Edit: handover_prompts/notion_access_and_extraction_plan.md

Note Content (Markdown)

# Handover Plan: Resolve Notion Access & Extract Easier Agency Directory

## Problem Statement
The Hermes integration can see the Easier Agency page in search results but cannot access its content due to insufficient sharing permissions. The goal is to resolve this access issue and extract the complete Easier Agency directory structure for gbrain ingestion.

## Prerequisites
- Access to Notion workspace as a user with sharing permissions
- Hermes integration already installed and configured with a valid Notion API key
- Basic understanding of Notion sharing mechanics

## Step-by-Step Resolution Plan

### Phase 1: Diagnose Access Issue

#### 1.1 Verify Current Integration Status
- In Notion, go to **Settings & Members** → **My connections**
- Locate the **Hermes** integration
- Note its current status and permissions

#### 1.2 Locate Easier Agency Page/Database
- Use Notion search for "Easier Agency"
- Identify whether it appears as:
  - A standalone page
  - A database entry (within Software Logins or another database)
  - A sub-page within a workspace

#### 1.3 Check Current Sharing Status
- Open the Easier Agency page/database
- Click the **•••** menu → **Add connections**
- Check if "Hermes" integration appears in the list
- If not present, this confirms the access issue

### Phase 2: Grant Access

#### 2.1 Share Easier Agency Content
- Open the Easier Agency page/database
- Click **•••** → **Add connections**
- Search for and select the **Hermes** integration
- Confirm sharing

#### 2.2 Verify Parent Database Access (if applicable)
- If Easier Agency is a database entry:
  - Navigate to the parent database (likely Software Logins or similar)
  - Repeat sharing process for the parent database
  - Ensure the integration can query the database

#### 2.3 Test Access via Notion API (Optional)
- Use Notion's API tester or a simple curl command:
  ```bash
  curl -X GET "https://api.notion.com/v1/pages/<PAGE_ID>" \
    -H "Authorization: Bearer <NOTION_API_KEY>" \
    -H "Notion-Version: 2025-09-03"
  ```
- Replace `<PAGE_ID>` with the Easier Agency page ID
- Should return page metadata instead of 404 error

### Phase 3: Extract Easier Agency Directory Structure

#### 3.1 Fetch Root Page Content
- Retrieve the Easier Agency page metadata and properties
- Get the page content as markdown or structured blocks

#### 3.2 Identify Directory Structure
Based on user description, expect sections:
- Marketing
- Sales  
- Relationship
- Fulfilment
- Operations

For each section:
- Extract heading/title
- Capture description/SOP line
- List items with icons and status indicators (green/orange/red)
- Note any nested sub-pages or databases

#### 3.3 Extract Sub-Pages and Databases
- For each item in the directory that links to another page/database:
  - Follow the link and extract that content
  - Maintain hierarchy in extraction notes
  - Pay special attention to:
    - ICP definitions and targeting criteria
    - SOP documents
    - Content plans and calendars
    - Outreach frameworks
    - Client acquisition materials

### Phase 4: Prepare Content for gbrain Ingestion

#### 4.1 Content Organization
For each extracted piece, prepare in gbrain format:
```
# [Title]

[Compiled truth - current synthesis and key points]

---

[Timeline - append-only evidence log with sources and dates]
```

#### 4.2 Apply User Steering Guidance
- **Primary ICP Focus**: Extract and emphasize content related to UK 7-figure ecom brands (profit-focused)
- **Secondary/Passive**: Identify and label SaaS/service business content as secondary attraction strategy
- **ContentOS Adaptation**: Note where Airtable dependencies exist for replacement with Hermes-based automations
- **Post Type Refinement**: Identify existing content types and distill to ~5 core categories as preferred by user

#### 4.3 Metadata Preservation (Non-Sensitive)
From accessible databases (already available):
- **Software Logins**: Service inventory (usage status, cost, activity) - **NO credentials**
- **API Keys**: Service metadata only (status, last rotated, used by, notes) - **NO raw keys**
- **Outreach Tracker**: Campaign records with outcomes and QA notes
- **Extract only non-sensitive fields** for gbrain inclusion

#### 4.4 File Naming and Structure
Propose gbrain vault structure:
```
people/
  anthony-stratton.md
organisations/
  easier-agency.md
  easier-marketing.md
projects/
  contentos-pipeline.md
  outreach-framework.md
  easier-agency-directory/
    marketing.md
    sales.md
    relationship.md
    fulfilment.md
    operations.md
decisions/
  icp-focus-decision.md
  contentos-architecture-decision.md
etc.
```

### Phase 5: Verification and Handoff

#### 5.1 Internal Verification
- Confirm all extracted content is non-sensitive (no passwords, keys, tokens)
- Verify directory structure matches user's expectation
- Check that ICP focus is properly captured and labeled

#### 5.2 Handover to User
- Provide extracted content in gbrain-ready format
- Include a summary of what was accessed and any limitations
- Note any content that remained inaccessible despite efforts
- Offer to proceed with gbrain ingestion upon user approval

## Expected Outcomes
1. Resolved Notion access permission for Easier Agency directory
2. Complete extraction of Marketing, Sales, Relationship, Fulfilment, Operations sections
3. Organized, gbrain-ready content with proper formatting
4. Clear separation of primary (ecom) vs secondary (SaaS/service) content
5. Documentation of any Airtable dependencies in ContentOS for future migration

## Troubleshooting Guide

### If Access Still Denied After Sharing:
1. Wait 1-2 minutes for permissions to propagate
2. Verify the exact page/database ID being accessed
3. Check if there are multiple "Easier Agency" entries - ensure correct one shared
4. Try sharing the parent workspace instead of just the page
5. As last resort, have user export as Markdown/CSV and share files directly

### Content Extraction Issues:
- For very large directories, consider extracting section by section
- Use pagination limits in API calls if needed
- Prioritize text content over complex embedded databases initially
- For databases, extract schema and sample records first

## Estimated Time Commitment
- Access resolution: 5-15 minutes (depending on sharing propagation)
- Content extraction: 15-30 minutes (depending on directory size)
- Preparation for gbrain: 10-20 minutes
- Total: 30-65 minutes

---
*This handover plan is designed for Claude or another AI agent to execute independently. The agent should proceed through each phase, verifying success before moving to the next step, and report back at the completion of each major phase.*