Literature Review Workflow in Obsidian (AI Summaries + Linked Notes)

A step-by-step Obsidian AI workflow to turn PDFs into linked notes, summaries, and open questions using SystemSculpt, with approvals for safe edits.

Intermediate30 min

Steps

  1. 1

    Collect sources

    Add PDFs or source links to a dedicated vault folder and create one seed note for the topic.

  2. 2

    Create a research workspace

    Set up a workspace tuned for reading and synthesis so outputs stay consistent across sessions.

  3. 3

    Summarize each paper into a note

    Generate a per-paper note with summary, key quotes, and limitations, then save it into your vault.

  4. 4

    Extract open questions

    Ask SystemSculpt to list unanswered questions and hypotheses worth testing or reading next.

  5. 5

    Build a synthesis note

    Create a single synthesis note that links each paper note and maps themes, agreements, and disagreements.

  6. 6

    Review and approve edits

    Use Agent Mode approvals to validate any file edits before changes land in your vault.

What you will get

At the end of this workflow you will have:

  • One note per paper (with consistent headings)
  • One synthesis note linking everything together
  • A short list of open questions for follow-up reading

If you are new to SystemSculpt, start here first: Getting Started.

Create a folder structure like:

  • Sources/Papers/ (PDFs or clipped text)
  • Notes/Literature/ (your per-paper notes)
  • Notes/Synthesis/ (topic synthesis notes)

Keep your seed note in Notes/Synthesis/ so it becomes the home base for the topic.

Step 1: Create the seed note

Create a note named something like Synthesis - <Topic>.md and add:

  • A one-paragraph goal for the review
  • The scope (what is in, what is out)
  • A section for links to paper notes

Step 2: Summarize each paper into a structured note

For each paper, ask SystemSculpt to produce a note with:

  • Summary (5 to 10 sentences)
  • Key claims
  • Methods
  • Results
  • Limitations
  • Quotes worth keeping (only if allowed to quote)
  • Tags (optional)

If you have embeddings enabled, you can speed this up by using semantic search to retrieve related notes while you write: Embeddings & Search.

Step 3: Extract questions and next reads

Prompt idea:

  • "List open questions, missing evidence, and 3 next papers to read based on what we have so far. Keep it specific."

Save the output under an Open Questions heading in your synthesis note.

Ask SystemSculpt to:

  • Group papers by theme
  • Link to each paper note under the right theme
  • Call out contradictions and uncertainty
  • Suggest what evidence would resolve disagreements

Step 5: Use Agent Mode approvals for safe edits

When SystemSculpt proposes creating or editing notes, keep approvals on:

  • Review the diff (what changed)
  • Approve only what you want written
  • Re-run with tighter instructions when outputs drift

Monetization path

If this workflow matches how you work, the fastest path is the Pro plan: SystemSculpt Pro pricing.

If you want a consistent structure for per-paper notes, start with the Obsidian Literature Note Template.

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SystemSculpt runs workflows inside Obsidian with approvals, semantic search, and streaming chat.