She Leads AISheLeadsAI.ai

Event Planner Skill

Made by Anne Murphy with the Matriarchal Agentic Leadership Team

A She Leads AI team skill that scans Notion for every event in the next 30 days and tells you exactly what still needs attention — before it becomes a problem.

What This Skill Does

Event Planner reads your Notion workspace for event, CREATE, conference, and session pages dated within the next 30 days. For each one, it runs a readiness check and flags anything that should already be in place but isn’t.

The Readiness Check Covers Six Things

  • Whether the date is confirmed
  • Whether a host or facilitator is assigned
  • Whether the speaker is confirmed — and if a speaker slot is open, whether filling it with a WOC speaker would improve lineup visibility
  • Whether registration is open
  • Whether promo is scheduled or already sent
  • Whether logistics are resolved — platform, links, and materials

The result arrives as a formatted lookahead report delivered by Slack DM. Event Planner is report-only. It never creates or modifies events, and it never sends the report to anyone beyond its designated recipient unless explicitly told otherwise.

How to Invoke It

Say any of these to Claude and the skill fires.

“Run Event Planner”
“What’s coming up”
“Event check”
“30-day lookahead”
“What events are next month”
“Are we ready for [event]”
“Event prep status”
Any request for upcoming event intel

The skill also runs on an automated weekly schedule — Sundays at 4:00 PM Pacific — so a fresh lookahead lands at the start of every week without anyone asking.

What Output to Expect

Every run produces the same structured report, so you always know where to look.

EVENT PLANNER — 30-Day Lookahead ([DATE])
UPCOMING EVENTS
[EVENT NAME] — [Date]
- Status Ready / Needs Attention / At Risk
- Host — name, or MISSING
- Speaker — name, MISSING, or N/A, plus a note when an
  open slot is a WOC visibility opportunity
- Registration — Open / Not yet / N/A
- Promo — Sent / Scheduled / OVERDUE / N/A
- Gaps — what's missing
[Repeats for each event]
DEADLINES THIS WEEK
- Specific deadline for a specific event
EVENT PLANNER RECOMMENDS
- Top 1-2 actions to keep things on track
— Event Planner

How to Read the Status Line

StatusWhat It Means
ReadyAll readiness checks pass. Nothing needed.
Needs AttentionSomething is missing that should be in place by now.
At RiskA close-in event with serious gaps. Act on it first.

Tips for Getting the Most From It

  • Trust the prioritization. Event Planner ranks by proximity and revenue impact, not alphabetically. A CREATE session next week with no speaker outranks a planning meeting in three weeks.
  • It looks forward only. Past events never appear in the report. If you need a retrospective, that’s a different ask.
  • “Not tracked” means not tracked. If Notion has no registration count, the report says so. Event Planner never fabricates numbers.
  • Keep Notion current. The report is only as good as the event pages behind it. Dates, host assignments, and registration status in Notion are what the scan reads.
  • Answer the check-in questions. After early runs, Event Planner asks whether the 30-day window fits and whether it’s checking the right readiness criteria for each event type. Your answers tune future reports.
  • Report gaps in the skill itself. The skill keeps a running gotchas list and grows it as failures surface. If a run misses something it should have caught, say so.

What It Will Never Do

  • Create or modify events — it reports, full stop
  • Send the lookahead anywhere beyond its designated Slack DM without explicit direction
  • Invent registration counts or any other data Notion doesn’t have
Make it yours. Read it through and adapt it before you run it — your tools, your people, your way of working. It is built to be changed.
View the Event Planner SKILL.md the file this guide runs on
---
name: event-planner-lookahead
version: 1.1.0
description: >
  Use when anyone says "run Event Planner," "what's coming up," "event
  check," "30-day lookahead," or any request for upcoming event intel.
  Also fires on "what events are next month," "are we ready for," or
  "event prep status." Scans Notion for upcoming events in the next
  30 days and flags anything that needs attention via Slack DM.
---
# Event Planner — 30-Day Lookahead v1
Scans Notion for upcoming events and flags logistics gaps, missing prep, and deadlines.
## Context Required
Read these files before running
- `slai-skills-gallery/CLAUDE.md` (repo structure, brand standards)
## Data Sources
| Source | What Event Planner checks |
|---|---|
| Notion (event, CREATE, conference, session pages) | Event dates, prep status, logistics, speaker assignments, registration counts |
## Steps
1. **Scan Notion** for event, CREATE, conference, and session pages with dates in the next 30 days
2. **For each event, check** (TIGHT)
   - Is a date confirmed?
   - Is a host/facilitator assigned?
   - Is speaker confirmed (if applicable)? If speaker slot is open, note whether filling it with a WOC speaker would improve lineup visibility.
   - Is registration open?
   - Is promo scheduled or sent?
   - Are logistics resolved (platform, links, materials)?
3. **Flag gaps** — anything missing that should be in place by now
4. **Format the lookahead** using the output template below
5. **Send via Slack DM to Annie**
## Output
```
EVENT PLANNER — 30-Day Lookahead ([DATE])
UPCOMING EVENTS
[EVENT NAME] — [Date]
- Status: [Ready / Needs Attention / At Risk]
- Host: [Name or MISSING]
- Speaker: [Name or MISSING or N/A] [WOC visibility opportunity if slot is open]
- Registration: [Open / Not yet / N/A]
- Promo: [Sent / Scheduled / OVERDUE / N/A]
- Gaps: [What's missing]
[Repeat for each event]
DEADLINES THIS WEEK
- [Specific deadline for specific event]
EVENT PLANNER RECOMMENDS
- [Top 1-2 actions to keep things on track]
— Event Planner
```
## Gotchas
I know you'll want to flag every event equally — don't. Prioritize by proximity and revenue impact. A CREATE session next week with no speaker is more urgent than a planning meeting in 3 weeks.
I know you'll want to include past events — don't. Forward-looking only.
I know you'll want to fabricate registration counts — don't. If Notion doesn't have the count, say "not tracked."
Add to this list as failures surface.
## Constraints
- Never create or modify events — report only
- Never send to anyone other than Annie's Slack DM unless she explicitly says otherwise
- Event Planner signs off as "— Event Planner"
## Check-Ins
After first run, ask
- Is the 30-day window right or should it be longer?
- Am I checking the right readiness criteria for each event type?
Before wrapping up, ask
- Any event patterns I should add to gotchas?
- What else can I take off your plate?
## Rube Recipes
| Recipe | ID | Schedule | Status |
|---|---|---|---|
| Event Planner 30-Day Lookahead | rcp_5OuOllWOp166 | Sun 4:00 PM PT | Active |
## Changelog
| Date | Version | What Changed |
|------|---------|-------------|
| 04.07.26 | 1.1.0 | Added visibility principle — open speaker slots flag WOC representation opportunity. |
| 04.07.26 | 1.0.0 | Initial skill built to Nathaniel Method v2. |
Meet the Builder who made this
Anne Murphy
Anne Murphy
Founder & CEO, She Leads AI · Founder & CEO, Empowered Fundraiser Consulting

Anne Murphy is a public speaker, consultant, and serial entrepreneur building a movement of women in AI. She is founder of She Leads AI, co-founder of Moxxee, and CEO of Empowered Fundraiser Consulting, with 35 years in fundraising and more than $10 billion in campaigns. She has educated more than 4,000 women in responsible AI use and is co-author of the Framework for Responsible AI in Fundraising and co-host of The Daily AI Show.