How to move deals through each stage using Notion AI.
General Pattern
- Open the opportunity page
- Paste new information (transcript, email, notes)
- Ask Notion AI to process it using stage-specific spec
- Review and copy outputs to DSR, SFDC, emails
- Check exit criteria
- Update Stage property when all criteria met
What to do:
- Run account research
- Schedule discovery with calendar hold
Notion AI prompt:
"Run the Account Research Prompt for [Account]"
Exit criteria:
- Discovery meeting scheduled with calendar hold and attendees confirmed