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Rapid Start (Interview → Manual)

Run one Notion AI Meeting Notes session. Answer the questions out loud. Then generate the training manual from the transcript.

Recommendation: Use the Notion desktop app or the Notion phone app for the smoothest recording experience.

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References for AI Building Blocks:

• https://trailhead.salesforce.com/content/learn/modules/artificial-intelligence-fundamentals/get-started-with-artificial-intelligence
• https://trailhead.salesforce.com/content/learn/modules/generative-ai-basics/understand-the-technology-ecosystem-of-generative-ai
• https://trailhead.salesforce.com/content/learn/modules/ai-strategy/establish-ai-governance?trail_id=become-an-agentblazer-innovator </aside>

Step 1: Record your requirements (Notion AI Meeting Notes)

Step 2: Generate the agent manual from the transcript with Notion AI

Step 3: Data redundancy (security recommendation)

Notes

Template - Agent Training Manual

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