Slack/Notion Sync
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.
- 01 Intake
- 02 Team onboarding
- 03 Scheduling prep
- 04 Scheduling
- 05 Planning
- 06 Cadence
When it triggers
Use this whenever you have a Slack message or thread — most often the recap pmo-meeting-recap just posted — and want its contents synced into the project workbook instead of left to scroll away in Slack.
What it does
- Reads the whole message or thread (not just the root message, since recaps are posted as threaded replies).
- If it’s a
pmo-meeting-recap-formatted post, maps each fixed section straight to the matching workbook category (“Things to know” becomes “Learnings”; every other heading matches a workbook view by name). For a plainer message, it categorizes the same way by hand and flags anything genuinely ambiguous instead of guessing. - Checks the workbook’s actual properties before writing anything — it never modifies the workbook’s schema, views, or structure.
- Checks for existing rows referencing the same source message before adding anything, so re-running the sync after an edited recap doesn’t create duplicates.
- Writes each item with its exact matching category tag, the content, a link back to the source Slack message, and the owner for action items.
Inputs & outputs
- You provide: the Slack message or thread link, and the project workbook’s Notion URL (pulled from the registry if
pmo-project-registryhas run for this project). - You get: new rows added to the project workbook, grouped and reported by category, with anything skipped — duplicates, ambiguous items, schema mismatches — called out rather than glossed over.