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This guide shows you exactly how to trigger and use Notion AI features within this template. AI summaries, action item extraction, and writing assistance are built in — here is how to activate them.

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⚡ How to Trigger Notion AI (Step-by-Step)

1. Open any page — a meeting entry, status report, risk, or document
2. Click into the body of the page (below the database properties)
3. Press the Space bar — the Notion AI menu will appear
4. Choose from: Summarise, Find action items, Improve writing, or Ask AI for a custom prompt
5. Review and edit the AI output before saving — always check for accuracy

Notion AI requires a Notion AI add-on or Plus / Business plan with AI enabled. If the menu does not appear when you press Space, check your workspace billing settings under Settings → Plans.

🗓️ Meetings — Best AI Uses

After every meeting:

• Press Space → Summarise → review the auto-generated summary of your meeting notes
• Press Space → Ask AI → type: "List all action items from these notes with suggested owners"
• Copy extracted action items into the Action Item Log, assign owners and due dates

Before a meeting:

• Press Space → Ask AI → type: "Draft an agenda for a project status meeting covering scope, budget, and risks"

📊 Project Status Reports

• Open a Status Report entry
• In the body, write your progress notes in plain language