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Notion AI+5 Mixed

Guides

How do we get more value from Notion AI?

  1. Notion AI Rollout Playbook

    Choose the plan and data terms before connecting the apps your teams search. Set credit limits before agents run unattended.

    IncludesRollout sequence and admin settings checklist

    1. Before rolloutSettle plan and data terms
    2. During pilotConnect apps and clean pages
    3. Before scaleSet credit and agent rules
    • AI Adoption
    • Governance

  2. Notion Custom Agents & Credits Checklist

    Budget credits from real agent runs and decide which shared agents the workspace funds. Cap each member's premium-model spend and filter busy Slack triggers before agents run around the clock.

    IncludesCost-per-run worksheet and credit controls

    • AI Costs
    • Governance

  3. Notion AI Meeting Notes Checklist

    Decide consent and transcript retention before AI Meeting Notes becomes the default in every call, then pick which meetings feed a Custom Agent.

    IncludesConsent and retention checklist

    • Meeting Notes
    • Governance

  4. Notion AI Data Handling Checklist

    Check training use and LLM provider retention by plan. Review each connector's indexing and deletion rules before security signs off.

    IncludesRetention and connector checklist

    • Security
    • Governance

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