OptiOpp Personal CRM
About this template
Keep connected with friends, family, and business connections using the communication feature. Simply set how often you want to speak with people and Notion will tell you how long its been since you’ve spoke to people and show overdue communication. Hit the communicated button to reset the next time you should contact with them. Track important information such as birthdays, notes about individuals, groups they’re apart of, social media accounts, job titles, and more. Need to find information fast? Ask Notion Q&A AI to find information for you. You can also download the Notion mobile app to access your data on the go. When on mobile, you can click on phone numbers or emails to communicate fast. Utilize Calendars and Notion calendar to combine your personal CRM data with everything else going on in your life. Create notes and summarize them with Notion AI so you never forget important details about people in your life.
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
3
When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
2
Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
3
You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
4
NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.