mohitagw15856
59c4510055
This release adds three new agent templates to the library, bringing the total to four. New templates: - PM Discovery Agent: synthesises customer interviews from Notion or Google Drive, identifies cross-interview themes, scores assumption confidence, generates follow-up questions - PM Stakeholder Comms Agent: detects audience type (executive/investor/stakeholder/board), pulls activity from Linear/Jira/Drive, drafts in audience-appropriate format - PM Launch Agent: end-to-end launch coordination with channel-specific content, calendar, success metrics, and launch checklist Each template follows the established pattern: README, AGENT.md, orchestrate.sh, 2 subagents, connectors with example configs, examples, smoke test. Total file count: 37 new files across 3 templates. Updated README to position library as 4-template collection. Bumped marketplace.json from v8.0.0 to v9.0.0.
Connectors — PM Discovery Agent
This folder contains the connector configurations for the PM Discovery Agent. You only need to set up the connector for whichever tool your team uses for interview notes — Notion or Google Drive.
Which connector should I use?
| If your interview notes live in... | Use this connector |
|---|---|
| A Notion database | notion.json |
| A Google Drive folder of Google Docs | google-drive.json |
| Both | Pick the one with more interviews — agents work better with more data |
| Somewhere else (Dovetail, Granola, Otter, etc.) | See "Building a connector for another system" below |
Notion setup (5 minutes)
This is the fastest path if you keep interviews in Notion.
1. Create a Notion integration
- Go to https://www.notion.so/my-integrations
- Click "+ New integration"
- Name it "PM Discovery Agent"
- Leave defaults
- Click Submit
- Copy the "Internal Integration Token" (starts with
secret_)
2. Set the environment variable
export NOTION_INTEGRATION_TOKEN='secret_xxxxxxxxxxxxxxxxxxxxxxxx'
To make permanent, add to ~/.zshrc or ~/.bashrc.
3. Share your interview database with the integration
- Open your interview notes database in Notion
- Click the
...menu in the top right - Select "Add connections"
- Choose "PM Discovery Agent"
The integration now has access to that database.
4. Find your database ID
The database ID is in the URL when viewing the database. Format: notion.so/your-workspace/DATABASE_ID?v=...
The ID is the long string between / and ?. Copy it.
5. Configure the connector
cp notion.example.json notion.json
Open notion.json and update:
database_id— paste the ID from step 4expected_properties— adjust to match your actual property names (the defaults assume Name, Interview Date, Interviewee, Segment, Status, Tags)
6. Test
cd ../ # back to pm-discovery-agent root
bash orchestrate.sh --research-question "Test" --interview-source notion --dry-run
If you see "✓ Dry-run complete", you're set up.
Google Drive setup (10 minutes)
A bit more setup than Notion, but works well if your team uses Google Docs for interviews.
1. Create a Google Cloud project
- Go to https://console.cloud.google.com/
- Click "Select a project" > "New Project"
- Name it "PM Discovery Agent"
- Click Create
2. Enable the APIs
- In the project, search for "Google Drive API" in the API library
- Click Enable
- Search for "Google Docs API"
- Click Enable
3. Create a service account
- Go to IAM & Admin > Service Accounts
- Click "+ Create Service Account"
- Name: "pm-discovery-reader"
- Description: "Read-only access for PM Discovery Agent"
- Click Create
- Skip the optional permissions step
- Click Done
4. Download the service account key
- Click on the service account you just created
- Go to the "Keys" tab
- Click "Add Key" > "Create new key"
- Choose JSON
- Save the file somewhere secure (e.g.,
~/.config/pm-discovery-agent/service-account.json)
5. Set the environment variable
export GOOGLE_APPLICATION_CREDENTIALS='/Users/yourname/.config/pm-discovery-agent/service-account.json'
To make permanent, add to ~/.zshrc or ~/.bashrc.
6. Share your interview folder with the service account
- Find the service account email (it looks like
pm-discovery-reader@your-project.iam.gserviceaccount.com) - Open your interview notes folder in Google Drive
- Click Share
- Paste the service account email
- Set permission to Viewer
- Click Send
7. Find your folder ID
Open the folder in Google Drive. The URL looks like: drive.google.com/drive/folders/FOLDER_ID_HERE
Copy the ID after /folders/.
8. Configure the connector
cp google-drive.example.json google-drive.json
Open google-drive.json and update:
folder_id— paste the ID from step 7
9. Test
cd ../ # back to pm-discovery-agent root
bash orchestrate.sh --research-question "Test" --interview-source google-drive --dry-run
Building a connector for another system
If your interview notes live somewhere other than Notion or Google Drive, you can build a connector following the same pattern. Common alternatives PMs use:
- Dovetail — has a research API; build a connector for the analysis endpoint
- Granola / Otter / Fathom — meeting recorders; build a connector that pulls transcripts
- Reflect / Roam / Logseq — personal note-taking apps; build a connector for the markdown files
- Coda / Airtable — alternative databases; build a connector for the rows API
- Local files — markdown files in a folder; build a simple file-reading connector
A connector needs three things:
- A configuration file defining the data source URL, credentials, and available operations
- An API client the orchestration script can call
- A mapping from the source's data model to what the agent expects (interview ID, date, interviewee, content, tags)
Copy notion.example.json or google-drive.example.json as a starting point.
If you build a connector for a new system, consider raising a PR back to the main pm-claude-skills repo.
Security notes
Credentials live in environment variables, not in the JSON files. This means you can commit your notion.json or google-drive.json to source control without leaking credentials.
Use read-only access where possible. The agent only needs to read interview notes — never to modify them. Both Notion integrations and Google Drive service accounts can be set up with read-only permissions. Use them.
Rotate credentials periodically. Both Notion integration tokens and Google service account keys can be regenerated. Do this every 90 days as a security practice.