create-client-package-notion
Package all GTM work done for a client into a structured, shareable Notion page with subpages and linked Google Sheets. The agent reads the client's workspace folder (strategies, campaigns, content, leads, notes) and builds a navigable delivery package. Lead list CSVs are uploade
9 steps · start to finish.
- 1Step 1
Environment Setup
▶Verify required MCP connections are active before proceeding.
# Confirm MCP server availability # Check Notion MCP is connected by attempting a lightweight API call # Check Rube MCP is connected for Google Sheets access import os, pathlib client_name = os.environ.get("CLIENT_NAME", "") if not client_name: raise ValueError("CLIENT_NAME is required. Set it before running this runbook.") client_dir = pathlib.Path(f"clients/{client_name}") if not client_dir.exists(): raise FileNotFoundError(f"Client directory not found: {client_dir}") results_dir = pathlib.Path("/app/results") results_dir.mkdir(parents=True, exist_ok=True) print(f"Client: {client_name}") print(f"Client folder: {client_dir} (exists: {client_dir.exists()})")If either MCP server is unavailable, fail fast:
- Notion MCP missing: Run
RUBE_MANAGE_CONNECTIONSwithtoolkits: ["notion"]to reconnect, or check MCP server config. - Rube MCP missing: Run
RUBE_MANAGE_CONNECTIONSwithtoolkits: ["googlesheets"]to reconnect.
- Notion MCP missing: Run
- 2Step 2
Scan the Client Folder
▶Read the client folder at `clients/<client_name>/` and inventory all available assets.
- 3Step 3
Upload Lead Lists to Google Sheets
▶For each `.csv` file found in `leads/` (run in parallel where possible):
- 4Step 4
Plan the Notion Page Structure
▶Design the page hierarchy based on what assets exist. The general pattern is:
- 5Step 5
Create the Top-Level Notion Page
▶Create a standalone workspace-level page with:
- 6Step 6
Create Subpages
▶For each section in the planned structure, create subpages under the top-level page. Create pages in batches where possible (max 3 rounds of batch creation if API errors occur).
- 7Step 7
Iterate on Errors (max 3 rounds)
▶If any page creation fails:
- 8Step 8
Verify and Write Output Files
▶After all pages are created, collect results and write output files.
- 9Step 9
Write Summary and Validation Report
▶Write `/app/results/summary.md` and `/app/results/validation_report.json`.