Notion

Guidelines to add and index your private Notion Knowledge Source

Prerequisite - Integrating with Notion

To index your Knowledge Source, you must integrate your Notion account with ClearFeed. Begin this on the ClearFeed web app:

1. Navigate to Settings from the nav-bar, and proceed to the Integrations tab.

2. Within the list of available integrations, locate and select Notion.

3. Press the Connect button which will redirect you to Notion's sign-in page. Fill in your credentials and sign in. This step will be skipped if you are already signed in to your Notion account.

4. Select the pages that should be accessible by ClearFeed

5. Successful integration redirects you back to ClearFeed's web app, where a confirmation message is displayed.

• Only the Notion pages explicitly selected during integration setup will be available in the Knowledge Source editor.

• Pages not selected will not appear and cannot be used while adding/managing Knowledge Source.

Integrating with Notion

Indexing Notion Knowledge Source

With the integration complete, you can now index your Knowledge Source

Indexing Notion Knowledge Source

Step 1: Add your first Knowledge Source

• Navigate to AI > Knowledge Sources from the left sidebar in the ClearFeed WebApp.

• Select Notion from the "Add Knowledge Source" dropdown menu in the top right corner.

• Complete the configuration form in the side drawer:

  • Name: Enter a descriptive title for this Knowledge Source

  • Tags: These are identifiers linked with every Knowledge Source, aiding in categorization and structuring. (Notion will be included by default)

  • Pages: Select either:

    • All Pages - to index your entire Notion workspace

    • Specific Pages - choose individual pages from the multi-select menu. You can index specific child pages directly without first selecting their root pages.

  • Auto Reindex Regularly: Enable this option to automatically update the knowledge source every 24 hours

• After saving your addition, the Knowledge Source will either start indexing immediately (reflected by an In Progress status) or will be picked soon (reflected with an Initiated status). Get more details on Managing Knowledge Sources here.

• Reindexing Notion Docs - To reindex Notion documents, manually reindex the knowledge source by clicking the "Reindex" button next to it.

If new pages are added in Notion, or if there are pages you didn’t include during the initial integration, you can update the pages included in the Knowledge Source by reconnecting the Notion integration in ClearFeed. During reconnection, select the pages you want to include so they will appear in the Knowledge Source editor when creating or updating a Notion Knowledge Source.

Reindexing Notion Docs

Using AI Agents

Once you've configured the knowledge sources, learn how to build and use AI Agents

Build AI AgentsUse AI Agents

Manage Knowledge Sources

Once the status of the knowledge source has been indexed, learn more on how to manage the knowledge source below.

Manage

FAQs

1. What happens if my Notion admin is removed from ClearFeed? Answer: The integration remains intact even if the Notion admin is removed from your ClearFeed account.

2. How can I update permissions or add new pages to the Knowledge Source? Answer: To update permissions or include new pages in your Knowledge Source, follow these steps:

   1. Invite the Notion admin back via User Settings.

   2. Ask them to Reconnect Notion from Integrations.

   3. Select the pages you want included in the Knowledge Source.

   4. Once reconnection is successful, the admin can be removed again.

   Always verify that all necessary pages are selected during reconnection to ensure no content is missing from the Knowledge Source.