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Notion Integration

Connect Calmo to your Notion workspace to enable workspace data access and knowledge management through AI assistance. This integration provides access to 24 specialized tools across 7 categories for complete knowledge management and collaboration workflows.

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Overview

The Notion integration transforms how your team handles knowledge management and workspace collaboration by providing:

• Intelligent Database Operations - AI-powered database querying and content analysis
• Advanced Page Management - Comprehensive page creation, modification, and content extraction
• Smart Block Manipulation - Precise block-level content management and organization
• Collaborative Features - Enhanced commenting and collaboration workflows
• Powerful Search - AI-enhanced search across your entire Notion workspace
• Safe Operations - Read-only tools enabled by default with controlled write access

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Key Capabilities

When connected, Calmo gains access to 24 Notion tools across 7 categories:

Category	Tools	Capability
Users	3 tools	Manage and retrieve Notion users
Databases	3 tools	Query, update, and retrieve databases
Pages	3 tools	Work with Notion pages and content
Blocks	5 tools	Manipulate Notion blocks and content structure
Comments	2 tools	Read and create comments for collaboration
Search	1 tool	Search across your Notion workspace
Properties	1 tool	Work with page properties and metadata

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Prerequisites

• Notion workspace with integration permissions
• Admin access to create integrations and generate tokens
• Calmo account with team or personal workspace

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Setup Process

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Step 1: Create Notion Integration

Create Internal Integration:

1. Navigate to Notion Integrations Dashboard
2. Click + New integration
3. Configure integration settings:
   • Name: “Calmo Integration”
   • Associated workspace: Select your target workspace
   • Type: Internal integration
4. Configure capabilities (based on desired tool access):
   • Read content: Required for all read operations
   • Update content: Required for write operations
   • Insert content: Required for content creation
   • Read comments: Required for comment access
   • Insert comments: Required for comment creation
5. Submit the integration creation

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Step 2: Generate Integration Token

Get Integration Token:

1. After creating the integration, navigate to its settings page
2. Copy the Internal Integration Token immediately
3. Store the token securely - you’ll need it for the Calmo connection

Integration Token Security:

• Tokens provide access to shared pages and databases only
• Tokens do not grant access to private content unless explicitly shared
• Regularly rotate tokens according to security policies

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Step 3: Share Content with Integration

Share Pages and Databases:

1. Navigate to the Notion pages or databases you want to access through Calmo
2. Click Share in the top-right corner
3. Click Add connections
4. Search for and select your “Calmo Integration”
5. Confirm the connection

Important Notes:

• Only shared content will be accessible through the integration
• Sharing can be done at the page or database level
• Sub-pages inherit sharing permissions from parent pages

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Step 4: Connect to Calmo

1. Navigate to Integrations in your Calmo dashboard
2. Click Notion integration
3. Enter your Integration Token
4. Configure tool permissions:
   • ✅ Read-only operations enabled by default
   • ❌ Write operations disabled for safety
5. Test the connection using the built-in connection test
6. Complete the integration setup

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Tool Categories & Configuration

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Users (Safe)

Default: Enabled - User management and identification

• API-get-user - Retrieve a single Notion user by ID
• API-get-users - List all users in the workspace
• API-get-self - Get information about the current integration

Use Cases: Team identification, user directory, collaboration management

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Databases (Mixed Safety)

Default: Read operations enabled - Database management and querying Read Operations (✅ Enabled by default):

• API-post-database-query - Query databases with filters and sorting
• API-retrieve-a-database - Retrieve database schema and configuration

Write Operations (⚠️ Disabled by default):

• API-update-a-database - Update database properties and configuration

Use Cases: Data analysis, content discovery, database administration, reporting

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Pages (Mixed Safety)

Default: Read operations enabled - Page content management Read Operations (✅ Enabled by default):

• API-retrieve-a-page - Retrieve page content and metadata

Write Operations (⚠️ Disabled by default):

• API-patch-page - Update existing page properties and content
• API-post-page - Create new pages in the workspace

Use Cases: Content analysis, documentation management, page creation, knowledge extraction

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Blocks (Mixed Safety)

Default: Read operations enabled - Block-level content manipulation Read Operations (✅ Enabled by default):

• API-get-block-children - Get children blocks of a parent block
• API-retrieve-a-block - Retrieve specific block information

Write Operations (⚠️ Disabled by default):

• API-patch-block-children - Update children blocks content
• API-update-a-block - Update specific block content
• API-delete-a-block - Delete blocks from pages

Use Cases: Content structure analysis, block-level editing, content organization, detailed formatting

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Comments (Mixed Safety)

Default: Read operations enabled - Collaboration and feedback management Read Operations (✅ Enabled by default):

• API-retrieve-a-comment - Retrieve comments from pages and blocks

Write Operations (⚠️ Disabled by default):

• API-create-a-comment - Create new comments for collaboration

Use Cases: Feedback analysis, collaboration tracking, discussion management

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Search (Safe)

Default: Enabled - Workspace-wide content discovery

• API-post-search - Search across your accessible Notion workspace

Use Cases: Content discovery, knowledge retrieval, cross-page analysis, research

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Properties (Safe)

Default: Enabled - Page metadata and property management

• API-retrieve-a-page-property - Retrieve specific page properties and values

Use Cases: Metadata analysis, property extraction, data validation, reporting

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Team vs Personal Configuration

