Two templates you can customize in under a minute. Pick the one that fits your situation.
These are the companion templates for Delete Your Claude Project Files. Read that first if you haven't — it explains the architecture and why this setup works.
Before you start
You need a Claude Project. Everything below happens inside a Claude Project — not a regular conversation. If you don't have one yet, create a new project in the Claude app first. The overview file you'll generate gets added as a project file, which means every conversation in that project will automatically have it loaded as context. Without a project, there's nowhere to put it.
You need Notion connected to Claude. In the Claude app, click your name in the bottom left, go to Settings, then Connectors, and click Browse connectors. Find Notion and connect it. (Note: Anthropic is moving connectors under "Customize" — if you don't see a Connectors tab, check there instead.) Takes 30 seconds. Without this, Claude can't read or write to Notion and none of this works.
Template 1: Starting a new project
Use this if you're creating a new Claude Project from scratch and want to set up the Notion architecture from day one.
Step 1: Fill in the "My project details" section at the top of the prompt below. Everything in brackets needs your own values — delete any lines you don't need. You only need to fill in the top section; the rest of the prompt references it automatically.
Step 2: Start a conversation in your Claude project and paste the whole thing:
My project details:
- Project name: [your project name]
- Content types: [e.g., Blog Post, Tutorial, Guide]
- Statuses: [e.g., Idea, Draft, In Progress, Done]
- Additional database properties: [e.g., Priority, Due Date — or delete this line]
- Project rules: [e.g., "Use casual tone in all drafts" — or delete this line]
Using the project details above, set up this project with Notion as the source of truth:
1. Create a Notion parent page named after my project with "Hub" appended
2. Create a Notion database under it named after my project with "Library" appended, using the content types, statuses, and any additional properties I listed
3. Generate a single overview markdown file (OVERVIEW.md) that contains:
- Links to the Notion parent page and database
- The database's data source ID (so I can create new entries)
- Instructions for how to read, edit, and create content
- My project rules from above
Step 3: Claude will create everything in Notion and give you an OVERVIEW.md file.
Step 4: Download the OVERVIEW.md and add it to your Claude project as a project file. That's it.
Here's what the overview file should roughly look like:
# Project Name — Hub
All docs live in Notion. Claude reads and writes directly there. This file is a quick-reference map.
---
## Notion Locations
Hub Page: [Notion URL will go here]
Database: [Notion URL will go here]
- Data source ID: [ID will go here]
- Properties: Title, Type, Status, [your properties]
---
## Key Pages
| Page | Description | Notion URL |
|------|-------------|------------|
| Project Spec | what it contains | URL |
| Brand Guide | what it contains | URL |
---
## Project Rules
- Always check the spec before making changes
- Use casual tone in all drafts
## How Claude Should Use This
- To read content: Fetch the Notion URL directly
- To edit content: Use Notion update tools on the page
- To add new entries: Create a new page in the database (data source ID above)
- To check status: Search or fetch the database
Template 2: Migrating an existing project
Use this if you already have files in a Claude Project and want to migrate everything to Notion.
Step 1: Fill in the "My project details" section at the top of the prompt below. Everything in brackets needs your own values — delete any lines you don't need. You only need to fill in the top section; the rest of the prompt references it automatically.
Step 2: Start a conversation in your Claude project and paste the whole thing:
My project details:
- Project name: [your project name]
- Content types: [e.g., Blog Post, Tutorial, Guide]
- Statuses: [e.g., Idea, Draft, In Progress, Done]
- Additional database properties: [e.g., Priority, Due Date — or delete this line]
- Project rules: [e.g., "Always check the spec before making changes" — or delete this line]
Using the project details above, migrate this project to Notion as the source of truth:
1. Create a Notion parent page named after my project with "Hub" appended
2. Create a Notion database under it named after my project with "Library" appended, using the content types, statuses, and any additional properties I listed
3. Migrate all current project file content into Notion pages in that database
4. Generate a single overview markdown file (OVERVIEW.md) that contains:
- Links to the Notion parent page and database
- The database's data source ID (so I can create new entries)
- A brief summary of what each migrated page contains
- My project rules from above
- Instructions for how to read, edit, and create content
Step 3: Claude will migrate everything to Notion and give you an OVERVIEW.md file.
Step 4: Download the OVERVIEW.md file and add it to your Claude project:
- Go to your project settings
- Add OVERVIEW.md as a project file
- Delete all other project files — they live in Notion now
Step 5: Done. Every new conversation in that project will:
- Instantly load the overview (links, rules, structure)
- Fetch full content from Notion only when needed
- Write edits directly to Notion
Tips for both templates
- Update the overview file when you add major new pages (just add a row to the table)
- Use database properties to track status so Claude can filter and search
- If you need Claude to reference a specific page, just paste the Notion URL in chat — Claude will fetch it
- Notion has version history — if Claude writes something wrong, you can roll it back