How to Use Notion AI With Company Knowledge

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November 14, 2024
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Skill Leap AI
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How to Use Notion AI With Company Knowledge

TL;DR

Give Notion AI access to relevant company documents, then reference specific pages such as brand guidelines, policies, scripts, and prompt libraries when requesting help. This approach lets teams rewrite marketing copy in a consistent voice, retrieve policy answers with source links, brainstorm context-aware content, and create structured tables without repeatedly supplying the same background information.

Transcript

one of the most effective ways these days to use AI is to make sure it has a lot of context about your work and business so typically I give it a huge knowledge base I make sure it has access to everything like my Google Drive my slack all kinds of different documents that I create inside of my business and the tool I use every day for that is call... Read More

Key Insights

  • Notion AI is built into the regular Notion platform and can use information stored across a workspace. When company documents, scripts, policies, and guidelines are organized there, the AI can draw on that context while helping users complete practical business tasks.
  • Context is the central advantage of using AI inside a company knowledge base. Referencing relevant pages gives Notion AI access to established language, prior content, policies, and instructions, reducing the need to paste the same background information into every new conversation.
  • Marketing copy can be revised by highlighting text and selecting actions such as improving the writing, shortening it, simplifying it, or changing its tone. The generated alternative can be accepted, discarded, or inserted below the original for comparison and testing.
  • Brand consistency is supported by referencing a dedicated brand-guidelines page in an AI request. Notion AI can read that page alongside existing website copy, then rewrite multiple sections according to documented voice and tone guidance instead of revising each section separately.
  • Company policy questions can be answered from documents such as an employee handbook. In the dress-code example, Notion AI returns the relevant policy and provides a link to the supporting section, allowing an employee to inspect the source rather than reading the entire handbook.
  • Content brainstorming becomes more relevant when Notion AI can consult existing video scripts, transcripts, and brand guidelines. Users can search the full knowledge base or select a particular source when they want the response to focus on a specific topic or document.
  • Structured content can be generated from a simple request for a table or flowchart. In the demonstrated marketing table, Notion AI organized prompt categories, example prompts, use cases, and benefits into a format that could be accepted and retained as a page.
  • A shared prompt library makes stronger prompting methods accessible to an entire team. Experienced users can document prompts for email, sales copy, content creation, and YouTube ideas, while colleagues can ask Notion AI to retrieve and apply those stored prompts.

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Questions & Answers

Q: How can Notion AI use company knowledge effectively?

Notion AI can use company knowledge by working with information already organized in a Notion workspace and by reading pages explicitly referenced in a request. Relevant sources can include policies, brand guidelines, website copy, scripts, transcripts, and prompt libraries. Selecting the right source gives the AI more specific context and helps it produce results aligned with existing company materials.

Q: How do you rewrite marketing copy with Notion AI?

Highlight the marketing text in Notion and choose the Ask AI option. Available actions include improving the writing, making it shorter, simplifying it, and changing its tone. Notion AI generates an alternative that can be accepted, discarded, or inserted beneath the original. For a larger revision, ask it to rewrite the whole page while referencing the company brand guidelines.

Q: How can Notion AI maintain a consistent brand voice?

Create a brand-guidelines page that documents elements such as the brand voice, tone, logo, and color palette. When requesting new website, email, or marketing copy, reference that page with the mention function. Notion AI can read the guidelines together with the working document and generate copy that follows the documented voice and tone across multiple sections.

Q: How can employees find answers in a company handbook?

Employees can open the relevant handbook page and ask Notion AI a direct policy question instead of manually reading the entire document. In the example, a question about the dress code produces an answer describing the company policy as smart casual. The response also links to the source section, allowing the employee to verify the answer in its original context.

Q: How does Notion AI help brainstorm content ideas?

Notion AI can brainstorm with access to existing video scripts, transcripts, company materials, and brand guidelines stored in the workspace. That context allows its suggestions to reflect content the company has already produced. A user can start broadly with the whole knowledge base, then select a specific document when the brainstorming needs to focus more closely on one subject.

Q: How can Notion AI create tables and flowcharts?

Start a new Notion page, choose Ask AI, and request a table or flowchart in plain language. A demonstrated request for top marketing prompts produced a table containing prompt categories, example prompts, use cases, and benefits. The user could then accept the result so that it became part of the page and remained available for later work.

Q: Why should a team create a shared prompt library?

A shared prompt library preserves detailed prompts created by team members who are skilled at prompting and makes them available to colleagues with less experience. The library can contain prompts for email, sales copy, content creation, and YouTube ideas. Team members can copy a stored prompt directly or ask Notion AI to locate relevant prompts and use them in a conversation.

Q: How much does the Notion AI option cost in the video?

The transcript states that users can sign up for Notion for free and receive enough AI access in the free version to test the features. It then describes the AI option as costing $10 per month when added. The presenter says it may replace some tasks performed with other paid AI tools, while also advising users to double-check AI-generated information for accuracy.

Summary & Key Takeaways

  • Notion serves as a shared workspace for organizing company and personal information, collaborating with team members, and maintaining resources such as policies, course catalogs, scripts, and brand guidelines. Its built-in AI can work with this stored context, making responses more relevant to the organization than prompts submitted without supporting company documentation.

  • For marketing work, users can highlight text and ask Notion AI to improve it, shorten it, simplify it, or change its tone. They can also reference a brand-guidelines page to rewrite an entire website page, email, or other marketing asset while applying documented rules for brand voice, tone, colors, and presentation.

  • Notion AI also lets employees question company documents, brainstorm from existing scripts and transcripts, and create tables or flowcharts on new pages. A shared prompt library further helps team members reuse detailed prompts for email, sales copy, content creation, and YouTube ideas, even when they have limited prompting experience.


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