Lý thuyết
50 phút
Bài 12/15

Notion AI for Operations

Sử dụng Notion AI để build wikis, docs, và databases cho operations hiệu quả

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

Text
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

Text
1Notion AI Add-on:
2├── Free trial: Available
3├── Member: $10/member/month
4├── Add to any Notion plan
5└── Unlimited AI usage
6
7Plans + AI:
8├── Free + AI: $10/mo
9├── Plus + AI: $18/mo ($8 + $10)
10├── Business + AI: $25/mo ($15 + $10)
11└── Enterprise + AI: Custom

🛠️ Setting Up Notion AI

Enable Notion AI

Text
11. Settings & Members
22. Plans (left sidebar)
33. Add Notion AI
44. Select billing option
55. Confirm
6
7Access:
8- Press Space on empty line
9- Type "/" and search "AI"
10- Highlight text → "Ask AI"
11- Use Cmd/Ctrl + J anywhere

AI Commands

Text
1Invoke AI:
2├── Space (empty line) → AI menu
3├── /ai → Quick command
4├── Select text → Ask AI
5└── Cmd+J → AI sidebar
6
7Common Commands:
8├── /summarize
9├── /translate
10├── /improve
11├── /shorter
12├── /longer
13├── /brainstorm
14├── /action items
15└── /explain

📚 Operations Wiki with AI

Company Wiki Structure

Text
1📁 Company Wiki
2├── 📄 Welcome & Overview (AI-generated intro)
3├── 📂 Departments
4│ ├── 📄 Engineering
5│ ├── 📄 Marketing
6│ ├── 📄 Sales
7│ ├── 📄 Operations
8│ └── 📄 HR
9├── 📂 Policies
10│ ├── 📄 Time Off Policy
11│ ├── 📄 Expense Policy
12│ ├── 📄 Remote Work Policy
13│ └── 📄 Security Policy
14├── 📂 Processes
15│ ├── 📄 Onboarding
16│ ├── 📄 Offboarding
17│ ├── 📄 Procurement
18│ └── 📄 Travel Booking
19├── 📂 Tools & Systems
20│ ├── 📄 Tool Directory
21│ ├── 📄 Access Requests
22│ └── 📄 IT Support
23└── 📂 FAQ
24 └── 📄 Common Questions

AI-Assisted Documentation

Create Policy Document

Text
1Prompt: "Write a remote work policy for a tech company"
2
3AI Output:
4
5# Remote Work Policy
6
7## Overview
8This policy outlines guidelines for employees
9working remotely, ensuring productivity while
10maintaining work-life balance.
11
12## Eligibility
13- Full-time employees after 90-day probation
14- Role must be remote-compatible
15- Manager approval required
16
17## Core Hours
18- All team members available 10 AM - 3 PM (local time)
19- Flexible scheduling outside core hours
20- Respond to messages within 4 hours during work day
21
22## Equipment & Setup
23- Company provides: Laptop, monitor, keyboard
24- Home office stipend: $500 one-time
25- Internet allowance: $50/month
26
27## Communication
28- Daily standup (async or sync)
29- Camera on for team meetings
30- Slack as primary communication
31
32## Security Requirements
33- VPN required for all work
34- No public WiFi for sensitive data
35- Lock screen when away
36
37## Performance Expectations
38- Same output expectations as in-office
39- Regular 1:1s with manager
40- Quarterly in-person team meetings
41
42---
43Last Updated: [AI adds date]
44Questions: hr@company.com

Improve Existing Doc

Text
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 advance
112. Submit your request in the HR system
123. Await manager approval before confirming plans
13
14For urgent requests, contact HR directly."

📊 Smart Databases

AI-Enhanced Database Setup

Employee Directory

Text
1Database: Team Directory
2
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 import
16├── Suggest skills based on role
17├── Create org chart visualization
18└── Answer "Who knows about X?"

