Guide

Using Faction with Obsidian.

Keep team context in a git-backed Obsidian vault, attach it to a Faction workspace, and give marketing, ops, and leadership the same governed notes in chat.

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Why Obsidian and Faction

Your team's knowledge base, versioned and shared.

Obsidian is where many teams already write strategy notes, brand docs, and runbooks. Connect the vault repo once in Faction and every teammate chats with the same markdown context, without copying files into each AI app.

01

Build your vault in Obsidian

Write linked notes for brand voice, campaign briefs, account context, and internal policies. Organize folders the way your team already thinks.

02

Track it in git

Push the vault to GitHub or GitLab. Every update is versioned, reviewable in pull requests, and easy to roll back when messaging changes.

03

Attach it to a Faction workspace

Connect the repo once and bundle the vault with HubSpot, Notion, Slack, or other tools that team uses. Admins choose what AI can read.

04

Chat with shared context

Teammates open Faction chat or connect the workspace URL to their preferred AI app. Same vault notes, same permissions, no local setup.

Use cases

  • Business background for decisions

    Strategy notes, market context, and leadership briefs in one vault so cross-functional teams decide with the same facts.

  • On-brand marketing copy

    Voice-and-tone docs, messaging frameworks, and email templates so lifecycle and content teams write on brand without re-explaining the rules.

  • Customer and account context

    Account plans, ICP notes, and win/loss summaries linked together for sales and success teams preparing outreach.

  • Ops and policy runbooks

    Billing escalation steps, vendor policies, and internal FAQs kept current in markdown and searchable from chat when something comes up.

See it in chat

Ask questions against your vault notes.

Faction reads the markdown files you attach to the workspace. Teammates get answers grounded in the docs admins approved, not a one-off upload on someone's laptop.

Chat
Draft a launch email for our Q2 enterprise campaign. Stay on brand.
company-vaultBrand voiceQ2 campaign briefCompany backgroundHubSpot

Turn your Obsidian vault into shared team context.

Connect your vault repo, bundle it into a workspace, and give your team governed AI chat that stays on brand.

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