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How to Integrate with Notion

Connect Notion to AutoRFP for automatic content synchronization

Tom Ritzker avatar
Written by Tom Ritzker
Updated yesterday

Article Summary

Integrate your Notion workspace with AutoRFP to automatically import and update documentation in your content library. Content syncs every 24 hours, ensuring your team always uses the most up-to-date documentation for bids and questionnaires without manual updates.


Estimated Time

5 minutes


Prerequisites

  • Administrator or Content Manager permissions in AutoRFP

  • Access to Notion workspace with appropriate permissions

  • Notion admin approval (may be required for some organizations)

  • Understanding of which Notion pages contain relevant content


Step-by-Step Instructions

Step 1: Create Notion Connection

When importing from Notion, you provide AutoRFP access on a page level, including all sub-pages. Each Notion account you add is a connection.

  1. Navigate to your AutoRFP dashboard and select Add Content.

  2. Select Import Documentation.

  3. Click Activate an Integration and select Notion. The integration will automatically appear if you've activated the integration in your Organizational Settings.

  4. Click Create Connection.


Step 2: Accept Permissions

  1. You will be redirected to Notion to grant necessary permissions.

  2. Review the requested permissions.

  3. Click Select pages to continue.


Step 3: Choose Content to Import

  1. Select the pages you would like to sync.

  2. All sub-pages under selected pages will be included automatically.

  3. Click Allow Access to confirm your selection.


Step 4: Navigate Back to AutoRFP

  1. You will be automatically redirected back to AutoRFP.

  2. Wait for import confirmation.

  3. You will see a green confirmation message when the import is successful.

  4. Click Continue to proceed.


Step 5: Configure Content Settings

  1. Review imported documents in your content library.

  2. Assign tags to organize imported content (optional).

  3. Documents are now available for use in projects.

IMPORTANT: Review your content library to confirm imported content has finished syncing before importing additional folders. Importing too many folders simultaneously may cause the import to fail.


πŸ’‘ Tips & Best Practices

  • Check with Notion admin if approval is required for your organization

  • Document which Notion pages contain relevant content for import

  • Review Notion page structure and hierarchy before importing


βœ‹πŸΌ Common Mistakes to Avoid

  • Importing too many folders simultaneously - may cause import to fail

  • Attempting to edit Notion-synced content in AutoRFP - updates must be made in Notion

  • Not using tags to organize imported content - difficult to find and filter later


Need Help?

πŸ’¬ Live Chat: Available in-app

πŸ“§ Email: [email protected] or contact your Success Manager directly for urgent support.

πŸ“š Learning Centre: learn.autorfp.ai/en

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