notion

Notion — Database Operations Skill

Purpose

Central reference for all Notion database operations. Contains the complete schemas for all 6 databases (70 fields total), read/write patterns per command, account resolution logic, and write failure handling. This is the single source of truth for how SalesSidekick interacts with Notion.

When Referenced

• Every command that reads from Notion — schema lookup, field validation
• Every command that writes to Notion — field mapping, write patterns
• /setup — creates all 6 databases with these schemas
• /add-company, /add-deal — record creation patterns
• /closeout — writes to 4 databases simultaneously

Core Framework

Database Schemas

Companies (12 fields)

#	Field	Type	Options/Notes
1	Company Name	Title	—
2	Territory Status	Select	Active, Prospect, Inactive, Former Customer
3	Industry	Select	Options populated during /setup per user's market
4	Account Size	Select	Enterprise, Mid-Market, SMB
5	Hell Yes/Hell No	Select	Hell Yes, Evaluating, Hell No
6	Primary Contact	Relation	→Contacts
7	Tech Stack	Multi-select	Populated per account
8	Current Products	Multi-select	User's product line, set during /setup
9	Annual Revenue	Number	—
10	Last Activity	Date	Auto-updated on any interaction
11	Notes	Text	Research briefs, general context
12	Website	URL	—

Contacts (9 fields)

#	Field	Type	Options/Notes
1	Name	Title	—
2	Company	Relation	→Companies
3	Title	Text	Job title
4	MEDDPICC Role	Multi-select	Champion, Economic Buyer, Technical Buyer, Influencer, Blocker, User
5	Email	Email	—
6	LinkedIn	URL	—
7	Sentiment	Select	Champion, Supportive, Neutral, Skeptical, Blocker
8	Last Contacted	Date	—
9	Notes	Text	—

Deals (22 fields)

#	Field	Type	Options/Notes
1	Deal Name	Title	—
2	Company	Relation	→Companies
3	Contacts	Relation	→Contacts (linked during /add-deal)
4	Stage	Select	Prospecting, Discovery, Qualification, Proposal, Negotiation, Closed Won, Closed Lost
5	Deal Value	Number	—
6	Close Date	Date	—
7	Forecast Category	Select	Commit, Best Case, Pipeline, Omitted
8	Primary Competitor	Select	Options populated during /setup Phase 3
9	Next Step	Text	—
10	Deal Risk	Select	High, Medium, Low
11	MEDDPICC Confidence	Select	High, Medium, Low
12	M-Metrics	Select	Red, Yellow, Green
13	E-Economic Buyer	Select	Red, Yellow, Green
14	D-Decision Criteria	Select	Red, Yellow, Green
15	D-Decision Process	Select	Red, Yellow, Green
16	P-Paper Process	Select	Red, Yellow, Green
17	I-Identify Pain	Select	Red, Yellow, Green
18	C-Champion	Select	Red, Yellow, Green
19	C-Competition	Select	Red, Yellow, Green
20	Created Date	Date	Set on creation
21	Last Activity	Date	Auto-updated on any interaction
22	Notes	Text	—

Default Stage Probability Weights (used by /forecast-update):

Stage	Default Probability
Prospecting	10%
Discovery	20%
Qualification	40%
Proposal	60%
Negotiation	80%
Closed Won	100%
Closed Lost	0%

These are defaults. /setup asks if the user's org uses different stage names or probabilities, and stores customized values in {{DEAL_STAGES}}.

Tasks (9 fields)

#	Field	Type	Options/Notes
1	Task	Title	—
2	Company	Relation	→Companies
3	Deal	Relation	→Deals
4	Owner	Select	AE, Prospect, Internal
5	Priority	Select	High, Medium, Low
6	Due Date	Date	—
7	Status	Select	Not Started, In Progress, Done, Blocked
8	Source	Select	Call, Strategy, Manual
9	Notes	Text	—

Call Notes (10 fields)

#	Field	Type	Options/Notes
1	Call Title	Title	—
2	Company	Relation	→Companies
3	Deal	Relation	→Deals
4	Call Date	Date	—
5	Summary	Text	AI-generated summary
6	Action Items	Text	Extracted tasks (also written to Tasks DB)
7	Risk Level	Select	High, Medium, Low
8	Competitive Intel	Text	Competitor mentions and analysis
9	Coaching Score	Number	1-5 (average of 5 coaching dimensions)
10	MEDDPICC Changes	Text	Elements that changed R/Y/G this call

LinkedIn Posts (8 fields)

#	Field	Type	Options/Notes
1	Post Title	Title	—
2	Post Type	Select	Personal, Business, Educational
3	Status	Select	Idea, Draft, Ready, Scheduled, Posted
4	Scheduled/Posted Date	Date	—
5	Hook	Text	First 2 lines (scroll-stopper)
6	Content	Text	Full post body
7	Related Company	Relation	→Companies
8	Notes	Text	—

Total: 6 databases, 70 fields.

