Notion Business Lab – practical use of Notion in a company

Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

Start using Notion with confidence - You will learn how Notion works in practice, so you can navigate it with ease, build a useful workspace faster, and avoid the confusion that often comes with new tools.

Organize your company workspace - You will learn how to structure pages, subpages, and blocks so your company workspace stays clear, scalable, and easy for your whole team to use every day.

Build practical databases - You will create databases with table, Kanban, and calendar views, and learn to use properties, filters, and relations to manage tasks, CRM, or client records in one place.

Run tasks and projects better - You will set up a system with owners, deadlines, and statuses, then track team progress more clearly without relying on scattered spreadsheets, notes, and disconnected tools.

Create a company knowledge base - You will learn how to organize procedures, instructions, and standards so people can find information quickly and your internal documentation stays easy to update and maintain.

Improve team collaboration - You will explore page sharing, comments, mentions, and meeting notes, helping you make communication across teams more transparent and easier to manage in day-to-day work.

Speed up work with templates - You will start building your own templates and standardizing repeatable processes, so you can launch projects faster, reduce mistakes, and save valuable time across the team.

Use Notion AI effectively - You will learn how to use Notion AI for summaries, content cleanup, and work with notes or reports, while keeping a safe and responsible approach to company information.

Training programme

1. Introduction to Notion in the business environment

what Notion is and what it can be used for in a company,
the most important functions and the logic of working in Notion,
differences between Notion and traditional office tools,
examples of applications in teams, projects, and daily work organization.

2. Organization of the workspace

creating and organizing the workspace,
structure of pages, subpages and blocks,
best practices for designing a clear company workspace,
managing user access and permissions.

3. Working with databases in Notion

creating databases from scratch,
tables, lists, Kanban boards, calendars and galleries,
properties, filters, sorting and views,
linking information between databases,
practical applications: CRM, client database, task register, knowledge base.

4. Task and project management

creating a task management system,
planning projects and stages of work,
assigning responsibilities and deadlines,
monitoring statuses and progress,
using Kanban, timeline and calendar views.

5. Notion as a company knowledge base

creating company documentation,
organizing procedures, instructions and standards,
building a team wiki,
updating and maintaining the quality of information,
best practices for creating clear internal materials.

6. Notion in teamwork

sharing pages and databases,
comments, mentions and real-time collaboration,
organizing meetings, notes and arrangements,
creating templates for teams,
flow of information between departments.

7. Templates and work automation

creating your own page and database templates,
using ready-made business template’s,
standardization of repetitive processes,
basics of automation in Notion,
integrations with selected external tools.

8. Notion AI in business work

basic capabilities of Notion AI,
generating, shortening and organizing content,
creating summaries of meetings and documents,
supporting work with notes, procedures and reports,
principles of safe use of AI in Notion.

9. Security, access and best practices

managing permissions in the organization,
sharing content inside and outside the company,
protection of data and confidential information,
the most common mistakes when implementing Notion,
rules for maintaining order in the workspace.

10. Practical workshop

designing a sample workspace for the company,
creating a database of tasks or projects,
preparing a company knowledge base,
developing a simple team collaboration system,
discussing possible applications of Notion in the participants’ organization.

What are the prerequisites for participating in the training?

Basic computer skills - You should be comfortable using a web browser, editing text, and switching between windows and tabs, so you can focus on Notion itself instead of basic computer tasks.

Office work experience - You should understand how tasks, projects, documents, and information flow work in a company, because the training shows how to move these areas into Notion effectively.

Familiarity with online tools - You should have basic experience with online collaboration tools such as cloud drives, calendars, or messengers, so team workflows in Notion will feel easier to grasp.

Readiness for hands-on work - You should be ready to complete exercises and test solutions on your own during the sessions, because the training is built around creating practical examples in Notion.