Notion Empowers Lorikeet to Enhance AI Concierge Efficiency

Lorikeet uses Notion as a central operating hub for its AI concierge service — unifying knowledge, projects, and client work in one place. By standardising processes with templates, wiring lightweight automations, and tapping Notion AI for fast answers, the team ships updates faster and scales service delivery with less friction.

Why this matters now

AI concierge teams juggle shifting client requirements, changing prompts, and rapid content updates. Tool sprawl slows decisions and creates version confusion. Notion’s connected workspace brings projects, docs and data together; recent capabilities like database automations and AI Q&A help reduce manual coordination and surface answers instantly from your own workspace content.

Lorikeet’s operating model in Notion

1) One source of truth
A structured knowledge base holds runbooks, prompt libraries, client profiles (goals, tone, escalation paths), and SLA policies. Pages and databases sit alongside projects and tasks, so execution always links back to the latest guidance.

2) Templated execution
Project/task templates encode the Lorikeet way: intake questions, acceptance criteria, QA checklists, and sign-off steps. Teams spin up work in seconds and maintain consistent quality across clients. Official Notion templates provide a head start.

3) Automations that remove busywork
With database automations, status changes can auto-assign owners, notify approvers in Slack, and set due dates or priorities — shaving dozens of clicks and handoffs each week.

4) Answers on demand with Notion AI
Using Notion AI and Q&A, staff ask natural-language questions (“What’s ACME Corp’s escalation path?”) and get instant answers sourced from the workspace — reducing time spent searching.

5) Integrations for end-to-end flow
Through the Notion API and integrations (Slack, GitHub, Jira, etc.), Lorikeet routes client requests, syncs change logs, and mirrors issues or pull requests where needed — keeping everything visible without app-hopping.

Practical setup you can copy

Step 1 — Projects hub (30–60 mins)
Create a Projects database with properties: Client, Owner, Status, Priority, Due date, SLA, Prompts/Runbook (relation), and Risk/Impact. Add three views: Squad board, Client roll-up, Calendar.

Step 2 — Templates (1–2 hours)

• Project template: goals, scope, data sources, evaluation rubric, sign-offs.

• Task template: prompt change request → checklist (validate inputs, run A/B, log results), definition of done.
  Start from the official Projects & Tasks template and tailor.

Step 3 — Automations (30 mins)
Wire three rules in your task database:

1. When Status → “In progress”, assign Owner.

2. When Status → “Review”, notify approver (and Slack channel if integrated).

3. When Priority = High, set Due date to +3 working days.
   These are native database automations and reduce handoffs.

Step 4 — AI Q&A layer (20 mins)
Enable Notion AI and Q&A for your workspace. Tag critical runbooks and client pages with properties (e.g., SLA = Gold) so Q&A can surface the most authoritative pages first.

Step 5 — Intake & routing (45–60 mins)
Create a “Client Requests” database with a lightweight form (or synced channel via Slack integration). Map fields to your Projects and Prompts databases; use automations to create linked tasks and notify the right squad.

Step 6 — Integrations & API (variable)

• Slack: push approvals/alerts and capture key messages back into Notion.

• GitHub/Jira: link PRs/issues to tasks for traceability.

• API: use the Notion API to update status, append evaluation results, or export weekly reports.

Results Lorikeet optimises for

• Faster decisions: AI Q&A reduces “where is that doc?” time.

• Fewer context switches: Projects, docs, and integrations live in one connected workspace.

• Consistency at scale: Templates and automations keep quality high as the client list grows.

Implementation tips

• Pilot with one client squad for two sprints, then templatise what worked.

• Use clear naming (e.g., CLIENT – Playbook – v1.2) so AI Q&A prioritises the right content.

• Track “time to approve change” and “tickets per agent” before/after automations to evidence ROI.

FAQs

Q1: How does Notion improve efficiency for Lorikeet?
By centralising knowledge and projects, then adding database automations to cut manual updates and AI Q&A to answer operational questions instantly.

Q2: Which features matter most for an AI concierge?
Linked databases for projects/runbooks, templates for repeatable quality, database automations for routing and alerts, and Notion AI (Q&A) for quick answers from internal content.

Q3: Can this scale with more clients and channels?
Yes. Use the Notion API and integrations (e.g., Slack, GitHub/Jira) to sync requests, status, and change logs so your workspace remains the control centre as workload grows.

Next Steps

Want this operating model set up for your team? Book a Notion assessment with Generation Digital — we’ll design your Projects hub, templates, automations, and Q&A layer, then connect Slack/Jira/GitHub for end-to-end flow.