APPENDIX 1: Complete ‘What Goes Where’ Decision Guide
The Decision Rule: Ask ‘Is this an original document or an operational process?’
Documents → Drive Processes → Notion Summaries and navigation → Notion, linking back to Drive
Google Drive stores the original documents, Notion stores the layer on top - summaries, processes, and tracking.
✅ Lives in Google Drive
✅ Lives in Notion
Original strategy documents
Wiki summaries of strategy (linking to Drive)
Pitch decks and investor materials
Investor pipeline database (tracking status)
Meeting notes and transcripts
Meeting action items and follow-up tasks
Product specs and PRDs
Sprint board and task assignments
Customer research data
CRM-style contact tracking database
Financial model Monthly KPI dashboard summary Sales proposal and SOW templates Sales proposal tracker (sent to whom, status) Partnership agreements Partner directory (company, status, renewal date) Offer letter templates Onboarding checklist with task assignments Privacy policy and terms of service Compliance checklist (GDPR, SOC2 tasks, status, deadline)
APPENDIX 2: Content types and how they connect between Google Drive and Notion
Content Type
Google Drive
Notion
How They Connect
Strategy docs
Full original document ✅
2-paragraph summary
Notion page links to Drive doc
Decision Log
Master Google Doc ✅
One-line entries on Home + Decision History DB
Each Notion entry links to log section in Drive
SOPs / Processes
Archival Google Doc copy
Live wiki page (primary) ✅
Notion SOP links to Drive templates referenced in steps
Financial models
Full spreadsheet ✅
Key metrics summary page
Notion links to Drive spreadsheet
Brand guidelines
Full PDF/Doc ✅
Quick-reference positioning page
Notion links to full guidelines in Drive
Meeting notes
Full transcript/notes ✅
Action items extracted into tasks/sprint board
Task links to meeting notes in Drive
Contracts/Legal
Original documents ✅
Not in wiki (sensitive)
No connection — Drive only with restricted access
Product specs/PRDs
Full spec document ✅
Sprint board tasks referencing the spec
Task links to spec in Drive
Pitch deck
Master deck file ✅
Investor pipeline database entry
Pipeline entry links to deck in Drive
Team directory
Not needed
Team & Roles database ✅
No Drive connection needed — Notion is primary
Tool inventory
Not needed
Our Tools database ✅
No Drive connection needed — Notion is primary
APPENDIX 3: Complete Wiki Page Map on Notion
Wiki Section
Sub-Pages / Content
Links to Drive Folder
🏠 Home
Company overview
Current priorities
Recent decisions
Quick links
‘New Here?’ link
COMPANY-CORE (Decision Log, Context Brief)
⚙️ How We Work
Ship Features, Handle Customer Issues, Make Decisions, Communicate, Onboard New People
OPERATIONS > Team Processes & SOPs
🧠 Company Knowledge
Our Strategy, Our Positioning, Decision History (DB), Key Metrics, Key Documents (DB)
COMPANY-CORE (all subfolders)
👥 Team & Roles
Team database: Name, Role, Responsibilities, Working On, Contact
OPERATIONS > HR & Hiring
🔧 Our Tools
Tool database: Name, Purpose, Users, Login, Admin — includes Drive & NotebookLM entries
OPERATIONS > Tools & Subscriptions
👋 Welcome — Start Here
Sequential onboarding checklist linking to all above sections
Links across all pillars
Suggested Prompts
How does integrating Google Drive and Notion enhance collaboration and information management across different teams?
In what ways can the clear categorization of content types between Drive and Notion reduce inefficiencies or errors in document handling?
How might the ‘What Goes Where’ decision guide evolve as new tools or workflows are introduced within the organization?
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Module 1: The Founder’s AI Core
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The AI Operating System — Architecture for Your Founder’s Second Brain
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Your Company’s Source of Truth — The Google Drive Foundation
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Appendix - Google Drive Foundation
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Deploying Your AI Analyst — Mastering NotebookLM
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Appendix - NotebookLM
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The Self-Service Wiki — Building a Company Brain in Notion
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Appendix - Notion
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The Integration Layer - How information flows through your AI Operating System