Codex Skill: Initialize

How to bootstrap a new codex vault from scratch, or onboard a new AI agent to an existing one.


When to Use

  • Setting up a brand new codex vault
  • Onboarding an AI agent to an existing vault (the agent needs to learn what’s here)
  • Recovering after a reset or data loss

New Vault — Human Setup (30 min)

Step 1: Create the skeleton

codex/
├── _codex/                  ← Copy this folder from the template
├── 00-24 UI (Unified Intelligence)/README.md
├── 25-49 HP (Holistic Performance)/README.md
├── 50-74 LE (Legacy Evolution)/README.md
├── 75-99 GE (Generational Entrepreneurship)/README.md
├── assets/
└── CODEX-FRAMEWORK.md

Step 2: Open in Obsidian

Install Obsidian (free), open the folder as a vault. Enable: Settings → Core Plugins → Templates, Daily Notes, Tag Pane, Graph View.

Step 3: Fill in your identity

Open _codex/system/identity.md, replace placeholders with your actual information. This is what your AI reads to understand who you are.

Step 4: Set your active goals

Open _codex/system/active-goals.md, write your current 3-5 priorities. Keep this under 500 tokens — it’s loaded into every AI interaction.

Step 5: Create your first domain folders

Start with the 5-10 domains most relevant to your life right now. Don’t build all 100 — build what you will actually use.

Step 6: Initialize git

git init
git add -A
git commit -m "init: vault skeleton"

New Agent Onboarding (AI)

When an agent needs to learn a vault it’s never seen:

  1. Load _codex/INTERFACE.md — vault structure overview
  2. Load all files in _codex/system/ — pinned context
  3. Load _codex/CONVENTIONS.md — naming and frontmatter rules
  4. Scan each quadrant README — get the map
  5. Read ai_summary fields in recently modified files — learn what’s active

Do not load every file. Read summaries first, open full files only when needed.


Quickstart Checklist

  • Cloned or forked the vault template
  • Opened in Obsidian
  • Filled in _codex/system/identity.md
  • Filled in _codex/system/active-goals.md
  • Created at least one domain folder per quadrant
  • Initialized git
  • Created first daily log