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Create Initiative Epic

.agents/commands/comet/create-initiative-epic.md

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Create Initiative Epic

Create a quarterly pillar Epic in Jira for a strategic initiative, synthesizing information from Notion PRDs and Figma designs.

Instructions

When the user wants to create an initiative ticket, follow this workflow:

Step 1: Gather Information

Ask the user for the following:

  1. Initiative Name: The name/title of the initiative
  2. Quarter: Which quarter this belongs to (e.g., Q1 2026, Q2 2026)
  3. Strategic Pillar: Which strategic pillar this supports
  4. Notion Links: One or more Notion page URLs containing PRDs, specs, or research
  5. Figma Links: (Optional) One or more Figma URLs for designs/prototypes
  6. Priority: Low, Medium, High, or Highest
  7. Labels: Additional labels (e.g., frontend, backend, sdk)

Step 2: Fetch Content from Sources

Notion Pages

For each Notion URL provided, use the Notion MCP to fetch the content:

project-0-opik-Notion-notion-fetch(
  id="<notion_url_or_page_id>"
)

Parse the returned Markdown content to extract:

  • Page title
  • Problem statement
  • User journey (step-by-step flow of how users will interact with the feature)
  • Goals and success metrics
  • Requirements (functional, technical, non-functional)
  • Scope (in scope / out of scope)
  • Dependencies
  • Risks

Figma Links

For each Figma URL, extract the file/frame name from the URL structure and note it for the Design section.

Step 3: Synthesize Information

Combine all extracted information into the Epic template below. When synthesizing:

  • Consolidate overlapping information from multiple sources
  • Identify and flag any gaps or inconsistencies
  • Summarize verbose content into actionable items
  • Preserve key details and metrics

Step 4: Review with User

Present the synthesized Epic description to the user for review. Allow them to:

  • Edit any section
  • Add missing information
  • Approve the final content

Step 5: Create the Epic

Once approved, create the Epic using the Jira MCP:

user-Jira__home_-jira_create_issue(
  project_key="OPIK",
  summary="[<QUARTER>] <Initiative Name>",
  issue_type="Epic",
  description="<formatted_description>",
  additional_fields={
    "priority": {"name": "<priority>"},
    "labels": ["initiative", "quarterly-pillar", "<quarter-label>", ...]
  }
)

After creating the Epic, add remote links for all source documents:

For Notion Links:

user-Jira__home_-jira_create_remote_issue_link(
  issue_key="<created_epic_key>",
  url="<notion_url>",
  title="<page_title>",
  summary="Product Documentation",
  relationship="Documentation"
)

For Figma Links:

user-Jira__home_-jira_create_remote_issue_link(
  issue_key="<created_epic_key>",
  url="<figma_url>",
  title="<figma_file_name>",
  summary="Design",
  relationship="Design"
)

Epic Description Template

Use Jira wiki markup format:

h2. Initiative Overview

[High-level summary synthesized from Notion docs - what is this initiative and why does it matter. 2-3 sentences maximum.]

h2. Strategic Context

* *Quarter:* <Quarter Year>
* *Pillar:* <Strategic pillar name>
* *Business Impact:* <Expected outcomes/metrics>
* *Target Users:* <Who benefits from this initiative>

h2. Problem Statement

[The core problem being solved, extracted from PRD/research docs. Be specific about the pain points and current limitations.]

h2. User Journey

[Describe the step-by-step flow of how users will interact with this feature. Extract from PRD/feature docs.]

