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Teach Claude or ChatGPT your Notion preferences with a conventions file
Jeff Su has the AI study an ideal Notion task and a notes database, save the rules to a Notion Conventions file, then create tasks, notes and whole projects in the same structure every time.
Jeff Su · YouTube · published Oct 27, 2026 · Work & Operations
▶ Watch on YouTubePrompt
Study this Notion page [link to your ideal task] and this database [link], including its templates, properties and recent entries. Explain how you think I use it, ask me about anything unclear, then save the rules to my Notion Conventions file.
Visual breakdown
Any AI with a Notion connector can use Notion, but it needs a written rulebook of your preferences to do it your way. Jeff has the AI study an ideal page or database, saves the rules in a Notion Conventions file, and mounts that folder so tasks, notes and projects come out in the same structure every time.
The problem: AI tools connected to Notion create pages with inconsistent icons, headers and titles, so you end up fixing them.
How the AI learns your Notion habits
- Notion connectorClaude, ChatGPT or Gemini connected to your Notion workspace
- Ideal exampleLink to one ideal task page, or a whole database with its templates
- AI studies itReviews properties, templates and recent entries, explains how you use them, asks what is unclear
- You clarifyExplain things like what each note type or status option means
- Conventions fileRules saved in a markdown file inside a mounted folder (Notion Ops)
- Fresh chat, same folderAI reads the rulebook before creating tasks, notes or projects
- Consistent pagesSame icon, callout, sections, properties and links every time
InputsManual stepAI agentResult
What the rulebook captures
- Confirm the page or database before starting work
- Use the closest matching database template instead of an empty page
- Task names start with a verb, with a check icon and a pinned callout
- Meaning of each note type, such as research when there is a source
By the numbers
20+Notion databases Jeff manages
3sections in every note: takeaways, actions, notes
Do it yourself
Create a folder, let the AI write the rules, then reuse it in every chat.
- Create an empty folder (Jeff names it Notion Ops) and put a starter Notion Conventions markdown file in it
- In ChatGPT or Claude, connect Notion and mount the folder (in ChatGPT, as a project)
- Paste the prompt with a link to your ideal task page and let the AI save the task rules
- Repeat with a database link: it studies the templates and properties, you answer its questions
- Start fresh chats with the same folder mounted and ask for tasks, notes or projects
- Scale up: document linked workflows, such as a project with its tasks, deliverables and notes
Jeff's prompts and templates are linked in the video description.
Lessons from the video
- A Notion connector alone gives inconsistent formatting: in his test one page had no icon or headers, another added an unneeded word to the title.
- Link a whole database, not just one page, so the AI sees all templates.
- Explain what each option means, such as note types or statuses, so it picks correctly.
- The same method works across Claude, ChatGPT and Gemini.
- Jeff still uses Notion AI for copy review and bulk database migration, but prefers a main assistant that also manages his other tools.
Jump to the part you need
0:00Why consistent AI output matters1:31Teach the AI like a human assistant2:47Test: with and without the rulebook4:24The Notion Conventions file5:19Set up the Notion Ops folder in ChatGPT7:14Teach a notes database9:43Scale to every database10:54Why not just Notion AI?11:54Create a whole project with Claude
Distilled from the video’s captions
How to try it
- Open Claude.
- Copy the prompt and fill in the [placeholders].
- Watch Jeff Su's video for the full walkthrough and setup.
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