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Notion and Moxo

Moxo's integration allows you to automatically create pages, add content, and post comments in Notion. Updates flow directly into your Notion workspace, ensuring  that teams stay aligned while process data and deliverables stay organized, accurate, and accessible. 

 

Adding a Notion Automation to a Flow Template or Instant Flow

  1. In the Flow Builder, locate the step after which the automation should be added.
  2. Drag and drop Automation from the left-hand panel under Control, or click the ‘+’ button between steps and select Automation.

 

Adding a Notion Automation to a Live Flow

  1. Navigate to the desired Flow Workspace.
  2. Click the ‘…’ ellipsis icon.


     
  3. Select + Add New Action from the dropdown menu.
  4. Scroll down and choose Automation under Control.


     
  5. Locate the step where the automation is required and click + Add Here.

 

Configuring the Notion Automation

In the automation interface, choose Notion from the available systems.

 

 

Step 1: Set Up App and Event


 

  1. Select Notion as the application.
  2. Choose one of the following events:
    • Find Page by Title
    • Create Page
    • Add Comment to a Page
    • Add Content to a Page
  3. Click Next. 

 

Step 2: Account Setup


 

  1. Click Connect to connect a new account or click Choose to select a Notion account already set up on Moxo.
  2. If you want to link another account, click + Connect a New Account.
  3. You’ll be prompted to select Notion pages and connect with Moxo. Click on Select Pages.


     
  4. You’ll be prompted to select the Notion pages:
    • Go to Team Spaces if you want to connect team pages.
    • Or select from Private Spaces for individual work.
    • Choose the appropriate Parent Page as needed.


       
  5. Once pages are selected, click Allow Access.
  6. After Moxo authorizes the connection, click Next to proceed.

 

Step 3: Add Input Details

Depending on the selected event, complete the input fields. You can use DDR (Dynamic Data Reference) by clicking the ‘{.}’ autofill icon to pull data from prior Actions or Automations.

 

If you choose Find Page by Title:

  1. Page Title*: Enter the title of the page you want to locate within the chosen parent page.


     
  2. Click Next, review, and then Add Automation.


     

If you choose Create Page:

 

  1. Parent Page: Select the parent page from the dropdown where the new page should be created.
  2. Parent Page ID: You can manually enter or reference the parent page ID.
  3. Page Title*: Enter the title of the new page.
  4. Page Content: Add content for the new page.
  5. Click Next, review, and then Add Automation.

 

If you choose Add Comment to a Page:

 

  1. Page: Select the target page from the dropdown.
  2. Page ID: Enter the specific page ID manually or through DDR.
  3. Comment*: Add the comment text.
  4. Click Next, review, and then Add Automation.

 

If you choose Add Content to a Page:


 

  1. Page*: Select the page where content should be added.
  2. Page ID*: Enter the page ID.
  3. Content*: Add the content you want to insert.
  4. Click Next, review, and then Add Automation.

 

Managing Automations and Events 

In a Flow Template:

  1. Hover over the automation step you want to edit.
  2. Click the Edit icon.


     
  3. Modify settings such as the app, event, account, or input fields.
  4. Click Save Changes.
  5. To remove the automation, click the Delete icon.

 

In a Live Flow:

  1. Navigate to the desired Flow Workspace.
  2. Click on the '...' ellipsis icon next to the workspace name and select Automations & Events. 
  3. Go to the upcoming automations and events.
  4. Click on the '...' ellipsis icon next to the desired automation.
  5. Click on Edit Automation or Delete Automation as needed. 


     

Automations can only be edited in saved Flows and Action Templates or in live Flows where the automation hasn’t yet triggered. Once completed, the automation cannot be reopened or modified. 

 

Mapping Automations and Events in a Flow 

Once a Flow is initiated, click on the '...' ellipsis icon next to the workspace name and select Automations & Events. 

Here, you can view all upcoming and completed automations and events.

 

Mapping the Trigger in the Third-Party Application

To confirm a Notion automation executed successfully:

  1. Go to your Notion workspace.
  2. Based on the input provided within the Flow, an event will be triggered in the relevant section.
  3. For example, If you set the event to Create Page, choose the target page and enter the new page title. The content will then appear under the selected parent page in Notion.

 

Best Practices

  1. Pre-configure your Notion account: Before setting up automations, ensure that your Notion workspace is structured with the required Team Spaces, Private Spaces, and Parent Pages. This ensures automations can target the correct sections.
  2. Organize Parent Pages in advance: Create and name parent pages clearly so that when you use events like Create Page or Add Content to Page, your new content is automatically placed in the right context.
  3. Use DDR for dynamic content: Leverage Dynamic Data Reference (DDR) to pull in workspace variables (like titles, comments, or action outputs) and dynamically populate page content or comments.
  4. Keep page IDs accessible: For events like Add Content to a Page or Add Comment to a Page, ensure you have the correct Page IDs available. Consider maintaining a Notion index for quick reference.
  5. Regularly review automations: As your Notion structure grows, audit your automations to confirm they still point to valid parent pages and reflect your team’s current workflow.