AI Helpdesk requests read-only access only and never modifies your Notion content.
Prerequisites
- Admin role in AI Helpdesk is required
- You need a Notion account that can access the pages and databases to import
- Knowledge sources must be initialized. If the Knowledge sources section shows the Initialize Knowledge sources button, click it and wait until initialization finishes
Connect Notion
1
Start connecting a source
Select Settings from the left navigation, then open the Integration tab.
Click Connect a source in the Knowledge sources section and select Notion.
2
Choose the connection method
Select Authorize with Notion.
3
Authenticate with Notion
Click the Authorize with Notion button. You are redirected to the Notion authorization page.
Sign in with your Notion account, choose the pages and databases to share with AI Helpdesk, and allow access.
4
Set what to import
After authorization, you return to AI Helpdesk and the Configure Notion screen appears.
Set what to import and click Save Settings (Set what to import).
To set it later, click Skip for now.
5
Start the first sync
Click Start first sync.
To run the sync later, click Skip for now.
6
Confirm the connection
A Notion row appears in the Knowledge sources section.
When the sync finishes, the row’s badge shows Synced.
Set what to import
By default, AI Helpdesk imports every page you shared with it and every row of the databases you shared. To change what to import, set the following on the Configure Notion screen when you connect. To change the settings later, click Edit Config in the menu (…) of the Notion row.- Turn Include database rows on or off (on by default). When it is on, AI Helpdesk imports each row of a shared database or wiki as its own document
- To import only verified pages from wikis, turn on Only sync verified wiki pages
- To import only specific pages, enter their page IDs in Page IDs to sync (optional), one ID per line
- Click Save Settings
- Only sync verified wiki pages skips wiki pages that are not marked as verified in Notion. It does not affect pages outside wikis
- If Page IDs to sync (optional) is empty, all shared pages are included
- If you set Page IDs to sync (optional), AI Helpdesk does not import pages that you did not list. To import a page under one of them, add its ID too
- When Include database rows is on, AI Helpdesk imports the rows of shared databases even if you set Page IDs to sync (optional). To import only the pages you list, turn off Include database rows
Using Notion with the AI Agent
Once connected, the AI agent includes Notion in knowledge searches automatically. The AI agent does not access Notion each time it answers a question. Instead, it searches the content that each sync imports and indexes. Pages you add or update in Notion appear in search results after the next sync. By default, the sync schedule is set to Manual (default). With Manual, Notion syncs only when you click Sync Now. You can find it in the menu (…) of the Notion row in the Knowledge sources section. To sync automatically, open Sync schedule in the same menu and change it to Every hour, Every 6 hours, Daily, or Weekly. You need the AI Helpdesk Admin role to run a sync or change the sync schedule. To explicitly reference Notion in a Playbook step, use the{{document_search}} tool.
Check the sync history
To open the sync history, click the badge that shows the sync status of the Notion row (such as Synced). You can also click Sync history in the row’s menu (…). For what each count in the sync history means, see “Read the sync history” in Confluence integration.Disconnect Notion
1
Open Knowledge sources
Go to Settings > Integration tab and open the Knowledge sources section.
2
Disconnect
Click Disconnect in the menu (…) of the Notion row you want to disconnect.
In the confirmation dialog, click Disconnect.For 5 seconds after you click the button in the dialog, you can click Undo in the notification to cancel the disconnection.
Troubleshooting
The row’s badge shows “Connection broken” or “Sync failed” Check the error in the sync history. If the problem is related to authentication, click Edit credential in the row’s menu (…). Then click Re-authenticate in the confirmation dialog, and authorize with Notion again. Certain pages do not appear in search results- AI Helpdesk does not import pages that you did not share with it during authorization
- If you set Page IDs to sync (optional), pages that you did not list are not imported
- If Only sync verified wiki pages is on, wiki pages that are not verified are not imported

