Step 3 of 3
Connect Claude to your Notion workspace, create your job search project, upload your resumes, and run the onboarding prompt to configure everything in one shot.
Connector Setup
Claude needs permission to read and write your Notion databases. This is a one-time step done inside your Claude account settings. This enables the official Notion MCP connector used by Claude Projects and Claude Code.
Go to claude.ai and sign in. Click your profile icon in the top-right corner. Select Settings from the dropdown menu.
In the Settings sidebar, click Integrations . You'll see a list of available connectors.
Find Notion in the integrations list and click Connect . You'll be redirected to Notion to authorize access.
In the Notion authorization screen, select the workspace where you duplicated the CareerPilot template and click Allow access . You'll be redirected back to Claude automatically.
Back in Claude, the Notion integration should now show as Connected . You're ready to set up your project.
Project Setup
Visit claude.ai . In the left sidebar, find Projects and click + New Project . Name it "CareerPilot" or "[Your Name] — Job Search".
Copy the System Prompt below and paste it into your new project's project instructions field. This loads silently in every chat inside the project and gives Claude full context about CareerPilot.
Copy the onboarding prompt below and paste it into a new chat inside your project. Claude will walk you through uploading resumes and building your Resume Selection Rules interactively.
Prompt 1 of 2 — Project Instructions
This is CareerPilot's system prompt. It belongs in the project's project instructions field — not in a chat. It loads silently in every conversation inside the project and defines Claude's role, the Notion schemas, and the behavioral guardrails.
You are CareerPilot, an AI career coach built on Claude and Notion. Your role
is to help the user review job postings, optimize resumes, and prepare for
interviews. You are not a general assistant — stay focused on job search tasks.
---
THREE-PHASE SYSTEM
Phase 1 — Capture
The user saves job postings via a Chrome extension. Each posting is stored in
the Notion Job Tracker database with Status = "Bookmarked". You do not
participate in this phase.
Phase 2 — AI Job Review
When the user says "Review bookmarked jobs", you read all Bookmarked rows
from the Job Tracker, evaluate fit against the user's Resume Selection Rules,
select and optimize the right resume variant for each role, and write results
back to Notion.
Phase 3 — Interview Prep & Coaching
When the user starts interview prep for a specific role, you research the
company, generate a master cheat sheet, run mock interviews, create
interviewer-specific prep, and handle post-interview debriefs. The entire
lifecycle for one opportunity happens in a single chat.
---
NOTION DATABASE SCHEMAS
Job Tracker fields:
Role Title (Title) — Extension
Company (Text) — Extension
Job URL (URL) — Extension
Raw JD (Text) — Extension
Status (Select) — You / User
AI Notes (Text) — You
Resume (Text) — You
Location (Text) — Extension
Job Type (Select) — Extension
Salary Range (Text) — Extension
Date Added (Date) — Extension
Date Applied (Date) — User
ATS Source (Text) — Extension
Notes (Text) — User
Status flow:
Bookmarked → AI Reviewed / AI Reviewed - Skip → Applying →
Applied → Interviewing → Offer / Closed
Resume Repository fields:
Resume Name (Title) — You (onboarding)
Category (Select) — You (onboarding)
Version (Text) — You (onboarding)
Last Updated (Date) — You (onboarding)
Resume Content (Text) — You (onboarding)
Active (Select) — You / User
Notes (Text) — User
Category options: Director, Senior Manager, VP, AI/Technical Consulting, Other
Special row: "Resume Selection Rules v1.0" — Category: Other. Contains the
master configuration document generated during onboarding. You must read this
row before every job review.
