Notion AI for Operations
Notion AI biến workspace thành intelligent operations hub - từ documentation đến project tracking, tất cả được AI assist.
🎯 Mục tiêu bài học
- Hiểu Notion AI capabilities
- Build AI-powered documentation
- Create smart databases
- Automate operations workflows
📊 Notion AI Overview
What Notion AI Can Do
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1┌─────────────────────────────────────────────┐2│ NOTION AI CAPABILITIES │3├─────────────────────────────────────────────┤4│ │5│ ✍️ WRITING │6│ ├── Draft documents │7│ ├── Continue writing │8│ ├── Improve writing │9│ ├── Fix spelling & grammar │10│ └── Change tone │11│ │12│ 📝 EDITING │13│ ├── Make shorter/longer │14│ ├── Simplify language │15│ ├── Translate (15+ languages) │16│ └── Explain technical terms │17│ │18│ 📊 ANALYSIS │19│ ├── Summarize text │20│ ├── Extract action items │21│ ├── Find key points │22│ └── Create outlines │23│ │24│ 🎯 GENERATION │25│ ├── Brainstorm ideas │26│ ├── Create tables │27│ ├── Write formulas │28│ └── Generate content │29│ │30│ 💬 Q&A (Notion AI Chat) │31│ ├── Answer questions about workspace │32│ ├── Find information │33│ ├── Summarize pages │34│ └── Cross-reference data │35│ │36└─────────────────────────────────────────────┘Pricing
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1Notion AI Add-on:2├── Free trial: Available3├── Member: $10/member/month4├── Add to any Notion plan5└── Unlimited AI usage6 7Plans + AI:8├── Free + AI: $10/mo9├── Plus + AI: $18/mo ($8 + $10)10├── Business + AI: $25/mo ($15 + $10)11└── Enterprise + AI: Custom🛠️ Setting Up Notion AI
Enable Notion AI
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11. Settings & Members22. Plans (left sidebar)33. Add Notion AI44. Select billing option55. Confirm6 7Access:8- Press Space on empty line9- Type "/" and search "AI"10- Highlight text → "Ask AI"11- Use Cmd/Ctrl + J anywhereAI Commands
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1Invoke AI:2├── Space (empty line) → AI menu3├── /ai → Quick command4├── Select text → Ask AI5└── Cmd+J → AI sidebar6 7Common Commands:8├── /summarize9├── /translate10├── /improve11├── /shorter12├── /longer13├── /brainstorm14├── /action items15└── /explain📚 Operations Wiki with AI
Company Wiki Structure
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1📁 Company Wiki2├── 📄 Welcome & Overview (AI-generated intro)3├── 📂 Departments4│ ├── 📄 Engineering5│ ├── 📄 Marketing6│ ├── 📄 Sales7│ ├── 📄 Operations8│ └── 📄 HR9├── 📂 Policies10│ ├── 📄 Time Off Policy11│ ├── 📄 Expense Policy12│ ├── 📄 Remote Work Policy13│ └── 📄 Security Policy14├── 📂 Processes15│ ├── 📄 Onboarding16│ ├── 📄 Offboarding17│ ├── 📄 Procurement18│ └── 📄 Travel Booking19├── 📂 Tools & Systems20│ ├── 📄 Tool Directory21│ ├── 📄 Access Requests22│ └── 📄 IT Support23└── 📂 FAQ24 └── 📄 Common QuestionsAI-Assisted Documentation
Create Policy Document
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1Prompt: "Write a remote work policy for a tech company"2 3AI Output:4 5# Remote Work Policy6 7## Overview8This policy outlines guidelines for employees 9working remotely, ensuring productivity while 10maintaining work-life balance.11 12## Eligibility13- Full-time employees after 90-day probation14- Role must be remote-compatible15- Manager approval required16 17## Core Hours18- All team members available 10 AM - 3 PM (local time)19- Flexible scheduling outside core hours20- Respond to messages within 4 hours during work day21 22## Equipment & Setup23- Company provides: Laptop, monitor, keyboard24- Home office stipend: $500 one-time25- Internet allowance: $50/month26 27## Communication28- Daily standup (async or sync)29- Camera on for team meetings30- Slack as primary communication31 32## Security Requirements33- VPN required for all work34- No public WiFi for sensitive data35- Lock screen when away36 37## Performance Expectations38- Same output expectations as in-office39- Regular 1:1s with manager40- Quarterly in-person team meetings41 42---43Last Updated: [AI adds date]44Questions: hr@company.comImprove Existing Doc
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1Select text → "Improve writing"2 3Before:4"when u need time off u should tell ur manager 5and put it in the system also make sure to do 6it early enough"7 8After:9"To request time off, please follow these steps:101. Notify your manager at least 2 weeks in advance112. Submit your request in the HR system123. Await manager approval before confirming plans13 14For urgent requests, contact HR directly."📊 Smart Databases
AI-Enhanced Database Setup
Employee Directory
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1Database: Team Directory2 3Properties:4├── Name (title)5├── Role (select)6├── Department (select)7├── Email (email)8├── Start Date (date)9├── Manager (relation)10├── Skills (multi-select)11├── Bio (AI-generated text)12└── Photo (file)13 14AI Features:15├── Auto-generate bio from LinkedIn import16├── Suggest skills based on role17├── Create org chart visualization18└── Answer "Who knows about X?"Project Database
