Skip to content

Latest commit

 

History

3 Commits

Folders and files

NameName
Last commit message
Last commit date
 
 
 
 
 
 
 
 
 
 

Repository files navigation

Notion CRM Enrichment

AI-powered outreach CRM that lives in Notion. Add leads, draft messages, track outcomes, and learn what works.

The Flow

┌─────────────────────────────────────────────────────────────────────────────────────┐
│                           NOTION CRM ENRICHMENT - FULL FLOW                         │
├─────────────────────────────────────────────────────────────────────────────────────┤
│                                                                                     │
│                              ┌──────────────────┐                                   │
│                              │   NOTION (Hub)   │                                   │
│                              ├──────────────────┤                                   │
│                              │ • Leads DB       │                                   │
│                              │ • Messages DB    │                                   │
│                              │ • Insights Page  │◄─────────────────────────┐        │
│                              └────────┬─────────┘                          │        │
│                                       │                                    │        │
│         ┌─────────────────────────────┼─────────────────────────────┐      │        │
│         │                             │                             │      │        │
│         ▼                             ▼                             ▼      │        │
│  ┌─────────────┐              ┌─────────────┐              ┌─────────────┐ │        │
│  │ /add-lead   │              │/draft-message│              │ /update-crm │ │        │
│  │             │              │             │              │             │ │        │
│  │ 1. Research │   writes     │ 1. READ     │   writes     │ 1. Find     │ │        │
│  │    (manual) │──────────►   │    Lead     │              │    lead     │ │        │
│  │ 2. PULL     │   Lead to    │ 2. READ ◄───────────────── │ 2. Log msg  │ │        │
│  │    analysis │   Notion     │    Insights │  reads       │ 3. Rate msg │ │        │
│  │ 3. Create   │              │ 3. Draft    │  insights    │ 4. Update   │ │        │
│  │    Lead     │              │    message  │              │    status   │ │        │
│  └─────────────┘              └──────┬──────┘              └──────┬──────┘ │        │
│                                      │                            │        │        │
│                                      ▼                            │        │        │
│                               ┌─────────────┐                     │        │        │
│                               │   USER      │                     │        │        │
│                               │             │                     │        │        │
│                               │ • Reviews   │                     │        │        │
│                               │ • Edits     │                     │        │        │
│                               │ • Sends     │─────────────────────┘        │        │
│                               │   manually  │                              │        │
│                               └──────┬──────┘                              │        │
│                                      │                                     │        │
│                                      ▼                                     │        │
│                               ┌─────────────┐                              │        │
│                               │/rate-message│                              │        │
│                               │             │                              │        │
│                               │ 1. Log      │                              │        │
│                               │    outcome  │                              │        │
│                               │ 2. Analyze  │                              │        │
│                               │    patterns │                              │        │
│                               │ 3. UPDATE ──┼──────────────────────────────┘        │
│                               │    Insights │  writes new learnings                 │
│                               └─────────────┘  to Notion Insights Page              │
│                                                                                     │
└─────────────────────────────────────────────────────────────────────────────────────┘

The Learning Loop

                    ┌────────────────────────────────────────┐
                    │                                        │
                    ▼                                        │
            ┌───────────────┐                                │
            │ Insights Page │ (Notion)                       │
            │               │                                │
            │ • What works  │                                │
            │ • What fails  │                                │
            │ • Templates   │                                │
            └───────┬───────┘                                │
                    │ READ                                   │ WRITE
                    ▼                                        │
            ┌───────────────┐      ┌───────────────┐   ┌─────┴─────────┐
            │/draft-message │ ───► │    USER       │ ─►│ /rate-message │
            │               │      │ sends message │   │               │
            │ applies       │      └───────────────┘   │ logs outcome  │
            │ learnings     │                          │ finds patterns│
            └───────────────┘                          └───────────────┘

Quick Start

1. Prerequisites

  • Claude Code CLI installed
  • Notion account (free tier works)

2. Configure Notion MCP

Add the Notion MCP server to your Claude Code:

claude mcp add notion --url https://mcp.notion.com/mcp

When prompted, authenticate with your Notion account.

3. Install the Skills

This repo stores distributable skills in skills/. Copy them into Claude Code's project or user skill directory before running them.

