Have AI draft project shaping docs in Notion and keep them from drifting
A product consultant publishes shaping documents in a client's Notion as the source of truth for big projects. AI now drafts them and he reviews and edits them heavily so people can scan them, then follows a short routine to stop them drifting after kickoff.
Source
@rjs on X · 2026-10-14
Written in our own words. Credit to the original author. Link checked 2026-10-21.
What they did
A product consultant publishes shaping documents in a client's Notion as the source of truth for big projects. AI now drafts them and he reviews and edits them heavily so people can scan them, then follows a short routine to stop them drifting after kickoff.
Result (as claimed)
He no longer writes the docs by hand, and shared the steps he uses to keep them accurate.
Tools they used
Cost: Pricing depends on the tools you pick; check each official pricing page.
Set it up
Map the task
Write the trigger, the inputs, the decisions and the output. Note which steps need a human yes.
Connect the tools
Set up Claude, Notion with the narrowest permissions that work. Use a test account or sandbox first.
Build the workflow
Create the steps in order. Add an approval step before anything sends, pays or deletes.
Run it on real but low-stakes data
Run a few times, read every output, and fix prompts or rules that misfire.
Schedule and monitor
Turn on the schedule or trigger, and add a daily summary or alert so you notice failures.
Copy the full setup prompt
Paste into your agent and it will walk you through the setup, asking before anything that sends, posts or spends.
You are helping me set up this AI use case end to end in Claude Code. Goal: Have AI draft project shaping docs in Notion and keep them from drifting What the original author did: A product consultant publishes shaping documents in a client's Notion as the source of truth for big projects. AI now drafts them and he reviews and edits them heavily so people can scan them, then follows a short routine to stop them drifting after kickoff. Reported result (as claimed by the author): He no longer writes the docs by hand, and shared the steps he uses to keep them accurate. Source: https://x.com/rjs/status/2110454464976953444 Tools they used: Claude, Notion Category: Automation & business Please: 1. Ask me 3 short questions about my situation (accounts I have, budget, what I want the output to look like). 2. Propose a step-by-step plan using these tools or cheaper alternatives, with the time and cost of each step. Use official pricing pages; say "check pricing" if unsure. 3. Then do the setup with me one step at a time, waiting for my OK before anything that sends messages, posts publicly, spends money or deletes data. 4. Finish with a checklist to run it again next time.
You are helping me set up this AI use case end to end in Codex. Goal: Have AI draft project shaping docs in Notion and keep them from drifting What the original author did: A product consultant publishes shaping documents in a client's Notion as the source of truth for big projects. AI now drafts them and he reviews and edits them heavily so people can scan them, then follows a short routine to stop them drifting after kickoff. Reported result (as claimed by the author): He no longer writes the docs by hand, and shared the steps he uses to keep them accurate. Source: https://x.com/rjs/status/2110454464976953444 Tools they used: Claude, Notion Category: Automation & business Please: 1. Ask me 3 short questions about my situation (accounts I have, budget, what I want the output to look like). 2. Propose a step-by-step plan using these tools or cheaper alternatives, with the time and cost of each step. Use official pricing pages; say "check pricing" if unsure. 3. Then do the setup with me one step at a time, waiting for my OK before anything that sends messages, posts publicly, spends money or deletes data. 4. Finish with a checklist to run it again next time.
You are helping me set up this AI use case end to end in Grok Bot. Goal: Have AI draft project shaping docs in Notion and keep them from drifting What the original author did: A product consultant publishes shaping documents in a client's Notion as the source of truth for big projects. AI now drafts them and he reviews and edits them heavily so people can scan them, then follows a short routine to stop them drifting after kickoff. Reported result (as claimed by the author): He no longer writes the docs by hand, and shared the steps he uses to keep them accurate. Source: https://x.com/rjs/status/2110454464976953444 Tools they used: Claude, Notion Category: Automation & business Please: 1. Ask me 3 short questions about my situation (accounts I have, budget, what I want the output to look like). 2. Propose a step-by-step plan using these tools or cheaper alternatives, with the time and cost of each step. Use official pricing pages; say "check pricing" if unsure. 3. Then do the setup with me one step at a time, waiting for my OK before anything that sends messages, posts publicly, spends money or deletes data. 4. Finish with a checklist to run it again next time.
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