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gooseworks-ai / playbooks-client-package-notion

create-client-package-notion

Package all GTM (Go-To-Market) work done for a client into a structured, shareable Notion workspace with subpages and Google Sheets. The agent reads the client's workspace folder — including strategies, campaigns, content drafts, lead lists, and notes — and builds a navigable Not

agent claude-codemodel claude-sonnet-4-6snapshot python312-uveval programmatic8 stepsv1.0.0

Deploy create-client-package-notion to your jetty.io

One-click installs this runbook into a collection on your Jetty account. You can run it from the Spot dashboard, schedule it, or pipe inputs in via the API.

Deploy on jetty.io →View source
The shape of the run

8 steps · start to finish.

  1. 1
    Step 1

    Environment Setup

    ▶

    Verify all required services are accessible before processing.

    echo "=== ENVIRONMENT SETUP ==="

# Verify client folder exists
CLIENT_NAME="${client_name}"
CLIENT_DIR="clients/${CLIENT_NAME}"

if [ ! -d "$CLIENT_DIR" ]; then
  echo "ERROR: Client folder not found at $CLIENT_DIR"
  exit 1
fi

echo "Client folder found: $CLIENT_DIR"

# Create results directory
mkdir -p /app/results

# List available assets
echo "--- Assets in $CLIENT_DIR ---"
ls -la "$CLIENT_DIR"

    Verify Notion and Rube MCP servers are connected:

    • Test Notion by listing available pages or creating a simple test page
    • Test Rube by calling RUBE_MANAGE_CONNECTIONS with toolkits: ["googlesheets"]

    If either MCP server is unavailable, fail fast and write validation_report.json with stages[0].passed=false.

  2. 2
    Step 2

    Scan the Client Folder

    ▶

    Read the client folder at `clients/<client_name>/` and inventory all available assets.

  3. 3
    Step 3

    Upload Lead Lists to Google Sheets

    ▶

    For each `.csv` file found in `leads/` (run in parallel where possible):

  4. 4
    Step 4

    Plan the Notion Page Structure

    ▶

    Design the page hierarchy based on what assets exist. The general pattern is:

  5. 5
    Step 5

    Create the Top-Level Notion Page

    ▶

    Create a standalone workspace-level page with:

  6. 6
    Step 6

    Create Subpages

    ▶

    For each section in the planned structure, create subpages under the top-level page.

  7. 7
    Step 7

    Iterate on Errors (max 3 rounds)

    ▶

    If any Notion page or Google Sheet creation fails:

  8. 8
    Step 8

    Verify and Report

    ▶

    After all pages are created, output a summary and write the package summary file.