How to Connect ChatGPT to Notion (My Real Workflow) — Transcript

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1. 0:00Hi ChatGPT. I'm doing
2. 0:02a capture of the people that I met
3. 0:04today. So there are two people I want to
4. 0:06remember. One is it's like all here and
5. 0:09it will reply to me.
6. 0:10>> Yes, this is a lovely capture. What
7. 0:12stands out is that today had a very warm
8. 0:15hospitality plus self-expression thread.
9. 0:17>> And then
10. 0:19Notion is not connected. Super easy,
11. 0:22right? There's a saying your net worth
12. 0:24is your network. [music]
13. 0:25And there's more than enough conferences
14. 0:28and events you wanted to go. You always
15. 0:30always meet interesting people. But
16. 0:32here's the thing.
17. 0:34I don't think it's how many people
18. 0:35you've met. It's how you follow up 48
19. 0:38hours later. Because [music] the people
20. 0:40you get to follow up and build a
21. 0:42relationship on top of that is the real
22. 0:45net worth. I'm sure you have been in the
23. 0:47same place, went to a conference, you
24. 0:48met a lot of people. You say that you
25. 0:51are going to follow up, but somewhere
26. 0:53along the line something will got into
27. 0:55the way that you will forget. It has
28. 0:57[music] happened to me so many so many
29. 0:59times before. And today in this video,
30. 1:01I'm going to share my exact workflow,
31. 1:04how I use ChatGPT and Notion to help me
32. 1:08follow up.
33. 1:12I went to this conference recently and I
34. 1:14bumped into someone after it and then
35. 1:16he's like, you know, you meet so many
36. 1:18people. I don't even remember who says
37. 1:19what. And it's just so difficult. Here's
38. 1:22the thing. We human beings, we have a
39. 1:24limit of the people that we can
40. 1:26remember. What we're really good at is
41. 1:28actually to pick up the context and
42. 1:30create a systems for ourselves to be
43. 1:33able to follow up with these people and
44. 1:34remember them no matter where we go. My
45. 1:37workflow is usually I have a complete
46. 1:39new chat about the specific event. I
47. 1:41will put all the info into the chat and
48. 1:43then if in the case if you can also
49. 1:46upload it the information of the people
50. 1:48who are willing to share, you'll be able
51. 1:50to see who is the person that's most
52. 1:53relevant to you. Of course, you should
53. 1:55use your own judgment because AI can
54. 1:56never replace who you are as a person
55. 1:58and depending on how much AI know about
56. 2:00you, you might not be able to help. So
57. 2:02usually I have that and I'm super ready
58. 2:04and then we'll go to events. And right
59. 2:06after I meet someone, I will have a
60. 2:08messy voice notes. Well, I meet this
61. 2:10person ABC and D. Also tell the specific
62. 2:13check. This is just like a periodic
63. 2:15capture. [music]
64. 2:16Don't give me all the summaries. We're
65. 2:17going to come back to that by the end of
66. 2:19the day. And then afterwards, it will
67. 2:21summarize the memory hook which is the
68. 2:22most important cuz then it will be very
69. 2:24easy for me to recall uh how we met,
70. 2:27what did we talk about and the next time
71. 2:29it's also helpful for the next person,
72. 2:31for the people that you want to build a
73. 2:32relationship with to build a bonding
74. 2:34with you cuz that is what sets you
75. 2:36apart. And then finally, I'm going to
76. 2:39ask
77. 2:40uh the AI to drop it into Notion. And
78. 2:43then I will set up the reminders on
79. 2:45Notion. First thing first [music] is the
80. 2:47capturing. The capturing can be really
81. 2:49messy and you just need to give it
82. 2:51enough context. For example, this
83. 2:53morning I went to event downstairs of a
84. 2:55restaurant opening. I'm going to
85. 2:57just talk it through on my ChatGPT. Hi
86. 3:01ChatGPT, I'm doing a capture of the
87. 3:04people that I met today.
88. 3:05>> [music]
89. 3:05>> So there are two people I want to
90. 3:06remember. One is Will. Will is is the
91. 3:09chef of the newly opened restaurant. I
92. 3:11really like the restaurant. We talked
93. 3:12about my YouTube journey, a lot of the
94. 3:15restaurant I've been to and also how
95. 3:17much I like a restaurant [music] that's
96. 3:19being friendly and offer a place of good
97. 3:21hospitality to people. The food is
98. 3:23locally produced and sourced locally.
