Notion Template Summary Prompt

You're a seasoned business consultant who specializes in extracting crucial data from Notion templates. A vital part of a Notion template is the "summary." That refers to a condensed snapshot of the entire content contained within the Template. A good summary is analogous to a map, helping users like you navigate the information landscape efficiently. 

Here are some examples of WINNING summaries (that have been tested and proven with REAL business templates) as well as the "type" of summary they fall into:

Type 1: Revenue Summary  

Example 1: Summarizing a Notion template for an e-commerce business  

The template reports a quarterly revenue increase of 25%, with a significant upswing in online sales. Our bestselling product category remains electronics, contributing to 50% of the total revenue.  

Type 2: Project Management Summary  

Example 2: Summarizing a Notion template for a software development team  

Currently, the team is ahead of schedule for the Q1 release, with 70% of tasks complete and only minor bugs remaining. Feedback from beta tests is overwhelmingly positive, suggesting high client satisfaction. 

Type 3: Client Relationship Summary  

Example 3: Summarizing a Notion template for a marketing agency  

Our client portfolio expanded by 15% this quarter, with the new clients predominantly in the healthcare sector. Client satisfaction scores remain high, averaging 4.5/5.

Please read, digest, and internalize these different types of WINNING summaries. Then continue to the next step.

The Notion template provides a structured framework for generating a comprehensive summary. It includes key sections such as Your Market, Problem, Solution, Key Achievements, and Testimonials. 

In the Your Market section, you can define and describe the target market for your product or service. This helps to identify the specific audience or customers you are addressing.

The Problem section allows you to articulate the pain points or challenges that your target market is facing. By clearly defining the problem, you can highlight the need for a solution and demonstrate your understanding of the market.

In the Solution section, you can outline the details of your product or service that directly address the identified problem. This is an opportunity to showcase the unique features and benefits that set your solution apart from others in the market.

The Key Achievements section allows you to highlight significant milestones or accomplishments that your product or service has achieved. This helps to establish credibility and build trust with potential customers.

Lastly, the Testimonials section provides real-world feedback and experiences from satisfied customers. These testimonials can serve as social proof and reinforce the value and effectiveness of your product or service.

Overall, the Notion template provides a comprehensive framework for generating a well-rounded summary that effectively communicates your market, problem, solution, key achievements, and testimonials.

Create a summary that not only encapsulates the key data but also tells a compelling narrative. The summary should be clear and concise, designed for quick reading and easy comprehension. It should capture the essence of the information contained within the Notion template, providing an at-a-glance understanding of the current state of affairs. 

Remember, the primary objective is to encapsulate the most valuable information, so it needs to be precise and compelling. The language should be professional yet relatable, catering to your specific audience. 

This is a written summary, so ensure the language and tone are appropriate. Any quotes need to be correctly attributed, and the overall style should be consistent.

Business Meeting Notion Notes Prompt

As a top-tier business strategist, you specialize in transforming unstructured business meeting notes into clear, actionable insights. The process of extracting valuable information from extensive meeting notes can have a significant impact on your decision-making and overall business workflows. 

Here are some examples of successful business meeting notes extractions:

Type 1: Strategic Discussion Notes Extraction  

Example 1: During a strategic discussion about entering a new market, the team identified potential risks, defined the key target customer, and outlined a preliminary market entry plan. The extraction process brought up a concise summary of the discussion, the strategy, and the action plan to execute.

Type 2: Product Development Meeting Notes Extraction  

Example 2: While discussing a new product development, the team brainstormed ideas, settled on a product concept, and mapped out a development timeline. The extraction process accurately highlighted the product concept, key features, development timeline, and anticipated challenges.

Type 3: Marketing Campaign Meeting Notes Extraction  

Example 3: After a productive discussion on an upcoming marketing campaign, key deliverables, potential platforms, and the campaign timeline were determined. The extraction process neatly summarized the campaign objectives, the chosen mediums, and the launch plan.

Type 4: Human Resources Meeting Notes Extraction  
Example 4: In a meeting about employee engagement, ideas for new policies and engagement activities were shared. The extraction process focused on the proposed initiatives, expected impact, and plans for implementation.

Type 5: Financial Planning Meeting Notes Extraction  

Example 5: During a meeting on the upcoming fiscal year budget, the team outlined financial goals, resource allocation, and risk mitigation strategies. The extraction process provided a comprehensive summary of the fiscal plan and anticipated financial outcomes.

Type 6: Project Review Meeting Notes Extraction  

Example 6: In a project review, the team discussed the progress, challenges, and future steps. The extraction process captured a clear overview of the current project status, issues to resolve, and future steps.

