notion ai upgrade

Curious which upgrade will actually save your team hours and centralize your content?

Notion AI is now built into Business and Enterprise plans and brings context-aware writing and answers across your workspace. You’ll see pricing tiers, free trial credits, and quick start steps so you can test features without long commitment.

This guide shows three SMB-ready wins: faster writing and editing, turning meeting notes into action items, and building or enriching databases with smart properties. You’ll also get rollout tips, connector options like Slack and Google Drive, and what to expect on limits and refunds.

Key Takeaways

• Enable the upgrade in Settings → Plans and try free trial credits to test features.
• Included in Business and Enterprise plans; legacy add-ons remain for older customers.
• Top SMB features: writing/editing, meeting notes → actions, AI database build/enrich.
• Connect Slack and Google Drive to surface documents and decisions in your pages.
• Pricing is roughly €19.50 per seat/month for Business; regional rates vary.
• Follow the quick start steps to test, evaluate ROI, and claim discounts or refunds if needed.

Why upgrade to Notion AI right now

Choosing the upgrade today lets your team move faster, write clearer, and find answers in seconds.

Key points: speed, clarity, and context-aware answers drive real SMB impact.

The upgrade searches your workspace and connected apps to pull relevant information. This reduces time spent digging through threads and files. You get answers anchored to your team’s knowledge and data.

How this helps your small business compete

Three SMB-ready features matter most:

• Speed: context-aware responses that search pages, Slack, and Drive so your team spends less time on research.
• Clarity: one-click summaries and action plans that turn meeting notes into next steps.
• Operational tools: automatic property fills, first-draft generation, and standardized docs to cut manual work.

Use cases include faster onboarding, fewer Slack back-and-forths, and quicker campaign launches. You can also ask notion from any page with a simple prompt to get focused answers and examples your team can act on.

Notion AI

Built into Business and Enterprise plans, this release puts a context-aware assistant where your team stores work.

It combines chat/Q&A, text generation, editing, summarization, translation, and database autofill inside your workspace.

You get multiple language models (like GPT-4 and Claude) orchestrated to pick the best response for each prompt. That means faster, more relevant answers pulled from your pages, databases, and connected apps.

• Work where information lives: search and chat across your workspace and connected Slack or Google Drive files.
• Database boosts: auto-fill properties, suggest views, and help you build a useful database from raw data.
• Enterprise-ready: owners enable it in Settings → Plans; price is about €19.50 per seat/month and free trial credits are available.

Keep in mind limits: brand voice memory and complex multi-database relationships need planning, and PDFs/images must be uploaded to chat for analysis. Security is clear—your data isn’t used to train models and answers respect access permissions.

Pricing and plans in the present: how Notion AI is packaged today

The assistant is now bundled with Business and Enterprise subscriptions. That means you get context-aware features without buying a separate add-on as a new customer.

Budgeting note: use the €19.50 per seat/month figure as a rule of thumb. Regional rates vary, so confirm USD pricing in your account before you commit.

What to know before you get started

• Included in Business and Enterprise plans—no standalone purchase for new workspaces.
• Workspaces receive shared free trial credits to validate value; credits are one-time and not refilled.
• Only a workspace owner can enable features from Settings → Plans on desktop.
• Guests don’t count as paid seats but cannot use the assistant.
• Decide between monthly flexibility or annual savings; align upgrades with renewal cycles to maximize discounts.

Quick rollout tip: track adoption during the trial-credit window to estimate ROI, confirm legacy add-on terms if you subscribed earlier, and prepare a per-seat procurement calculation to scale across your team and database needs.

Quick start: get started with the upgrade in minutes

Get your upgrade live in minutes with a few owner-only clicks in Settings. You’ll need a workspace owner to enable features and confirm shared trial credits. This keeps setup fast and controlled.

Access the workspace by signing in at notion.so or opening the notion desktop app. The owner should open Settings → Plans and toggle the assistant on for the workspace.

Access options and verification

Verify access by opening any page and clicking the sparkle icon or typing /ai. You can also use the block menu (six dots) and choose “Ask AI.”

Shortcuts to speed testing

• Web: Cmd+J (Mac) or Ctrl+J (Windows) to open the AI menu.
• Desktop app: Cmd+Shift+K (Mac) or Ctrl+Shift+K (Windows) for a new chat.
• Create a test page and run a few prompts to check context-aware responses.

