Agent skill

notion-knowledge-capture

Transforms conversations and discussions into structured documentation pages in Notion. Captures insights, decisions, and knowledge from chat context, formats appropriately, and saves to wikis or databases with proper organization and linking for easy discovery.

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Install this agent skill to your Project

npx add-skill https://github.com/refly-ai/skill-to-workflow/tree/main/skills-source/notion/notion-knowledge-capture

SKILL.md

Knowledge Capture

Transforms conversations, discussions, and insights into structured documentation in your Notion workspace. Captures knowledge from chat context, formats it appropriately, and saves it to the right location with proper organization and linking.

Quick Start

When asked to save information to Notion:

  1. Extract content: Identify key information from conversation context
  2. Structure information: Organize into appropriate documentation format
  3. Determine location: Use Notion:notion-search to find appropriate wiki page/database
  4. Create page: Use Notion:notion-create-pages to save content
  5. Make discoverable: Link from relevant hub pages, add to databases, or update wiki navigation so others can find it

Knowledge Capture Workflow

Step 1: Identify content to capture

From conversation context, extract:
- Key concepts and definitions
- Decisions made and rationale
- How-to information and procedures
- Important insights or learnings
- Q&A pairs
- Examples and use cases

Step 2: Determine content type

Classify the knowledge:
- Concept/Definition
- How-to Guide
- Decision Record
- FAQ Entry
- Meeting Summary
- Learning/Post-mortem
- Reference Documentation

Step 3: Structure the content

Format appropriately based on content type:
- Use templates for consistency
- Add clear headings and sections
- Include examples where helpful
- Add relevant metadata
- Link to related pages

Step 4: Determine destination

Where to save:
- Wiki page (general knowledge base)
- Specific project page (project-specific knowledge)
- Documentation database (structured docs)
- FAQ database (questions and answers)
- Decision log (architecture/product decisions)
- Team wiki (team-specific knowledge)

Step 5: Create the page

Use Notion:notion-create-pages:
- Set appropriate title
- Use structured content from template
- Set properties if in database
- Add tags/categories
- Link to related pages

Step 6: Make content discoverable

Link the new page so others can find it:

1. Update hub/index pages:
   - Add link to wiki table of contents page
   - Add link from relevant project page
   - Add link from category/topic page (e.g., "Engineering Docs")
   
2. If page is in a database:
   - Set appropriate tags/categories
   - Set status (e.g., "Published")
   - Add to relevant views
   
3. Optionally update parent page:
   - If saved under a project, add to project's "Documentation" section
   - If in team wiki, ensure it's linked from team homepage

Example:
Notion:notion-update-page
page_id: "team-wiki-homepage-id"
command: "insert_content_after"
selection_with_ellipsis: "## How-To Guides..."
new_str: "- <mention-page url='...'>How to Deploy to Production</mention-page>"

This step ensures the knowledge doesn't become "orphaned" - it's properly connected to your workspace's navigation structure.

Content Types

Choose appropriate structure based on content:

Concept: Overview → Definition → Characteristics → Examples → Use Cases → Related How-To: Overview → Prerequisites → Steps (numbered) → Verification → Troubleshooting → Related Decision: Context → Decision → Rationale → Options Considered → Consequences → Implementation FAQ: Short Answer → Detailed Explanation → Examples → When to Use → Related Questions Learning: What Happened → What Went Well → What Didn't → Root Causes → Learnings → Actions

Destination Patterns

General Wiki: Standalone page → add to index → tag → link from related pages

Project Wiki: Child of project page → link from project overview → tag with project name

Documentation Database: Use properties (Title, Type, Category, Tags, Last Updated, Owner)

Decision Log Database: Use properties (Decision, Date, Status, Domain, Deciders, Impact)

FAQ Database: Use properties (Question, Category, Tags, Last Reviewed, Useful Count)

See reference/database-best-practices.md for database selection guide and individual schema files.

Content Extraction from Conversations

Chat Discussion: Key points, conclusions, resources, action items, Q&A

Problem-Solving: Problem statement, approaches tried, solution, why it worked, future considerations

Knowledge Sharing: Concept explained, examples, best practices, common pitfalls, resources

Decision Discussion: Question, options, trade-offs, decision, rationale, next steps

Formatting Best Practices

Structure: Use # (title), ## (sections), ### (subsections) consistently

Writing: Start with overview, use bullets, keep paragraphs short, add examples

Linking: Link related pages, mention people, reference resources, create bidirectional links

Metadata: Include date, author, tags, status

Searchability: Clear titles, natural keywords, common search tags, image alt-text

Indexing and Organization

Wiki Index: Organize by sections (Getting Started, How-To Guides, Reference, FAQs, Decisions) with page links

Category Pages: Create landing pages with overview, doc links, and recent updates

Tagging Strategy: Use consistent tags for technology/tools, topics, audience, and status

Update Management

Create New: Content is substantive (>2 paragraphs), will be referenced multiple times, part of knowledge base, needs independent discovery

Update Existing: Adding to existing topic, correcting info, expanding concept, updating for changes

Versioning: Add update history section for significant changes (date, author, what changed, why)

Best Practices

  1. Capture promptly: Document while context is fresh
  2. Structure consistently: Use templates for similar content
  3. Link extensively: Connect related knowledge
  4. Write for discovery: Use searchable titles and tags
  5. Include context: Why this matters, when to use
  6. Add examples: Concrete examples aid understanding
  7. Maintain: Review and update periodically
  8. Get feedback: Ask if documentation is helpful

Advanced Features

Documentation databases: See reference/database-best-practices.md for database schema patterns.

Common Issues

"Not sure where to save": Default to general wiki, can move later "Content is fragmentary": Group related fragments into cohesive doc "Already exists": Search first, update existing if appropriate "Too informal": Clean up language while preserving insights

Examples

See examples/ for complete workflows:

  • examples/conversation-to-faq.md - FAQ from Q&A
  • examples/decision-capture.md - Decision record
  • examples/how-to-guide.md - How-to from discussion

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