I don’t know about you — but I have spent hours, even days of my life trying to understand Notion. Everyone told me: “Kirsten, you absolutely must use Notion for your business.” And yes, Notion is a brilliant storage surface. But I was born in 1972, I did not learn Notion at school, and I notice that daily to this day.
In the past my boards always looked a bit like well-meant but not well-made. I was almost ashamed when I shared my Notion boards with clients or participants — even though I knew what Notion could do for my business.
That is over now. I connected Claude to my Notion, plus Zoom — and today I have a workflow where Claude Cowork works directly in Notion and pulls the information from my Zoom transcripts. The boards that come out of it are miles beyond what I used to build myself. I save serious time — and delight my clients with it too.
What you need
- A Claude Pro account — the smallest paid Claude plan. Currently €18 a month, with yearly payment it works out to €15 a month. You need it because we load the Claude desktop app onto the computer — only that way can you work with Claude Cowork.
- A Notion account — the free one is even enough here. I have a paid account because by now I am almost a heavy user, but you do not need that to start.
- Optional: Zoom with the transcript feature — I record all my calls and webinars with Zoom and have a transcript created there. That is not strictly necessary, but saves me a lot of time: instead of working out myself what goes on the board, I tell Claude to look at the transcript and we brainstorm together.
Step 1: install the Claude desktop app
Go into your Claude account normally via the browser and there to Apps and extensions. There you can download the desktop app — I am on a Mac, so your interface may look slightly different, but it works just the same on Windows.
Claude really makes it easy for you here: after the click you get a step-by-step guide — open the file, install, done. You can start right away.
Step 2: connect Notion (and Zoom) to Claude
For the workflow to run, the programs must be connected to each other. Here too you need no technical understanding — you only need to know where to click:
- Click the Customizing area (the small toolbox icon) and there on Connect apps.
- An overview opens with apps that can be connected to Claude directly — natively. Find Notion, click the plus and sign in to your Notion account once. That’s it — the connection stands.
- If you work with Zoom like I do: search at the top for “Zoom”, click the plus on Zoom for Claude as well and log in to your account. Claude guides you step by step here too.
If you cannot find an app in the list, you can usually connect it via Zapier — I will make a separate video on that.
Step 3: create a project in Claude Cowork
I do the whole thing with Claude Cowork. Why? Because I have shared certain folders on my computer with Cowork — and because I like structure. You could do all this in the normal Claude chat too. But if you work with it a lot, you will quickly notice that Cowork is the better partner: Claude can also create presentations, Word documents, PDFs and more for you there — and for that you need a shared workplace.
So: in Cowork, click Projects → New project. I simply call mine “Webinar”. Below that you choose the project folder. My tip: take a folder on your desktop — then you depend less on the internet connection. Only if you work on several computers in different places does a cloud folder make sense, something like Google Drive, OneDrive or Dropbox.
Step 4: let Claude pull the Zoom transcript
Now the real fun begins. First I tell Claude to fetch the transcript of my latest webinar — in my case a webinar “Claude for beginners” — and tell me which information would be sensible to provide to the participants afterwards. Important: I expressly write “Zoom transcript” so Claude knows to look via the Zoom connection at what is stored there.
After a little moment Claude found the transcript — and even sets up its own subagent, a helper supporting it in the work. Because my transcript was rather large, it took a while; then I first got a summary and a few follow-up questions.
A small aside: I do not type such instructions, by the way, I speak them — with Wispr Flow (affiliate link). I have been using the tool for about eight months and have dictated over 220,000 words. That way I work much, much faster with the AI — and via the link you can test the Pro version free of charge first.
Step 5: have the Notion board created — the prompt
Once the follow-up questions are answered, I send Claude off. This is the prompt you can copy:
“I have stored a Zoom transcript for you here. Please read it and file it in Notion. Now please create a Notion board for me with the most important information, anonymized please, with the follow-ups. Meaning: how could things continue now? If SOPs are to be created from the transcript, please create them and file them on the Notion board. The board should additionally have an area where I can store my video / the recording.”
I deliberately gave Claude no storage location in Notion here — as if doing it for the first time. You can of course also prepare a board and give Claude the link with the request to file the content exactly there.
Claude works — and thinks along
And now comes what genuinely delights me: Claude recognizes on its own that a board for this webinar already exists — and first checks that nothing is created twice. When I think back to my first steps with ChatGPT, where I constantly had to hold the AI’s hand: here I feel the AI is a true sparring partner watching that I have no duplicates and forget nothing.
Claude also takes me along during the work: I see what is being created, which references are being drawn on, which tools and information are used. So I can cross-check at any time — while I take care of other things.
The result? A board far above the level I would have managed myself:
- The content: When was the webinar, how long did it run, how many people took part, which topics came up, which questions were asked.
- The roadmap: How things continue — once my internal roadmap (I would delete that before sharing) and once the overview of what to do now.
- The SOPs: Finished guides that Claude created from the transcript and filed directly on the board — each one individually accessible.
- An area for the recording, where I can store my webinar video.
And if you want to learn this from the ground up: in my Claude-Sprint we work for a week, Monday to Friday, on your personal Claude skills — with daily live calls, recordings and SOPs, i.e. finished guides and workflows. After a week you are firmly in the saddle and know exactly what you can do with Claude in your business.
Frequently asked questions
What does the workflow with Claude Cowork and Notion cost?
You need the smallest paid Claude plan (Claude Pro): currently €18 a month, €15 a month with yearly payment. For Notion the free account is enough, Zoom is optional. And I promise you: once you use Claude in more areas of your business, the Max plan quickly pays off too.
Do I need technical knowledge to connect Claude to Notion?
No. You only need to know where to click — Claude guides you step by step through installing the desktop app as well as connecting the apps. Click plus, sign in to Notion, done.
Does this also work with the normal Claude chat instead of Claude Cowork?
Yes, in principle. But in Claude Cowork you share folders on your computer where Claude files its results — presentations, Word documents, PDFs. If you work with the workflow a lot, Cowork is the better partner.
Conclusion: using Notion without knowing Notion
In recent years many of my clients have felt like a ball in a pinball machine: ever higher, faster, further, another use case, another case study — but in the business they did not really get ahead. Exactly why I find this development so great: we now have a handful of big tools with which we, as non-techies and solopreneurs, can steer the complete business — without having to enter the rabbit hole of AI possibilities.
If you want to exchange ideas about workflows like this: in my free community we do exactly that. And if you want to use Claude systematically for your business, have a look at the Claude-Sprint — you will find the link to the next date there.
