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Notion

Notion integration in Lleverage enables you to automate knowledge management, documentation, and database workflows directly with your Notion workspace. Create, update, and organize pages and databases while maintaining content structure and team collaboration seamlessly within your automated processes.

Key Features

  • Page management - Create, update, duplicate, and organize Notion pages with rich content

  • Database operations - Query databases, retrieve content, and manage structured data

  • Content handling - Work with blocks, markdown, and various media types

  • Search capabilities - Find pages and databases using advanced search criteria

  • Property management - Handle page properties and database schemas

  • Team collaboration - Add comments and manage page discussions

  • Flexible content - Support for text, lists, media, and structured data blocks

  • Hierarchical organization - Work with parent-child page relationships

Key Notion Concepts

Understanding Notion Structure

  • Page: Fundamental content unit in Notion - can contain text, media, databases, and other blocks

  • Database: Structured collection of pages with properties (like a spreadsheet with rich content)

  • Block: Individual content element within a page (text paragraph, heading, image, list item, etc.)

  • Property: Data field in a database (text, number, date, select, etc.)

  • Schema: Structure definition of a database including all its properties and types

  • Parent: Container page that holds child pages or blocks

  • Query: Filter and search criteria used to retrieve specific database content

  • Metadata: Additional information about pages including creation date, last edited, etc.

Content Types

  • Text blocks: Paragraphs, headings, quotes, and formatted text

  • List blocks: Bulleted lists, numbered lists, and to-do lists

  • Media blocks: Images, videos, files, and embedded content

  • Database items: Individual records within a Notion database

How to Add Notion Integration

  1. Open the Add Action menu using one of three methods:

    • Click the "Add Action" button in the top left corner

    • Click on a connection circle on an existing action card

    • Click and drag from one action to create a connection

  2. Navigate to Notion integration:

    • Select "External Apps" from the categories

    • Search for "Notion" in the provider list, or

    • Scroll down to find Notion in the alphabetical list

  3. Click on Notion to view available actions

  4. Select your desired Notion action from the comprehensive list

How to Connect Your Notion Account

Initial Setup

  1. Click "Connect Notion Account" in any Notion action

  2. Follow the Notion authentication process

  3. Grant necessary permissions for workspace and page access

  4. Your connected account will be available across all Notion actions

💡 Permissions: Ensure you grant appropriate permissions for the workspaces, pages, and databases your workflows need to access.

How to Configure Notion Actions

How to Manage Pages

Create Page

  1. Connect your Notion account

  2. Select Parent Page ID from dropdown (where the new page will be created)

  3. Enter Page Title for the new page

  4. Add Page Content (text, blocks, or markdown)

  5. Configure optional properties:

    • Page Title: Modify the title (already selected by default)

    • Metadata Types: Add creation and modification metadata

    • Page Content: Enhanced content options (already selected by default)

💡 Use case: Automatically create documentation pages, generate project pages from templates, or establish knowledge base articles from workflow data.

Update Page

  1. Connect your Notion account

  2. Select Parent Database ID and Page ID from dropdowns

  3. Configure optional properties:

    • Archive: Archive or unarchive the page

    • Page Metadata Types: Update page metadata

    • Property Types: Modify page properties

💡 Use case: Update documentation based on system changes, modify page properties from external data, or archive completed project pages automatically.

Duplicate Page

  1. Connect your Notion account

  2. Select Page ID to duplicate from dropdown

  3. Choose Parent Page ID where the copy should be created

  4. Configure optional properties:

    • Page Title: Custom title for the duplicated page

💡 Use case: Create page templates for recurring projects, duplicate successful project structures, or generate standardized documentation formats.

Delete Page

  1. Connect your Notion account

  2. Select Page ID to remove from dropdown

⚠️ Warning: This permanently removes the page and all its content. Ensure you have backups if needed.

💡 Use case: Clean up outdated documentation, remove temporary pages, or delete pages when workflows determine they're no longer needed.

How to Search and Find Content

Find Page or Database

  1. Connect your Notion account

  2. Enter Query to search for specific pages or databases

  3. Specify Title for more targeted search

  4. Configure optional properties:

    • Sort Direction: Order results ascending or descending

    • Page Size: Control number of results returned

    • Start Cursor: Pagination starting point (Page ID)

    • Page or Database: Filter by content type

💡 Use case: Locate pages for automated updates, find databases for content integration, or search knowledge base for relevant documentation.

Find Page

  1. Connect your Notion account

  2. Configure optional properties for refined search:

    • Page Title: Search by specific title

    • Sort Direction: Control result ordering

    • Page Size: Limit number of results

    • Start Cursor: Pagination control (Page ID)

💡 Use case: Locate specific pages for workflow operations, find pages matching naming patterns, or audit page structure across workspace.

How to Retrieve Content and Data

Retrieve Page Metadata

  1. Connect your Notion account

  2. Select Page ID from dropdown to get detailed page information

💡 Use case: Get page creation dates for reporting, retrieve page properties for workflow decisions, or audit page metadata for compliance.

