Use Notion AI to Populate Brief Templates

What This Does

If your agency uses Notion for creative briefs, project documentation, or meeting notes, Notion AI can populate brief sections directly from raw client notes — keeping your entire workflow inside one tool without copying content between apps.

Before You Start

• You have a Notion account with AI enabled (requires Notion Plus, Business, or Enterprise plan with AI add-on)
• Your brief template already exists as a Notion page or database template
• You have raw client notes from the briefing call

Steps

1. Find the AI feature in Notion

In any Notion page, press the spacebar on an empty line and a menu will appear — select "Ask AI" or "Start writing with AI". Alternatively, type ++ or use the keyboard shortcut Cmd/Ctrl + J to open the AI prompt inline. You can also highlight existing text and a purple "Ask AI" button will appear.

2. Paste your client notes and prompt the brief

Open your brief template. On the first empty field (e.g., "Background"), place your cursor there and press spacebar → Ask AI. Type: "Based on these client notes: [paste notes], write the Background section for this creative brief." The AI writes directly into that section. Repeat for each brief section, providing the same raw notes each time — the AI extracts the relevant information for each field.

3. Review and fill gaps

Scan all generated sections. Notion AI is good at extracting explicit information but will leave [TBD] or vague language where the notes were incomplete. This is intentional — it shows you exactly what you still need to confirm with the client rather than inventing details.

Real Example

Scenario: You have a new brief to write for a regional bank launching a home equity loan campaign. You have 2 pages of briefing call notes.

What you type in Notion: In the "Target Audience" field → Ask AI → "From these notes: [paste notes], write a target audience description for this brief."

What you get: "Primary: Homeowners aged 35-55 with 20%+ equity in their homes, household income $75K+, likely considering home improvement projects or debt consolidation. Secondary: First-time HELOC applicants who may need more educational messaging about how home equity lending works."

Tips

• Keep a master prompt note in Notion with your brief field prompts saved — copy-paste them for each new brief rather than rewriting each time
• Use Notion AI's "Improve writing" on completed brief sections — it catches awkward phrasing without changing the meaning
• If your brief template is in a database, create a brief entry first, then use AI to populate fields within that entry — keeps everything organized by client

Tool interfaces change — if a button has moved, look for similar AI/magic/smart options in the same menu area.