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- #026 | Call Notion in ChatGPT Prompts
#026 | Call Notion in ChatGPT Prompts
After connecting Notion + ChatGPT, unlock this nifty use case for managing your finances.
Matt Shelton
August 05, 2025
In partnership with
Notion Kits
Unlock a Personal AI Finance Advisor by Referencing Notion Pages in ChatGPT in <1 Minute and Reach your Money Goals Faster
This week’s Notion Kit shows you how to seamlessly reference any Notion page in ChatGPT prompts, plus how to create a personal AI Finance advisor.
You’ll easily track your expenses in Notion, then ChatGPT will provide unique suggestions for reaching your financial goals more quickly based on your spending habits.
Track your expenses
Reference Notion in a ChatGPT prompt
Speak to ChatGPT like it were a personal finance advisor
Receive tailored suggestions based on your goals and progress
Great for people saving up for a big purchase who want a finance advisor without the cost.
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Notion Kits #026 | Access Notion in ChatGPT Prompts
It’s never been easier to reference Notion from inside ChatGPT.
This week’s Notion Kit shows you how to point ChatGPT to your Notion workspace as a source and use natural language prompts to pull real insights from your data.
The example: your expense tracker.
Once connected, you’ll be able to ask ChatGPT things like:
“Based on my spending habits and goals in Notion, what categories should I cut back on?”
“What trends do you notice in my spending over the last 3 months?”
“How close am I to hitting my monthly savings target?”
And because ChatGPT can reference your actual goals, categories, and transaction data, the advice feels less generic and more like a money-savvy co-pilot.
Let’s build it. 👇
🛠 How to Reference Notion within ChatGPT:
Connect Notion + ChatGPT (if you haven’t done so, check out last week’s Notion Kit)
In ChatGPT, type “Notion”
The word “Notion” should turn blue, verifying that your workspace is being referenced
In quotations, additionally state which page title ChatGPT should reference. In this example, the page title is “Expense Tracker”.
Duplicate my Expense Tracker
Receive the financial insights ChatGPT has to share!
🧠 Try This Prompt:
You're my personal financial advisor, take a look at my "Expense Tracker" in Notion and give me a monthly recap for July based on my spending habits and stated goals. If you see room for improvement, provide suggestions.
ChatGPT may respond with:
A table summary of spending by category
Insights from comparing total spending versus your goals
Suggestions for what to do with savings
😏 Steal the Template → Duplicate Expense Tracker
This Notion Kit Stacks Great With:
Still haven’t connected Notion + ChatGPT?! Do so in <1 minute with last week’s Notion Kit!
Prep Full Meals For Week Based on What You Have in Fridge in 2 Mins with Voice-Controlled AI Assistant in Notion.
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Cheers,
Matt
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