Notion Agent: 10 ways to leverage AI in your company

This title was summarized by AI from the post below.
View profile for Alex Lieberman
Alex Lieberman Alex Lieberman is an Influencer

Cofounder @ Morning Brew, Tenex, and storyarb

Notion just announced Notion Agent.   I don’t think people realize how big of a deal this is. By attaching a knowledge base with personalized agents, this will be the closest thing yet to an army of 24/7, deeply informed employees. I made a list of 10 different ways I plan to test & leverage agents across my companies’ over the coming weeks: 1) State of the business update: prepare & send a weekly company newsletter that compiles updates from sales database + hiring database + Slack threads + meeting notes 2) Leadership meeting scorecard: ahead of weekly leadership meetings, fill in a scorecard of our core KPIs: sales pipeline, NPS, storypoints, hiring pipeline, content performance to be reviewed by exec team 3) Seller agent: after a meeting with a prospect, Notion agent would update leads status in sales database and write a follow-up email in my style, based on notes from call recording 4) Long-term memory: “Remember our OKR format; when I say ‘spin up an OKR draft for Team X’, reuse that structure and last cycle’s KRs.” 5) Client meeting prep: Pull notes/emails/PRs/slacks and put together a prep doc for customer success team member to get them up to speed for weekly call with a client 6) Build from scratch: Create a complete ‘Launch Hub’ (pages + DBs + relations) for a new product we want to launch in the business that will require PRD, timeline, marketing plan, and sprint board. 7) Meeting copywriter: train the agent on my recent social content, turn my meeting recordings into social posts, and send me a weekly page with drafts of my meeting transcripts turned social posts. 8) Knowledge base researcher: anytime we close a new client, have the agent put together a brief that includes client research, notes from sales calls, and any relevant learnings/playbooks used with other clients in the same industry. 9) Strategic finance agent: reconcile actual financials vs budget; produce commentary on Rev + COGS variance; create a report on what drove variance as well as thoughts on how this changes next-month forecast. 10) Onboarding OS: have agent spin up a hub that includes week 1 calendar, company pre-reads, and company handbook. I feel like companies will be at a huge disadvantage if they don’t have an internal workspace supercharged with agents (like Notion). Do yourself a favor & check it out here: https://ntn.so/AlexAgent #NotionPartner #MakewithNotion

This could completely change how companies run operations and scale efficiently.

Like
Reply
Kirk Enright

Founder & CEO CMOcopilot.com — automatically turn ICPs & Personas into CustomGPTs for Role-playing, Virtual Focus Groups, and Targeted Content Generation | DM for waitlist or preview

2w

These are all role-based — have the notion agent adopt the persona of x then use your knowledge base to execute. If you make sure it has role-related context, it’ll work better.

Like
Reply
Joseph Tuchman

Owner of Little Tree Confections

2w

Love this! Another way I’m going to attempt to use long term memory: review all the past strategy transcripts and tell me who our next hire should be and why? Given our goals for the next year, what projects should we kill and why?

Like
Reply
Dan Plumadore

Webflow websites that stay true to your design with no compromises, no shortcuts, and no drama. Quietly opening up to agency partnerships in mid-September.

2w

I have a love / hate relationship with Notion. While it tries to be all to everyone, I like that you can customize it to the way you work. The hate part is that I’ve heard it’s isn’t as safe as e wish it to be. Privacy is a big one for me so I have some doubts as to it’s safety with my data.

Like
Reply
João Acioli

Founder & CEO @ Montre | B2B Marketing | Marketing, sales and tech expert | Startup advisor

2w

Lucas Teixeira Fernando Merisio

Like
Reply
madhu harsh

SAP Consultant at Zirkel Technologies GmbH

2w

Looking forward to it.

Wow, these are gold nuggets! Thanks Alex Lieberman 🤙

Like
Reply
Shahbaaz Kara-Virani

Building & Guiding Championship Teams | Revenue Growth, Elite Coaching, M&A, Sales Marketer, Burgeoning Athlete

2w

Onboarding OS Sounds like a game changer

Like
Reply
Sorin Ivanescu🙏

⚠️ I’m fighting alone through serious health and financial hardship. Every bit of kindness gives me strength to go on. 🙏 Please help me rebuild hope – click below to support. 👇

2w

Yessss..‼️.💯💯💯🙏🎯📌✅️🌐

Like
Reply
See more comments

To view or add a comment, sign in

Explore content categories