Written quickstart
Desktop-only setup and editing. See the offer and requirements. No setup video is included.
AI Business HQ: written quickstart
Native template + written guidance + reference excerpts. No video is included or promised.
# Start Here
Your first task
This is a manual Notion template, not an AI agent. No Notion AI subscription, API key or integration is required to use the core pages. Any external model costs and data policies are yours to check.
1. Duplicate the whole desk into your private workspace. Open SOPs, Prompt versions and Tasks. Check each relation opens a record inside your copy before entering real data.
2. Read one fictional SOP. Create your own SOP with a trigger, allowed source material, procedure, acceptance checklist and stop conditions.
3. In Prompt versions, make a new row with a unique version name, link its SOP and paste the reusable prompt into Prompt text. For revisions, create another row; retain old rows.
4. Create a new Tasks row. Link the SOP and Prompt version. Copy the version label into Version used. Paste the exact final prompt (including the redacted inputs you actually send) into Prompt snapshot. Do not use a rollup for this field.
5. Run the prompt manually in a tool you choose, if appropriate. Paste its output or a safe reference into Output reference. Identify the model/tool and run date in the task body. If you do not run a model, label the output hand-written; never call it AI-tested.
6. Set Human review to Needs review. Compare every claim, name, date, owner and commitment against the sources. Use Changes needed when a check fails. Record your reviewer/date and decision in Review note. Set Approved manually only after all checks pass; this does not send or publish anything.
7. For a rerun, create a new task. Do not overwrite historic prompts or outputs. If correcting a record, add an explicit correction note.
Try before adapting
The three examples are fictional, hand-written demonstrations: client follow-up, meeting handoff, content repurposing. They show different review outcomes, not model-quality or business-result evidence.
If Tasks is empty
An empty table is normal after removing examples in your copy. Select New, name the task, then fill the SOP, Prompt version, Version used and Prompt snapshot properties. The linked databases are not populated automatically. Select Not started yourself until a draft exists.
Keep copies safe
All fields remain editable in Notion. Snapshots resist library changes because they are literal text, not because they are immutable or tamper-proof. Review states are labels, not permission gates. Do not paste secrets or personal customer data into the demo or an unapproved model.
What is included
The product contains the native Notion template, this written guide and a Markdown/CSV reference export. No setup video is included or promised.
Observed setup details: v1.0 clarification
A fresh New task has an empty Human review field; select Not started yourself. No default status or automatic snapshot is configured. Use a desktop browser for setup, database editing and prompt capture. The narrow desktop-browser layout has large page margins and tables can scroll sideways; it is not a supported phone editing workflow. Native mobile apps have not been tested.