Notion Integration

Use Notion pages as a knowledge source or update Notion databases from chat.

What It Does

BotDesk can read from Notion to answer questions (treating Notion as a knowledge base) and write to Notion databases to log information.

Use Cases

Read Mode (Knowledge Base)

• Index FAQ pages and documentation
• AI answers questions using your Notion content
• Stays in sync automatically

Write Mode (Database)

• Create tasks from chat requests
• Log meeting notes or feedback
• Add rows to a CRM-style database

Setup Steps

Step 1: Connect Notion

1. Go to Actions → Notion in BotDesk
2. Click "Connect Notion"
3. Select which pages/databases to share with BotDesk

Step 2: Enable Read Access

For knowledge base:

1. Go to Data Sources → Notion
2. Select pages to index
3. Content is parsed and added to your AI's knowledge

Step 3: Enable Write Access (Optional)

For updating databases:

1. Go to Actions → Notion
2. Select the database to write to
3. Map fields (e.g., Task Name, Status, Assignee)

Notes

• Only pages you explicitly share are accessible
• Content syncs every 24 hours (or trigger manual refresh)
• Supports rich content blocks (headings, lists, tables)