Skip to content
Chat2Note Docs

Obsidian Integration

Obsidian Integration

Chat2Note can open your Obsidian vault and insert Markdown notes using the official obsidian:// URI handler. Everything runs locally—no files are uploaded to third-party servers.

Prerequisites

  • Obsidian installed on your computer
  • At least one local vault
  • Chat2Note browser extension installed (Chromium- or Firefox-based browsers)

Step 1: Enable obsidian:// URLs

  1. Launch Obsidian and open Settings → Files & Links.
  2. Under Obsidian URI, enable “Allow obsidian:// URLs to open Obsidian”.
  3. Keep Obsidian running while testing the integration. The URI handler wakes the app if it is closed, but keeping it open ensures exports succeed instantly.

Step 2: Gather Vault Details

Chat2Note needs to know which vault and folder should receive new notes.

  • Vault name – matches the folder name displayed in the vault switcher (case-sensitive).
  • Folder path – relative path inside the vault (e.g., Chat2Note/Claude). Leave blank to use the vault root.
  • Open mode – choose whether Obsidian should open the newly created note, reveal it in the file explorer, or stay quiet.

Step 3: Configure Chat2Note

  1. Open the Chat2Note Options page and go to Integrations → Obsidian.
  2. Enable the Obsidian integration toggle.
  3. Enter your vault name and optional folder path.
  4. Choose your preferred open mode:
    • Open note – launch Obsidian focused on the new note.
    • Open vault – bring Obsidian to the foreground without opening the file.
    • Do nothing – create the file silently.
  5. Decide whether to keep Strict Markdown mode enabled. When turned on, Chat2Note forces the export format to Markdown to guarantee compatibility.
  6. (Pro) Toggle Include YAML frontmatter if you want metadata (source, timestamp, platform, etc.) added to the top of each note.
  7. Review the live Path preview shown under the settings to verify the target location.
  8. Click Save settings and optionally run a quick export to confirm the configuration.

Exporting Conversations

  1. Open a supported AI chat platform.
  2. Click the Chat2Note floating export button.
  3. Select Markdown as the format (required when Strict Markdown is on).
  4. Choose Obsidian as the target.
  5. (Pro) Enable Include metadata in the export dialog if you want timestamps and source links inside the body of the note.
  6. Click Export. Chat2Note triggers the obsidian://new URI with your vault, folder, and generated Markdown. Obsidian creates the file and opens or queues it based on your open mode.

File Naming & Templates

  • Chat2Note sanitizes filenames automatically (removing invalid characters and collapsing whitespace).
  • Use the Export → File name template setting (Pro) to control file naming. The default is {{title}}_{{date}}.
  • Global Markdown and message templates (Pro) also apply to Obsidian exports, letting you customize headers, footers, and per-message formatting.

Troubleshooting

IssueSolution
Obsidian does not openConfirm the obsidian:// handler is enabled and Obsidian is installed for the current user.
File saved to the wrong placeDouble-check the vault name (case-sensitive) and folder path. Avoid leading or trailing slashes.
Exported note is emptyEnsure the export format is Markdown. Strict Markdown prevents JSON/TXT exports when Obsidian is the default target.
Metadata missingYAML frontmatter requires Pro membership and the toggle enabled in settings. In-body metadata also requires enabling Include metadata during export.
Multiple notes createdObsidian creates a new file if a duplicate name exists. Customize the file name template to include timestamps or identifiers.

Best Practices

  • Create a dedicated folder (e.g., Chat2Note/Platform) so exported conversations do not clutter existing notes.
  • Combine Chat2Note metadata with Obsidian plugins such as Dataview for advanced querying.
  • Use Obsidian Sync, Git, or another synchronization method to access exports across devices.
  • Export your Chat2Note configuration periodically (Options → Advanced) for easy restoration on new machines.

With the Obsidian integration configured, every AI conversation arrives as a ready-to-edit Markdown note in your vault.