Notion holds the plan. Cedric keeps it up to date.
Cedric is your Notion AI agent. He checks in with the people who own the work, updates your boards and your CRM from their answers, and tells you what changed before every meeting.
Direct message · Reto Steiner
CedricAPP9:02
The website update was due yesterday. What's the status?
Thanks. Marked done in Notion.
Sprint board
Lena BrunnerSep 21
Fabienne WyssSep 24+ New
Reto SteinerSep 17
Nadja MeierSep 18+ New
Reto SteinerSep 17Reto SteinerSep 15+ New
Created and used by people from
A board is only as good as its last update.
Teams build a CRM or a Kanban in Notion, then stop updating it, because updating is nobody's job. Two weeks later nobody trusts the board and the status meeting is back. Cedric makes the updating his job.
Notion holds the plan.
Cedric keeps it current.
From a stale board to a current one.
1. Connect Notion and share your boards
Select pages to share with Cedric
Cedric sees only what you share. He reads the boards and learns who owns what.
2. Cedric checks in with the owners
The website update was due yesterday. What's the status?
Thanks. Marked done in Notion.
A direct message with one-tap answers, when a date passes or a card stops moving.
3. Review the suggested changes
Three things on the board no longer match this week's threads.
Halcyon deal to Contract sentApproveEditRejectSecurity pack, due FridayApproveEditRejectForecast rewrite, owner LenaApproveEditRejectWhat Cedric infers from threads and calls comes to you first. Approve, edit or reject each change.
4. Notion is current, and the team is briefed
Monday sync in 30 minutes. Since last week:
Four cards changedupdatedPricing page copyblocked on legalForecast rewriteno answerBefore the meeting, everyone gets what changed, what is blocked and what is still open.
Walk into the meeting already knowing.
On Monday morning Cedric asks each owner about their open work. Their answers update Notion, and the brief lands in the channel before the sync: what changed, what is blocked, who has not answered.
Monday, 9:00 · Cedric checks in
Three cards updated in Notion
Changed
Website updateDoneHalcyon dealContract sentSecurity packSep 18Blocked
Pricing page copyBlockedNo answer
Forecast rewriteLena, asked twiceThe meeting starts at the decisions, not at the status round.
What Cedric does in Notion.
Ask the owner, update the board
When a task passes its due date, Cedric asks the person who owns it. One tap answers, and Notion changes to match.
- Spot overdue and stale cards
- Message the owner directly
- Answers in one tap
- Update the card from the answer
- Ask for a new date when late
- Run every morning, or before a meeting
@Cedric Every morning, check with owners on anything overdue in the sprint board and update it.
CedricAPP9:02
The security pack is due today. What's the status?
New date?
Moved to Friday in Notion. Lucia will see it in the brief.
Suggested changes, one review
Cedric reads the channel, the calls and the answers, and proposes the edits your board is missing.
- Status changes from what was said
- New due dates
- Missing owners
- Cards nobody created
- Duplicates and stale cards flagged
- Approve one, or all at once
@Cedric What on the sprint board no longer matches what we said this week?
Sprint board
| Task | Status | Due |
|---|---|---|
| Website update | Done | Sep 17 |
| Security pack | In progress | Sep 18 |
| Forecast rewrite | Not started | Sep 21 |
Was In progress and Sep 16. Also: Lena as owner of the forecast.
Know what changed before you sit down
Thirty minutes before the meeting, Cedric posts what moved on the board since last time, what is blocked, and who has not answered.
- What changed since the last meeting
- What is blocked, and on whom
- Overdue items, with owners
- Open decisions
- Posted where the team reads
- On the calendar's schedule
@Cedric Before every Monday sync, post what changed on the board and what is blocked.
Changed
Blocked
A Notion CRM that stays current
A CRM in Notion goes stale because updating it is nobody's job. Cedric updates the record after the call and chases the deals nobody touched.
- Update the stage after a call
- Log the last contact
- Set the next step and date
- Add notes from the meeting
- Flag deals untouched for two weeks
- Ask the owner what happened
@Cedric Update Halcyon in the CRM from today's call, and list the deals nobody touched in two weeks.
CRM /Deals /Halcyon
Halcyon
Lucia MoreauFour other deals have not been touched for 14 days. Ask their owners?
Cards created when the work is agreed
Work agreed in a thread or a call becomes a card with an owner and a date, so the board starts complete.
- Create cards from a thread
- Create cards from a call
- Owner and due date filled in
- Linked to the project
- Move cards as work lands
- Close what shipped
@Cedric Create cards for the three things we just agreed, with owners, due Friday.
Sprint board
Reto SteinerSep 25Nadja MeierSep 25Fabienne WyssSep 25+ New
Nadja MeierSep 18+ New
Answers from the page, with the page named
Ask in the channel. Cedric searches the workspace, answers with the source, and flags the pages that disagree.
