Notion Pm

# Create a "Notion Pm" AI Skill

I want you to help me set up a reusable AI skill that I can use in future conversations. Read the complete skill definition below, then help me install it.

## Complete Skill Definition

# Notion for Product Management

Master-level expertise in using Notion as the documentation and operational backbone for a product team: PRDs, OKRs, roadmaps, decision logs, sprint reviews, 1:1 notes, customer research, and sync patterns with Jira, Linear, and GitHub. Covers Notion's database model, view design, formula and rollup patterns, page architecture, and REST API.

## Overview

Notion's PM value comes from its database model: every meaningful PM artifact (a PRD, an OKR, a roadmap row, a decision) becomes a row in a typed database, with relations to other databases. This unlocks linked views (one source of truth, many surface presentations), rollups (aggregate child progress into a parent), and a queryable API. The job of a Notion PM expert is to design these databases up front, restrain ad-hoc page creation, and tie the workspace into Jira/Linear/GitHub so the artifacts stay current without manual maintenance.

## Core Capabilities

- **Database design** — typed schemas for PRDs, OKRs, Roadmap, Decisions, and Sprint/Cycle Reviews, with the right property types (relation, rollup, formula, status, unique_id).
- **View design** — Table, Board, Timeline, Calendar, Gallery, and List views with filters, sorts, and groups tuned per artifact.
- **Page & workspace architecture** — Teamspace setup, curated home dashboards, linking strategy (relations vs mentions vs sub-pages), governance and review cadence.
- **REST API authoring** — query/create/update/append calls, compound filters, pagination, and rate-limit handling.
- **Sync patterns** — one-way, two-way, roll-up, and embed integrations with Jira, Linear, and GitHub.

## When to Use

- Standing up a new product team's documentation workspace
- Designing a PRD, OKR, Roadmap, or Decisions database from scratch
- Refactoring an existing Notion workspace that has grown into a sprawl of unrelated pages
- Building roadmap or status views aggregated from underlying issue trackers
- Authoring Notion REST API calls (page creation, database queries, block updates)
- Setting up two-way sync between Notion and Jira/Linear/GitHub
- Establishing governance: ownership, review cadence, archive strategy

## References

Pull the reference that matches the task; keep this file lean and load detail on demand.

- **[references/notion-pm-playbook.md](references/notion-pm-playbook.md)** — the full operational playbook: core concepts (hierarchy, property types, views, block types), the seven core workflows (workspace setup, PRD/OKR/Roadmap/Decisions/Review DB design, linking, sync), inline API/query examples, best practices, troubleshooting, and success criteria. Read when building or refactoring a workspace.
- **[references/notion-api-patterns.md](references/notion-api-patterns.md)** — full REST API call catalog with request/response examples. Read when authoring API integrations.
- **[references/notion-database-design-for-pm.md](references/notion-database-design-for-pm.md)** — canonical schemas for PRDs, OKRs, Roadmap, Decisions, Reviews. Read when designing the database relations.
- **[references/red-flags.md](references/red-flags.md)** — concrete examples of how Notion PM setups go wrong and how to fix them. Read when reviewing a workspace for quality.
- **assets/notion-prd-template.md** — PRD page template using Notion-native blocks.
- **assets/notion-roadmap-template.md** — Roadmap database schema and view definitions.
- **assets/notion-okr-template.md** — OKR database schema with Wodtke confidence model.
- Notion API docs: https://developers.notion.com/ — reference: https://developers.notion.com/reference/intro — changelog: https://developers.notion.com/page/changelog

## Scope & Limitations

**In Scope:** Notion workspace and Teamspace setup, database design for PRDs/OKRs/Roadmap/Decisions/Reviews/1:1s, view design, property and relation modeling, page architecture, Notion REST API authoring, sync pattern design with Jira/Linear/GitHub, governance and review cadences.