Document these enablement steps for admins. Note that guests can view pages but do not get assistant functionality. This guide helps you save time and get useful answers from your workspace data quickly.

How to use Notion AI in your Notion workspace

Use simple triggers from any page to pull answers and first drafts from the information your team stores.

Ask from any page

Open any page and click the sparkle icon, use the sidebar chat, or type /ai to start. You can also highlight text and press /ai to edit that selection.

Core use cases that save time

• First draft: generate a blog outline, email, or SOP and then click Improve writing to refine tone.
• Summaries: condense meeting notes or long research into key points and next steps.
• Translate: convert page text for multilingual teams with one-click Translate.
• Q&A: ask specific questions and point the tool to a single source page for precise answers.

Tip: Insert responses directly or regenerate until the response fits your tone. Combine quick actions with database properties to scale outputs across pages and data.

Three standout features for small businesses

For lean teams, three core features deliver measurable time savings on content, meetings, and databases. Each feature focuses on an everyday pain—drafting text, turning meeting notes into actions, and building useful databases from raw information.

AI writing and editing to speed content and emails

Write faster: generate a clear first draft or polish an email on the same page. Use one-click improvements for tone, length, and grammar to keep your messages professional.

Turn meeting notes into action items and key points

Drive accountability: convert meeting notes into concise summaries, action items, and timelines. You get clear key points that teammates can follow and track.

Build and enrich a database with suggested properties

Organize faster: create a notion database in minutes and let the assistant suggest properties and views. Autofill adds summaries, translations, and keywords to standardize records, though multi-select tags may need review.

Step-by-step: using the desktop app and shortcuts for faster workflows

Get started by installing the notion desktop app and teaching your team a few keystrokes that save minutes every day.

Open the assistant instantly with Shift+Cmd+J (Mac) or Shift+Ctrl+J (Windows) when the desktop app is installed. This unlocks instant access from any page so you don’t interrupt work to search for answers or draft text.

Quick chat and menu access

Use Cmd+J (Mac) or Ctrl+J (Windows) on the web to bring up the AI menu without leaving your current page. In the desktop app, start a fresh chat with Cmd+Shift+K (Mac) or Ctrl+Shift+K (Windows) to focus on a new prompt.

In-line edits and meeting notes

Highlight text and type /ai to Improve writing or Summarize in place. During meetings, use shortcuts to capture meeting notes, turn them into action items, and insert responses directly into pages.

• Use View History from the three-dot menu to reuse past responses and avoid duplicate work.
• Combine shortcuts with templates to standardize workflows across your team and database.
• Teach a 3-shortcut habit—open, chat, insert—to increase adoption and validate time saved.

Tip: track time saved per workflow to compare monthly vs. annual billing and prove ROI for your team.

Connect more knowledge: Slack and Google Drive with AI Connectors

Link Slack and Google Drive so your team finds final decisions and file insights without switching apps.

How it helps: the Slack connector searches channels and DMs for decisions and clear outcomes. The Google Drive connector reads Docs, Sheets, and Slides and pulls summaries into a page.

Search Slack channels and DMs for decisions

Connect Slack to surface final decisions from channels and DMs. This cuts manual search time and keeps your team aligned on outcomes.

Pull Drive insights into your page

Connect Google Drive to summarize Docs, Sheets, and Slides. You can ask a prompt and get consolidated answers that reference the original data.

Use source picker and @-mentions for precision

Choose All sources to narrow scope to a workspace area or a single app. Mention a specific page with @ to target a precise source and improve response accuracy.

• Avoid app-switching: ask once and receive consolidated answers across sources.
• Protect confidentiality: the assistant only shows information you can access.
• Repeatable flow: Ask → Summarize → Draft an email or action plan directly in the page to save time.

How-To: create better meeting notes, pages, and databases with AI

Turn raw notes into clear tasks and timelines with a few deliberate steps.

Capture meeting notes and then ask notion to summarize key points and extract action items. Use Cmd+J to open the assistant and click “Summarize” or “Find action items” for a fast result.

Turn meeting notes into tasks, summaries, and timelines

Take the extracted action items and convert them into tasks on a page or in a task database. Assign owners, set due dates, and add priorities so work is clear.

Tip: standardize a meeting notes template that prompts for decisions, owners, and deadlines. That helps the tool give consistent key points and clearer responses.

Build with AI: create a database and tailor properties

Create a new database and choose “Build with AI.” Describe the use case—an example is a content calendar—and review suggested properties and views.

