Notion Mail Starter Guide

Introduction

• Notion Mail is a new email client by Notion
• Questions to address:
  • What can Notion Mail do?
  • How to get started?
  • Does it integrate with Notion and Notion Calendar?
  • Is it worth switching email clients?

Interface Overview

• Onboarding Workflow: Select views and setup, customizable to specific needs.
• Main UI:
  • Familiar sidebar on the left
  • Main screen shows inbox with senders, subject lines, and properties
• First Email:
  • Send via top right corner or use shortcut 'C'
  • Many keyboard shortcuts available

Sidebar and UI Elements

• Sidebar Views: Innovations in Notion Mail
• Email Sections: All mail, sent, drafts, settings, templates
• App Switcher: Jump between Notion and Notion Calendar
• Settings Options: Auto label, filters, groups, view settings

Initial Settings

• Dark/Light Mode: Toggle via settings
• Reading Style: Side peek, center peek, full page
• Font Size and Auto Advance: Preferences for readability
• Signature Settings: Import from Gmail, customize for replies and forwards

Creating Views

• Customization: Create new views, configure manually or use templates
• Filter Options: Use filters to organize emails by sender, label, etc.
• Grouping Options: Group by date, read/unread, sender, domain
• Properties Management: Customize email properties display
  • Add custom properties, like text or status

Status Properties

• Default vs Custom Status: Use to track email progress
  • In Progress, Done, Not Started, etc.
• Managing Statuses: Edit properties, colors, and order
• Data Architecture Insight: Understanding Notion's approach to databases and properties

Fixing Inbox Issues

• Skipping Inbox: Feature to send certain emails to new views
• Restoring Main Inbox: Remove unwanted filters to restore emails

Integration and Limitations

• Current Support: Only works with Gmail
• Future Plans: Outlook and IMAP integration, mobile app development

Setting Up Notion Mail

• Workflows: Think about how you work with email; customize views and labels
• AI and Rules: Use rules and AI to categorize emails (action, read later, save/store)
• Notion Mail as a Tool: Transform email into actionable workflows

Practical Examples

• Notion Consulting: Use views and labels for client communication
• Email Sorting: Use AI labeling and manual sorting for organizing emails
• Prompt Refinement: Use AI prompts for auto-labeling specific types of emails

Templates and Snippets

• Creating Snippets: Use snippets to quickly insert text into emails
• Dynamic Variables: Personalize snippets with dynamic data

Writing Experience

• Email Composition: Use Notion blocks within emails for formatting
• Scheduling Block: Integrate with Notion calendar for scheduling directly in emails

Keyboard Shortcuts

• Efficiency: Use keyboard shortcuts for faster navigation and email management
• Customization: Customize hover actions for specific views

Conclusion

• Features Recap: Notion Mail offers customizable views, integration possibilities, and AI assistance.
• Future Potential: Awaiting further integration with Notion products and enhanced AI capabilities.
• User Feedback: Encouraged to explore and make the switch if it fits their workflow needs.