06 Cadence No. 09 of 9 1 min read

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.

  1. 01 Intake
  2. 02 Team onboarding
  3. 03 Scheduling prep
  4. 04 Scheduling
  5. 05 Planning
  6. 06 Cadence

Source

pmo-slack-notion-sync.md Last updated Aug 17, 2026

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-registry has 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.

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