Notion
Chat connectors integration
Yes. Connecting Notion lets the Obsidian AI chat look up pages, databases, and workspace content from your Notion account.
What the Notion integration does
Connecting Notion to Obsidian brings your workspace into the AI chat. Ask for a process page, find notes on a client, or look up a database row. Each adviser connects their own Notion account via OAuth.
What advisers can do
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Read
Let the AI chat look up data through this connector.
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Actions
Let the AI chat take actions through this connector.
Example prompts
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“Find the Notion page for our advice process.”
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“What is in the Notion database for open reviews?”
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“Summarise the Notion notes on the Johnson household.”
How it works
Obsidian connects to your Notion account via OAuth. Once authorised, Notion tools appear in the AI chat. Disconnect at any time from Playbook → Apps.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find Notion and click Connect.
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Authorise access via OAuth — no passwords are stored in Obsidian.
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Notion tools then appear in the AI chat.
Works with
Availability
This integration is included with Obsidian's AI Practice Management module, so every firm can connect Notion.
Frequently asked questions
FAQ
Yes. Connecting Notion lets the Obsidian AI chat use Notion's tools from your adviser workflow.
You can ask the AI chat about Notion pages, databases, and workspace notes.
Yes. All integrations are included with Obsidian's AI Practice Management module.
Go to Playbook → Apps in Obsidian and click Connect next to Notion. You'll be redirected to authorise access via OAuth. No passwords are stored.
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