planner

Planner -- Notion Workflow Integration

Current Git Context

!git branch --show-current 2>/dev/null || echo "not a git repo" !git log --oneline -3 2>/dev/null || echo "no recent commits"

Travis plans work in Notion (Projects, Todos, Sprints). This skill gives Claude the knowledge to participate in that workflow -- reading context, updating task status, and assisting with sprint planning.

Philosophy: Travis plans, Claude executes. Read freely, write carefully.

Quick Reference

Database IDs

Look up all database data source IDs from the DM Notion Workspace entity in ai-memory. The entity stores IDs for Projects, Todos, Sprints, Notes, and Content Development databases.

Read/Write Permissions (CRITICAL)

Action	Permission	When
Query any database	Always	Anytime context is needed
Update todo to "In progress"	Auto	When starting an assigned todo
Update todo to "Done"	Auto	When finishing an assigned todo
Create new todo	Only when Travis asks	"Add a todo for X"
Update todo name/priority/sprint	Only when Travis asks	"Move this to Sprint 5"
Modify project properties	Never	Travis-only
Modify sprint properties	Never	Travis-only
Update sprint status (Done/In progress)	After Travis confirms	During sprint commitment (Phase 9)
Write sprint stats to ai-memory	Auto	During sprint review (Phase 1)
Read Userback feedback	Always	During Userback triage (Phase 4)

Session Workflow

At Session Start

1. Read project config: Check memory/project-notion.md for the Notion project URL and default role. If missing, ask Travis to set one up.

2. Find active sprint: Query Sprints DB for the sprint with Status = "In progress". Note the sprint name and date range.

3. Load assigned todos: Query Todos DB for todos linked to this project in the current sprint where Status is NOT "Done" or "Someday maybe". These are the candidates for this session.

4. Read previous session: Check memory/sessions.md for the last entry. Note what was done, what's pending, and anything learned.

5. Brief Travis: Share a concise summary: "Sprint 3 ends Feb 13. You have 4 open todos. Last session you worked on X. What should we focus on?"

During Session

• When starting work on an assigned todo, update its Status to "In progress"
• When finishing a todo, update its Status to "Done"
• Track what you're doing -- you'll summarize it in sessions.md at session end

At Session End

1. Update todo statuses: Any todos that changed during the session

2. Append to sessions.md: Write a brief session summary (see Session Memory Convention below)

Sprint Planning Workflow

Sprint planning is a comprehensive 9-phase process. Use the /sprint-plan command to run the full workflow, or trigger individual phases as needed.

Cadence: Biweekly sprints. Planning on Monday morning of sprint start. Review on last day of sprint. Quarter planning on first sprint of each quarter.

Phase Overview

Phase	What	Reference
1. Sprint Review	Close outgoing sprint, track completion stats	sprint-stats.md
2. Sprint Rollover	Present incomplete tasks: keep, defer, or drop	sprint-planning.md
3. Conversation Review	Mine ai-memory for decisions, next steps, backlog	sprint-planning.md
4. Userback Triage	Query feedback, group themes, validate against goals	userback-triage.md
5. Calendar & Meeting Prep	Scan Calendar.app for 2 weeks, research participants	meeting-prep.md
6. Mail Scan	Search Mail.app for action items and follow-ups	mail-scan.md
7. Content Scan	Research trends, generate ideas, connect to Buffer	content-scan.md
8. Sprint Loading	Review todos, apply velocity-based capacity, suggest	sprint-planning.md
9. Sprint Commitment	Assign chosen todos, create new ones, confirm load	sprint-planning.md

Phases 5 and 6 require shell access (AppleScript for Calendar.app and Mail.app). Skip gracefully in Claude Desktop.

Travis confirms between phases. Any phase can be skipped on request.

Companion Skills

Load these skills when reaching their relevant phases:

Skill	Plugin	When to Load
strategy	design-machines	Phase 5: pipeline/company research; Phase 8-9: loop alignment, archetype trap detection
social-media	ghostwriter	Phase 7: platform strategy, format decisions
voice	ghostwriter	Phase 7: writing direction for content drafts
governance	council	Phase 7: co-op/labor framing for content ideas
ai-memory	ned	Phases 1, 3: sprint stats storage, conversation review
lt10	project-manager	Phase 8: capacity rules, estimation principles

Per-Project Config

Each project that uses this skill needs a memory file at:

memory/project-notion.md

Format:

# Notion Project Config

- **Project:** [Project Name](https://www.notion.so/{page-id})
- **Default Role:** Production
- **Notes:** Any project-specific context

This file is:

• Created once per project (manually or with Claude's help)
• NOT version-controlled (lives in Claude's memory directory)
• Instance-specific -- when Assembly becomes a template, each co-op maps to a different Notion project

Session Memory Convention

memory/sessions.md

Append-only log. Claude writes a brief summary at the end of each session:

## 2026-02-13 -- [Brief description]

**Sprint:** Sprint 3

**Done:**
- Bullet points of completed work

**Pending:**
- What's still in progress or deferred

**Learned:**
- Gotchas, discoveries, technical notes for next session

Keep entries concise. This is for Claude's continuity, not a detailed report. 5-10 lines max per entry.

Relation Formatting (API Quirk)

When setting relations via Notion MCP update-page, use bare URL strings:

"Project": "https://www.notion.so/{page-id}"

Do NOT wrap in JSON arrays -- the API rejects ["url"] syntax.

When creating pages via create-pages, relations cannot be set inline. Create the page first, then update with relations in a second call.

Reference Files

File	Contents
${CLAUDE_SKILL_DIR}/references/databases.md	Property schemas for Projects, Todos, Sprints, Time Tracking, and Content Development databases
${CLAUDE_SKILL_DIR}/references/conventions.md	API quirks, error handling, formatting rules
${CLAUDE_SKILL_DIR}/references/sprint-planning.md	Full sprint planning workflow (phases 1-3, 8-9)
${CLAUDE_SKILL_DIR}/references/sprint-stats.md	Velocity tracking, rolling averages, capacity planning
${CLAUDE_SKILL_DIR}/references/userback-triage.md	Userback feedback query, grouping, triage, and todo creation
${CLAUDE_SKILL_DIR}/references/meeting-prep.md	Calendar.app review, participant research, meeting briefs
${CLAUDE_SKILL_DIR}/references/mail-scan.md	Mail.app search for action items and follow-ups
${CLAUDE_SKILL_DIR}/references/content-scan.md	Trend research, content ideation, Buffer workflow
${CLAUDE_SKILL_DIR}/references/strategic-guardrails.md	Phase 8-9: loop alignment, archetype traps, runway check