How to Set Up a Notion Knowledge Base AI Assistant
Howto & Style
Introduction
In this guide, we'll walk you through the steps to set up a Notion Knowledge Base AI Assistant using the NN workflow. This assistant will allow you to interact seamlessly with your Notion workspace, leveraging AI capabilities to enhance your productivity and information retrieval.
Step 1: Create a Notion Integration
Log into Notion: Access your Notion account and navigate to the top left corner.
Open Settings: Click on Settings. Note that the layout may differ if you are on a team plan.
Manage Integrations: Go to the Connections section, and select Develop or Manage an Integration.
Create a New Integration:
- Click on Create New Integration.
- Name your integration (e.g., "Nathan Bot").
- Select the appropriate workspace. For individual or team use, choose Internal. Public integrations have additional requirements.
Configuration: Copy the Internal Integration Secret. This secret will be essential for connecting your Notion with NN.
Step 2: Configure NN Account
Access NN Account: Go to your NN account. If you're setting up a new account, it will look fresh.
Add Credential:
- Navigate to Credentials and select Add First Credential.
- Search for Notion and choose Notion API.
- Paste your internal integration secret and save.
Now, your NN credential is linked to your Notion account.
Step 3: Set Up Workflow Template
NN Workflow Template: Go to your NN account and search for the workflow template on nid in. iio.
Copy Workflow: Click Use Workflow, then copy the template to your clipboard.
Start Workflow: Go back to your NN workspace, navigate to Workflows, and select Start from Scratch. Paste the workflow JSON you copied earlier.
Connect Credentials:
- Open nodes displaying errors and attach your Notion credential.
- Repeat this for the AI tools by connecting them to the appropriate credentials.
AI Model: Link an AI model credential—if you have an existing OpenAI key, use that. Alternatively, you can sign up with an OpenAI account or use Claude 3.5 without a credit card.
Step 4: Clone Notion Database
Clone Database: You need to clone the Notion database to interact with it. Use the provided workflow template from the Notion Library.
Duplicate Database: Click the Duplicate button to copy it into your account. Ensure you're signed in.
Connect Database: Access the database's ellipsis menu to connect it to your newly created credential (Nathan Bot).
Step 5: Final Setup
Database Selection: Double-click the Notion node in your workflow and select the right database you duplicated.
Test the Setup: Run a test query, such as, "What VPN do we use?" The AI assistant should reference the correct data from your database.
Activate Workflow: Once satisfied with testing, save and activate your workflow.
Live Use: Copy the chat URL from the trigger node to use it publicly. You can interact with it just like in the testing phase, but remember, execution history will be in the Executions tab instead.
Finally, stay tuned for upcoming videos where we will explore advanced templates and the exciting integration of react agents!
Keyword
- Notion
- Knowledge Base
- AI Assistant
- Integration
- Nathan Bot
- Credentials
- Workflow
- Database
- OpenAI
FAQ
Q1: What do I need to set up a Notion Knowledge Base AI Assistant?
A1: You need a Notion account, an NN account, integration secrets, and possibly an OpenAI or Claude API key.
Q2: Can I use the Notion AI Assistant for personal use?
A2: Yes, the integration can be set up for personal or team use through the internal workspace option.
Q3: What happens if I encounter errors in the workflow?
A3: You need to check each node with errors and ensure you connect the appropriate credentials.
Q4: Is there a cost associated with using OpenAI or Claude?
A4: You can use Claude for free within certain credits, while OpenAI may require a paid account depending on usage.
Q5: How can I interact with the AI Assistant once it's set up?
A5: You can use the chat URL provided in the workflow to interact with the assistant live.