At any point in the sales process, open an opportunity page and use Notion AI to ask questions. The AI reads the full deal context and playbook rules.

Example Questions

"What stage is this deal in and what are the exit criteria?"

• AI will tell you the current stage and list specific exit criteria from Deal Workflow Playbook

"Is this deal ready to advance to the next stage?"

• AI will check exit criteria against deal content and flag gaps

"What are the open risks and who owns mitigation?"

• AI will scan for risks and surface owners and plans

"Who is the Economic Buyer and are they involved"

• AI will extract EB info and summarize any stated buy-in or next step

"Generate an executive summary of this deal for my manager"

• AI creates a crisp summary with stage, next steps, risks, close date

"What pain quotes do we have and which modules solve them?"

• AI pulls quotes from discovery and maps to Products

"Show me all next steps with owners and dates"

• AI extracts next steps across all stages with absolute dates

Best Practices

✅ Be specific