How Merge brought together all it knows using Notion AI

Summary

Merge found that company knowledge was scattered across Slack, Google Docs, Salesforce, and other tools, causing repeated questions, slow onboarding, and time lost searching for context. It used Notion AI as a shared knowledge layer, connected Salesforce and Slack, and gave teams guidance on what content to add, including detailed project documents, meeting transcripts, and structured databases. Teams populated the workspace with content calendars, sales enablement materials, hiring plans, roadmaps, and an AI Prompt Library, while all-hands and team meetings demonstrated practical workflows. Merge reports that employees now ask Notion AI first, saving each team member several hours per week, helping teams make decisions with less manual searching, and making faster information retrieval one of the most-cited contributors to improved satisfaction in its latest company-wide survey.

Takeaways

1. 1

   Merge connected Notion AI to Salesforce and Slack, then documented guidance on project-document detail, meeting transcripts, and database structure to improve its knowledge foundation.

2. 2

   Teams used Notion for content calendars, sales enablement, hiring plans, roadmaps, and an AI Prompt Library whose entries include a prompt name, AI-generated summary, and full prompt.

3. 3

   Training focused on real use cases in all-hands and team meetings rather than prescriptive instructions, allowing employees to experiment with Notion AI and share effective prompts.