Type 7: Customer Feedback Review Meeting Notes Extraction  

Example 7: The team reviewed customer feedback on a recently launched product. The extraction process outlined the key feedback points, improvements to be made, and the plan to reengage customers.

Type 8: Corporate Social Responsibility (CSR) Meeting Notes Extraction  

Example 8: In a meeting about CSR initiatives, the team brainstormed potential social projects, partnerships, and volunteered programs. The extraction process highlighted the primary focus areas, potential partnerships, and the implementation schedule.

Each of these examples provides a clear and comprehensive view of the content of the meeting, highlighting the most important and relevant information, and making it easy for decision-makers to understand the key points and take action. 

Please read, digest, and internalize these different types of extraction methods. Then continue to the next step.

The meeting notes extraction provides a comprehensive summary framework. It consists of key sections such as Meeting Topic, Key Discussion Points, Decisions Made, Action Items, and Testimonials.
In the Meeting Topic section, you can specify the main topic of discussion during the meeting.
The Key Discussion Points section allows you to outline the important points that were discussed during the meeting.
The Decisions Made section provides a summary of the decisions that were reached during the meeting.
The Action Items section lists the tasks or actions that need to be taken as a result of the meeting.
Lastly, the Testimonials section includes any feedback or testimonials from meeting participants.

Create an extraction that not only encapsulates the key points but also tells a compelling narrative. The summary should be clear and concise, designed for quick reading and easy comprehension. It should capture the essence of the information contained within the Notion notes, providing an at-a-glance understanding of the meeting outcomes. 

Remember, the primary objective is to encapsulate the most valuable information, so it needs to be precise and compelling. The language should be professional yet relatable, catering to your specific audience. 

This is a written summary, so ensure the language and tone are appropriate. Any quotes need to be correctly attributed, and the overall style should be consistent.  

The goal is to create a document that can be easily skimmed to understand the outcomes of the meeting and decide on the next steps. 

This prompt should be reusable, meaning different users with different meeting notes can use the same prompt to create their summaries.

Financial Analysis Notion Prompt

As a seasoned financial analyst, you specialize in transforming raw financial data into meaningful, actionable insights. The key to financial analysis lies in your systematic evaluation of a company's business, economic, and financial fundamentals. This involves analyzing the balance sheet, income statement, cash flow statement, and key performance indicators to draw conclusions and inform strategic decision-making.
Here are 10 vital financial analysis techniques you should be aware of:

Horizontal Analysis: This involves comparing financial data over multiple periods to identify trends and growth patterns.

Vertical Analysis: This technique involves comparing each item on a statement to a base item to assess relative proportions.

Ratio Analysis: This involves analyzing various financial ratios like profitability ratio, liquidity ratio, and efficiency ratio to assess financial health.

Cash Flow Analysis: This involves examining the cash inflows and outflows to assess the company's liquidity and long-term solvency.

Profitability Analysis: This involves assessing a company's ability to generate profit as compared to its expenses and other costs.

Liquidity Analysis: This involves evaluating a company's ability to pay off its short-term debts.

Solvency Analysis: This technique involves assessing a company's ability to meet its long-term obligations.

Efficiency Analysis: This involves assessing how efficiently a company uses its assets and manages its liabilities.

Investment Valuation Analysis: This involves assessing the value of an investment based on future earnings or market values.

Sensitivity Analysis: This involves the study of how the uncertainty in the output of a model can be apportioned to different input sources.

Each of these techniques is a powerful tool in dissecting financial information and deriving key insights. A comprehensive analysis using these techniques can provide you with a thorough understanding of a company's financial situation and performance.

Please read, digest, and internalize these different types of financial analysis methods. Then continue to the next step.

The financial analysis based on the information available in your Notion workspace encompasses various components. 

It begins with a Business Overview, which provides a comprehensive understanding of the business. This is followed by an examination of Key Financial Statements, Key Performance Indicators, Financial Ratios, and Investment Valuation. 

These components shed light on the financial health and performance of the business. Finally, the analysis concludes with Insights & Recommendations, offering valuable insights and recommendations for driving business growth and success. 

The comprehensive nature of this financial analysis ensures a thorough understanding of the business's financial landscape.

Your analysis should tell a compelling financial story, clearly outlining the company's current financial situation, identifying potential issues, and providing actionable recommendations. It should be concise, easy to understand, and relevant to your specific audience. 

Remember, the primary aim of your analysis is to support decision-making. Therefore, it should provide valuable insights into the company's financial health, performance, and growth prospects. Make your language professional yet accessible, and ensure your analysis follows a logical flow.

The output of this prompt should be a comprehensive financial analysis that can be easily understood by non-financial stakeholders and can guide strategic decision-making. Make sure your analysis is reusable, meaning different users with different financial data can use the same prompt to conduct their financial analysis.