Surface Buried Insights from Your Roam Knowledge Base (Claude Cowork Self-Install Kit)

Ask your Roam graph a question and get the answer, not a list of search results.

You know you wrote something useful about this six months ago, and you can spend 30 minutes in Roam and still not find it. So you end up re-researching things you already worked out.

The leak isn't your note-taking. It's that search only returns exact matches across thousands of blocks, so your best thinking is filed somewhere you can't reach on demand.

What this kit does

Ask a question in plain language, like what you captured about pricing strategy across all your notes. The kit traverses your linked pages, block references, and daily notes, then returns a consolidated answer with citations. The 25 minutes of manual graph-hopping to find one insight becomes a 30-second query.

What you can expect

You recover 1 to 3 hours a week previously spent hunting through linked pages and daily notes. Cross-note connections surface in seconds instead of a whole session, and you stop redoing research you already finished once.

Who it's for

Built for solopreneurs, coaches and consultants, and agencies with an active graph and no fast way back into it. It assumes you already keep three or more months of notes in Roam. This is a self-install kit you run yourself with your own AI agent, built for Claude Cowork first.

What's included

Skip building from scratch. No coding. You get the complete kit your own AI agent reads, sets up, and runs for you, step by step:

• A Start Here guide, so you know exactly what to open first
• The agent install instructions, the part that lets your own AI agent stand the workflow up for you
• A guided setup that interviews you about your business, so the workflow fits how you actually work
• Workflow Briefing: the plan, the inputs, and what done looks like
• Task List your agent follows to build it
• MCP Connection Guide for the tools involved
• Tool Setup notes for accounts, keys, and permissions
• Prompt Library, including the ready-to-run prompt for this workflow
• Troubleshooting and maintenance guide for the common snags
• A Next Steps and Roadmap, so you know what to automate next once this one is running
• A Run Guide you keep, so you can run it any time with no setup again

It's a small kit that earns its keep on one recovered insight. If it surfaces a single thing you'd otherwise have worked out from scratch a second time, it's already paid for itself.

What you'll need (not included)

The kit is the workflow, the prompts, and the setup guide. It does not include the tool subscriptions it runs on. You'll need your own Claude with Cowork account and a Roam Research account with an active graph. Those are billed by the tools themselves, not by us.

You'll also need your Claude account on Cowork's Pro plan or higher, so your agent can connect your tools and use the most capable model while it installs the workflow.

Not on Claude? The kit is plain files that describe what to achieve rather than which buttons to press, so a capable AI agent on another platform, like ChatGPT Work, can follow the same steps. If anything doesn't map to your setup, email support and we'll get you working.

How to install this kit

Connect Roam Research to Claude using the MCP Connection Guide in the kit and authorize your graph. Open the kit in Claude Cowork and run the included prompt. Step-by-step instructions ship inside every kit, so you're never guessing. See How Self-Install Kits Work for the full walkthrough.

Install once, not every month

If you've been pricing knowledge management software, this is the install-it-once alternative. You set it up yourself with your own AI agent and keep it, with no monthly seat. Add it to your cart, open it in Claude Cowork, and ask your graph the question you gave up on last month.