Project Hub - Workflow Example: Merchant Onboarding
End-to-end example with Project Hub: from setup through project, contacts, notes and meeting preparation to summary, next step, report and handing a project over.
Project Hub - Workflow Example: Merchant Onboarding
This example follows a made-up project ("Example Shop DE") through a typical flow. Names and dates are invented.
1. Set up and create the project
/project-hub:setup
/project-hub:new-project Example Shop DE
new-project asks for type (merchant-onboarding), description, go-live date, market, products and phase one at a time, creates the project with its docs folder and makes it the active project.
Alternatively, fetch the template with /project-hub:get-template merchant-onboarding, fill it in at your own pace and import it via new-project.
2. Record contacts
/project-hub:add-contact
The skill first asks for the name and uses it to search all projects for duplicates. Internal colleagues who work on many projects are saved as shared, so they appear in every project under "Geteilte Kontakte" (shared contacts). External contacts stay project-specific.
3. Prepare and record a meeting
/project-hub:meeting-prep Kick-off
The skill asks for the date, recurring or one-off, internal or external, and collects the agenda items with context and sources. On request it saves the agenda as a note of type meeting-notes.
After the meeting you add the actual notes:
/project-hub:edit-note <note ID>
/project-hub:summarize <note ID>
summarize produces a structured summary with decisions, action items and a comparison against the saved agenda.
4. Capture decisions and tasks
/project-hub:add-note decision
/project-hub:add-note action-item
If the content is based on real files, such as contracts or a folder of documents, add-note copies the originals as attachments into the project folder. For PDF, Word and Excel files a readable Markdown copy is created as well.
5. Maintain status and get a recommendation
/project-hub:status
/project-hub:next-step
With status you set, for example, the phase to "Tech Integration". next-step lists open action items by age, shows the distance to go-live and recommends a step, such as a message to a contact.
6. Draft communication
/project-hub:compose email
For a merchant-onboarding project the skill asks whether the message goes to the external merchant or is internal, and sets the tone accordingly. You can save the draft as a note of type email in the project.
7. Find things again
/project-hub:search webhook
The search covers title and content of all notes and name, role, email and company of contacts, in all projects if you want.
8. Report, handover and sharing
/project-hub:report full
/project-hub:vacation-handover 28.07.2026 08.08.2026
/project-hub:compose export
report fullcreates an HTML report in~/.project-hub/reports/.vacation-handoverfills the handover template for all open projects of the type.compose exportwrites the project to a JSON file that a colleague reads in withcompose import.
9. Continue in a new session
/project-hub:resume Example Shop DE
resume loads contacts, shared contacts, notes and the knowledge documents of the project type, so Claude can continue without a new briefing.
Skills at a glance
| Step | Skills |
|---|---|
| Setup | setup, configure |
| Project | new-project, get-template, status, dashboard |
| Capture data | add-contact, add-note, edit-note, meeting-prep |
| Evaluate | summarize, search, next-step |
| Share | compose, report, vacation-handover, knowledge |
| Sessions | session-start, resume |