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Team/Organization Setup

• Shared Notion workspace access across team members
• Organization-level knowledge management and documentation policies
• Centralized content creation and collaboration workflows
• Team administrators control page creation and modification permissions

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Personal Setup

• Individual Notion workspace connections
• Personal knowledge management and note-taking
• Private content analysis and organization
• Full control over enabled tool capabilities

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Security & Best Practices

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⚠️ Safety Recommendations

1. Selective Sharing - Share only necessary pages and databases with the integration
2. Read-First Approach - Begin with read-only operations, add write access gradually
3. Token Security - Use dedicated integration tokens with minimal required permissions
4. Access Monitoring - Regularly review shared content and integration access
5. Content Validation - Validate content before bulk operations or automated changes

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🔒 Permission Levels

Risk Level	Operations	Recommendation
Low	Retrieve users, pages, databases, search content	✅ Safe to enable
Medium	Retrieve comments, page properties	✅ Generally safe
High	Create/update pages, modify blocks, create comments	⚠️ Enable with caution

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Configuration Management

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Updating Notion Connection

1. Navigate to Integrations → Notion
2. Click Edit Configuration
3. Update integration token if needed
4. Modify tool permissions based on team requirements
5. Test connection to verify changes
6. Save configuration updates

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Managing Content Access

• Add New Content: Share additional pages/databases with the integration
• Remove Access: Unshare content that should no longer be accessible
• Audit Access: Regularly review which content is shared with integrations
• Permission Updates: Modify integration capabilities in Notion settings

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Advanced Features

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Database Intelligence

• Advanced Querying - Complex database queries with filters, sorts, and aggregations
• Schema Analysis - Automatic database schema discovery and validation
• Data Relationships - Cross-database relationship analysis and mapping
• Content Classification - AI-powered content categorization and tagging

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Content Analysis

• Semantic Search - AI-enhanced search across all accessible content
• Content Insights - Automated content analysis and summarization
• Knowledge Mapping - Relationship discovery between pages and concepts
• Quality Assessment - Content quality and completeness analysis

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Collaboration Enhancement

• Activity Tracking - Monitor collaboration patterns and engagement
• Comment Analysis - Analyze feedback and discussion patterns
• Team Insights - Understand team collaboration and knowledge sharing
• Workflow Optimization - Identify and optimize content creation workflows

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Knowledge Management Workflows

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Content Discovery

• Intelligent Search - AI-powered search across entire workspace
• Content Recommendations - Suggest relevant content based on context
• Knowledge Gaps - Identify missing or incomplete documentation
• Content Clustering - Group related content for better organization

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Documentation Management

• Automated Documentation - Generate documentation from existing content
• Content Standards - Enforce documentation standards and templates
• Version Tracking - Monitor content changes and version history
• Quality Assurance - Automated content quality checks and validation

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Team Collaboration

• Knowledge Sharing - Facilitate knowledge transfer between team members
• Collaboration Analytics - Analyze team collaboration patterns
• Expertise Mapping - Identify subject matter experts and knowledge areas
• Workflow Automation - Automate routine content management tasks

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Troubleshooting

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Common Issues

Authentication Failed

• Verify integration token is correct and hasn’t been revoked
• Check integration permissions in Notion integration settings
• Ensure integration is properly configured in Notion workspace
• Verify network connectivity to Notion API

Content Not Accessible

• Confirm content is shared with the Calmo integration
• Check page and database sharing permissions
• Verify content exists and hasn’t been deleted
• Review workspace access and user permissions

Operation Not Permitted

• Check integration capabilities in Notion settings
• Verify required permissions are enabled for the operation
• Confirm user has appropriate workspace permissions
• Review integration token scope and access levels

API Rate Limiting

• Notion enforces API rate limits based on plan type
• Monitor API usage and request frequency
• Implement appropriate delays between operations
• Consider upgrading Notion plan for higher limits

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Getting Help

1. Test Connection - Use the built-in connection test feature
2. Update Token - Regenerate integration token if authentication issues persist
3. Check Sharing - Verify content is properly shared with the integration
4. Contact Support - Reach out to support@getcalmo.com for integration assistance

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Data Types & Analysis

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User Data

• User Profiles - User information, roles, and workspace permissions
• Activity Patterns - User activity and collaboration patterns
• Expertise Areas - User knowledge areas and content contributions
• Team Structure - Team organization and collaboration relationships

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Page Data

• Content Structure - Page hierarchy, organization, and relationships
• Content Analysis - Text analysis, summarization, and key insights
• Metadata - Page properties, tags, and classification information
• Version History - Page change history and evolution tracking

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Database Data

• Schema Information - Database structure, properties, and relationships
• Record Data - Database records with full property values
• Query Results - Filtered and sorted database query results
• Usage Analytics - Database access patterns and usage statistics

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Block Data

• Content Blocks - Individual content blocks with type and formatting
• Block Hierarchy - Parent-child relationships and content structure
• Rich Content - Images, files, embeds, and multimedia content
• Formatting - Text formatting, styling, and presentation information

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Comment Data

• Discussion Threads - Comment conversations and reply chains
• Feedback Analysis - Comment sentiment and feedback patterns
• Collaboration Metrics - Comment frequency and engagement levels
• Resolution Tracking - Issue resolution and feedback follow-up

The Notion integration provides comprehensive workspace data access and knowledge management capabilities, enabling your team to analyze content, manage databases, and optimize collaboration efficiently through AI-powered assistance while maintaining strict access controls.

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For additional help with Notion integration, contact our support team at support@getcalmo.com.