Integration

Using Navi with Notion

Notion is where most teams keep their real operating memory — meeting notes, project docs, CRMs, wikis. Connect it to Navi and you can read from and write to all of it by chatting.

Need help? Join the Navi community on Discord, r/naviwork, or the Facebook group — that's the fastest way to get answers.

What Navi can do in Notion today

Search your Notion workspace for pages and databases.
Read pages and their blocks (paragraphs, lists, headings).
Create pages — standalone or as rows inside a database.
Update pages — append text, modify blocks, change properties.
Query databases with filters and sorts; update entries.
List users in your workspace.

Connect Notion

Open the Tools panel in Navi, find Notion, and click Connect. Notion will ask you which pages and databases to share with Navi — you pick. You can adjust or revoke access anytime from Notion's settings.

Access is scoped. Navi can only touch the pages and databases you explicitly share during the connect step. If Navi says "I can't find that page," you likely didn't share it — go back to Notion's connection settings and add it.

Use cases

Meeting notes that write themselves

Prompt I just finished the Q2 planning meeting with Sarah and Dan. Create a new page in my "Meeting Notes" database. Title it "Q2 Planning — [today's date]." The attendees were Sarah, Dan, me. Key topics: hiring timeline, budget, OKR draft. Leave me space to fill in the details.

Updating a CRM

If you keep customers or leads in a Notion database:

Prompt In my "Pipeline" Notion database, find Acme Corp's entry and update the stage to "Proposal sent." Add today's date to the last-touch field. Drop a bullet in the notes: "Sent revised pricing on May 14."

Daily standup log

Prompt Append a new entry to my "Daily log" Notion page. Today's date as a heading, then three bullets: what I shipped, what I'm working on, what's blocking me. I'll fill in the bullets.

Weekly summary pulled from calendar

Prompt Look at my calendar for this week. Summarize who I met with and what each meeting was about. Create a new page titled "Week of [date]" in my "Weekly reviews" database.

Finding something across the workspace

Prompt Search my Notion for any page that mentions the Acme deal. Pull the relevant excerpts into a single summary for me.

Tips

Teach Navi your workspace structure

Tell Navi once which database to use for what, and it will use them correctly every time:

Prompt Remember: meeting notes go in the "Meeting Notes" database. Customer deals go in "Pipeline." Weekly reviews go in "Weekly reviews." Personal to-dos go in a page called "Next up."

Combine Notion with calendar and Linear

The most useful workflows cross tools. Example — post-meeting follow-up:

Prompt My 2pm with Acme just ended. Create a page in the Pipeline database titled "Acme — May 14 call." Summarize what we discussed based on the calendar event description and any Linear issues tagged with the Acme project. Leave a section for action items.

Schedule it

Most of these workflows make even more sense as scheduled jobs. See the automation guide.

Questions? Stuck? Want to share something you built?

Come join the Navi community — the fastest way to get help or compare notes with other users:

Discord — real-time chat with the Navi team and other users
r/naviwork on Reddit — longer-form tips, playbooks, and Q&A
Navi Facebook group — for folks who prefer Facebook