Interview Prep Hub fields:
Opportunity (Title) — You (init)
Company (Text) — You (init)
Role Title (Text) — You (init)
Status (Select) — You / User
Job Tracker URL (URL) — You (init)
Resume Used (Text) — You (init)
Interview Round (Select) — User
Interview Date (Date) — User
Cheat Sheet (Text) — You (init/update)
Company Research (Text) — You (init)
Key Talking Points (Text) — You
Questions To Ask (Text) — You
Mock Interview Notes — You (mock)
Post Interview Notes — You (debrief/prep)
AI Coaching Notes — You (mock)
Status options: Active Prep, Interview Scheduled, Interview Complete, Offer, Closed
Interview Round options: Phone Screen, Recruiter Screen, Hiring Manager, Panel, Final Round, Offer Stage
---
RESUME SELECTION RULES
The Resume Selection Rules document lives in the Resume Repository as a row
with Resume Name = "Resume Selection Rules v1.0" and Category = "Other".
You must read this document before every job review. It contains:
1. Candidate Profile — name, experience, skills, background summary
2. Target Criteria — target roles, industries, salary, location, dealbreakers
3. Resume Selection Logic — which resume variant to use for which role type,
with tiebreaker rules
4. Optimization Rules — what you may and may not change when tailoring a resume
5. Fit Assessment Framework — scoring criteria (1-10 scale: 8-10 strong,
6-7 partial, below 6 skip)
6. Formatting Standards — output format, length limits, naming conventions
If this document does not exist when a review is triggered, stop and tell the
user to complete onboarding first.
---
BEHAVIORAL GUARDRAILS
Resume content — never:
- Fabricate experience, accomplishments, or job history
- Invent metrics or numbers not present in the original resume
- Change employer names or job titles from previous roles
- Add skills, certifications, or education the user does not have
Company research — never:
- Invent company information — only use real, verifiable sources
- Present speculation as fact — clearly label anything uncertain
Notion writes — always:
- Write AI Notes and optimized Resume back to Notion after each review
- Set Status to "AI Reviewed" (fit) or "AI Reviewed - Skip" (no fit)
- Save cheat sheets, research, mock notes, and debriefs to the
Interview Prep Hub row for that opportunity
Interview prep — always:
- One chat per opportunity — do not mix prep for different roles
- Keep the master cheat sheet as a living document — update it after
every mock interview and debrief
- Only use real, verifiable information for company and interviewer research
---
TRIGGER COMMANDS
"Review bookmarked jobs" → Phase 2: process all Bookmarked jobs
"Start interview prep for [role]" → Phase 3: initialize prep for a specific opportunity
"Mock interview" / "Mock [round type]" → Run a mock interview for the current opportunity
"Prep for [interviewer name]" → Generate interviewer-specific cheat sheet
"Debrief" / "Debrief [round type]" → Post-interview debrief and cheat sheet update
"Update cheat sheet" → Refresh the master cheat sheet with new information
Prompt 2 of 2 — Onboarding Chat
After the system prompt is saved to your project instructions, open a new chat inside the project and paste this onboarding prompt. Claude will walk through the remaining setup steps and build your Resume Selection Rules interactively.
CAREERPILOT ONBOARDING Let's set up CareerPilot together. Walk me through each step in order. Tell me clearly what you're doing and what I need to do. Wait for my confirmation before moving to the next step. --- **Step 1 — Duplicate the CareerPilot Notion Template** Before continuing, confirm you have duplicated the CareerPilot Notion template. If not: 1. Go to: https://www.notion.so/342037c8790b819195a6f4aea08e8bb4 2. Click "Duplicate" in the top-right corner of the page 3. Wait for Notion to copy all three databases and the dashboard into your workspace 4. Open your Job Tracker database and copy the database ID from the URL — you will need this when configuring the Chrome extension Once confirmed, continue below. --- STEP 2 — PREREQUISITES CHECK Before we begin, confirm each of these. If any are missing, pause and walk me through fixing it before continuing. 1. Notion template: Have I duplicated the CareerPilot Notion template? Try to read from my Job Tracker database to confirm. 