Notion integration overview

Overview

Notion is a collaboration platform for notes, wikis, tasks, databases, and project tracking. Persona’s integration with Notion helps teams sync operational data between Persona workflows and Notion pages or data sources.

This integration reduces manual updates by allowing teams to create, retrieve, update, and query Notion content directly from Persona workflows. It is especially useful for teams that use Notion to track investigations, escalations, reviews, or internal operations.

Benefits

Automated documentation: Create Notion pages from Persona events such as verification failures, fraud alerts, or manual review escalations.

Centralized tracking: Keep investigation notes, review outcomes, and operational records organized in Notion.

Improved workflow efficiency: Query and update Notion pages or data sources without switching between systems.

Integration Features

Persona’s Notion integration supports workflow automation across Notion pages and data sources. Key capabilities include:

• Create pages: Automatically create Notion pages under an existing page or data source.
• Retrieve pages: Pull page properties into Persona workflows for additional context.
• Update pages: Update page properties, icons, covers, archive status, lock status, or templates.
• Query data sources: Search Notion data sources using filters, sorts, pagination, and property selection.
• Flexible content creation: Add page children such as paragraphs, headings, lists, tables, callouts, to-dos, embeds, and more.

Setting up the Notion integration

Prerequisites

To set up the Notion integration, ensure you have:

• Access to your Notion workspace.
• Permission to authorize integrations in Notion.
• Access to the pages or data sources you want Persona to use.

Setting up the Notion credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click Notion.
2. Click Add Credential at the top of the page.
3. Enter a credential nickname and click Continue.
4. Log in to Notion if prompted, then authorize Persona’s requested permissions.
5. Select the Notion workspace, pages, or data sources Persona should be able to access.
6. Save the credential.

Using the Notion integration in a workflow

1. Create a new workflow, or open an existing workflow you’d like to update.
2. Add a new Action Step > Integrations.
3. Select the Notion integration and choose your Notion credentials.
4. Configure the required input fields, such as Page ID, Data Source ID, parent page, or page properties.
5. Save and publish the workflow.

Notion Operations Overview

Persona can take direct actions on Notion pages and data sources using Notion’s API. These actions help teams manage investigation records, operational notes, and structured tracking workflows without leaving Persona.

Query Data Source Workflow Action Step

Retrieves pages from a Notion data source based on optional filters, sorting, and pagination settings.

Configuration Steps:

Provide values for required fields:

• Data Source ID

Optionally configure:

• Filters
• Sorts
• Pagination
• Returned properties

Create Page Workflow Action Step

Creates a new Notion page as a child of an existing page, data source, or workspace.

Configuration Steps:

Provide values for required fields:

• Parent
• Page properties

Optionally configure:

• Page content blocks
• Icon
• Cover
• Page position
• Template

Retrieve Page Workflow Action Step

Retrieves a Notion page’s properties and metadata.

Configuration Steps:

Provide values for required fields:

• Page ID

Returned data may include:

• Page properties
• Parent information
• Icon and cover
• URL
• Created and last edited timestamps
• Archive or trash status

Update Page Workflow Action Step

Updates an existing Notion page’s properties or attributes.

Configuration Steps:

Provide values for required fields:

• Page ID

Optionally update:

• Page properties
• Icon
• Cover
• Archive or trash status
• Template
• Lock status

FAQs

Why can’t Persona access a page or data source?

Persona can only access Notion pages or data sources that were shared with the integration during authorization. Reconnect or update the credential if additional access is needed.

Does retrieving a page include the full page content?

No. The retrieve page action returns page properties and metadata, not full block content.

Can I create pages inside a Notion database or data source?

Yes. Pages can be created under a supported parent, including a Notion data source.