Account Resolution Logic

When a user references a company by name, resolve using this priority order:

1. Exact match on Company Name field (case-insensitive)
2. Starts-with match if no exact match (e.g., "Acme" matches "Acme Corporation")
3. Contains match as fallback (e.g., "Acme" matches "The Acme Group")
4. Multiple matches → ask user to clarify: "I found multiple matches: [list]. Which one?"
5. No match → "I don't have [Company] in Notion. Want me to run /add-company [Company]?"

When resolving for deal-specific commands (/strategy, /battle, /prep):

• After finding the company, look for active deals (Stage ≠ Closed Won, Closed Lost)
• If multiple active deals → ask: "You have [X] active deals at [Company]: [list]. Which one?"
• If one active deal → use it automatically
• If no active deals → "No active deal at [Company]. Want to run /add-deal [Company]?"

Read/Write Patterns by Command

Command	Reads	Writes
/today	Tasks (due/overdue), Deals (needing attention)	—
/end-of-day	Tasks (today's), Deals (movement)	—
/weekly	Deals (all active), Tasks (week), Call Notes (week)	—
/closeout	Companies, Contacts, Deals, Call Notes (history)	Call Notes (new), Tasks (new), Deals (MEDDPICC update), Companies (Last Activity)
/prep	Companies, Contacts, Deals, Call Notes (recent), Tasks	—
/strategy	Companies, Deals, Contacts, Call Notes, Tasks	—
/battle	Companies, Deals, Call Notes, Contacts	—
/pov	Companies, Deals, Call Notes	—
/pipeline	Deals (all active), Companies	—
/whitespace	Companies, Deals	—
/forecast-update	Deals (by period)	—
/research	Companies (if exists), Deals, Call Notes	Companies (Notes, Tech Stack, Industry, Account Size)
/outreach	Companies, Contacts, Deals	—
/email	Companies, Contacts, Deals, Call Notes	—
/draft-post	LinkedIn Posts (recent)	LinkedIn Posts (new draft, on confirm)
/deck	Companies, Deals, Contacts, Call Notes	—
/add-company	Companies (duplicate check)	Companies (new record)
/add-deal	Companies, Contacts, Deals (duplicate check)	Deals (new record)
/coaching	Call Notes, Deals	—

Write Failure Handling

When a Notion write fails:

1. Never silently drop data. Always inform the user what failed to save.
2. Present the data that would have been written in a formatted block the user can manually enter.
3. Diagnose the likely cause:
   • "Database not found" → Database ID may be wrong. Suggest: "Check that your Notion databases are set up. Run /setup to reconfigure."
   • "Permission denied" → API key may lack write access. Suggest: "Check your Notion integration permissions — it needs read AND write access to the databases."
   • "Validation error" → Field type mismatch. Suggest: "The [field] in your [database] may have different options than expected. Check the field configuration in Notion."
   • "Rate limited" → Too many requests. Suggest: "Notion is rate-limiting requests. I'll try again in a moment."
4. Retry once on transient errors (rate limit, timeout). If retry fails, fall back to manual mode.
5. Log the failure context so /audit can check for patterns.

Database Creation (used by /setup Phase 6)

When creating databases during /setup:

1. Create databases in dependency order: Companies → Contacts → Deals → Tasks → Call Notes → LinkedIn Posts
2. Companies and Contacts must exist before Deals (for relations)
3. Set up all relations after databases exist
4. Populate Select field options with defaults listed above
5. Store resulting database IDs in CLAUDE.md Section 10 ({{NOTION_*_DB_ID}} variables)
6. Verify creation by reading back each database

Personalization Notes

• Select field options for Industry, Primary Competitor, and Current Products are customized during /setup
• Stage names and probability weights may be customized (stored in {{DEAL_STAGES}})
• Database IDs are populated during /setup and stored as Tier 2 variables
• Account resolution logic is universal — no personalization needed