An actionable checklist for setting up and maintaining a personal knowledge base where an LLM incrementally builds and updates a persistent wiki from raw sources.
- Decide the domain for this wiki.
- Define the scope clearly enough that the LLM knows what belongs in the wiki and what does not.
- Decide whether the wiki is primarily for personal use, research, books, team knowledge, or another use case.
- Choose the LLM agent you want to collaborate with.
- Decide where you will browse the wiki while the LLM edits it.
- Treat raw sources as immutable source-of-truth documents.
- Treat the wiki as an LLM-maintained layer that sits between you and the raw sources.
- Treat the schema file as the operating manual that tells the LLM how to maintain the wiki.
- Commit to the idea that valuable synthesis should be stored in the wiki rather than lost in chat history.
- Decide how much of the maintenance work the LLM should own versus how much you want to review manually.
- Create or choose a directory for raw sources.
- Create or choose a directory for the wiki pages.
- Create a schema file for your agent, such as
AGENTS.mdorCLAUDE.md. - Document the relationship between raw sources, wiki pages, and schema instructions.
- Decide how the LLM should name, organize, and cross-link pages.
- Define the main page types you want in the wiki.
- Decide whether you want source summary pages.
- Decide whether you want entity pages.
- Decide whether you want concept pages.
- Decide whether you want overview or synthesis pages.
- Decide whether you want comparison pages for recurring questions.
- Decide whether you want consistent frontmatter or metadata on pages.
- Decide what categories should appear in
index.md.
- Tell the LLM how to ingest a new source.
- Tell the LLM how to answer questions from the wiki.
- Tell the LLM how to log changes in
log.md. - Tell the LLM how to update
index.md. - Tell the LLM how to handle contradictions between old and new information.
- Tell the LLM how to create and maintain cross-references.
- Tell the LLM when to create a new page versus update an existing one.
- Tell the LLM what citation style to use.
- Tell the LLM what kinds of outputs can be filed back into the wiki.
- Tell the LLM how to run periodic lint or health-check passes.
- Add a new source to the raw collection.
- Ask the LLM to read the source.
- Review the source's key takeaways with the LLM if you want a supervised workflow.
- Create or update a source summary page.
- Update relevant entity pages.
- Update relevant concept pages.
- Update synthesis or overview pages when the new source changes the big picture.
- Flag contradictions, uncertainty, or superseded claims.
- Update
index.md. - Append an ingest entry to
log.md. - Decide whether you want to ingest sources one at a time or in batches.
- Ask questions against the wiki instead of against only the raw sources.
- Have the LLM consult
index.mdfirst to find likely relevant pages. - Have the LLM read the specific pages needed for the answer.
- Require citations back to wiki pages and, when needed, raw sources.
- Decide which query outputs should become new wiki pages.
- Save valuable analyses, comparisons, or synthesized answers back into the wiki.
- Update
index.mdandlog.mdwhen a query creates durable new knowledge.
- Run periodic health checks on the wiki.
- Check for contradictions between pages.
- Check for stale claims that newer sources may have superseded.
- Check for orphan pages with no meaningful links.
- Check for important recurring concepts that still lack their own page.
- Check for missing cross-references.
- Check for obvious data gaps or unanswered questions.
- Ask the LLM to suggest new sources or follow-up questions.
- Append a lint entry to
log.md.
- Create
index.mdas a content-oriented catalog of the wiki. - Give each index entry a link and a one-line summary.
- Optionally include metadata like dates, tags, or source counts in the index.
- Organize the index by meaningful categories.
- Create
log.mdas an append-only chronological record. - Use a consistent heading format for log entries so they are easy to parse.
- Log ingests.
- Log queries that created durable artifacts.
- Log lint passes and maintenance work.
- Start with plain markdown files and simple file-based workflows.
- Decide whether the wiki is still small enough for
index.md-driven navigation. - Add search tooling only when scale makes it necessary.
- Evaluate tools like
qmdif you want local markdown search with ranking. - Consider building small helper scripts only when a real workflow bottleneck appears.
- Keep optional tooling modular so the wiki still works without it.
- Decide whether Obsidian will be your primary interface for browsing the wiki.
- Use Obsidian Web Clipper if you want fast article-to-markdown capture.
- Decide whether to download images locally for clipped sources.
- Configure a fixed attachment folder if you want reliable local image storage.
- Decide whether the LLM should inspect images separately from the source markdown when needed.
- Use graph view to inspect connectivity and identify hubs or orphans.
- Consider Marp if you want the LLM to generate slide decks from wiki content.
- Consider Dataview if you want structured metadata queries over the wiki.
- Keep raw sources unchanged after import.
- Let the LLM do the repetitive bookkeeping work.
- Review the wiki often enough to catch drift in structure or emphasis.
- Refine the schema over time as you learn what works.
- Keep the wiki in git if you want version history and easier experimentation.
- Prefer persistent notes over ephemeral chat answers when the output has lasting value.
- Curate good sources.
- Direct the analysis.
- Ask strong questions.
- Review important updates.
- Adjust the schema when the workflow needs improvement.
- Summarize new sources.
- Update existing pages consistently.
- Create new pages when needed.
- Maintain cross-references.
- Surface contradictions and uncertainty.
- Keep indexes and logs current.
- Help identify gaps, follow-up questions, and next sources to explore.
- Decide how much structure you want versus how lightweight the wiki should remain.
- Decide whether you need image handling.
- Decide whether you need frontmatter and metadata conventions.
- Decide whether you need search infrastructure.
- Decide whether you want non-markdown outputs such as charts, canvases, or slide decks.
- Decide which parts of this pattern are useful for your domain and ignore the rest.
- You can add a source and the LLM updates the wiki without ad hoc instructions.
- You can ask a question and get an answer grounded in the maintained wiki.
- The wiki captures durable insights instead of losing them in chat.
-
index.mdhelps both you and the LLM navigate the knowledge base. -
log.mdgives a usable timeline of changes. - The schema is clear enough that future sessions can continue the workflow consistently.