Running an SME often means juggling many different tools and wearing many different hats. The result? Scattered information and wasted time. One platform for notes, one for tasks, another for client records, and yet another for reminders. At Intelligence Assist, we’ve faced the same challenge, and then we found Notion.
Quick Wins Across Multiple Workflows
Notion brings together the different tools SMEs often juggle into a single platform. Instead of switching between separate systems for notes, tasks, and knowledge management, teams can work in one shared space that adapts to their needs.
- One place for notes, documents, and databases instead of losing time switching between apps
- Pages and templates that match specific business processes
- Real-time collaboration with comments and updates
- Automated workflows like reminders and dashboards that save manual follow-ups
For many SMEs, traditional CRMs are costly and restrictive, forcing businesses to adapt to rigid structures. Notion offers flexibility – you create the system that works for your business rather than conforming to someone else’s vision.
Why Notion 3.0 AI Agents can work for you
This morning, Notion announced a complete transformation with Notion 3.0. They’ve rebuilt their AI from the ground up as intelligent Agents – marking a shift from AI that helps you work to AI that works for you.
These AI Agents can take on entire projects autonomously. Ask your Agent to build a Q4 marketing campaign, and it will research your target market, create content calendars, draft email sequences, set up tracking databases, and assign tasks to team members.
Here’s what makes Notion Agents particularly powerful for SMEs:
- Complete Project Execution: Tell it to “create a client onboarding workflow” and it will design intake forms, set up automated email sequences, create progress tracking databases, and draft welcome materials.
- Database Operations at Scale: Ask it to “update all Q3 projects with budget variance analysis” and it will calculate, analyse, and populate fields across your entire project database simultaneously.
- Cross-Platform Intelligence: Your Agent accesses information from connected tools like Slack, Google Drive, and GitHub. When creating a project proposal, it can reference past client communications and incorporate current templates.
- Intelligent Navigation: Ask “Where is the contract for X Company?” and your Agent will instantly locate the specific page, even if it’s buried in complex folder structures.
- Persistent Learning: Set up your Agent with specific instructions about your business processes and preferences. It remembers that you prefer bullet points over paragraphs and always include ROI calculations in proposals.
- Advanced Automation: Agents can execute 20+ minute workflows involving multiple databases and external integrations – processing new leads, creating client profiles, setting up project tracking, and generating proposal drafts.
The key advantage is seamless integration – Agents work within your existing Notion workspace, understanding your specific data relationships and business context.
Our experience and final thoughts
As a growing SME ourselves, we use Notion as our central hub for planning and documentation. With Notion 3.0’s Agent capabilities, we’re looking at a future where Agents can manage entire campaigns and projects autonomously.
The combination of flexible organisation, built-in automation, and autonomous AI agents reduces tool sprawl, speeds up routine work, and frees up time to focus on clients and growth.
Notion’s AI is available on Business and Enterprise plans, and outputs still require review and refinement. However, if you’re an SME looking for one platform to simplify productivity while leveraging cutting-edge AI capabilities, Notion 3.0 represents a transformative starting point.
Ready to explore how AI can transform your business operations? At Intelligence Assist, we help SMEs identify the right AI tools and implement them strategically to get your business running fast and efficiently. Contact us today to discover how AI can streamline your operations and accelerate your growth.