Retrieve Page Content

  1. Connect your Notion account

  2. Select Page ID from dropdown

  3. Configure optional properties:

    • Retrieve Children: Include nested blocks and content

    • Retrieve as Markdown: Get content in markdown format instead of blocks

💡 Use case: Extract page content for processing, convert Notion pages to other formats, or analyze page content for workflow decisions.

Retrieve Page Properties

  1. Connect your Notion account

  2. Select Page ID and Property ID from dropdowns

  3. Gets specific property data for the selected page

💡 Use case: Extract specific data fields from database pages, get property values for workflow conditions, or retrieve structured data for integration.

How to Work with Databases

Retrieve Database Content

  1. Connect your Notion account

  2. Select Database ID from dropdown to get all database records

💡 Use case: Export database content for reporting, synchronize Notion data with external systems, or analyze database records for workflow processing.

Retrieve Data by Schema

  1. Connect your Notion account

  2. Select Database ID from dropdown

  3. Gets the property schema (structure definition) of the database

💡 Schema Explanation: A schema defines the structure of your database - what properties (columns) it has, their data types (text, number, date, etc.), and any constraints or options.

💡 Use case: Understand database structure before data operations, validate data types for integration, or audit database configurations across workspace.

Query Database

  1. Connect your Notion account

  2. Select Database ID from dropdown

  3. Enter Filter criteria to specify which records to retrieve

💡 Query Explanation: Queries use filter conditions to retrieve specific database records - like finding all tasks assigned to a person, or all projects with a specific status.

💡 Use case: Retrieve filtered database records for processing, find specific data matching criteria, or generate reports from database subsets.

How to Add Content and Comments

Append Blocks to Parent

  1. Connect your Notion account

  2. Select Parent Block ID from dropdown

  3. Choose Block Types from dropdown options:

    • Append Existing Blocks: Add pre-existing blocks

    • Provide Markdown Content: Create new blocks from markdown

    • Provide Image URL: Create new image blocks from URLs

💡 Block Explanation: Blocks are individual content elements - paragraphs, headings, images, lists, etc. This action adds new content to existing pages.

💡 Use case: Add automated content to documentation pages, append workflow results to project pages, or insert dynamic content based on external data.

Create Comment

  1. Connect your Notion account

  2. Enter Comment text content

  3. Configure optional properties:

    • Page ID: Associate comment with specific page

    • Discussion ID: Add to existing discussion thread

💡 Use case: Add automated progress updates to project pages, log workflow events as comments, or provide system-generated feedback on documentation.

Integration Examples and Workflow Patterns

Automated Documentation Workflow

1. Create Page → Set up new project documentation
2. Append Blocks to Parent → Add standardized sections
3. Update Page → Modify properties based on project data
4. Create Comment → Log project milestones

Database Synchronization Pattern

1. Query Database → Find records matching criteria
2. Retrieve Page Properties → Get current data values
3. Update Page → Synchronize with external system data
4. Create Comment → Log synchronization events

Knowledge Base Management

1. Find Page or Database → Locate existing documentation
2. Retrieve Page Content → Extract current content
3. Append Blocks to Parent → Add new information
4. Duplicate Page → Create templates for similar topics

Project Management Integration

1. Create Page → New project documentation
2. Retrieve Database Content → Get project tasks
3. Query Database → Filter tasks by status
4. Update Page → Reflect current project status

Important Considerations

  • Page IDs and Database IDs are unique identifiers required for most operations

  • Parent-child relationships determine page hierarchy and organization

  • Blocks are the building units of page content (text, images, lists, etc.)

  • Database schemas define the structure and data types of your databases

  • Queries enable filtered retrieval of database content using specific criteria

  • Markdown support allows easy content creation and formatting

  • Comments enable team collaboration and workflow logging

⚠️ Content Structure: Understanding Notion's block-based content system is crucial for effective automation. Plan your content structure before implementing workflows.

How Notion Actions Work in Your Workflow

  1. Add the appropriate Notion action based on your knowledge management needs

  2. Connect your Notion account securely

  3. Configure required fields (page IDs, database IDs, content, etc.)

  4. Set optional properties for advanced functionality

  5. Connect the action to other workflow steps as needed

  6. When the workflow runs, the Notion action will execute the specified operation

  7. Page and database data become available as variables for subsequent workflow actions

Common Workflow Patterns

Automated Knowledge Management

  • Create documentation pages from project data

  • Update pages based on external system changes

  • Synchronize databases with external data sources

  • Generate reports from database queries

Content Creation and Organization

  • Duplicate page templates for consistent formatting

  • Append dynamic content to existing pages

  • Create hierarchical page structures automatically

  • Manage content lifecycle through page properties

Team Collaboration and Tracking

  • Add automated comments for progress tracking

  • Update page metadata for project status

  • Query databases for team reporting

  • Maintain collaborative documentation workflows

💡 Best Practice: Use Notion actions to seamlessly integrate knowledge management into your business processes - from automated documentation creation to data synchronization and collaborative content management across complex organizational structures.

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