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About Notion

Notion is an all-in-one workspace platform that combines notes, databases, kanban boards, and documents. Connecting Notion to Serval enables automated documentation management, database operations, and content workflows directly from your service desk.

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What the Notion integration enables

CapabilityDescription
Automation workflowsCreate pages from templates, update database entries, manage blocks, and more
Knowledge SyncPull documentation for context-aware answers and relevant document recommendations. Note: Only pages where you have Edit access can be ingested
Anything defined in the Notion API can be accessed through Serval.

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Notion Configuration

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Prerequisites

  • You must be a Workspace Owner or have admin permissions to create integrations
  • You must have Edit access to any pages or databases you want to ingest into Serval’s knowledge base
  • Decide which pages and databases Serval should have access to
Important: Only Notion pages where you have Edit access will be available for ingestion into Serval. Pages where you have view-only or comment-only access will not appear in Serval, even if you share them with the integration.

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Create an Internal Integration

  1. Navigate to https://www.notion.so/my-integrations
  2. Click + New integration
  3. Configure your integration:
    • Name: Enter “Serval Integration” or another descriptive name
    • Associated workspace: Select your workspace
    • Capabilities: Choose the permissions Serval needs:
      • Read content
      • Update content
      • Insert content (if creating new pages/blocks)
      • Read comments (optional)
      • Read user information (optional)
  4. Click Submit to create the integration
  5. Copy the Internal Integration Token (starts with secret_)

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Grant Integration Access to Pages/Databases

After creating the integration, you must explicitly grant it access to specific pages or databases:
  1. Open the Notion page or database you want Serval to access
  2. Click the ••• menu in the top right
  3. Select Add connections
  4. Search for and select your integration (e.g., “Serval Integration”)
  5. Click Confirm
Access Requirements for Knowledge Sync: To ingest a Notion page into Serval’s knowledge base, you must have Edit access to that page. If you only have view or comment permissions, the page will not be available for ingestion—even after sharing it with the integration.
Note: Integrations only have access to pages they’ve been explicitly shared with. Child pages inherit permissions from their parent pages.

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Serval Configuration

  1. In Serval go to Apps → Available → Notion → Connect
  2. Enter the following information:
    FieldDescription
    Integration NameA friendly name for this integration (e.g., “Engineering Wiki”)
    API TokenThe Internal Integration Token from Notion (starts with secret_)
  3. Click Save
Need help? Contact support@serval.com for assistance with your Notion integration.