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Shortcut Integration

Why Connect Shortcut?

Samepage helps Product Managers track feature delivery and epic progress without constantly switching into project management tools. By connecting Shortcut, Samepage users can:

  • Build Signals to monitor iteration and epic health across teams

  • Spot stories slipping behind or epics going off track early

  • Surface shipping patterns and workflow bottlenecks without manual review

  • Use the Samepage Copilot to answer questions or draft documents informed by Shortcut data

Integration Type

Shared integration — one admin connects Shortcut, and the data is available to all users in the workspace.

Data Imported

Samepage views and imports the following from Shortcut:

  • Stories — Stories across all projects, including name, description, type, and estimate

  • Epics — Epic metadata, status, and story membership

  • Iterations — Iteration dates, scope, and story progress

  • Workflows — Workflow states and transitions

  • Members — Team member profiles

  • Custom fields — Project-specific fields and metadata

This data is used to help Product Managers track feature delivery, monitor epic progress, and understand team velocity.

Sync Behavior

  • Initial sync pulls stories from the last 6 months

  • Ongoing syncs pull stories updated in the last 1 week

How to Connect

  1. You must have an existing Samepage account. If you need one, sign up at samepage.ai.

  2. Go to the Integrations page in Samepage.

  3. Find and click Shortcut.

  4. Enter your Shortcut API token when prompted. To find your Shortcut API token:

  5. Click Test Token to verify it is valid.

  6. Click Continue. Samepage will begin importing data from Shortcut automatically, refreshing multiple times per day.

Note: After connecting, you can configure which Shortcut workspaces Samepage has access to.

What You Can Do After Connecting

  • Create Signals that analyze Shortcut data — e.g., "Summarize recent features and epics" or "Which epics are at risk of missing their target date?"

  • Chat with Copilot about Shortcut data — e.g., "What shipped in the last iteration?" or "How many stories are left in the Payments epic?"

  • Combine with other data — Cross-reference Shortcut stories with Slack discussions, customer feedback from Intercom, or meeting notes from Zoom for a complete picture

Signal Examples Using Shortcut

Signal

What It Does

Iteration Health Report

Summarizes story completion for the current iteration and flags what's at risk of slipping

Epic Progress Tracker

Tracks completion across active epics and highlights any that are falling behind

Shipping Log

Rolls up all stories completed this week into a single summary grouped by epic or team

Workflow Bottleneck Finder

Identifies stories stuck in a single workflow state for too long and flags potential bottlenecks

Example Signal Prompt

Here's a detailed prompt you can paste into a Signal's instructions field to get an iteration and epic health overview:

Review all Shortcut stories and epics updated in the past week and produce a structured health report organized as follows:Iteration Progress — For each active iteration, summarize the number of stories completed vs. remaining. Calculate the completion percentage. Flag any iteration where progress is behind pace to finish on time. Link to stories where relevant.Epic Health — For each active epic, summarize total stories vs. completed stories. Flag any epic where completion has stalled (no stories moved to done in the past week) or where the remaining story count is growing.What Shipped — List all stories that moved to "Done" or "Completed" this week. Group by epic. Include the story name, owner, and a link to the Shortcut story.What's Slipping — Surface stories that have been in progress for more than 5 days, stories that were moved back to an earlier workflow state, or stories with no recent updates. Note the owner and current state.Needs Attention — Call out any stories with no owner, unestimated stories in active iterations, or epics with no target date. Include enough context that I can decide whether to follow up.Keep it concise. Use bullet points. Include links to Shortcut stories wherever possible so I can jump to the source.

FAQ

Does this integration provide clickable links back to the source? Yes. Shortcut stories include deep links that take you directly to the story in Shortcut. When Signals or Copilot reference a story, you can click through to view the full details in Shortcut itself.

Privacy

Shortcut data is never used to train AI models. Data is processed only to generate Signal outputs and Copilot responses. See Data Handling for more information.

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