Notion

Before you create an Integration between the Aisera platform and your Notion application, use the following steps to get an Access Token that you will use with the connection.

Prerequisites

1. Create an API token:

   a. Log in to your Notion application. b. Go to your Notion Integrations page. c. Click Create new integration or choose an existing one. d. Copy the Notion integration's Access Token. e. Share a database with your integration.

2. The Notion API is located here.

3. Use your access token when you set up your Integration with the Aisera platform, as described below.

Integration Setup

To create the Notion integration:

1. Choose Settings > Integrations from the left navigation menu of the Aisera Admin UI.

1. Click on the + New Integration button in the upper-right corner.

1. Choose Notion from the Integration options.

1. Provide a Name and the endpoint for your Notion application and click Next.

1. Enter the Notion Access Token that you received in the Prerequisite section.

Enter the Username and Password of the Service User or Admin who has permission to access your Notion data.

Click OK. The success message appears when the integration is successful.

Data Source Setup

After configuring your Notion integration, configure your Notion Data Source.

To create a Notion data source:

1. Choose Settings > Data Sources from the left navigation menu of your Aisera Admin UI.

2. Choose + New Data Source in the upper-right corner.

1. Type Notion in the Search field and Select the Notion icon.

1. Click Next.

2. Enter a Name for your Data Source.

1. Choose the Functions that you want your data source to support. As you choose Functions, the dialog window will expand to give you more options. For most use cases, you can choose Knowledge Base Learning.

1. Choose your Notion Integration from the Integration pull-down list.

2. If you plan to use Event Triggers, create or choose a Data Type for the Triggers before you continue. Then choose that Data Type from the Data Types pull-down list on this page.

3. Select On Demand for the Schedule field.

4. Click Next.

5. The parameters on Step 3 are optional. If you're using an Event Type, you can add it here.

1. Step 4 allows you to add Templates for your Knowledge Articles are also optional.

1. Click Next.

2. Keep the default parameters for Step 5, as shown below.

1. Click Next.

2. Add code for any over-rides or transformations. Your Aisera Team can help you with the format for these.

1. Click OK.

When you see the green success message at the top of your window for a pre-mapped connector, the data from each field is being ingested into your Aisera platform. Open the Data Source Details window to see the mapped fields.