ktx/packages/context/skills/notion_synthesize/SKILL.md
2026-05-10 23:51:24 +02:00

4.5 KiB

name description callers
notion_synthesize Synthesize durable KTX wiki pages and semantic-layer sources from staged Notion pages, databases, data-source rows, and clustered Notion evidence. Load when a WorkUnit contains Notion raw files or Notion evidence chunks.
memory_agent

Notion Cluster Synthesis

Use this skill when a WorkUnit contains staged Notion content from pages/**, databases/**, data-sources/**, or clustered Notion evidence.

Role

Each WorkUnit is either a single Notion page/span or a topical cluster of related Notion pages, pre-grouped by embedding similarity. Read the assigned raw files, then write a small set of durable wiki entries and, when applicable, semantic-layer sources that synthesize the WorkUnit's knowledge. Write final memory directly; do not write candidates.

Required Workflow

  1. Read the WorkUnit notes and rawFiles list. Page content lives in page.md; metadata.json holds title, path, object type, data-source ids, last edited metadata, and properties.
  2. For each assigned page, call read_raw_file, or read_raw_span for oversized pages when the notes specify a span.
  3. Search wiki_search for existing pages that overlap the WorkUnit topics. Prefer updating an existing page over creating a duplicate.
  4. Use context_evidence_search, context_evidence_read, and context_evidence_neighbors to pull supporting chunks when indexed evidence is relevant. Pass chunkId and documentId values verbatim as returned by the evidence tools.
  5. Write durable business knowledge with wiki_write. Aim for a small number of high-quality pages per WorkUnit or cluster.
  6. When the Notion content defines a reusable dataset, metric, segment, join rule, source-of-truth mapping, or table with explicit columns, load sl_capture, discover existing sources first with sl_discover or sl_read_source, then use sl_write_source or sl_edit_source.
  7. For every deleted raw path in the Eviction Set, call eviction_list, decide retention, then context_eviction_decision_write. Do this even when no wiki write is needed.

What To Capture

Capture durable, reusable company knowledge:

  • metric definitions, KPI formulas, named business concepts, and reusable filters
  • workflows, policies, ownership rules, approval conventions, and source-of-truth mappings
  • data-source row pages that describe tables, columns, semantic models, dashboards, or business entities
  • cross-system aliases connecting Notion terms to warehouse, dbt, Looker, Metabase, or MetricFlow names
  • caveats, conflicts, supersession notes, and customer/product assumptions affecting future analysis

Skip noisy or transient content:

  • meeting notes with no reusable rule
  • task lists, project status updates, and time-bounded snapshots
  • duplicate docs with no new fact
  • database metadata pages when row pages contain the actual business content
  • transient announcements and long page summaries

Quality

Prefer fewer, stronger entries. Every wiki entry must cite at least one Notion page or row using its path and last edited date when available. When evidence conflicts, write a conflict note inside the wiki page rather than choosing silently.

If a clustered WorkUnit includes several related pages, synthesize the shared rule or concept instead of writing one thin page per source. For oversized page spans, read only the assigned span unless the WorkUnit explicitly asks for neighboring context.

Citation Style

## Revenue Recognition
- Booked revenue excludes refunds and test accounts.
- Source: Notion - Company Handbook / Finance / Revenue Recognition, last edited 2026-04-12.
- Conflict note: An older Sales Ops page uses gross revenue before refunds; treat the Finance Handbook as current unless Finance says otherwise.

Semantic-Layer Rules

  • Load sl_capture before writing or editing SL sources.
  • Discover existing sources first with sl_discover; read existing source YAML before editing.
  • Prefer overlays on manifest-backed sources over standalone SQL.
  • If Notion describes a dashboard or metric but does not define executable logic, write a wiki page and attach sl_refs only after confirming the referenced source exists.

Tools

Allowed: read_raw_file, read_raw_span, wiki_search, wiki_read, wiki_write, sl_discover, sl_read_source, sl_write_source, sl_edit_source, sl_validate, context_evidence_search, context_evidence_read, context_evidence_neighbors, eviction_list, context_eviction_decision_write.

Not allowed: context_candidate_write, context_candidate_mark.