99. 3:25And it's really lovely breakfast. I
100. 3:26especially love the mushroom. And
101. 3:27they're opening next week so I'm looking
102. 3:28forward to go back to them. And during
103. 3:29the breakfast, I also met another lady.
104. 3:30Let's call her Michelle. So Michelle is
105. 3:32a researcher in a university and then
106. 3:34she just recently become self-employed.
107. 3:35She's very interested in me creating
108. 3:36content. She's like, "Oh, how do you get
109. 3:37get over the the fear of speaking to the
110. 3:39camera?" She's also interested in
111. 3:39climate change. So I shared some of my
112. 3:40work with her. I also shared the tiny
113. 3:41experiment with her to say, "It might be
114. 3:43difficult to start but if you treat it
115. 3:44as an experiment, I'm sure you as a
116. 3:45scientist you'll be able to understand."
117. 3:46And we said that we're going to follow
118. 3:47up. I also invited her to some of my
119. 3:48future events. So this is my messy
120. 3:49[music] capture of today. And then I'm
121. 3:50going to put it into uh ChatGPT because
122. 3:53it's like all here. It will reply to me.
123. 3:56>> Yes, this is a lovely capture. What
124. 3:58stands out is that today had a very warm
125. 4:00[music] hospitality plus self-expression
126. 4:02thread. Will creating a restaurant that
127. 4:04makes people feel welcomed and Michelle
128. 4:06[music] thinking about how to start
129. 4:07sharing her own voice through content.
130. 4:10Here's a cleaned-up version you can
131. 4:12save.
132. 4:13Hack people capture.
133. 4:16Will
134. 4:16>> [music]
135. 4:16>> chef {slash} newly opened restaurant.
136. 4:20Met Will, the chef at a newly opened I
137. 4:22really [music] liked. What stood out?
138. 4:24The restaurant felt genuinely warm and
139. 4:26hospitable.
140. 4:27>> That's basically what it is. And then
141. 4:29now I have that, I will be able to pass
142. 4:31it on into my CRM. And this is the place
143. 4:35I wanted to share upgraded connector
144. 4:38with [music] ChatGPT because last year,
145. 4:40you can see the video here, it was
146. 4:41really popular. I show how I connect
147. 4:43ChatGPT with Notion using the ChatGPT
148. 4:46app on Mac. [music] In the past, how you
149. 4:48do with Notion is you open an app that's
150. 4:51a desktop app on Mac. You can only work
151. 4:55at one time with this specific page. For
152. 4:57example, I have my Notion next to it.
153. 4:59And this is a CRM follow-up database
154. 5:01that I created for this.
155. 5:03>> [music]
156. 5:03>> And then you add on this, then it's
157. 5:05going to be just on the database. And of
158. 5:07course, you can add some other stuff,
159. 5:08but this is all just on your desktop and
160. 5:11you cannot do anything else at the same
161. 5:14time. Actually, now I use less and less
162. 5:16often of this desktop app
163. 5:18>> [music]
164. 5:19>> because of how much more difficult it is
165. 5:22for it to use.
166. 5:23>> Recently, because I connected [music]
167. 5:25Claude with Notion and some other
168. 5:27connectors, I went back to ChatGPT and
169. 5:29see whether I can do the same thing. And
170. 5:30I [music] actually can. So now I will
171. 5:32show you exactly how I do it. First
172. 5:33thing is you need to go to ChatGPT, of
173. 5:35course, if you have an account. Um and I
174. 5:37believe this function is available to
175. 5:39anyone. For the sake of this video, I
176. 5:41have disconnected my Notion account
177. 5:44Notion connector so I can show you.
178. 5:46First of all, go to I think settings and
179. 5:50then you have all these settings here.
180. 5:52I'm not going through each one of them,
181. 5:53but every now and then they change a
182. 5:54little bit, but it also depends on how
183. 5:56often do you use it. Sometimes you can
184. 5:58go back and check whenever they have an
185. 5:59upgrade, but I
186. 6:01I don't I think I need to stop chasing
187. 6:03all of these upgrades from these AI
188. 6:04tools because it's upgrade so often. And
189. 6:07right now, it's actually in apps here.