h3. Primary User Flow
* *Step 1:* [User action]
* *Step 2:* [System response]
* *Step 3:* [User action]
* *Step 4:* [Expected outcome]

h3. Key Interaction Points
* [Critical interaction 1]
* [Critical interaction 2]
* [Critical interaction 3]

h3. Typical Workflow Scenarios
* [Scenario 1 description]
* [Scenario 2 description]

h2. Goals & Success Metrics

* *Primary Goal:* <Main objective>
* *Key Results:*
** KR1: <Measurable outcome>
** KR2: <Measurable outcome>
** KR3: <Measurable outcome>

h2. Scope

h3. In Scope
* <Feature/capability 1>
* <Feature/capability 2>
* <Feature/capability 3>

h3. Out of Scope
* <Explicitly excluded item 1>
* <Explicitly excluded item 2>

h2. Requirements Summary

h3. Functional Requirements
* <Key functional requirement 1>
* <Key functional requirement 2>
* <Key functional requirement 3>

h3. Technical Requirements
* <Key technical requirement 1>
* <Key technical requirement 2>

h3. Non-Functional Requirements
* <Performance, security, scalability considerations>

h2. Design

[Summary of design approach and key UI/UX decisions extracted from Figma files]

h3. Design Links
* [<Figma file 1 title>|<figma_url_1>]
* [<Figma file 2 title>|<figma_url_2>]

h3. Key Design Decisions
* <Design decision 1>
* <Design decision 2>

h2. Dependencies & Risks

h3. Dependencies
* <Dependency 1>
* <Dependency 2>

h3. Risks & Mitigations
|| Risk || Impact || Mitigation ||
| <Risk 1> | High/Medium/Low | <Mitigation strategy> |
| <Risk 2> | High/Medium/Low | <Mitigation strategy> |

h2. Reference Documents

h3. Product Documentation (Notion)
* [<Document 1 title>|<notion_url_1>]
* [<Document 2 title>|<notion_url_2>]

h3. Design Assets (Figma)
* [<Design file 1 title>|<figma_url_1>]
* [<Design file 2 title>|<figma_url_2>]

h2. Engineering Breakdown

_To be completed by engineering team_

* [ ] Technical design complete
* [ ] Architecture review done
* [ ] Child stories created
* [ ] Dependencies identified
* [ ] Estimates provided
* [ ] Risk assessment complete

Example Conversation Flow

  1. Ask: "What initiative would you like to create an Epic for?"

  2. Ask: "Which quarter is this for? (e.g., Q1 2026)"

  3. Ask: "What strategic pillar does this support?"

  4. Ask: "Please provide the Notion links for the PRD and any related documentation."

  5. Ask: "Do you have any Figma design links to include? (Optional)"

  6. Ask: "What priority should this Epic have? (Low/Medium/High/Highest)"

  7. Ask: "Any additional labels? (e.g., frontend, backend, sdk, infra)"

  8. Fetch: Use notion-fetch for each Notion URL to get content

  9. Synthesize: Combine all information into the Epic template

  10. Review: "Here's the synthesized Epic. Please review and let me know if you'd like any changes:"

    • Present the formatted description
  11. Create: Once approved, create the Epic and add remote links

  12. Confirm: "Epic created: OPIK-XXXX - [Link to Epic]. I've also added remote links to all your source documents."


Labels

Always include these labels for initiative Epics:

  • initiative - Marks this as a strategic initiative
  • quarterly-pillar - Indicates quarterly planning scope
  • Quarter label (e.g., Q1-2026, Q2-2026)

Add component labels based on the initiative scope:

  • frontend - Frontend changes
  • backend - Backend changes
  • sdk - SDK changes
  • infra - Infrastructure changes
  • docs - Documentation updates

Title Format

Epic titles should follow this format:

[<QUARTER>] <Initiative Name>

Examples:

  • [Q1 2026] Prompt Playground V2
  • [Q2 2026] Advanced Trace Analytics
  • [Q1 2026] SDK Performance Optimization

Notes

  • The project key is always OPIK
  • Description uses Jira wiki markup (h2. for headers, * for bullets, || for table headers)
  • Always fetch and read Notion content before synthesizing - don't ask the user to copy/paste
  • If a Notion page has sub-pages with relevant content, offer to fetch those as well
  • Keep the Epic description focused on high-level requirements; detailed specs go in child tickets
  • The Engineering Breakdown section is intentionally left as a placeholder for the engineering team