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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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Prerequisites

  • You must be a Workspace Owner or have admin permissions in Notion to authorize the connection
  • You must have Edit access to any pages or databases you want to ingest into Serval’s knowledge base
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 grant the integration access to them.

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Connect Notion to Serval

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Step 1: Initiate the Connection

  1. In Serval, find the team you want to connect Notion to under Teams
  2. Navigate to Applications → Available → Notion
  3. Click Connect to begin the OAuth flow

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Step 2: Authorize in Notion

You’ll be redirected to Notion’s authorization page.
  1. Select the Notion workspace you want to connect
  2. Choose which pages and databases Serval should have access to
  3. Click Allow access to authorize the connection
At this point, Notion should be successfully connected to Serval.

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Granting Access to Additional Pages

After the initial connection, you can grant Serval access to additional pages or databases at any time:
  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 Serval
  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 granting the integration access.
Child pages inherit permissions from their parent pages. Granting access to a top-level page will also give Serval access to all its sub-pages.
Need help? Contact support@serval.com for assistance with your Notion integration.