5 More Obsidian Capabilities
Based on where we are now — 1,700+ notes, full CRM schema, live Base views — here are five high-value moves.
1. Processor Marketplace Canvas
What: A visual map of the entire payment processor landscape — Obsidian Canvas (JSON format). Shows each processor as a node, connected to:
- ISOs that refer to them
- Twill’s integration status (integrated / in progress / planned / not started)
- Key contacts at each processor
Why: Twill’s goal is to become a marketplace. The canvas IS the marketplace map — you can see the whole landscape at once, spot gaps, and track progress visually.
How: Create 03-CRM/Processor-Marketplace.canvas with JSON Canvas format. Each processor is a card, arrows show relationships. Color-coded: green = integrated, yellow = in progress, gray = planned.
Status: Ready to build — all processor notes exist.
2. Daily Note Auto-Generation
What: Every morning at 7AM, Morty creates 01-Memory/daily/YYYY-MM-DD.md pre-populated with:
- People with
next_follow_up= today (from People-Pipeline.base) - Meetings scheduled today (from calendar)
- Open
action_itemsdue today - GitHub tickets updated in last 24h
Why: Opens Obsidian and your day is already organized. No manual prep.
How: Add a daily note cron at 7AM PST that generates the note and pushes to git. When you pull in Obsidian Git, it’s waiting for you.
Status: Infrastructure ready. Need: calendar integration (Google Cal API) + cron.
3. Relationship Graph View Customization
What: Configure Obsidian’s graph view with meaningful color groups and filters so the graph is actually readable, not just a hairball.
Color scheme:
- 🔴 Red nodes:
status: active+importance_score >= 8(hottest relationships) - 🟠 Orange: ISOs and Partners
- 🔵 Blue: Investors
- 🟣 Purple: Processors
- 🟢 Green: Meetings
- ⚫ Gray: Email threads
Why: The graph IS the CRM — being able to visually see which relationships cluster together is the whole point.
How: Update .obsidian/graph.json with proper color groups using query syntax (tag:iso, path:"03-CRM", tag:investor, etc.)
Status: .obsidian/graph.json exists — needs proper color group queries based on current tag structure.
4. Obsidian Publish → Interactive Investor/Partner View
What: A curated, read-only “external” version of the vault for specific use cases:
- Investor deck supplement: relevant company notes + KPIs + strategy
- Partner portal preview: show ISOs what Twill looks like from the inside
Why: The internal vault is for agents. An external-facing version turns the vault into a living company document for fundraising and partnerships.
How: Either Obsidian Publish (paid) OR create a filtered Quartz build that only includes 05-Company/ + 06-Agents/ + selected CRM notes. Deploy to a separate CF Pages project.
Status: Quartz already deployed at vault.twill.biz. Need: separate filtered build + public CF Pages project.
5. Meeting → Action Item → GitHub Ticket Pipeline
What: Fully automated pipeline:
- Fireflies webhook fires when meeting ends
- Morty reads transcript, extracts action items
- For each action item tagged with a team member, either:
- Creates/updates GitHub ticket in the right repo
- OR updates
action_itemson the relevant Person note
- Posts summary to tech-syncs (existing workflow)
Why: Right now the pipeline stops at “post summary to Slack.” The next step is automatically creating tickets from meeting commitments — so nothing falls through the cracks.
How: Extend the Fireflies webhook handler to:
- Parse action items from transcript summary
- Match
@personmentions to team members - Create GitHub issues via API with auto-labels and assignees
Status: Fireflies webhook exists and is working. Need: action item extraction + ticket creation logic in the webhook handler.
Implementation Priority
| Capability | Effort | Value | Do When |
|---|---|---|---|
| 3. Graph view colors | 30 min | High | Now |
| 2. Daily note auto-gen | 2 hours | High | This week |
| 1. Processor marketplace canvas | 3 hours | High | This week |
| 5. Meeting → ticket pipeline | 1 day | Very High | Next sprint |
| 4. External publish view | 4 hours | Medium | After fundraising round |