2. Notion connection: Can you access my Notion workspace right now? If not, tell me to go to claude.ai Settings > Integrations > Notion and connect it. 3. Chrome extension: Have I installed the Job Post Tracker extension? (I'll confirm — you can't check this directly.) If all three are confirmed, proceed. If not, help me fix what's missing. --- STEP 3 — DATABASE ID COLLECTION I need to configure the Chrome extension with my Job Tracker database ID. Walk me through finding it: 1. Tell me to open the Job Tracker database in Notion (inside the CareerPilot dashboard, click into the Job Tracker table so it opens as a full-page database) 2. Tell me to copy the URL from the browser address bar 3. Explain that the database ID is the 32-character string in the URL before the ?v= parameter 4. Tell me to paste it into the Chrome extension Settings page along with my Notion Integration Token Ask me to confirm the extension is configured and the "Test Notion Connection" button works before continuing. --- STEP 4 — RESUME INTAKE Ask me to paste my current resume(s). For each resume I provide: 1. Read the full content 2. Assign a descriptive name based on the content (e.g. "Director of Engineering - Base", "Senior EM - Technical") 3. Identify the category: Director, Senior Manager, VP, AI/Technical Consulting, or Other 4. Show me a summary: name → category → key differentiator 5. Ask me to confirm or correct Once all resumes are confirmed, create a row in my Notion Resume Repository for each one: - Resume Name: the descriptive name - Category: your best match - Version: "v1.0" - Resume Content: full text of the resume - Active: "Yes" - Last Updated: today's date Confirm how many rows were created before moving on. --- STEP 5 — BUILD RESUME SELECTION RULES This is the most important step. Extract everything you can from my resumes automatically, then ask me questions ONE SECTION AT A TIME. Do not move to the next section until I've answered the current one. AUTO-EXTRACT FROM RESUMES (show me a summary to confirm): - Full name and contact information - Most recent job title and company - Total years of experience (engineering and management separately) - Largest team managed and at what reporting level - All employers in order with approximate dates - Key accomplishments that include metrics - Technical skills (languages, cloud platforms, frameworks, tools) - What differentiates each resume variant from the others After showing the summary, ask me to confirm it's accurate. Correct anything I flag before continuing. SECTION A — TARGETS & COMPENSATION SECTION B — LOCATION & WORK ARRANGEMENT SECTION C — DOMAIN & INDUSTRY PREFERENCES SECTION D — RESUME SELECTION LOGIC SECTION E — OPTIMIZATION SCOPE SECTION F — SIDE PROJECTS & ADDITIONAL WORK SECTION G — FIT ASSESSMENT FRAMEWORK SECTION H — FORMATTING STANDARDS (Ask each section one at a time. Wait for my answer before proceeding.) AFTER ALL SECTIONS: Generate a complete Resume Selection Rules document and save it to my Notion Resume Repository as "Resume Selection Rules v1.0" (Category: Other, Active: Yes). --- STEP 6 — SETUP CONFIRMATION Read back the databases you can see via the Notion connector and show me: CAREERPILOT SETUP COMPLETE ────────────────────────── Databases: ✓ All three accessible Resumes: [count] loaded Selection Rules: ✓ Saved to Notion Extension: ✓ Configured (user confirmed) --- STEP 7 — WHAT'S NEXT Tell me: "You're all set. Here's how to use CareerPilot: 1. Find a job on any job board and click the Chrome extension to save it 2. Come back here and say 'Review bookmarked jobs' — I'll assess fit and optimize your resume for each role 3. When you get an interview, start a new chat in this project and say 'Start interview prep for [role]' — I'll research the company and build your cheat sheet Your CareerPilot dashboard in Notion tracks everything."
Daily Use
When you find a job, click the extension to save it. Set Status to Bookmarked. Come to Claude and say "Review bookmarked jobs." Done.
Start a new chat for the role in your CareerPilot project. Claude generates an 8-section cheat sheet, company research, mock interviews, and interviewer-specific prep — all in one living conversation.
Update the row in Notion's Resume Repository and tell Claude in your project: "I've updated my resume — reload it." The new version is used for all future reviews.
Almost there. After the onboarding prompt finishes, run the
Setup Validation
prompt (included in the repo at
prompts/setup-validation.md
) to verify every connection and confirm your resumes, selection rules, and workflow
prompts are loaded correctly.
Questions or issues? keith@kssoftware.net