Learn To Use Notion With AI Agents (Full Guide)

TL;DR

• 1

  Codeex's built-in browser is the big advantage: Riley shows Notion running directly inside Codeex, where the agent creates a database, writes 10 poem entries about Codeex and Claude Code, then edits the table live without leaving the app.

• 2

  The Notion plugin is only step one: adding the plugin gives the agent the basic skills to navigate and edit Notion, but Riley says most people stop there and end up with a messy setup.

• 3

  Put agent instructions at the top of your key Notion page: Riley keeps a 'If you are an AI agent read the following tabs' section in Key Docs so any future agent knows how to use databases, quicknotes, chorus docs, and even formatting rules like pink script and green CTA text.

• 4

  Create custom skills from successful workflows: his method is simple. Get Codeex to do a task well, refine the output, then tell it to turn that into a reusable skill like 'notion quicknote' or 'notion research'.

• 5

  Use /tabs to keep research from cluttering documents: Riley has Codeex add research in Notion slash tabs with original sources, missed ideas, and demo ideas, then saves that format as a reusable research skill.

• 6

  Separate human notes from agent notes: he keeps a dedicated AI notebook in Notion and even sets a 10:00 p.m. automation to write a one-page daily summary of all Codeex chats and email it to him with inferred follow-up tasks.