Want an AI Agent that truly understands your context and works exactly as you want? This Notion template will help you create your personalized AI Agent through a structured and comprehensive instruction framework.
What’s included in this template to create your custom AI Agent?
You’ll find:
- a ready-to-use instruction page with all essential sections to define your Agent’s personality, tone, and operating principles
- a structured framework for your business context with spaces to describe your profile, your goals with Notion, your key pages, and your organization
- vocabulary and conventions sections so your Agent uses the same terms and abbreviations as you
- workflow templates to document your recurring processes so your Agent knows them inside out
- a preferences and memories section that fills over time with your feedback on the Agent’s work
- critical rules and security to define forbidden actions without confirmation and protect sensitive areas of your workspace
- a map of your external tools so the Agent understands your ecosystem and its limitations
- a collaborators section to document who does what if you work in a team
- a monthly maintenance checklist to keep your instructions up to date and continuously optimize your Agent
The 9 sections cover everything you need to create an AI Agent that truly works for you: identity and personality, interaction style, context and goals, specific vocabulary, recurring processes, evolving preferences, security and limits, external integrations, and continuous improvement. Whether you’re an entrepreneur, student, manager, or creator, you can fill in the sections from the start or complete them progressively as you use your Agent!
By downloading this free template, you will also gain access to…
- Lifetime access to all updates
- Lifetime free access to my free templates
- 45-minute diagnosis of your Notion workspace via one-on-one video call (optional)
- Subscription to my mailing list (only in French for now) for regular news and tips**.
** By confirming your order, you agree to receive emails from me (you can unsubscribe with a single click) and confirm that you have read and accepted the privacy policy regarding the processing of your personal data.
FAQ: Purchasing a Notion template
How do I download your template?
Open the link, then click on duplicate/duplicate in the top right-hand corner to duplicate it on your Notion space.
Are you Notion certified?
Yes I've been a Notion certified consultant since 2024 (advanced proficiency working in Notion and using productivity methodologies, designing productivity systems for stakeholders and advising on the value of Notion across a variety of use-cases)
Before that, I got all 3 Notion badges : Notion essentials, Notion Settings & Sharing and Notion Advanced.
I've also been a Notion ambassador since September 2023. This means I help Notion spread around the world by helping the community, in particular by organizing local groups and events.
Want to go further with Notion?
I offer support packages to build and/or optimize your Notion space. Contact me to find out more!
