A Guided Tour of Notion's Core Features and AI Tools

20 May 2026 · 38 min
37:55

In this live coaching session, Brad Costanzo walks his audience of business owners, executives, and creatives through a hands‑on tour of Notion, covering its core building blocks (pages, databases, blocks, templates, and the marketplace) and demonstrating how to assemble custom dashboards, task boards, knowledge bases, CRMs, and client portals. He highlights Notion’s flexibility versus more rigid tools, showing how to import and customize free or paid templates, create inline databases, and set up views and automations. The demo then shifts to Notion AI, where Brad showcases AI‑generated content, custom agents (Morning Brief, Email Assistant, Content Planner, Calendar Optimizer, etc.), and the ability to command Notion via plain‑English prompts to build project boards, summarize pages, generate proposals, and create diagrams. He explains integration points with Google Drive, Slack, Gmail, custom GPTs, Claude/ChatGPT, and demonstrates a third‑party transcription tool (Granola) that feeds audio transcripts into Notion for summarization and note‑taking. Pricing and plan details (Business plan, AI add‑ons, seat licensing) are discussed, as are sharing options (private, guest, public publishing, template duplication). Throughout, Brad emphasizes the iterative, experimental nature of Notion, encouraging users to start with free templates, explore AI agents, and gradually build a personalized “second brain.”

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