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Bob + Notion

Make the company wiki part of the work.

Connect Notion and Bob reads the policy before he acts, then writes the result back to the right page once you say yes. In the HeyBob app on Mac, Windows and Linux, or in Slack.

  • Your own Notion account
  • Asks before he writes
  • A receipt on every job
HeyBob
The HeyBob app. In the ops channel Bob answers a question about supplier price changes in a thread, notes that a morning check set up for QuickBooks and Notion left an email alone because it was not allowed, and asks Priya before using her calendar.

What Bob can do in Notion.

He works with the pages your Notion account shares with him. Notion is useful at both ends of a job: read the rule first, record the outcome after.

On his own

Search and read pages

Find the page that answers the question, read it, and point you to it.

On his own

Query databases

Filter a project or roadmap database and group the results by owner, status or date.

Asks first

Create, update and add to pages

He shows you what he will write and where, and waits for your OK.

Six things to hand him.

Say it the way you would to a new hire.

Answer from the policy
You

“Find our travel policy in Notion and tell me the approval rule for an international conference. Link the page.”

He reads the real page instead of guessing a policy from memory.

What is blocked
You

“Check the launch database for blocked items due this month. Group them by owner and blocker.”

A database gives a firmer answer than searching loose pages.

Write down the decision
You

“Draft a Notion decision record from this thread with context, options, decision, owner and date. Show it to me before creating the page.”

The outcome is kept, and nobody retypes the conversation.

Project update
You

“Add today’s approved launch status and the open Linear issues to the Northstar page.”

Adding to a page changes Notion, so he asks first.

Friday change brief
You

“Every Friday, check the roadmap database and sum up changes in status, owner or target date.”

The brief comes to you. Notion stays the source of truth.

Meeting to page
You

After a call, “put the decisions and action items from this meeting on the Northstar project page.”

HeyBob takes the notes with no bot in the call. He shows you the page update before it lands.

Connected in a minute.

Ask

Tell Bob to connect Notion.

Sign in

Tap the button he posts and pick your Notion workspace.

Share

Choose which pages Bob may use. Notion only shows him what you share.

Go

Come back and ask again. The job picks up from there.

Each person connects their own Notion. Connecting does not open every private page in the workspace.

Good to know

Start with one answer you can check.

  • Sharing decides what he sees. If a page is not shared with the connection, he can’t read it.
  • Use the real field names. Databases differ. Name the column you mean.
  • Writes wait for a yes. Creating, updating and adding to pages stays reviewable.
  • Keep Notion tidy. Save decisions and lasting context, not every line Bob wrote.
HeyBob
Bob shows the steps he took and asks for a go-ahead, with Approve, Always allow and Deny

Common questions.

What can Bob do with Notion?

Search and read pages, query databases, create or update pages, and add to existing pages once you say yes.

Whose Notion access does Bob use?

The person who connected Notion, limited to the pages shared with that connection.

Does Bob ask before changing Notion?

Yes. Creating, updating or adding to a page waits for your OK by default.

Can Bob read every page in the workspace?

No. Notion’s sharing rules still apply.

Hand Bob the decision nobody wrote down.

$100 of work, on us. Set up in 2 minutes.