Project Overview
Turn notes from the PM's initial one-on-one with the project sponsor into a structured project overview and team roster, published as a Notion subpage.
Turn notes from the PM's initial one-on-one with the project sponsor into a structured project overview and team roster, published as a Notion subpage.
Same as the Project Overview skill, but sourced from a kickoff meeting with the project requestor rather than a 1:1.
Locate and validate a project's four data repositories (Notion project node, Steps database, Project Workbook database, Slack channel) and record them on the project node page.
Turn a PM's 1:1 notes with a contributing team member into a structured capture of commitments and needs, written to Notion, flagging conflicts against the Project Overview.
Prep the Steps database ahead of team 1:1s by carrying forward applicable steps and learnings from similar past projects; later keeps the schedule current from weekly Slack sync notes.
Propose and send calendar invites for the sponsor and team kickoff call, and later the planning-session block plus recurring weekly sync — always shown as a full batch for approval before sending.
Turn planning-session transcripts into a documented strategy and plan (WBS) against the Steps database, write confirmed team deliverables as step rows, and propose milestones.
Reconcile a PM's own meeting notes against Gemini/AI notes and the transcript into a strict-format recap, then post it to the project's Slack channel after approval.
Pull decisions, changes, risks, dependencies, and action items out of a Slack recap and add them as categorized rows in the Project Workbook, deduped against existing entries.