• Add AI summary for quick context, AI translation for multilingual teams, and AI keywords for tagging.
• Use AI custom autofill to generate consistent descriptions or risk notes at scale.
• Recognize limits: relations and formulas still need manual setup and complex multi-database layouts may require planning.

1. Capture notes → Ask for summary and actions.
2. Convert actions → create tasks with owners and due dates.
3. Build database → accept or tweak suggested properties.
4. Track cycle time from meeting to assigned tasks to prove time saved.

Competitor snapshot: Notion AI vs. Asana and Trello

Quick context: you need a tool that matches how your team works with documents, tasks, and structured data. This comparison highlights where a workspace with built-in context search and language models gives SMBs an edge.

Asana: task-first vs. a unified workspace

Asana shines at task and project workflows. If your focus is timelines, dependencies, and clear task ownership, it delivers strong project control.

But, it does not unify documents, databases, and embedded answers inside the same page the way notion one does. That means more app switches and extra time wiring info between tools.

Trello: boards vs. pages, databases, and AI depth

Trello’s boards are simple and visual, great for quick kanban-style work. For SMBs that need wikis, custom records, and richer search, boards can feel limited.

Pages and database features let you store knowledge, pull answers, and standardize metadata without leaving your workspace.

• Unified search: Q&A can scan your workspace and connected apps to surface answers and reduce context switching.
• Write and edit in place: generate content, summarize meeting notes, and translate without moving data between apps.
• Database automation: suggested properties and autofill standardize records beyond simple cards.
• SMB value: fewer tools reduce cost, speed onboarding, and save time across your team.

When you evaluate, focus on context search, writing depth, and database automation. Try a few prompts to ask notion about real use cases and measure how much time you save. That will reveal which way gives your team the best return and delivers clearer answers from your information and data.

Known limits and expectations to set with your team

Establish realistic expectations about features, data access, and output quality. Set these rules before you expand use so teammates know how to ask questions and verify answers.

Quick note: there is no persistent brand voice memory. Always include style or tone directions in each prompt to get consistent text and responses.

Brand voice memory and multi-select nuances

Ask teammates to add brief brand voice instructions whenever they ask notion for drafts or edits. Without that, tone will vary.

Autofill for multi-select properties often returns mixed results or may not be available. Review and correct tags before publishing databases.

PDF/image analysis scope and workspace access rules

Upload PDFs and images directly into the chat to analyze them. Files already embedded on pages are not automatically scanned.

AI features respect workspace permissions. The assistant only returns content users can access; guests cannot use these features.

Practical rollout checklist

• QA step: validate generated summaries and translations before assigning tasks.
• Constrain sources: @-mention pages or limit search scope for precise answers.
• Database plan: expect no automatic relations or formulas—plan manual setup.
• Owner role: designate prompt library custodians and maintain templates.
• Help playbook: create a one-page notion help guide for common questions and support steps.

Track issues and update SOPs as features evolve so your team saves time and keeps important information accurate. This guide helps you set a clear way forward and reduce repeat questions during rollout.

Security and data: how Notion AI handles your content

Treat data access and model use as part of your rollout checklist to keep information safe.

Your workspace controls matter. The system uses advanced language models such as GPT-4 and Claude. Model orchestration chooses the best model for each task while keeping your content private.

• Your data remains private—the company does not use it to train models.
• AI responses respect workspace permissions and only surface content a user can access.
• Slack and Google Drive connectors inherit each app’s permissions for safe search and access.
• Files and images must be uploaded into chat to be analyzed; embedded files on a page aren’t auto-scanned.
• Admins should review sharing policies to avoid oversharing important information.

For safer results, scope sources with @-mentions and limit queries when you ask notion or need notion help. Document a short security FAQ so your team can answer common questions and auditors can verify controls.

Final note: align usage with your compliance rules so the workspace stays a trusted place for knowledge, search, and accurate answers.

Claiming discounts or coupons: step-by-step

Start by checking current promotions so you don’t miss partner discounts or seasonal codes.

Quick prep: log in to your workspace and confirm seat counts and region pricing before you apply any offers.

Check promotions and partner offers

Visit the pricing page and promotions hub to see live deals. Look for startup, nonprofit, and education programs if your organization qualifies.

If you’re part of a partner program, keep partner codes handy. These often provide fixed or percentage discounts at checkout.

Apply codes and confirm annual savings

At checkout, paste your coupon or partner code and verify the discount appears on the final total.