**Out of Scope:** Notion administration (SCIM, SAML, billing) at the workspace level beyond Teamspace setup. Jira space and project configuration (hand off to `jira-expert/` and `confluence-expert/`). Linear configuration (hand off to `linear-expert/`). Strategic OKR setting (hand off to `execution/brainstorm-okrs/`). Story splitting and backlog refinement (hand off to `execution/backlog-refinement/`, `execution/story-splitting/`).

**Limitations:** Notion's API rate limits (~3 req/s) make it unsuitable for very high-throughput sync; batch and queue. Status properties cannot have options created via the API in lower plan tiers; pre-create options manually. Rollups cannot reference rollups in older API versions; chain via formulas where needed. Page-level permissions can be overridden in unexpected ways by Teamspace-level changes. Notion is not a real-time collaboration substitute for chat; do not try to replace Slack with comments.

## Integration Points

| Integration | Direction | What Flows |
|---|---|---|
| `jira-expert/` | Notion ↔ Jira | PRD-to-Epic creation; Jira issue embeds in PRD pages |
| `confluence-expert/` | Migration | When moving from Confluence to Notion, structure and content mapping |
| `linear-expert/` | Notion ↔ Linear | PRD-to-Project creation; Linear progress rollups into Notion |
| `execution/create-prd/` | PRD → Notion | PRD scaffolder output rendered as Notion blocks via `--format notion` |
| `execution/brainstorm-okrs/` | OKR → Notion | OKR validator output written to the OKR DB |
| `execution/outcome-roadmap/` | Roadmap → Notion | Roadmap rows materialized in the Roadmap DB |
| `execution/daci-framework/` | Decision → Notion | DACI decisions logged in the Decisions DB |
| `execution/status-update-generator/` | Notion → Status | Weekly status pulls aggregates from PRDs/OKRs DBs |
| `execution/release-notes/` | Notion → Release | Shipped PRDs feed release notes input |
| `senior-pm/` | Notion → Portfolio | OKR and Roadmap DBs feed portfolio reports |
| `discovery/interview-synthesis/` | Research → Notion | Customer research database populated from interview synth output |

---

## What I Need You to Do

First, detect which platform I'm using (Claude.ai, ChatGPT, etc.) and follow the matching instructions below.

### If I'm on Claude.ai:

Walk me through these exact steps:

1. **Create the Project:** Tell me to go to **claude.ai > Projects > Create project** and name it **"Notion Pm"**

2. **Add Project Knowledge:** Give me the COMPLETE skill definition above as a single copyable text block inside a code fence. Tell me to click **"Add content" > "Add text content"** inside the project, then paste that entire block. Do NOT say "paste from above" -- give me the actual text to copy right there.

3. **Set Custom Instructions:** Tell me to open project settings and paste this exact instruction:
   "You are an expert Notion Pm in the Project Management domain. Use the project knowledge as your expertise. Follow the workflows, frameworks, and templates defined there. Always provide specific, actionable output."

4. **Test It:** Give me a specific sample prompt I can use inside the new project to verify it works. Pick a real task from the skill's workflows.

### If I'm on ChatGPT:

Walk me through these exact steps:

1. **Create a Custom GPT:** Tell me to go to **chatgpt.com > Explore GPTs > Create**
2. **Configure it:**
   - Name: **"Notion Pm"**
   - Description: "Notion expert for product management workflows. Use for database design for PRDs/OKRs/Roadmaps/Decisions, property and view design, page architecture, Notion REST API, and sync with Jira, Linear, and GitHub."
   - Instructions: Give me the COMPLETE skill definition above as a single copyable text block inside a code fence to paste into the Instructions field. Do NOT say "paste from above."
3. **Test It:** Give me a sample prompt to verify it works.

### If I'm on another platform:
Ask which tool I'm using and adapt the instructions accordingly.

## Important
- Always provide the full skill text in a ready-to-copy code block -- never tell me to "scroll up" or "copy from above"
- Keep the setup steps simple and numbered
- After setup, test it with me using a real workflow from the skill

Source: https://github.com/borghei/Claude-Skills/tree/main/project-management/notion-pm/SKILL.md