Manage notes and company proposals with Notion AI and AI Blocks | Alpha | PandaiTech

Manage notes and company proposals with Notion AI and AI Blocks

How to use Notion AI to summarize meeting notes and leverage 'AI blocks' to save frequently used prompts for your team.

Learning Timeline
Key Insights

Fast Access to Notion AI

Pressing the 'Space bar' on a new line is the fastest shortcut to summon AI without needing to use your mouse or the '/' menu.

Benefits of AI Blocks

AI Blocks allow you to save complex prompts so the entire team gets consistent output every time they click the button.

External Source Integration

Notion AI becomes even more powerful when you enable 'Connections' like Slack and Google Drive in 'Settings', allowing the AI to reference data outside of Notion.
Prompts

Summarize Meeting & Action Items

Target: Notion AI
Summarize these meeting notes into a concise paragraph and provide a bulleted list of action items with clear owners.

Drafting Company Proposal

Target: Notion AI
Draft a business proposal based on our company's standard format and reference the key points from the [Project Name] page.
Step by Step

How to Use Notion AI for Notes & Proposals

  1. Open any blank page or meeting notes in Notion.
  2. Press the 'Space' bar on your keyboard on a new line to activate Notion AI.
  3. Type specific commands like 'Summarize these meeting notes' or 'Extract action items' to process existing text.
  4. To write a proposal, enter the command 'Write a proposal' and reference existing company format pages or documents.
  5. Use the AI search function to find additional information from connected apps like Slack or Google Drive.

Building AI Blocks for Team Use

  1. Type the '/' symbol on a Notion page to open the block menu.
  2. Search for and select 'Custom AI Block' or 'AI Prompt' from the list.
  3. Enter prompts frequently used by your team (e.g., a prompt to summarize meeting minutes) into the block configuration.
  4. Click 'Save' to set the block on the page.
  5. Click the generate button on the block whenever you need to run the same prompt without retyping it.

More from Boost Productivity & Research with AI

View All