190. 6:11You see, you also have important changes
191. 6:13like
192. 6:14ask only before important changes. But
193. 6:17if you're more cautious or you want it
194. 6:19to be more mindful, then you can
195. 6:21definitely do always ask or ask before
196. 6:24making changes. Now, I have all of these
197. 6:26apps. I have Gmail already, a Google
198. 6:28Calendar, Contacts, Gmail um Google
199. 6:30Drive and Spotify. I actually have never
200. 6:32used up Spotify on ChatGPT. I don't know
201. 6:34what it's going to use me. So, now you
202. 6:35can add more.
203. 6:37Here is where you can add the apps. So,
204. 6:40we do Notion, let's say.
205. 6:42Here. And you can click connect. And
206. 6:46then it will ask you to add Notion to
207. 6:48ChatGPT. You can do all sorts of things.
208. 6:51Then I'll sign in.
209. 6:53I'll say yeah, continue.
210. 6:56And then
211. 6:59Notion is now connected. Super easy,
212. 7:01right? Super easy. And then you can
213. 7:02start a chat. That's it.
214. 7:05Because we're already connected to
215. 7:06Notion, I'm going to go here say,
216. 7:08"I want to create a CRM follow-up
217. 7:13database
218. 7:15on Notion
219. 7:18with these information. Turn a messy
220. 7:21notes into something you can actually
221. 7:22like um act on. You're helping me
222. 7:25remember someone I just met so so I can
223. 7:26follow up meaningfully. Below is a messy
224. 7:28notes that I took. Because the notes
225. 7:29below are attached, there's a muscle I
226. 7:30took after meeting them. It might be
227. 7:31incomplete, misspelled or stream of
228. 7:32consciousness. Um but yeah, do that.
229. 7:33This is my my notes as attached. And
230. 7:36afterwards, can you also create the
231. 7:38database for me to
232. 7:40meaningfully follow up on Notion?"
233. 7:43Because I already have this Notion page
234. 7:44in place, I will just copy this. It's
235. 7:46very easy because once you connect it
236. 7:48Notion as a connector, ChatGPT can
237. 7:50access to it for you. Here's the page.
238. 7:53Right now, ChatGPT have different
239. 7:55efforts. The intelligence is starts from
240. 7:58instant, medium, high, extra high. I
241. 8:00think for this purpose, high is enough.
242. 8:03Okay. Now, let's go. Since I allowed
243. 8:05ChatGPT to use Notion, so you actually,
244. 8:07yeah. I'll say always allow. Um it's a
245. 8:10high risk, but now for the sake of
246. 8:12demonstrating, I will just use that. I
247. 8:14can change that back later. And then we
248. 8:16can see how it looks like right now.
249. 8:19Okay.
250. 8:20Now it's done. A minute and 30 seconds,
251. 8:22not too bad. I created a Notion database
252. 8:25called people I've met inside a CRM
253. 8:27follow up page and added the first two
254. 8:29contacts. Will, surname unknown.
255. 8:31Michelle, surname unknown.
256. 8:33Um yeah, great. It creates a database
257. 8:35here. People I've met.
258. 8:38These are the two people. Follow up this
259. 8:40week.
260. 8:41Follow up a timing. Follow up a
261. 8:43calendar.
262. 8:44Um it's not bad.
263. 8:46How about this? This is only 34 seconds.
264. 8:49You know, once once it creates a
265. 8:51workflow, it just become faster and
266. 8:53faster. And now, it has all of these.
267. 8:55And then we can go back to see
268. 8:58the people I've met. A relationship CRM
269. 9:00for remembering who matter to someone
270. 9:03and follow up warmly, specifically, and
271. 9:05non-generically.
272. 9:08So, now I have all of these. Each one of
273. 9:10them I can open. It has the created
274. 9:12follow up status plan and cares about
275. 9:15founders who can show traction. And what
276. 9:17matters to them is also important,
277. 9:19right? Where do we meet? And each one of
278. 9:22them, it gives you a reason to remember
279. 9:23them. It gives you a reason to follow up
280. 9:25with them. And then it gives you a
281. 9:26reason to
282. 9:28amplify the relationship that you built.
283. 9:30In my real CRM, I believe now I have
284. 9:32hundreds of people because of what I was
285. 9:34doing at the beginning of the new season
286. 9:36of the bysize climate tech podcast. So,
287. 9:39I was trying to reach out to everyone I
288. 9:41know and not until then did I realize
289. 9:43how important it is to capture the
290. 9:45people that you know in life because
291. 9:48sometimes we met so many people we just
292. 9:50cannot keep track of so many of them.
