What is the problem?
给 AI 工具新手的 Notion 工作流草稿：用一个轻量项目表记录线索、需求、报价、交付和复盘，同时把客户隐私、共享权限和自动化授权列为明日待办。
Quick solution
Treat this as a Upwork tutorial issue. First confirm the environment, inputs, permissions, logs, and delivery boundary. Then use the linked deep guide for the full checklist before changing production code or promising a result.
Read the deep guideDetailed steps
- 新建一个私人 Notion 页面，命名为“客户项目记录”。
- 建一个表格数据库，只添加项目名称、来源、状态、风险等级、下一步、截止时间和复盘。
- 把已有练习项目录入 3 条，不录入客户敏感信息。
- 给每个项目写一句“客户要什么”和一句“我下一步做什么”。
- 为真实客户项目添加报价、交付物、验收方式和沟通记录链接。
- 每天只看“下一步”和“截止时间”，不要沉迷整理页面样式。
Commands or code
The source article does not include a copyable command block. Do not invent commands here; follow the diagnostic steps in the deep guide and validate changes in the real project environment.
Risk notes
Confirm the real project environment, account permissions, platform rules, and output quality before delivery. Do not ship AI-generated changes without human review, and do not claim indexing, income, deployment success, or ranking improvements without measured evidence.