Tom AI

What the Notion Integration Does

The Notion integration connects your Notion databases (where you track prospects/clients) to Tom AI, so your meeting game plans and daily briefings automatically include information from Notion.

Benefits:

• Richer meeting prep - Game plans include notes, deal stages, and custom fields from Notion
• No duplicate data entry - Information flows automatically from Notion to Tom AI
• Unified view - See Notion data alongside HubSpot and Google Calendar info

How to Connect Notion (First-Time Setup)

Step 1: Go to Integrations Page

1. Log in to Tom AI: https://aip-ai.vercel.app
2. Click "Integrations" in the navigation menu
3. Find the Notion section

Step 2: Connect Your Notion Account

1. Click the "Connect Notion" button
2. You'll be redirected to Notion's authorization page
3. Review the permissions:
   - Tom AI is requesting access to read your databases and pages
   - You'll select which specific pages/databases to share

Step 3: Select Which Databases to Share

1. On the Notion authorization page, you'll see a dropdown: "Select pages"
2. Choose your prospect/client database(s)
   - Example: "Sales Pipeline", "Client CRM", "Prospects"
   - You can select multiple databases
3. Click "Allow access"

Step 4: Confirm Connection

1. You'll be redirected back to Tom AI
2. The Integrations page will show: "Notion: Connected ✓"
3. You'll see the date/time it was connected

Once connected, the integration works automatically - no manual action needed.

Automatic Data Enrichment:

1. When you have a meeting scheduled:

• Tom AI detects the calendar event (from Google Calendar)
• Searches your connected Notion databases for the prospect's name or email
• Pulls in Notion data (notes, deal stage, custom fields)

2. In your meeting game plan (24 hours before):

• You'll see a "NOTION DATA" section with:
  • Notes from your Notion database
  • Custom fields (e.g., "Deal Stage: Qualified Lead")
  • Any other properties from that Notion page

3. In your daily email briefing:

• Prospect information includes Notion notes
• More context for follow-ups and going-cold alerts

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Example: What You'll See

Before Notion Integration:

Game Plan for Meeting with Sarah Johnson

WHAT I KNOW ABOUT SARAH

• Email: [email protected]
• Company: ABC Corp

After Notion Integration:

Game Plan for Meeting with Sarah Johnson

WHAT I KNOW ABOUT SARAH

• Email: [email protected]
• Company: ABC Corp

NOTION DATA:
Notes: Met at conference in January. Interested in retirement planning
for employees. Has $2M in assets under current advisor but unhappy
with service.

Custom Fields:
Deal Stage: Qualified Lead
Source: Conference Referral
Last Contact: 2026-03-15
Priority: High

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Managing Your Notion Integration

To Disconnect Notion:

1. Go to Integrations page
2. Click "Disconnect" under Notion section
3. Confirm disconnection

To Change Which Databases Are Shared:

1. Go to Notion settings: https://www.notion.so/my-integrations
2. Find "AIP AI" in your connections
3. Click "Manage"
4. Update which pages/databases are shared
5. Changes take effect immediately

To Reconnect:

• Simply click "Connect Notion" again and repeat the setup steps

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Tips for Best Results

1. Structure Your Notion Database with These Fields:

• Name (title field) - Prospect/client full name
• Email - Their email address (helps Tom AI match them)
• Phone - Contact number
• Company - Their business/organization
• Notes - Key information, conversation history
• Status/Stage - Where they are in your pipeline

2. Keep Your Notion Database Updated:

• Tom AI pulls the latest data each time it generates a game plan
• Updates in Notion appear in your next game plan automatically

3. Use Descriptive Database Names:

• Makes it easy to identify which database to connect
• Example: "Client Pipeline" instead of "Database 1"

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Troubleshooting

"Notion not showing data in game plans"

• Check that the prospect's email or name in your calendar matches what's in Notion
• Verify the correct database is connected (go to Integrations page)

"Connection failed"

• Make sure you clicked "Allow access" on Notion's authorization page
• Try disconnecting and reconnecting

"Can't find my database when connecting"

• Only databases you have access to will appear
• Make sure you're logged into the correct Notion workspace

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Privacy & Security

• Tom AI only accesses the specific databases you approve
• You can revoke access at any time from Notion settings
• Your Notion data is encrypted and never shared with third parties
• Read our full https://aip-ai.vercel.app/privacy-policy

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Need Help?
Contact support: [email protected]