Project Database

Text
1Database: Projects
2
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 description
18├── Create initial task breakdown
19├── Weekly status summary
20└── Risk identification

AI Database Queries

Using Notion AI Q&A

Text
1Questions you can ask:
2
3"What projects is Sarah working on?"
4→ AI searches Projects DB, filters by team member
5
6"Summarize our Q1 marketing initiatives"
7→ AI finds relevant projects, creates summary
8
9"Who has experience with Python?"
10→ AI searches Team Directory skills
11
12"What's the status of Project Alpha?"
13→ AI pulls project details, recent updates
14
15"Find all policies about expenses"
16→ AI searches Policies folder, returns relevant docs

🔄 Operations Workflows

Onboarding Checklist (AI-Generated)

Text
1Prompt: "Create new hire onboarding checklist
2for a software engineer"
3
4AI generates:
5
6# Engineering Onboarding Checklist
7
8## Day 1: Welcome
9□ Welcome meeting with manager
10□ Team introductions
11□ Office tour / Remote setup guide
12□ Receive equipment (laptop, monitors)
13□ Set up email and Slack
14□ Review employee handbook
15
16## Week 1: Setup & Learning
17□ Complete HR paperwork
18□ Set up development environment
19□ Access to GitHub, Jira, CI/CD
20□ Review codebase documentation
21□ Shadow team members
22□ First 1:1 with manager
23
24## Week 2: Integration
25□ Attend team standup
26□ First small task assignment
27□ Code review participation
28□ Meet with key stakeholders
29□ Review team processes
30
31## Week 3-4: Contribution
32□ Complete first feature/bug fix
33□ Present work in team meeting
34□ Feedback session with manager
35□ Set 30-60-90 day goals
36
37## Resources
38- Engineering Wiki: [link]
39- Tech Stack Guide: [link]
40- Team Calendar: [link]
41- IT Support: it@company.com
42
43---
44Manager: Check progress weekly
45HR: 30-day check-in scheduled

Meeting Notes Template

Text
1AI-Powered Meeting Template:
2
3# Meeting: [Title]
4Date: [AI auto-fills]
5Attendees: [Tag participants]
6
7## Agenda
8[AI suggests based on meeting title/series]
9
10## Notes
11[Take notes during meeting]
12
13## Action Items
14[AI extracts from notes]
15| Task | Owner | Due |
16|------|-------|-----|
17| [AI fills] | | |
18
19## Summary
20[Click: "Summarize meeting notes"]
21
22## Follow-up
23- Next meeting: [date]
24- Send summary to: [attendees]

SOPs (Standard Operating Procedures)

Text
1Prompt: "Create SOP for customer refund processing"
2
3AI Output:
4
5# SOP: Customer Refund Processing
6
7## Purpose
8Standardize the refund process to ensure
9consistency and customer satisfaction.
10
11## Scope
12All customer refund requests under $500.
13Requests over $500 require manager approval.
14
15## Process
16
17### Step 1: Receive Request
181. Customer submits via support ticket
192. Log in Refund Tracker database
203. Acknowledge within 24 hours
21
22### Step 2: Verify Eligibility
23Check:
24□ Purchase date within 30 days
25□ Product/service details match
26□ No previous refund for same order
27□ Account in good standing
28
29### Step 3: Process Refund
301. Open payment system
312. Locate original transaction
323. Process refund to original payment method
334. Generate confirmation number
34
35### Step 4: Notify Customer
36Send email using template:
37"Your refund of $[amount] has been processed.
38Confirmation: [number]
39Timeline: 5-7 business days"
40
41### Step 5: Update Records
421. Mark ticket as resolved
432. Update Refund Tracker
443. Add to monthly report
45
46## Exceptions
47- Over $500: Escalate to manager
48- Disputed charge: Escalate to finance
49- Repeat requester: Review account
50
51## Metrics
52- Target: 90% processed within 48 hours
53- Satisfaction: 95%+ rating

