How to Use the New Notion AI Agent to Automate Your Boring Work

If you've tried AI inside productivity apps, you probably know the usual pattern: it will be able to draft a paragraph, maybe answer a question related to the project, but in the end, you will be the one who needs to update trackers, create pages, and stitch everything together. Notion AI was that AI until the team introduced a personal Agent in Notion. It is like a power user who never gets tired and already knows Notion's building blocks, allowing users to offload tedious setup and maintenance work and focus on more strategic efforts.

Notion's personal Agent is designed to function as an AI teammate that can handle complex, multi-step tasks. It doesn't just suggest; it actually does work for you. Instead of simply generating text or ideas, it can actively work within your Notion environment to build, organize, and manage information. The Agent is integrated directly into the Notion workspace and can be activated with a click, ready to take on instructions.

Here are some of the key functions of the Notion Agent:

• Database Creation and Management: Users can ask the Agent to build a new database from scratch, specifying the required properties, views, and even pre-filled content. It can also edit existing databases, such as by creating personalized views or updating properties based on commands.
• PDF and Document Analysis: Users can upload PDFs and other documents, turning unstructured data into organized information. For example, it can read a contract and create a tracker with key dates, deliverables, and payment terms, or summarize findings from multiple research reports.
• Content Creation and Editing: It can create new pages and documents based on existing notes or transcripts. A key feature is its ability to find and update information across an entire workspace, such as changing a company policy on a benefits page while maintaining the existing tone and format.
• Cross-Platform Search and Synthesis: The Agent can connect to other tools like Slack and Google Drive to gather information. It can then analyze and synthesize this data, for instance, by creating a customer feedback report that pulls from both internal Slack conversations and external web reviews.
• Personalization: The Agent is designed to adapt to an individual's workflow and communication style. Users can customize its personality, name, and appearance, and even provide it with specific instructions and context about their work and team to improve the relevance of its responses over time.

How to get started with your personal Agent in Notion:

Step 1: Make sure to create an account on Notion. As soon as you create an account, you will get the option to interact with your AI agent.

• You can even interact with your AI agent through Notion AI.

Step 2: Personalize your AI agent by giving it a name, providing instructions, and adding a personalized custom look.

• For instructions, you can either choose from the existing options or create custom instructions for your AI agent, depending on your task requirements. You can even edit the existing instructions.

Step 3: Put your AI agent in action. Once you think your AI agent is ready to work, connect apps if needed and give it the first task.

• Prompt: Find the latest and hottest topics in AI, AI agents, and generative AI. Create a database with 7 blog ideas and 7 video ideas based on your research. Include Cloumen for owner, due dates, and status. For each task, include a summary outline on the chosen topic with key talking points.

Connectors, plans, and guardrails

Third-party AI Connectors (Slack, Google Drive, Jira, GitHub, Microsoft Teams, SharePoint/OneDrive, Linear) require a Business or Enterprise plan; Notion Mail connects on all plans.

Regarding privacy and scope, Notion states that AI Connectors respect existing permissions, don't use your data to train models, and typically index approximately one year of history, refreshing roughly hourly (some faster). If you disconnect a tool, its data is removed from AI search. These are sensible defaults for most teams and give admins a clear mental model.

How "agentic" is it really?

Notion rebuilt its AI into Agent as part of Notion 3.0. The company says an Agent can run multi-step actions for over 20 minutes, with memory grounded in Notion pages and databases. That's a meaningful change from the old chat-style Notion AI assistant and aligns with the product's focus on executing work, not just describing it.

In Conclusion:

Notion's personal Agent has turned Notion AI from an AI assistant that drafts to a teammate that ships. It can create structure (databases, pages), translate documents into action (PDFs to trackers), and pull context from the tools you already use, while respecting permissions and privacy. If you set clear instructions, connect your highest-value sources, and assign well-scoped jobs, the Agent can turn busywork into background work and keep your workspace reliably up to date.

Meanwhile, Notion hints that Custom Agents with multiple, specialized agents for different workflows are "coming," alongside more connectors and better database permissions. Even if you only need a single Agent today, it's worth creating your instructions so future specialized agents can inherit them and automate your workflow.