Create and update Notion engagement rows with Stripe payment details.
npx skills add https://github.com/ShawhinT/non-coding-skills --skill engagements
Please help me install this Agent Skill. Skill: engagements Source: https://github.com/ShawhinT/non-coding-skills/tree/main/engagements Command: npx skills add https://github.com/ShawhinT/non-coding-skills --skill engagements
This Skill helps you consistently create, update, and close client paid engagements in Shaw’s Notion-based Engagements database, so project history, delivery tracking, and wrap-up records stay accurate and aligned with Stripe and CRM.
Ask the AI to create an Engagement for a client who just paid, then link the discovery call and prepare the engagement body so Stripe and session tracking can be filled in as delivery starts.
High-intent search queries and answers about installing and using this skill.
You can track client invoices and project lifecycle status in Notion by maintaining an engagement ledger that links Stripe payment details, delivery progress, and CRM signals to individual client rows. This ensures project history and wrap-up records remain accurate and aligned.
Yes, you can sync Stripe payment details into a Notion client database by fetching invoice data to determine Paid Status, setting the Price, and writing the correct Stripe link line into the engagement body. It also handles proxy payer, void, and replacement edge cases.
The best way to manage a client engagement ledger end-to-end is by creating a one-row-per-invoice tracking system for workshops. This enforces temporal engagement ID rules, aligns offer, price, and scope, and manages Delivered handoff boundaries with your CRM.
You handle client lifecycle transitions from Sold to Delivered by enforcing controlled status changes within your tracking system. This includes setting the correct End Date and triggering wrap-up prompts, while keeping long-term relationship nurture in a separate Clients space to prevent data drift.
Yes, the engagement tracking approach works for linking calls and sessions chronologically by appending mention-pages into the correct chronological sections of the engagement body. This includes handling reschedule updates for training sessions and client calls.
A limitation of using Notion for client engagement tracking is the boundary between active delivery and long-term nurture. After a project is marked Delivered, relationship nurture and wrap-up activities must be moved to a separate CRM space to avoid data drift.
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