Documentation
Integrations
Notion

Notion Integration

Connect your Notion workspace to Chatlo for AI-powered knowledge base management and automated content synchronization.

Overview

Notion integration allows your AI agent to access and learn from your Notion workspace, providing accurate responses based on your documentation, processes, and knowledge base.

📚 Benefits

  • • Centralized knowledge base
  • • Real-time content sync
  • • Multi-page support
  • • Version control tracking

⚡ Features

  • • Automatic page indexing
  • • Database integration
  • • Content categorization
  • • Search optimization

🎯 Use Cases

  • • Company documentation
  • • Product information
  • • Process guidelines
  • • FAQ management

Requirements

Prerequisites

  • ✓Active Chatlo account with AI agent
  • ✓Notion workspace with content
  • ✓Notion API access
  • ✓Admin access to workspace

Technical Requirements

  • •Notion integration token
  • •Database permissions
  • •Page access rights
  • •Stable internet connection

Step-by-Step Integration Guide

1

Create Notion Integration

Set up a new integration in your Notion workspace to generate API credentials.

  1. Go to notion.so/my-integrations
  2. Click "New integration" button
  3. Enter integration name (e.g., "Chatlo AI Assistant")
  4. Select your workspace from the dropdown
  5. Choose appropriate capabilities (Read content)
  6. Click "Submit" to create the integration

Note: Copy and save your Internal Integration Token securely.

2

Share Pages with Integration

Grant your integration access to specific pages or databases in Notion.

  1. Open the Notion page you want to share
  2. Click the "Share" button (top right)
  3. Click "Add people, emails, groups, or integrations"
  4. Search for your integration name
  5. Select your integration and set appropriate permissions
  6. Repeat for all relevant pages/databases

Tip: Share parent pages to automatically include child pages.

3

Create Notion Connection in Chatlo

Set up the Notion integration in your Chatlo workspace.

  1. Log in to your Chatlo dashboard
  2. Navigate to "Integrations" → "Knowledge Sources"
  3. Click "Add Knowledge Source"
  4. Select "Notion" from the available options
  5. Enter your Notion Integration Token
  6. Click "Connect" to establish the connection

Success: Connection status should show "Connected"

4

Select Pages to Index

Choose which Notion pages and databases should be indexed by your AI agent.

  1. In Chatlo, go to your Notion integration settings
  2. Click "Browse Notion Pages"
  3. Select pages/databases you want to index
  4. Configure indexing frequency (real-time, hourly, daily)
  5. Set content categories and tags
  6. Save your selection

Recommendation: Start with your most important documentation pages.

5

Configure Sync Settings

Customize how your Notion content is synchronized and processed.

  1. Choose sync frequency (real-time, scheduled, or manual)
  2. Configure content processing rules
  3. Set up content filtering (include/exclude patterns)
  4. Define page hierarchy and relationships
  5. Configure metadata extraction

Pro Tip: Use real-time sync for frequently updated content.

6

Test Content Access

Verify that your AI agent can access and understand your Notion content.

  1. Trigger initial content sync
  2. Check sync status and any errors
  3. Test AI responses with Notion content
  4. Verify content accuracy and relevance
  5. Review indexed content in Chatlo dashboard

Testing: Ask questions about your Notion documentation to verify accuracy.

7

Configure AI Training

Optimize how your AI agent learns from Notion content.

  1. Define content priority levels
  2. Set up content relationships and cross-references
  3. Configure response templates based on content type
  4. Establish fallback responses for missing information
  5. Train AI on specific terminology and context

Training Time: Allow 24-48 hours for optimal AI learning.

8

Monitor and Optimize

Continuously monitor performance and optimize your knowledge base.

  1. Review AI response accuracy regularly
  2. Monitor content sync status and errors
  3. Update Notion content based on user feedback
  4. Optimize content structure and organization
  5. Track knowledge base usage analytics

Best Practice: Review and update content monthly for optimal performance.

Supported Notion Content Types

📄 Page Content

  • ✓Text blocks and paragraphs
  • ✓Headers and subheaders
  • ✓Bulleted and numbered lists
  • ✓Code blocks and snippets
  • ✓Quote blocks and callouts

📊 Database Content

  • ✓Database properties
  • ✓Table rows and entries
  • ✓Select and multi-select options
  • ✓Date and time properties
  • ✓Relation and rollup properties

🔄 Sync Capabilities

  • • Real-time content updates
  • • Incremental sync for efficiency
  • • Version history tracking
  • • Content change notifications

Troubleshooting

Content Not Syncing

Check integration permissions and connection status.

  • • Verify integration token is valid
  • • Check page sharing permissions
  • • Ensure workspace access is granted
  • • Review sync logs for errors

AI Responses Inaccurate

Optimize content structure and training data.

  • • Review content organization and hierarchy
  • • Check for conflicting information
  • • Update outdated content
  • • Improve content clarity and structure

Database Content Missing

Verify database permissions and structure.

  • • Check database sharing settings
  • • Verify integration has database access
  • • Review database property types
  • • Check for large database size limits

Best Practices

✅ Do's

  • • Organize content with clear hierarchy
  • • Use consistent naming conventions
  • • Include relevant keywords
  • • Keep content up-to-date
  • • Use proper formatting
  • • Test content accessibility

❌ Don'ts

  • • Create overly complex page structures
  • • Include sensitive information
  • • Use inconsistent terminology
  • • Forget to update outdated content
  • • Ignore content organization
  • • Skip testing integration

Next Steps

Now that your Notion integration is active, here are some ways to maximize its effectiveness:

📈 Analytics

Monitor knowledge base usage and content effectiveness

🎯 Optimization

Refine content structure based on user interactions

🔄 Expansion

Add more pages and databases as your knowledge grows