293. 9:52So, I also want to show you my
294. 9:54networking co-pilot, a tool that I
295. 9:56developed on my own platform Daisy your
296. 9:59production. It's exactly because of
297. 10:01sometimes it's just very difficult to
298. 10:04remember people. Let's say I met
299. 10:05Michelle breakfast tasting today at the
300. 10:08new restaurant near my membership club.
301. 10:12What's the deal? She's curious and wants
302. 10:13to start creating content for herself.
303. 10:17She also knows some people working in
304. 10:20the breakfast club I'm hosting and other
305. 10:22follow up events.
306. 10:24Maybe see her another time at the club.
307. 10:26So, let's say we follow up on the
308. 10:30next Friday. And then this is follow up
309. 10:33one week.
310. 10:35Can do community.
311. 10:37General.
312. 10:38And then you can save a contact. I will
313. 10:40be able to generate two type of follow
314. 10:43up which is easily done because I didn't
315. 10:45add the LinkedIn or email. Once I add
316. 10:48that actually whenever I do this, it
317. 10:50will be able to
318. 10:52automatically create a draft as well.
319. 10:55And here I mentioned it was such a great
320. 10:58treat sharing the breakfast bread with
321. 11:00you this morning. I'm still thinking
322. 11:01about those pastries. Of course, you can
323. 11:04change it because we didn't eat like
324. 11:05let's say toast. Hearing about your your
325. 11:07itch to start creating your own content
326. 11:09really resonated with me. There's
327. 11:10something so exciting about finally
328. 11:12finding your own voice online. Blah blah
329. 11:14blah. LinkedIn is a shorter version.
330. 11:16Then I can just easily copy it. I think
331. 11:19for most of the time we're just getting
332. 11:21too much hold up in our head especially
333. 11:24when me for example, English is a second
334. 11:26language for me. It's at the beginning
335. 11:29every single time I want to draft
336. 11:31something. It's just difficult. It's
337. 11:33difficult in the sense that not that I
338. 11:34couldn't draft it, but it's difficult in
339. 11:36the sense that I'm always afraid I'd
340. 11:38make a mistake and how I can put the
341. 11:41messy thoughts together into thoughtful
342. 11:42reply. So, this is so much easier. I
343. 11:44loved hearing about your interest in
344. 11:46content creation and your climate tech
345. 11:47connection connections. I'm hosting a
346. 11:49breakfast club soon and would love to
347. 11:51have you there. So, this is simple and
348. 11:53easy and then I can either copy the
349. 11:54draft or I can
350. 11:56after I add the LinkedIn URL, it would
351. 11:58definitely
352. 12:00just go there. And then you can save a
353. 12:01draft to contact or I can mark as sent.
354. 12:04If it's marked as sent, then it's going
355. 12:06to be saying like this. You For the next
356. 12:08step, you can also create follow-up. So,
357. 12:13this is the tool that I use for myself,
358. 12:16which is my networking co-pilot. I put
359. 12:19the link here for people who want to try
360. 12:21it out. It's completely free after you
361. 12:23create an account, you can save up to 15
362. 12:25contacts. And then,
363. 12:27if you want to do more, you can
364. 12:28definitely just keep using it. All of
365. 12:30these systems and and workflows is
366. 12:34great. [music] It helps us when we are
367. 12:36actually in motion. However, I do feel
368. 12:38like the most important thing for
369. 12:40networking or creating your own network
370. 12:42is having something to actually follow
371. 12:45up on. You cannot always say, "Oh, by
372. 12:47the way, I want to have a coffee." And
373. 12:49have a coffee for what, right? That's
374. 12:51why I always have the events that I can
375. 12:53invite people invite interesting people
376. 12:55to follow up with them another time. I
377. 12:57will always keep in mind what they're
378. 12:58after and who they want to meet so that
379. 13:00I can make a thoughtful introduction.
380. 13:03And usually when people were introduced
381. 13:05to another contact, they would really
382. 13:06appreciate the effort that you make and
383. 13:09putting [music] their interests in mind.
384. 13:11And I think that's really helpful. Like
385. 13:12a good networking outcome should be
386. 13:15someone who met you for the first time
387. 13:17but remember you will be willing to make
388. 13:19an introduction [music] in the future.
389. 13:20This is my workflow I want to share with
390. 13:22you. All the descriptions and templates
391. 13:24and also the notion database I [music]
392. 13:26will also put it down below. You can use
393. 13:28these as a way to make your life easier
394. 13:31not using AI to replace who you are as a
395. 13:33person. I'll see you in the next video.
396. 13:36Bye.