1
Sales
Account brief + objections + follow-up email
A salesperson prepares a partner meeting in 2 minutes. ChatGPT cross-checks Notion notes and the SharePoint offer to produce a complete brief.
Notion SharePoint
~5 min
Setup Prompt Mock data Expected output
  1. 1

    Create the Notion page

    In your Notion workspace, Sales folder -> new page named Account - Metro Properties France -> paste the content from the "Mock data" page.

  2. 2

    Upload the SharePoint file

    Download DRIVECO Retail Offer — Partner Reference.pdf from the "Mock data" page, then upload it to SharePoint with the same name.

  3. 3

    Enable the connectors in ChatGPT

    Apps -> Notion ✅ + SharePoint ✅. Both must be active at the same time.