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AI Operations Registry Setup

Set up your personal AI Operations Registry in Notion to track business processes, workflows, AI assets, and connected applications.

Prerequisites

  • Notion account (free or paid)
  • Basic familiarity with Notion databases

Quick Setup (5 minutes)

Step 1: Open the Template

Click this link to access the AI Operations Registry template:

AI Operations Registry - Template

Step 2: Duplicate to Your Workspace

  1. Click the "Duplicate" button in the top-right corner
  2. Select your destination workspace
  3. The template will copy to your workspace with all 4 databases and sample entries

Step 3: Verify the Copy

After duplication, confirm you have:

  • [ ] Business Processes database with 3 sample entries
  • [ ] Workflows database with 3 sample entries
  • [ ] AI Assets database with 3 sample entries
  • [ ] Apps database with 3 sample entries
  • [ ] Relations between databases are working (click a workflow to see linked items)

Understanding the Registry Structure

The Four Databases

Database Purpose Key Fields
Business Processes High-level business functions Domain, LOB, Description
Workflows Specific workflows within processes Status, Type, Trigger, Process Outcome
AI Assets Skills, prompts, agents, projects Asset Type, Platform, Status, Dependencies
Apps Connected applications & integrations Type, Auth Type, Connection Status

How Relations Work

The databases are linked to show how your operations connect:

Business Process → Workflows → AI Assets
                           ↘ Apps
  • Each Business Process contains multiple Workflows
  • Each Workflow can use multiple AI Assets and Apps
  • Changes propagate automatically through relations

Customizing Your Registry

1. Update Domain Options

Edit the Domain select field in Business Processes to match your business areas: - Click any Domain cell → "Edit property" → Add/remove options

2. Add Your Asset Types

Customize the Asset Type options in AI Assets: - Skill, Prompt, Agent, Project, Context MD, etc.

3. Configure App Types

Update the Type field in Apps for your integration patterns: - API, MCP Server, Native Integration, Webhook, AI Browser

Next Steps

  1. Clear sample entries - Delete the example data when ready
  2. Add your first process - Start with one business domain
  3. Document existing workflows - Capture what you're already doing
  4. Connect to Claude - Add the Notion MCP server to give Claude access to your registry

Connecting to Claude (Optional)

To let Claude read and update your registry:

  1. Configure the Notion MCP server (see Notion MCP documentation)
  2. Share your registry page with the Notion integration
  3. Ask Claude to help you document workflows or suggest AI assets

Troubleshooting

Relations not copying correctly? - This is rare with Notion duplicates. Try duplicating again. - Ensure you're duplicating the entire page, not individual databases.

Can't find the template? - The template must be shared publicly. Contact the course instructor if the link doesn't work.

Need to start over? - Delete your copy and duplicate the template again.

Questions?

Post in Slack or attend office hours for setup support.