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Seeded demo workspace

Audit the product flow before connecting Notion.

Review ClientFlow with the Northstar Studio sample workspace: a signed SEO retainer becomes a governed delivery plan with missing-input checks, approval, Notion provisioning, readiness state, and a Delivery Receipt.

Public demo covers

Product UX and seeded data

Navigation, mapping, playbook structure, visual plan preview, kickoff workspace, Delivery Receipt, replay model, settings expectations, and failure states.

Requires credentials

Real Notion execution

Account creation, email verification, OAuth authorization, live workspace discovery, real database writes, disconnect and reconnect behavior.

Demo guardrail

No Notion writes

This workspace is seeded with the Northstar Studio scenario. It is designed for product review and sales proof without touching a real workspace.

Review path

One reviewer can inspect the full product story in order.

The demo uses the same scenario as the homepage, but lays it out like a product audit: account gate, Notion authorization, discovery, mapping, playbooks, visual plan preview, execution, Delivery Receipt, replay, and the expected failure paths.

31tasks generated

6owners and queues

2recurring deliverables

90 daystarget receipt retention

Signup

Password rules, confirmation, email verification copy, Notion-after-account sequence.

OAuth

Permission explanation, cancel paths, plan limit messaging, reconnect expectations.

Discovery

Workspace and database selection states for populated, empty, and unavailable data.

Mapping

Clients, Projects, Tasks, Services, and the fields needed for access requests.

Playbooks

Versioned SEO Retainer playbook with inputs, owners, dates, and recurring deliverables.

Preview

Visual plan before writing projects, tasks, relations, dates, access requests, and recurring rows.

Execution

Provisioning progress, partial success, warnings, and plain-language recovery.

Delivery Receipt

Business summary, action status, generated Notion links, and failed-action replay.

Seeded workspace

Northstar Studio moves from signed scope to Kickoff Ready.

These product views are intentionally concrete: the reviewer can see the mapped databases, service playbook, visual plan, generated workspace, and Delivery Receipt.

ClientFlowNorthstar Studio run

Kickoff readiness

Conditionally Ready

31tasks

1blocking input

v4playbook

Database mappingAll roles valid
ClientsAgency CRMStatus, Service, Owner
ProjectsDelivery ProjectsClient relation, Due date
TasksTeam TasksProject relation, Assignee
ServicesService CatalogPlaybook key, SLA, Default owner
Playbook editorSEO Retainer v4

Required access

SEO Retainer - {client.name}

  • GA4 access - blocks kickoff - Analytics
  • Search Console access - blocks kickoff - Analytics
  • CMS access - due after kickoff - Sarah
Visual plan previewNothing written yet

Playbook+ SEO Retainer v4

Missing Input+ Search Console access request

New Project+ SEO Retainer - Northstar Studio

New Tasks+ 31 generated tasks

New Relations+ Client -> Project -> Tasks

Owners+ Sarah, Analytics, Content

Dates+ Kickoff Jul 22, Audit Jul 28

Recurring+ Weekly report, Monthly review

Kickoff workspaceConditionally Ready

SEO Retainer - Northstar Studio

Owner: SarahKickoff: Jul 22Audit due: Jul 28

Kickoff MeetingSarahJul 22Ready

GA4 ConnectedAnalyticsJul 24Ready

Search Console AccessAnalyticsJul 24Blocked

Technical AuditSarahJul 28Queued

Monthly ReportContentAug 01Recurring

Delivery ReceiptReplay failed actions only

10:42:11Playbook approvedSEO Retainer v4 plan hash lockedsuccess

10:42:1831 tasks generatedTask pack linked to projectsuccess

10:42:23Missing inputSearch Console access blocks full readinessreview

10:42:31Delivery Receipt storedReceipt and replay context availablesuccess

Roadmap check

Available in demo

Mapped roles, SEO playbook, visual plan preview, generated workspace, run history, and Delivery Receipt examples.

Roadmap check

Requires authenticated pilot

Real account session, Notion OAuth, live database discovery, saved mappings, and workspace-specific validation.

Roadmap check

Roadmap gate

Polling, production writes, recurrence top-up, drift recovery, and the 20-minute first-run acceptance path.

Settings and controls

Review the admin surface buyers expect after signup.

A mature product audit needs more than a happy path. This section documents the settings surface the authenticated app needs to expose around workspace control, ownership, notifications, and data handling.

Workspace

Northstar Studio Demo, connected state, pause rules, disconnect path.

Team

Sarah owner, Analytics queue, Content queue, role handoff warnings.

Notifications

Execution success, warning, failed replay, monthly top-up alerts.

Data controls

Stored IDs, encrypted vault, receipt retention, export/delete request path.

Failure testing

Show the edge cases instead of hiding behind a perfect run.

These are the cases a Notion power user will test first. The demo frames the expected product behavior so QA can compare real authenticated screens against it.

Missing relation

Block activation until Clients -> Projects and Projects -> Tasks relations are valid.

Deleted database

Pause dependent rules and show the database role that needs remapping.

Owner mismatch

Create safe warning when Sarah exists but Analytics queue needs review.

Rate limit

Respect Retry-After, continue queued actions, keep run visible.

Partial write

Replay failed actions only so completed Notion pages are not duplicated.

Schema drift

Require validation when status, date, owner, or relation properties change.

Power user audit

Use the demo as the checklist for a real staging account.

  • Large client database with 100k+ pages
  • Multiple services selected for one client
  • Rollup-heavy project database
  • Formula fields present but not used as v1 triggers
  • Nested project/task relations
  • Shared workspace with limited Notion permissions