How to Use This Playbook with Notion AI

This is your entry point for running deals through the Deal Workflow Playbook using Notion AI.

Core Concept

This playbook is built to work with Notion AI. Instead of manually formatting outputs, you paste raw inputs (transcripts, emails, meeting notes) and ask Notion AI to extract, structure, and generate deliverables according to the playbook specs.

Every stage has:

• Extraction specs (what to pull from transcripts)
• Deliverable templates (what to generate)
• Exit criteria (when to advance)

Notion AI reads these specs and applies them to your deals.

Getting Started

Quick Start: Your First Deal

Create your first account, schedule discovery, and process your first transcript.

Asking Questions About Deals

Learn how to ask Notion AI questions about deal status, exit criteria, risks, and more.

Stage-by-Stage Guide

Step-by-step instructions for moving deals through each stage with specific AI prompts.

Day-to-Day Operations