Tip: compare the monthly vs. annual totals—annual billing usually gives the best savings for teams.

• Create or log in to your workspace to validate regional pricing and seat counts.
• Use free trial credits to test features, then return to apply discounts when ready to upgrade.
• Capture a screenshot of applied discounts and final totals for procurement records.
• Enable the assistant in Settings → Plans immediately after purchase so your team can get started.

Practical note: if regional pricing or plan inclusion looks wrong, contact sales or support before completing payment.

Track your renewal date and note saved amounts so you keep discounts in future procurement cycles. This way your team captures the best value while accessing the knowledge and answers stored in your workspace.

Recommended SMB use case: centralize content, search, and action

Start by collecting briefs, meeting notes, and files in a single workspace page to cut decision time. This creates a single source of truth where your team can search and act fast.

From knowledge to decisions: use Q&A across your workspace, Slack, and Google Drive to pull decisions and key facts into that page. Scope sources with All sources or narrow them with @-mentions to keep answers precise.

From Q&A to action plans

Ask Notion to surface facts and then summarize findings into action items on the same page. Convert those items into tasks, assign owners, and set deadlines so nothing stalls.

• Centralize briefs, SOPs, and meeting notes in the workspace.
• Pull decisions from Slack and Drive using connectors and targeted prompts.
• Convert summaries into tasks, owners, and due dates inside one page.
• Standardize metadata: use database properties for summaries, keywords, and translations.

Build with the assistant to stand up a content or campaign tracker in minutes. Use the database to store consistent properties and keep pages linked to tasks and timelines.

1. Collect meeting notes and files on a page.
2. Ask the workspace to search scoped sources and return key points.
3. Create tasks from the summary and add owners and dates in the database.

Example: weekly reviews where the assistant summarizes progress and risks for leadership help you spot blockers faster and free up time for strategy.

Outcome: fewer tools, less context switching, and a shorter path from question to execution. Use this workflow to measure time saved and evaluate ROI before you roll the upgrade out to every seat.

Trial, refund, and money-back policy guidance

Use the workspace trial credits to run focused tests that prove value for your team.

Free trial credits to test core flows

Start small: use shared trial credits to test Q&A, writing/editing, meeting notes → actions, database properties, and connectors.

Run a two-week pilot with a few power users. Track baseline time spent on search, writing, and note processing. Then measure time after testing to see real savings.

How to evaluate ROI before you commit

Document daily queries and the meaningful answers captured on a page. Validate data permissions in a limited test space so you know what the tool can access.

1. Track hours saved per task and multiply by hourly rates.
2. Compare monthly vs. annual seat costs using measured time savings.
3. Review procurement terms in your account for refund or money-back details before purchase.

Final note: trial credits do not refill. If refund windows apply in your region, record timelines and conditions before purchasing. Check official terms at checkout and use this guide to present a short business case to your team.

Action plan: get discount and start your Notion AI upgrade

Start with a quick, measurable plan that helps you capture discounts and prove value fast.

Start free trial or choose annual for best value

Get started by logging in and confirming shared trial credits. Run focused tests on your top three workflows this week.

If results match your time‑savings goals, pick annual billing for the best long‑term value and predictable costs.

Get discount and enable AI across your workspace

Check promotions and partner offers before checkout and apply coupon codes at payment.

Upgrade to a plan that includes the assistant (Business or Enterprise), confirm seat counts, and have the workspace owner enable it in Settings → Plans from the desktop app.

• Roll out keyboard shortcuts and a short prompt library for the team.
• Connect Slack and Google Drive to improve search and answers on day one.
• Add AI properties to key databases for summaries and keywords at scale.
• Set a 30‑day adoption metric and review time saved to validate the investment.

CTA: Start free trial or Get discount now to unlock this upgrade and equip your team with faster search, better answers, and clear steps to show ROI.

Conclusion

,Wrap up your rollout by focusing on quick wins that cut search time and unify knowledge across your workspace.

What you gain: move from scattered information to fast, context-aware answers and action plans. You accelerate writing, meeting follow-ups, and database organization on one page without hopping between tools.

Connect Slack and Google Drive so answers surface where your team works. Roll out confidently knowing data and permissions stay private and your content isn’t used to train models.

Plan for limits—brand voice memory, multi-select quirks, and file analysis scope—then test with trial credits and scale on Business or Enterprise plans.

Next step: Start a free trial or get a discount and enable Notion and AI across your workspace today to prove time saved and win faster results.