How to Set Up and Manage
This guide explains how to set up, manage, and monitor your Notion integration with AlphaSense. You’ll learn how to connect your account, sync files, manage access, and troubleshoot common issues.
- Accessing the Integration Center
- Syncing Notion Data
- Setting Up the Integration
- Managing the Integration
- Disconnecting the Integration
- Searching Notion Content
Accessing the Integration Center
To access the Notion integration:
- Navigate to the Integration Center.
- Select Notion under the Productivity category.
The Integration Center is your central hub for managing all aspects of the integration.
Syncing Notion Data
The Notion connector indexes your Notion Pages into AlphaSense as documents, making them searchable alongside external market data and other proprietary content.
Users can automatically sync:
- Teamspaces – All pages within selected Teamspaces will sync.
- Individual pages – The selected page and any Sub-Pages will sync.
While most Notion block types such as page, text, attachments, and embeds are supported, Tables and Databases are not available at this time.
Note: AlphaSense allows you to import standalone pages or all pages within a folder.
Setting Up the Integration
Prerequisite:
An admin must complete the initial installation before users can connect their accounts.
Step 1: Connect Your Individual Notion Account
To begin syncing your Notion data with AlphaSense:
- Click Connect. This opens the Notion authentication UI.
- Authorize the connection by signing into your Notion account. Only one Notion workspace may be authorized at a time.
- Select the Teamspace, Shared, and private pages you want AlphaSense to ingest from this workspace. You can select multiple Teamspaces or selected pages.
- Confirm your selections to start the sync.
Once connected, the selected data will begin syncing automatically.
Step 2: Tagging and Sharing Configuration
After selecting your data, you're directed to the Tagging & Sharing screen. This screen displays all top-level pages from the selected teamspaces.
Select an Item to:
- Assign company tickers or manually-created tags for context and categorization.
- Configure sharing settings to control visibility within AlphaSense.
Step 3: Final Review
- Click Continue to preview your configuration.
- The review screen includes all selected pages.
- To confirm tickers, tags and share settings, click on the File Path to expand the folder. Review all details before proceeding.
Step 4: Start Sync and Monitor Progress
- Click Start Sync to begin ingestion.
- After the sync starts:
- You are redirected to the Monitoring Dashboard.
- You can track the sync status and progress in real time.
Step 5: Sync Additional Workspaces
Notion integration allows you to sync multiple Notion workspaces with AlphaSense. To do so:
- Go to the Notion page in the Integration Center
- Click Add Workspace. This opens the Notion authentication UI.
- Choose the workspace you want to sync in the top right corner of the authentication dialogue, and authorize the connection by signing into your Notion account.
Configure teamspaces and pages within the workspace as described in Step 1 above.
Managing the Integration
Users can update their Notion data selection at any time.
To add or remove teamspaces or pages:
To disconnect a specific workspace:
- Go to the Integrations Center > Notion.
- Click Disconnect (✖️) next to the workspace name
- In the confirmation popup:
- Check the “Keep synced content in AlphaSense even after disconnecting” box if you want to keep the synced content from this workspace.
- Click Disconnect & Keep Content or Disconnect & Delete button to proceed
- If you chose to delete the content, please allow a few hours for it to be fully removed from AlphaSense index.
To add or remove teamspaces or pages within a specific workspace:
- Go to the Integrations Center > Notion.
- Click Manage (🖊️) next to the workspace name.
- In the configuration popup:
- Review instructions on how to modify data selection.
- Click Continue to go to the Tagging and Sharing screen.
- Update tags or sharing settings if needed.
Note: Newly added pages are indexed and available in AlphaSense within a few minutes, but tags may take up to 24 hours to sync. During this time, new content will not have tags applied.
Disconnecting the Integration
To disconnect all Notion content at once
- Go to the Integrations Center > Notion.
- Click red Disconnect button
- In the confirmation popup:
- Check the “Keep synced content in AlphaSense even after disconnecting” box if you want to keep the synced content
- Click Disconnect & Keep Content or Disconnect & Delete button to proceed
If you chose to delete the content, please allow a few hours for it to be fully removed from AlphaSense index.
Searching Notion Content
You can search your Notion pages and add them to your in-app workflows by selecting Notion from Sources in Generative Search, Workspaces, and Generative Grid.
You can also view Notion pages from Document Search from Internal Content > Notion.