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AI for Social Services Case Worker
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What you'll accomplish

You'll build a personal caseload dashboard in Notion (separate from the state system) where you can track required visit dates, upcoming court deadlines, and case status at a glance. Notion AI will help you maintain it and generate weekly case summaries for supervisory conferences.

What you'll need

  • A Notion account (free at notion.so)
  • Your current caseload list with required action dates
  • Time needed: 45-60 minutes to build; 10 minutes per week to maintain
  • Cost: Free / $10/month for Notion Plus (adds more AI features)

Personal Caseload Tracker in Notion

Step 1: Create a Notion Account

Go to notion.so. Click Get Notion free and sign up with your personal email. Choose "For personal use" when asked.

What you should see: The Notion workspace: a sidebar on the left and a blank page in the center.

Tools:Notion