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Notion

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Written by Johan Åkerman

Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect Notion to Sana to search, read, and summarize your Notion pages and databases. Get instant answers from your workspace and use Notion content directly in Sana chats.

In summary, the connector has the following key characteristics:

  • Category: Documents

  • Connector type: Real-time

  • Auth type: OAuth

  • Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

Search pages

Read pages

Create pages

Update pages

Search databases

Read databases

Create databases

Update databases

Add comments

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Notion. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Append block

Create comment

Create database

Create page

Get current user

Query database

Retrieve database schema

Retrieve page

Search

Update database

Update page

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Notion.

Trigger

New Comment Created

New Data Source Created

New or Updated Page in Data Source (By Property)

New or Updated Page in Data Source (By Timestamp)

New Page in Data Source

New Webhook Event (Instant)

Page or Subpage Updated

Page Properties Updated (Instant)

Page Updated

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions.

Set up instructions

Prerequisites:

  • You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.

  • Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find Notion in the list of available connectors

Scroll to the Available connectors section and locate Notion.

Note: If you can't find a connector in this list, it means one of the following:

  1. You've already connected it — check the ”Active connectors” section at the top of the connectors page, or

  2. Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the Notion card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Sign in to Notion and approve the requested scopes

You'll be redirected to Notion to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 6: Complete the set up

You've successfully connected your Notion account. Click Continue to complete the setup and start using the connector.

Known limitations

  • Teamspaces: You can select pages from multiple teamspaces during set up, but once connected, the agent has no awareness of which teamspaces you've connected.

  • Search: The connector searches by page title only, not by content inside pages.

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