Use Notion with AI
Connect nowKeep procedures and checklists to hand.
Team work & knowledge
Using Notion in an agency
Notion is where some branches keep procedures: how we confirm a viewing, how we handle a fall-through. The assistant can read the current page and follow it. It should not rewrite the procedure while using it. If the page is stale, a person edits it.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- ReadRead team tasks and notes
- Update recordsCreate tasks and handovers
Before you connect
- Account you’ll need
- A Notion workspace
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does Notion need?
A Notion workspace
Will a bot change Notion without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Notion partner?
No. You connect an account you or your agency already have, through Notion’s own sign-in, where that connection is in the catalogue.