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Goal: set up Notion once, then use it like an operating system: docs + databases + dashboards + collaboration + automation.

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1) First-time setup (30–60 minutes)

• Choose your home structure
  • Teamspaces for departments (HR, Sales, Ops, Partnerships) and a single “Company Home”.
  • Keep one canonical Master page per function (your workspace already follows this pattern well).
• Set up sidebar hygiene
  • Favorite only the handful of pages you use daily.
  • Keep everything else discoverable through search and masters.
• Defaults that matter
  • Decide naming conventions (Title Case, emojis, date formats).
  • Decide ownership conventions (POC on every page).

Start here (internal):

• ‣

2) Learn the editor (you only need a few primitives)

• Blocks: everything is a block. Drag, move, turn into other block types.
• Slash commands: / is the fastest way to build.
• Reusable patterns: toggles for detail, callouts for rules, synced blocks for repeating content.

Official basics:

• Welcome to Notion
• Write and edit text
• Using your sidebar

3) Databases are the power tool (tables that become apps)

• Principle: put anything repeatable into a database. Pages live inside databases.

Core concepts to master

• Properties: status, select, people, dates, relations.
• Views: one database, many views (table, board, calendar, timeline, gallery).