Plans and permissions:
- Add-on: AI agents or Copilot, billed separately
- Connect Notion: Admin role, or a custom role with Configure third-party integrations set to Can configure third-party integrations
Use the Notion integration to let Copilot and AI agents use your Notion pages when they draft replies and resolve cases. You choose which pages to sync by sharing them with an internal integration in Notion, and Assembled keeps them up to date.
To set it up, go to Configure > Third-party integrations and find the Notion card under AI products only.
Note: You need permission to create integrations in your Notion workspace.
Connect Notion
- In Notion, create an internal integration and copy its token. Notion explains how in Create an internal integration.
- In Notion, share the pages you want to sync with the integration. Share your top-level pages: their child pages sync automatically.
- In Assembled, go to Configure > Third-party integrations. On the Notion card, select Configure integration.
- In Internal Integration Token, paste the token.
- Select Add.
Assembled starts syncing the shared pages, and then checks them for updates every 5 minutes. To sync more pages later, share them with the integration in Notion.
Access levels for Notion pages
Notion pages sync as Internal knowledge, which Copilot can use. To let AI agents use a page in replies to customers, change its access level to External in Configure > Knowledge. See Knowledge access levels.
If a page doesn’t sync, check that it’s shared with the integration in Notion. If it still doesn’t appear, contact our team.