Gatekeeper quickstart

One paragraph per role. Pick your role, verify your tools, read your guides, start your view.

Portfolio Manager

ntn whoami                                 # Verify Notion access

Read lines/portfolio.md. Open the Portfolio Work Notion view. Capturing a spark: create a new Initiative record. Classifying: set Path and Active Role. That's it.

Product Manager

ntn whoami                                 # Verify Notion access

Read lines/product.md. Open the Product Work Notion view. Pick up the Initiative the Portfolio Manager handed off. Evaluate → Score → decide estate → hand off.

Engineering Lead

git --version; gh auth status              # Verify git + GitHub
ntn whoami                                 # Verify Notion (read-only)

Read lines/software/overview.md. Open the Software Work Notion view. Read the estate the Product Manager set. Frame → Design → Implement → Verify → Promote → Deploy. Hand off to Platform Engineer and Editor-in-Chief.

Editor-in-Chief

# Verify writing-publisher-mcp is connected
ntn whoami                                 # Verify Notion (read-only)

Read lines/editorial.md. Open the Editorial Work Notion view. When a Software workstream triggers a release piece, a new Editorial workstream appears. Assign → Draft → Edit → Fact-check → Publish.

Engagement Manager

ntn whoami                                 # Verify Notion (read-only)
Test-Path <client-slug>                    # Verify client folder exists

Read lines/services.md. Open the Services Work Notion view. Qualify lead → Propose → Contract → Deliver → Invoice. Route billable software through Portfolio Manager.

Platform Engineer

# Verify mcp-ssh is connected
systemctl --version; nginx -v             # Verify system tools
ntn whoami                                 # Verify Notion (read-only)

Read lines/operate.md. Open the Operate Work Notion view. When a Software workstream reaches Deploy, an Operate workstream appears. Run → Observe. Handle incidents. Report back.