moves to Archive. After that, say “Ask me anything about myself” whenever you have time. The agent asks one or two questions at a time about where you live, what you do, the people around you, upcoming plans, and your goals, records the answers, and its plans and suggestions fit you better as it learns. Backups and importing existing notes are available whenever you ask.

Resume later

Resume Lifebase onboarding from the saved checklist.

Follow Practice after setup to try writing, tasks, and agent requests yourself. For more detail, see Daily planning and Tasks.