Step 3 of 3

Configure
Claude for Your Search

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.


Claude Projects give Claude persistent context across conversations. Your resume rules, job preferences, and configuration are available in every chat — without re-explaining yourself each time. All three phases of your job search live in one project.


Connector Setup

Connect Claude to your workspace.

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.

01

Open Claude Settings

Go to claude.ai and sign in. Click your profile icon in the top-right corner. Select Settings from the dropdown menu.

02

Navigate to Integrations

In the Settings sidebar, click Integrations . You'll see a list of available connectors.

03

Connect Notion

Find Notion in the integrations list and click Connect . You'll be redirected to Notion to authorize access.

04

Authorize Your Workspace

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.

05

Verify the Connection

Back in Claude, the Notion integration should now show as Connected . You're ready to set up your project.


Project Setup

Set up your Claude Project.

01

Create a Claude Project

Visit claude.ai . In the left sidebar, find Projects and click + New Project . Name it "CareerPilot" or "[Your Name] — Job Search".

02

Upload the System Prompt

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.

03

Run the Onboarding Prompt

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

Paste this into your 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.

System Prompt — Paste Into Project Instructions
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

Paste this into a new 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.

Onboarding Prompt — Paste Into Claude
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

What happens next.

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.

Before Each Interview

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.

When Your Resume Changes

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.

Want CLI automation or always-on operation? CareerPilot also runs in Claude Code (via Notion MCP) and OpenClaw (cron/heartbeat triggers). See the GitHub repo for setup docs.

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