Capture a request
Create a structured enquiry with the caller’s details and reason for calling.
Keep telephone requests in the workspace your team already checks. Your assistant can add the agreed call summary and next action to a selected Notion destination.
Plan your integrationYour assistant. Your software.
Create a structured enquiry with the caller’s details and reason for calling.

Store the summary needed by the colleague handling the next step.

Assess which shared pages are suitable as an approved information source.
Share the intended Notion pages or data sources with the integration and define the properties to populate. We test access, content placement and updates without exposing unrelated workspace pages.
About the Notion integration.