Set up the sync
1
Open Data Sources
Go to AI Training → Data Sources.
2
Start the Notion connection
Click Add source → Notion. There are no credential fields — Notion uses OAuth.
3
Authorize in Notion
Click Connect. A Notion authorization page opens. This is where you choose what OpenCX can read:
- Allow access to all pages — broadest. The connector can see every page in the workspace it’s installed in.
- Select pages — narrow. Pick specific pages or databases. OpenCX only sees those.
4
Wait for the first sync
The first pull indexes every accessible page and its content. Size depends on how much you shared — small workspaces finish in minutes, larger ones take longer.
5
Verify in AI Instructions
Open AI Training → AI Instructions. Each page appears under Notion as one article, titled after the page and linked back to its page URL.
What gets synced
Pages
Pages
Every Notion page the OAuth scope grants access to — both top-level pages and sub-pages.
Page content
Page content
Headings, paragraphs, lists, to-dos, quotes, callouts, code and tables inside each page, including nested blocks, are assembled into that page’s article in reading order. Edits to a page’s content show up on the next incremental run. Images and files contribute their captions only.
Databases as pages
Databases as pages
Database rows in Notion are treated as pages at sync time. The AI sees each row’s content but doesn’t query the database structurally.
Changing scope later
To expand or narrow what the connector sees:- Remove the connection from Data Sources in OpenCX.
- In Notion, visit Settings → Connections and revoke the OpenCX integration (or leave it and skip this step if you’ll re-authorize).
- Re-add the source in OpenCX and re-authorize — this time picking a different set of pages.
Limits
Related Documentation
Notion overview
What this source does.
Troubleshooting
Missing pages, re-authorization.
Website crawler
For publicly-shared Notion pages.
Connect a knowledge source
All sources.