💬 Notion AI Q&A Use Cases

Finding Information

Text
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 year
8• Holidays: 10 company holidays
9• Carryover: Maximum 5 days to next year
10
11Request process:
121. Submit in HR system 2 weeks ahead
132. Manager approval required
143. Update team calendar
15
16Full policy: [link to Time Off Policy]"

Summarizing Projects

Text
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 track
9 - Owner: Sarah
10 - Focus: Product awareness
11
122. Website Redesign (Due: Mar 1)
13 - Status: At risk (2 days behind)
14 - Owner: Mike
15 - Focus: Conversion optimization
16
173. Content Calendar (Ongoing)
18 - Status: On track
19 - Owner: Lisa
20 - Focus: Weekly blog posts
21
224. Partner Co-marketing (Due: Feb 28)
23 - Status: On track
24 - Owner: Tom
25 - Focus: Joint webinar series
26
27Key concerns:
28- Website redesign needs additional resources
29- Recommend adding 1 designer"

Cross-Referencing Data

Text
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) - Expert
10• Sarah Kim (ML Engineer) - Expert
11• Tom Lee (Backend Dev) - Intermediate
12
13Machine Learning:
14• Sarah Kim (ML Engineer) - Expert
15• Lisa Park (Data Scientist) - Advanced
16
17Available capacity (from Project DB):
18• David Chen - 40% available
19• Lisa Park - 60% available
20• Sarah Kim - Currently 100% allocated
21
22Recommendation:
23Primary team: David + Lisa
24Consider: Reallocating Sarah from Project X"

🔌 Integrations

Notion + Slack

Text
1Integration setup:
21. Notion → Settings → Connections
32. Add Slack connection
43. Authorize
5
6Use cases:
7├── Share Notion pages to Slack
8├── Create tasks from Slack messages
9├── Get notifications on page updates
10└── Search Notion from Slack
11
12Slash commands:
13/notion create - Create new page
14/notion search - Search workspace
15/notion share - Share page link

Notion + Calendar

Text
1Sync databases with calendar:
21. Database with date property
32. Add calendar view
43. Sync with Google Calendar
5
6Operations use:
7├── Project deadlines → Calendar
8├── Team meetings → Calendar
9├── PTO tracking → Calendar
10└── Launch dates → Calendar

Notion + Zapier/Make

Text
1Automation examples:
2
31. New employee in HR system →
4 Create Notion onboarding page
5
62. Form submission →
7 Add to Notion database
8
93. Notion task completed →
10 Update project management tool
11
124. Weekly trigger →
13 AI summarizes and sends to Slack

💡 Best Practices

Organizing for AI

Text
1✅ Good Structure (AI-friendly):
2
3📁 Operations Hub
4├── 📄 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 content
12- Cross-references work
13- Summaries are accurate

AI Writing Tips

Text
1✅ Effective prompts:
2
3"Write a professional email to announce
4the new remote work policy, including:
5- Key changes from previous policy
6- Effective date
7- 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)

Text
11. Create new Notion workspace
22. Build wiki structure (departments, policies)
33. Use AI to generate:
4 - Welcome page
5 - 2 policy documents
6 - FAQ section
74. Add navigation and links

Task 2: Create Smart Database (20 phút)

Text
11. Build Team Directory database
22. Add 5 sample team members
33. Use AI to:
4 - Generate bios
5 - Suggest skills
6 - Create summary views
74. Test AI Q&A on database

Task 3: SOP Documentation (20 phút)

Text
11. Choose a process from your work
22. Use AI to create SOP document
33. Add checklist and templates
44. Review and refine with AI

📚 Tổng kết

ConceptKey Takeaway
Notion AIWriting, summarizing, Q&A across workspace
DocumentationAI drafts policies, SOPs, guides
DatabasesAI enhances with auto-generation, queries
OperationsOnboarding, meetings, processes automated
Best PracticeStructure for AI, human review always

Tiếp theo: Bài 13 - Recruitment AI - Tự động hóa resume screening và scheduling!