Research & Documentation
Pull relevant Notion pages, synthesize findings, and publish clear briefs or reports (with citations and links to sources).
Quick start
1) Find sources with `Notion:notion-search` using targeted queries; confirm scope with the user. 2) Fetch pages via `Notion:notion-fetch`; note key sections and capture citations (`reference/citations.md`). 3) Choose output format (brief, summary, comparison, comprehensive report) using `reference/format-selection-guide.md`. 4) Draft in Notion with `Notion:notion-create-pages` using the matching template (quick, summary, comparison, comprehensive). 5) Link sources and add a references/citations section; update as new info arrives with `Notion:notion-update-page`.
Workflow
0) If any MCP call fails because Notion MCP is not connected, pause and set it up:
- Add the Notion MCP:
- `codex mcp add notion --url https://mcp.notion.com/mcp`
- Enable remote MCP client:
- Set `[features].rmcp_client = true` in `config.toml` **or** run `codex --enable rmcp_client`
- Log in with OAuth:
- `codex mcp login notion`
After successful login, the user will have to restart codex. You should finish your answer and tell them so when they try again they can continue with Step 1.
1) Gather sources
- Search first (`Notion:notion-search`); refine queries, and ask the user to confirm if multiple results appear.
- Fetch relevant pages (`Notion:notion-fetch`), skim for facts, metrics, claims, constraints, and dates.
- Track each source URL/ID for later citation; prefer direct quotes for critical facts.
2) Select the format
- Quick readout → quick brief.
- Single-topic dive → research summary.
- Option tradeoffs → comparison.
- Deep dive / exec-ready → comprehensive report.
- See `reference/format-selection-guide.md` for when to pick each.
3) Synthesize
- Outline before writing; group findings by themes/questions.
- Note evidence with source IDs; flag gaps or contradictions.
- Keep user goal in view (decision, summary, plan, recommendation).
4) Create the doc
- Pick the matching template in `reference/` (brief, summary, comparison, comprehensive) and adapt it.
- Create the page with `Notion:notion-create-pages`; include title, summary, key findings, supporting evidence, and recommendations/next steps when relevant.
- Add citations inline and a references section; link back to source pages.
5) Finalize & handoff
- Add highlights, risks, and open questions.
- If the user needs follow-ups, create tasks or a checklist in the page; link any task database entries if applicable.
- Share a short changelog or status using `Notion:notion-update-page` when updating.
References and examples
- `reference/` — search tactics, format selection, templates, and citation rules (e.g., `advanced-search.md`, `format-selection-guide.md`, `research-summary-template.md`, `comparison-template.md`, `citations.md`).
- `examples/` — end-to-end walkthroughs (e.g., `competitor-analysis.md`, `technical-investigation.md`, `market-research.md`, `trip-planning.md`).
