Notion dashboard
Skill NovateStudioGit/novate-studio-skills/knowledge-ops/notion-dashboard
57 agent skills for Claude Code — creative production, paid growth, copywriting, ecommerce, email marketing & knowledge ops. By Novate Studio.
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Compose a dashboard for an existing Notion database — chart number tiles for key totals, grouped views for slicing, and a clean heading layout. Use when the user says "build a dashboard for this database", "Notion dashboard from X", "summary view in Notion", or pastes a Notion DB URL and asks for an executive view. Reads the DB schema, proposes the dashboard structure, then creates views + (optionally) a parent page that embeds them. Stops at a preview gate before any mutation.
SKILL.md
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/notion-dashboard
Build an executive dashboard for an existing Notion database. Reuses what's already there — never duplicates the underlying data.
Inputs
- Database URL or ID (required). Always run
notion-fetchon it first to read the schema and existing views before proposing anything. - Intent (optional but useful): "OPEX by category", "leads by stage and source", "revenue YTD vs target". If not given, infer 1–3 plausible dashboard candidates from the schema and ask the user to pick.
- Target page (optional): where the dashboard should live. If omitted, add views as new tabs on the existing database. If a parent page is given, create linked-database views there instead.
Steps
- Read.
notion-fetchthe DB. Note: title, schema (property types + options), existing views (names + configs), parent page. - Propose. Output a compact plan to the user:
- 1–3 chart number tiles (which property, which aggregation — sum / count / average — and optional FILTER for "active only").
- 1–2 board or table views grouped by the most-informative select/multi-select (Category, Status, Workstream, etc.).
- Optional: a "Heads-up" filtered table (e.g. renewal date ≤ 30 days, status = trial, blank required fields).
- If a target page was specified, propose the page layout (heading → number tiles row → grouped views).
- Preview gate. Wait for user confirmation. Do not mutate yet.
- Build.
- For each chart/table view:
notion-create-viewwith the right DSL (CHART number AGGREGATE sum/count/etc., GROUP BY, FILTER, SORT BY, SHOW). For chart-number titles that include a live value, hardcode the current value in the name AND tell the user it'll go stale. - If a parent page was specified:
notion-create-pageswith a heading + embedded<view>references.
- For each chart/table view:
- Confirm. Print each created view's URL and ID. Highlight any manual one-clicks needed (the Calculate footer is UI-only).
Hard-won gotchas
These are the Notion MCP procedural issues this skill must route around:
- No Calculate footer in view DSL. To show a total at the bottom of a table, the user must click Calculate → Sum manually (one-time, per view). If they want a fully automated "Total = $X", use a
CHART number AGGREGATE sum ON "Property"view instead. State both options when relevant. - View names are static strings. They don't interpolate live aggregate values. If user wants a value baked into the title (e.g. "Total = $250"), flag staleness once then comply.
- Property must be the right type for AGGREGATE sum/avg/min/max. Text columns won't aggregate as numbers. If the property is text but the user wants math, propose
ALTER COLUMN ... SET NUMBER FORMAT 'dollar'first (lossless if values are clean numerics; lossy if values contain "$" or "/mo" — preview and confirm). - To enumerate all rows in a data source, there's no
query_data_sourcestool exposed; usenotion-searchwithdata_source_urlset and a few broad single-letter queries ("a","e","o","s") and union the results.
Output
- A short summary of what was created with URLs.
- Any manual one-clicks the user needs to make (Calculate footer toggle).
- Updated
Admin/<tracker-name>.mdin Obsidian if the dashboard maps to an existing tracker doc.
Output format
Terse. Sub-150-words for the build confirmation. The proposal step can be longer since it's a design conversation.
Reverts / non-destructive
This skill never deletes existing views. If a proposed view name collides, append " (v2)" or ask.