Automate company documentation standards with Notion AI Blocks | Alpha | PandaiTech

Automate company documentation standards with Notion AI Blocks

Leverage Notion AI to understand your business context and create 'AI Blocks' (saved prompts) so your entire team can generate proposals and documents with consistent formatting.

Learning Timeline
Key Insights

The Advantage of Workspace Context

Unlike standard ChatGPT, Notion AI has direct access to other documents within your workspace. This allows the AI to generate outputs that are highly relevant to company facts without requiring you to manually copy-paste information.

Team Consistency Tips

Use AI Blocks as 'saved prompts' for recurring tasks like meeting notes or drafting client emails. This ensures that the writing style of all team members remains consistent with the company brand.
Prompts

Context-Based Proposal Generator

Target: Notion AI
Analyze the business context from the existing pages in this workspace and write a detailed client proposal. Follow our company's standard formatting, include a summary of the project goals, and list the specific action items derived from our meeting notes.
Step by Step

Building an AI Custom Block for Company Templates

  1. Open the Notion page where you want to add the automation block.
  2. Type the '/' symbol in an empty space to open the command menu.
  3. Search for and select 'AI block' or 'Custom AI Block' from the menu list.
  4. Enter the specific prompt you want the AI to perform (e.g., 'Write a business proposal based on the context of the meeting notes above').
  5. Click the 'Generate' or 'Save' button to set the prompt into the block.
  6. Click the newly created AI block to automatically generate content at any time.
  7. Repeat this process in company document templates so the entire team can use the same prompt.

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