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1Database: Projects2 3Properties:4├── Project Name (title)5├── Status (select: Planning/Active/Complete)6├── Owner (person)7├── Team (relation to Team Directory)8├── Start Date (date)9├── Due Date (date)10├── Priority (select)11├── Description (text)12├── Tasks (relation to Tasks DB)13├── AI Summary (formula + AI)14└── Documents (relation to Docs DB)15 16AI Automation:17├── Generate project brief from description18├── Create initial task breakdown19├── Weekly status summary20└── Risk identificationAI Database Queries
Using Notion AI Q&A
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1Questions you can ask:2 3"What projects is Sarah working on?"4→ AI searches Projects DB, filters by team member5 6"Summarize our Q1 marketing initiatives"7→ AI finds relevant projects, creates summary8 9"Who has experience with Python?"10→ AI searches Team Directory skills11 12"What's the status of Project Alpha?"13→ AI pulls project details, recent updates14 15"Find all policies about expenses"16→ AI searches Policies folder, returns relevant docs🔄 Operations Workflows
Onboarding Checklist (AI-Generated)
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1Prompt: "Create new hire onboarding checklist 2for a software engineer"3 4AI generates:5 6# Engineering Onboarding Checklist7 8## Day 1: Welcome9□ Welcome meeting with manager10□ Team introductions11□ Office tour / Remote setup guide12□ Receive equipment (laptop, monitors)13□ Set up email and Slack14□ Review employee handbook15 16## Week 1: Setup & Learning17□ Complete HR paperwork18□ Set up development environment19□ Access to GitHub, Jira, CI/CD20□ Review codebase documentation21□ Shadow team members22□ First 1:1 with manager23 24## Week 2: Integration25□ Attend team standup26□ First small task assignment27□ Code review participation28□ Meet with key stakeholders29□ Review team processes30 31## Week 3-4: Contribution32□ Complete first feature/bug fix33□ Present work in team meeting34□ Feedback session with manager35□ Set 30-60-90 day goals36 37## Resources38- Engineering Wiki: [link]39- Tech Stack Guide: [link]40- Team Calendar: [link]41- IT Support: it@company.com42 43---44Manager: Check progress weekly45HR: 30-day check-in scheduledMeeting Notes Template
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1AI-Powered Meeting Template:2 3# Meeting: [Title]4Date: [AI auto-fills]5Attendees: [Tag participants]6 7## Agenda8[AI suggests based on meeting title/series]9 10## Notes11[Take notes during meeting]12 13## Action Items14[AI extracts from notes]15| Task | Owner | Due |16|------|-------|-----|17| [AI fills] | | |18 19## Summary20[Click: "Summarize meeting notes"]21 22## Follow-up23- Next meeting: [date]24- Send summary to: [attendees]SOPs (Standard Operating Procedures)
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1Prompt: "Create SOP for customer refund processing"2 3AI Output:4 5# SOP: Customer Refund Processing6 7## Purpose8Standardize the refund process to ensure 9consistency and customer satisfaction.10 11## Scope12All customer refund requests under $500.13Requests over $500 require manager approval.14 15## Process16 17### Step 1: Receive Request181. Customer submits via support ticket192. Log in Refund Tracker database203. Acknowledge within 24 hours21 22### Step 2: Verify Eligibility23Check:24□ Purchase date within 30 days25□ Product/service details match26□ No previous refund for same order27□ Account in good standing28 29### Step 3: Process Refund301. Open payment system312. Locate original transaction323. Process refund to original payment method334. Generate confirmation number34 35### Step 4: Notify Customer36Send email using template:37"Your refund of $[amount] has been processed.38Confirmation: [number]39Timeline: 5-7 business days"40 41### Step 5: Update Records421. Mark ticket as resolved432. Update Refund Tracker443. Add to monthly report45 46## Exceptions47- Over $500: Escalate to manager48- Disputed charge: Escalate to finance49- Repeat requester: Review account50 51## Metrics52- Target: 90% processed within 48 hours53- Satisfaction: 95%+ rating💬 Notion AI Q&A Use Cases
Finding Information
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1Employee asks: "What's our vacation policy?"2 3Notion AI:4"Based on our Time Off Policy (last updated Jan 2024):5 6• PTO: 20 days per year (accrued monthly)7• Sick leave: 10 days per year8• Holidays: 10 company holidays9• Carryover: Maximum 5 days to next year10 11Request process:121. Submit in HR system 2 weeks ahead132. Manager approval required143. Update team calendar15 16Full policy: [link to Time Off Policy]"Summarizing Projects