For this project only:

git clone https://github.com/different-ai/notion-crm-enrichment
cd notion-crm-enrichment

mkdir -p .claude/skills
cp -R skills/* .claude/skills/

# Start Claude Code in this repo
claude

For all your projects:

git clone https://github.com/different-ai/notion-crm-enrichment
cd notion-crm-enrichment

mkdir -p ~/.claude/skills
cp -R skills/* ~/.claude/skills/

4. Run the Setup Wizard

/setup-crm

The setup skill will:

  1. ✓ Verify your Notion connection
  2. ✓ Create an "Outreach CRM" page with databases
  3. ✓ Create a "Feedback Insights" page for learning
  4. ✓ Save configuration for other skills

Usage

Step 1: Add a Lead

/add-lead Sarah Chen, CEO at TechCorp

You provide the context, the skill:

  • Creates a lead entry in Notion
  • Prompts you for PULL analysis
  • Stores hooks for personalization

Step 2: Draft a Message

/draft-message Sarah Chen

The skill:

  • Fetches Sarah's lead data from Notion
  • Reads Feedback Insights for what's working
  • Drafts a message using the 5-element framework
  • Outputs a ready-to-send message

Step 3: Log the Sent Message

/update-crm Sarah Chen sent on LinkedIn: "hey sarah, saw your series a announcement..."

The skill:

  • Creates a message entry in Messages DB
  • Rates your message (1-10) against the framework
  • Updates Sarah's status to "Contacted"
  • Links the message to the lead

Step 4: Rate the Outcome

/rate-message Sarah replied: "thanks for reaching out, let's chat"

The skill:

  • Updates message result to "Reply"
  • Analyzes what worked in this message
  • Writes to Feedback Insights for future drafts

The 5-Element Framework

Every message is rated against these elements:

Element Points What It Means
Vision 2 Human problem stated without product pitch
Framing 1 "not selling" disclaimer
Weakness 3 Admits confusion or asks for help (MOST IMPORTANT)
Pedestal 2 Specific reason why THEM
Ask 2 Clear question, preferably binary

Modifiers:

  • Pattern interrupt opener: +0.5
  • Specific reference to their content: +1
  • Generic flattery ("love what you're building"): -2
  • Link in first message: -2

The PULL Framework

Leads are analyzed through this lens:

Letter Meaning Question
P Project What are they actively working on?
U Unavoidable Why can't they ignore this?
L Looking at What alternatives are they considering?
L Limitation Why do those alternatives fall short?

Notion Structure

After /setup-crm, you'll have:

Outreach CRM (Page)
├── Leads (Database)
│   ├── Name, Company, LinkedIn, Status
│   ├── Context, PULL Analysis
│   └── Last Contact
│
├── Messages (Database)
│   ├── Title, Platform, Date
│   ├── Result (Pending/Reply/No Reply)
│   ├── Rating (1-10)
│   └── Content (full message text)
│
└── Feedback Insights (Page)
    ├── ## What's Working
    ├── ## What's Failing
    ├── ## Proven Templates
    └── ## Stats

File Structure

.
├── README.md
├── .gitignore
├── skills/
│   ├── setup-crm/
│   │   └── SKILL.md           # Setup wizard
│   ├── add-lead/
│   │   └── SKILL.md           # Add leads
│   ├── draft-message/
│   │   └── SKILL.md           # Draft messages
│   ├── update-crm/
│   │   └── SKILL.md           # Log messages
│   └── rate-message/
│       └── SKILL.md           # Rate outcomes
├── .claude/
│   └── config/
│       └── workspace.json     # Generated after /setup-crm (gitignored)
└── sample/
    └── test-data.txt          # Sample data for testing

Commands Reference

Command What It Does
/setup-crm Bootstrap wizard - run once
/add-lead [Name] from [Company] Add a new lead to CRM
/draft-message [Name] Draft a message for a lead
/update-crm [Name] sent: "..." Log a sent message
/rate-message [Name] replied/no-reply Log outcome and learn

License

MIT

About

AI-powered outreach CRM that lives in Notion. Claude Code skills for leads, drafting, and learning what works.

Resources

Stars

21 stars

Watchers

0 watching

Forks

Releases

Packages

Contributors