- Search the whole workspace
- Answer with the page cited
- Query databases in plain words
- Say when the page last changed
- Flag pages that contradict
- Propose the fix
@Cedric What did we decide about retries in the payments spec?
Engineering /Specs /Payments spec
Payments spec
Retries
Three retries with exponential backoff, then dead-letter. Decided after the June 12 incident review.
Two other pages still say five retries.
Decisions and meeting notes, filed
What the team decided lands in the decision log the same day, with who decided it and why.
- Add decisions to the log
- File meeting summaries
- Update project pages
- Update the roadmap
- Document a new process
- Link the thread it came from
@Cedric Add today's decisions to the decision log and update the Halcyon project page.
Decision log
| Decision | Date | Decided by |
|---|---|---|
| Pilot agreed: 20 seats, 8 weeks | Sep 17 | Lucia |
| Pricing test extended two weeks | Sep 17 | Fabienne |
| Paid social restarts Monday | Sep 14 | Reto |
+ New page
Stop chasing your team. Let Cedric do it for you.
One message to Cedric becomes every follow-up, every week. He asks the owner, records the answer and updates Notion, and you stop being the person who chases.
@Cedric follow up with owners on anything overdue on the sprint board, and keep it updated.
On it, every weekday at 9:00. You get the summary before Monday's sync.
Cedric's messages this week14 follow-upsTo Reto SteinerMon 9:00
The website update was due Friday. What's the status?
To Nadja MeierMon 9:00
The security pack is due today. Still on track?
To Fabienne WyssTue 9:00
The pricing page copy has not moved in five days. Is something blocking it?
To Lena BrunnerWed 9:00
Asking again: can you take the forecast rewrite, due Monday?
And ten more like these. From you this week: none.
Updates from everywhere the work happens.
A deal moves in a call, a task ships in a pull request, a date slips in a thread. Cedric reads those tools too, so Notion hears about it.
Gmail
Google Meet
Zoom
Google Calendar
Granola
HubSpot
Salesforce
Pipedrive
Stripe
Linear
GitHub
Jira
SentryPlus a catalog of 3,200 more apps. See all integrations →
You remain in control.
You choose what Cedric can see, and nothing in Notion changes without a person's yes.
Cedric sees only the pages and databases you share when you connect Notion.
An owner's tap updates their own card. Anything Cedric infers waits for approval.
Each suggestion shows the old value and the new one. Edit it in the same reply.
What was asked, who answered, and what changed in Notion, in one view.
Check-ins run when you say: every morning, before a meeting, or only when asked.
Cedric never reorganizes the workspace. He flags pages that contradict each other.
Cedric remembers who owns what and how your team works, so the right person gets the question. How approvals work →
Private, in your control,
and Swiss based.
Private.
In your control.
Swiss based.
Notion AI agent, answered
An assistant that works inside your Notion workspace on your behalf. Cedric searches the workspace, queries your databases, reads and writes pages, and keeps boards and records current by asking the people who own the work.
He reads the board on a schedule you set, finds what is overdue or has not moved, and asks the owner in a direct message with one-tap answers. The answer updates the card. Changes he infers from threads and calls come to you as suggestions first.
No. Every write follows a yes. When an owner taps Completed, that tap is the yes for their own card. Anything Cedric infers on his own is proposed and waits. How approvals work has the rule.
Yes. A Notion CRM is a database, and Cedric queries and updates databases. He updates the deal after a call, logs the last contact, and lists the deals nobody has touched.
Yes. Ask once and he posts the brief before every occurrence: what changed on the board since the last meeting, what is blocked, and who has not answered. See meeting prep.
Nothing changes on the board. Cedric asks once more, then lists the item as unanswered in the brief, so the question gets asked in the room.
Only the pages and databases you share with the connection when you connect Notion. You can change that in Notion at any time, and remove the connection in one click.
No. Structure, permissions and what counts as the source of truth stay with your team. Cedric edits pages on approval and flags pages that contradict each other.
Works well with Notion
AirtableBases read, searched and updated from the thread: records, fields, comments, on your yes.
ConfluencePages searched, read, written and updated from the thread, each new version on your yes.
Google DriveFiles found, read, moved and shared from the thread, every share and delete on your yes.
Google DocsDocuments created, read in full and edited in one pass from the thread, on your yes.
DropboxFiles found, organized and shared by link from the thread, every share and delete on your yes.
DocuSignAgreements sent, tracked, chased and retrieved from the thread, every send on your yes.
Stop asking whether the board is up to date.
Connect Notion to Cedric, set up your Notion AI agent in minutes, and let the check-ins, the updates and the pre-meeting brief run on their own.
Connect Notion to CedricNo credit card required. Every change to Notion follows a yes.