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By kmtz3
Portfolio visibility and account health co-pilot for Productboard AISE leadership — monitor program health, track credit burn, surface renewal risks, and generate management-ready reports.
npx claudepluginhub kmtz3/aise-leadership --plugin aise-leadershipOnboards a new user (or re-onboards an existing user) to this assistant by populating the about/ folder. Auto-resolves Notion identity, auto-discovers the AISE team roster from the Customer Tracker, asks short HITL questions for preferences that can't be retrieved, optionally scrapes recent Gmail + Slack to draft the user's voice profile (distinguishing internal vs client-facing tone), and writes about/identity.md, about/voice.md, about/workspace.md, about/team-roster.md. Run via /assistant-setup.
MUST BE USED whenever the user corrects behavior, adds a new rule, changes a fact, introduces a new session type / scorecard dimension / style preference, or confirms a non-obvious choice. Proposes diffs against the relevant context file and cross-conversation memory, waits for approval, then writes both. Invoke liberally — this is how the workspace stays current.
Answers questions about the Customer Tracker's 6 databases — structure, relationships, writable vs auto-calculated fields, credit burn logic, and ownership model. Reads context/notion-schema.md as the primary source; does live Notion queries when the question involves a specific customer or needs real-value verification.
Walks Notion looking for ownership and data drift across the user's records. Read-only by default. Surfaces null Owners, missing/duplicate Active Packages, propagation drift (Customer.Owner ≠ descendants' Current Account Owner), orphan packages, planned-but-past-date sessions, and Tasks missing the Customers relation. Reports findings grouped by category in chat. Optionally applies low-risk fixes with --fix.
Use for any Notion create or update against the Customer Tracker. Enforces schema (dates as triples, checkboxes as __YES__/__NO__, relations as arrays of page URLs, Person fields as JSON arrays of user IDs), the per-DB ownership contract (Owner / Current Account Owner / Delivered By), the Customers-on-create rule for Tasks, the dedup check, and the [PREP] naming convention. Reads notion-schema.md before writing.
Load the AISE Leadership assistant operating context. Invoke at the start of any session when the aise-leadership plugin is active — before generating reports, running Notion checks, or any portfolio workflow. Provides role definition, ground rules, and command registry.
Quick reference of all available commands in the aise-leadership plugin, grouped by workflow stage. Run anytime you forget what's available or want to know what to run next.
Capture a correction, new rule, or changed fact into context files and memory
Onboard a new user (or re-onboard yourself) to this assistant. Resolves Notion identity, asks short HITL questions about voice + workspace preferences, optionally scrapes recent Gmail and Slack to draft your voice profile, and writes the about/ folder. Run on first install of the plugin or when handing the assistant off to a teammate.
Commit Skill — aise-leadership version. Syncs context/ from aise-assistant, classifies changes, bumps version in both package.json and .claude-plugin/plugin.json (semver), then commits all modified files.
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Portfolio visibility and account health co-pilot for Productboard AISE leadership.
Install this plugin if you're a manager, Head of AISE, or VP CS — not an individual AISE. For the individual AISE co-pilot (session prep, debrief, follow-ups), install aise-assistant instead.
/report --aise — portfolio summary across all accounts owned by an AISE: attention queue (gaps, renewals, credits exhausted), per-account health table, velocity/report --customer — single-account snapshot: program health, credit burn trajectory, recent sessions, open items, risks, next step/notion-check — audit the Customer Tracker for ownership drift, missing packages, stale data/notion-sync --sf — sync Salesforce ARR and contract end dates into Active Packages/notion-ask — answer questions about how the 6 Customer Tracker databases workkmtz3/aise-leadership/aise-leadership:assistant-setup to complete onboarding (Notion identity + preferences)After install, run:
/aise-leadership:assistant-setup
This auto-resolves your Notion user ID and asks a short series of questions about your preferences. Takes about 2 minutes.
Then try:
/aise-leadership:report --aise me
The context/ directory (schema, reference guide, style guide) is shared with aise-assistant and synced via git checkout. Changes to the knowledge base happen in aise-assistant and are pulled here — never edit context/ files directly in this repo.
| Command | Purpose |
|---|---|
/report --aise [me | <name>] | Portfolio summary for an AISE |
/report --customer <name> | Single-account snapshot |
/notion-check [--fix] | Audit Customer Tracker for data drift |
/notion-sync --sf [--apply] | Sync Salesforce ARR + end dates |
/notion-sync --renewals [--dry-run] | Flag upcoming renewals |
/notion-ask <question> | Q&A on Customer Tracker schema |
/assistant-setup | Onboard / re-onboard |
/assistant-help | Full command reference |
MIT — Klara Martinez