Remix Systems/Onboarding

Open the vault

What each person needs, who owns the repo and how that changes, and the exact steps to get it running on a machine. Written against the vault as it stands today, not as it will be.

Before anything

Who needs what

PersonGitHubNeeds
Jakeysacks1invite sent Accept it from your GitHub email. Same account you use for the personal vault
Davororbiusrsinvite sent Andy inferred this handle from the Herd media repo. If that is not your account, say so and it gets cancelled
D'Andrewnone yetCreate a free account at github.com and send the username. Five minutes, no card
HoneyoptionalOnly needed if she is going to load lists directly rather than emailing them
Repo access, as of 14 August

Jake (ysacks1) and Davor (orbiusrs) have admin invites waiting in their GitHub email. Neither has been accepted yet, so the vault still cannot be opened by anyone but Andy. Honey has not been invited and does not need to be. D'Andrew cannot be invited until he creates a GitHub account.

Still outstanding

D'Andrew has no Remy email address. He raised it on 7 August as one of three things promised and never delivered, and it is still open. Everything below works without it, but he cannot send client mail from a Remy domain until it exists.

Ownership

Who owns the repo

The vault sits in Andy's Remix Systems GitHub organization. That needs explaining before anyone runs a command, because it is Remy's data.

Option A, stay in the org

Remy's people are admins of the repo, the same powers Andy has. Scheduled jobs work, which genuinely requires admin and is the main reason to start here. Andy pushes mechanical fixes rather than talking someone through them. Transfer to a Remy-owned account at any time, which removes Andy entirely. The cost is that he retains access until asked to leave.

Option B, transfer on day one

Remy's from the first minute, in Remy's own org or Jake's account. Andy has no access and cannot read or push. The cost is that nothing reaches the team automatically, and every fix becomes a conversation.

What Andy does with the access, plainly. He does not read the vault for interest. He checks it occasionally and only for mechanical breakage, a command that errors, a job failing silently, and pushes a fix when he finds one. Moving from A to B later is one click, so nobody is stuck somewhere they did not choose.

Recommendation

Start on A. The vault is three days old and the fixes are frequent. Revisit once D'Andrew has a working week in it.

Setup

Getting it on a machine

Roughly twenty minutes, most of it downloads. Do these in order.

1. Accept the repo invite

It arrives by email once Andy sends it. Accept it before anything else or step 3 fails with a confusing error.

2. Install the two tools

Claude Code is how you talk to the vault. Obsidian is how you look at it, and it is free. Obsidian is optional on day one but it is where the graph becomes visible, which is the moment the thing stops feeling like a folder.

3. Clone the vault

Open Terminal and paste this. It puts the vault in a Vaults folder in your home directory.

mkdir -p ~/Vaults && cd ~/Vaults && git clone https://github.com/RemixSystems/remy-vault.git

If it asks you to log in to GitHub, it will print a code and open a browser. Paste the code, authorize, come back. It sometimes asks twice, which is normal.

4. Open it and introduce yourself

Start Claude Code in the folder, then say exactly this:

cd ~/Vaults/remy-vault && claude
I am new to this vault. Please onboard me.

It walks the setup one step at a time and remembers where you left off. It will ask who you are, set up your private config file, and confirm what you can see. Your config is yours alone and never reaches GitHub, so two people setting up at once cannot collide.

5. Point Obsidian at it

Open Obsidian, choose "Open folder as vault", pick ~/Vaults/remy-vault. That is the step people stall on, and it is three clicks.

First ten minutes

Five things to try

Do not read the folder. Ask it things.

Everyone

What is in this vault, and what can you do that I would care about?

D'Andrew

Prep me for Golden Valley Health Centers. Who are they, who referred them, and what did they say they needed?
Play an FQHC CEO who is interested but skeptical about 340B audit risk. I will pitch you, then score me.

Jake

Show me every account in the Eugene book, grouped by stage, and tell me which ones you think are mine to manage rather than D'Andrew's to work.
Read the canonical pitch and tell me every claim in it that has no source behind it.

Davor

Walk me through the data model. What is an org entity, what fields does it carry, and how would deal stages get derived from a real client journey?
The one habit that matters

When it gets something wrong, say so in the moment and tell it the rule. It writes the correction down and stops making that mistake. That is the difference between a tool that degrades and one that improves.

Expectations

What will feel unfinished

None of that stops anyone from opening it today and seeing whether the shape is right. That is what this pass is for.

Book a setup session