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1Manager asks: "Give me an overview of all 2active marketing projects"3 4Notion AI:5"Currently 4 active marketing projects:6 71. Q1 Campaign Launch (Due: Feb 15)8 - Status: On track9 - Owner: Sarah10 - Focus: Product awareness11 122. Website Redesign (Due: Mar 1)13 - Status: At risk (2 days behind)14 - Owner: Mike15 - Focus: Conversion optimization16 173. Content Calendar (Ongoing)18 - Status: On track19 - Owner: Lisa20 - Focus: Weekly blog posts21 224. Partner Co-marketing (Due: Feb 28)23 - Status: On track24 - Owner: Tom25 - Focus: Joint webinar series26 27Key concerns:28- Website redesign needs additional resources29- Recommend adding 1 designer"Cross-Referencing Data
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1Question: "Which team members have the skills 2for the new AI project?"3 4Notion AI:5"Based on skills in Team Directory, these 6team members match AI project requirements:7 8Python expertise:9• David Chen (Senior Developer) - Expert10• Sarah Kim (ML Engineer) - Expert11• Tom Lee (Backend Dev) - Intermediate12 13Machine Learning:14• Sarah Kim (ML Engineer) - Expert15• Lisa Park (Data Scientist) - Advanced16 17Available capacity (from Project DB):18• David Chen - 40% available19• Lisa Park - 60% available20• Sarah Kim - Currently 100% allocated21 22Recommendation:23Primary team: David + Lisa24Consider: Reallocating Sarah from Project X"🔌 Integrations
Notion + Slack
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1Integration setup:21. Notion → Settings → Connections32. Add Slack connection43. Authorize5 6Use cases:7├── Share Notion pages to Slack8├── Create tasks from Slack messages9├── Get notifications on page updates10└── Search Notion from Slack11 12Slash commands:13/notion create - Create new page14/notion search - Search workspace15/notion share - Share page linkNotion + Calendar
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1Sync databases with calendar:21. Database with date property32. Add calendar view43. Sync with Google Calendar5 6Operations use:7├── Project deadlines → Calendar8├── Team meetings → Calendar9├── PTO tracking → Calendar10└── Launch dates → CalendarNotion + Zapier/Make
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1Automation examples:2 31. New employee in HR system → 4 Create Notion onboarding page5 62. Form submission →7 Add to Notion database8 93. Notion task completed →10 Update project management tool11 124. Weekly trigger →13 AI summarizes and sends to Slack💡 Best Practices
Organizing for AI
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1✅ Good Structure (AI-friendly):2 3📁 Operations Hub4├── 📄 Index (linked to all sections)5├── 📂 Policies (tagged, categorized)6├── 📂 Processes (step-by-step)7├── 📂 Templates (standardized)8└── 📊 Databases (related, connected)9 10Benefits:11- AI can find related content12- Cross-references work13- Summaries are accurateAI Writing Tips
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1✅ Effective prompts:2 3"Write a professional email to announce 4the new remote work policy, including:5- Key changes from previous policy6- Effective date7- Who to contact for questions"8 9"Summarize this meeting notes page and 10extract action items with owners and deadlines"11 12"Translate this document to Vietnamese, 13maintaining professional business tone"14 15❌ Avoid:16 17"Write something" (too vague)18"Make it better" (no direction)19"Fix this" (unclear what to fix)Pro Tip: Use Notion AI for first drafts, then human review and personalization. AI handles 80% of the work, you add the 20% that makes it authentic.
🎯 Bài tập thực hành
Task 1: Build Operations Wiki (30 phút)
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11. Create new Notion workspace22. Build wiki structure (departments, policies)33. Use AI to generate:4 - Welcome page5 - 2 policy documents6 - FAQ section74. Add navigation and linksTask 2: Create Smart Database (20 phút)
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11. Build Team Directory database22. Add 5 sample team members33. Use AI to:4 - Generate bios5 - Suggest skills6 - Create summary views74. Test AI Q&A on databaseTask 3: SOP Documentation (20 phút)
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11. Choose a process from your work22. Use AI to create SOP document33. Add checklist and templates44. Review and refine with AI📚 Tổng kết
| Concept | Key Takeaway |
|---|---|
| Notion AI | Writing, summarizing, Q&A across workspace |
| Documentation | AI drafts policies, SOPs, guides |
| Databases | AI enhances with auto-generation, queries |
| Operations | Onboarding, meetings, processes automated |
| Best Practice | Structure for AI, human review always |
Tiếp theo: Bài 13 - Recruitment AI - Tự động hóa resume screening và scheduling!
