Set up Notion Workflows
With Notion Workflows, you can automatically:
create a new Notion page for each meeting
add meeting notes to an existing Notion page
add a new item to a Notion database
You can also choose which meetings should trigger the workflow by adding filters, then test everything before turning it on.
Before you start
Make sure:
your Notion account is connected in tl;dv
you have access to the Notion page or database you want to use
you have at least one recent recording available to use during testing
What you can automate
Right now, Notion Workflows support one trigger:
When a recording is ready
From there, you can choose one of these actions:
Create a page
Create a new page in Notion with your meeting content.
Add content to a page
Append meeting content to an existing Notion page.
Add item to a database
Create a new row in a Notion database and map meeting data to database fields.
How to create a Notion Workflow
1. Open the Notion integration
In tl;dv, go to Integrations and select Notion.
2. Choose who the workflow is for
Select whether you want to create:
A personal workflow
This runs only for your own meetings.
A team workflow
This runs for your team’s meetings based on the rules you set.
3. Choose a workflow template
Pick the workflow you want to use based on what you’d like tl;dv to do in Notion.
For example, you can choose to:
create a Notion page when a recording is ready
add content to an existing page
add a database item for each meeting
4. Set up the trigger
In the When step, choose the trigger and add any filters you want.
You can leave the workflow broad, or narrow it down so it only runs for specific meetings.
Examples of filters include:
only external meetings
only meetings with a certain word in the title
only meetings with specific participants
5. Set up the Notion action
In the Then step, choose where the data should go in Notion.
Depending on the workflow type, you’ll either:
select a parent page for new pages
choose an existing page to append content to
choose a database and map the fields you want to fill
You can use meeting data variables in your setup, such as:
meeting title
AI notes
transcript
participants
meeting date
meeting URL
recording duration
6. Test the workflow
Before a workflow can be activated, it must be tested successfully.
Choose a recent meeting, run the test, and check that the content appears correctly in Notion.
This is the best way to confirm that:
the right meetings will trigger the workflow
the correct Notion destination is selected
the content format looks the way you want
7. Activate the workflow
Once the test passes, activate the workflow.
From then on, tl;dv will automatically send matching meeting data to Notion.
Example setup
Here’s a common example:
You want every external sales call to be added to a Notion database.
You would:
Go to Integrations → Notion
Choose When a recording is ready
Select Add item to a database
Add filters like “external meetings” or “title contains Sales”
Select your Notion database
Map fields like title, participants, notes, and date
Run a test with a recent meeting
Activate the workflow
Important things to know
A workflow must be tested before it can be activated
You won’t be able to turn a workflow on until the test step succeeds.
Editing an active workflow pauses it
If you make changes to an active workflow, you’ll need to test it again before reactivating it.
You may create duplicates if you use both personal and team workflows
If a user has both a personal workflow and a team workflow set up for Notion, both workflows can run for the same meeting.
Team workflows do not run for the admin who created them
If you set up a team workflow as an admin, it will apply to your team members, but not to your own meetings. You’ll need a separate personal workflow for yourself.
Troubleshooting
My workflow won’t activate
Make sure you’ve completed the test step successfully. Workflows can only be activated after a successful test.
My content isn’t appearing in Notion
Check that:
the correct Notion account is connected
you selected the right page or database
you have permission to edit that page or database in Notion
the test completed successfully
My workflow stopped running after I changed it
This is expected. Editing a workflow pauses it until it’s tested again and reactivated.
I’m seeing duplicate entries in Notion
This can happen if both a personal workflow and a team workflow are running for the same meeting.
Need help?
If your workflow test fails or your Notion content doesn’t appear as expected, contact support (support@tldv.io) and include:
which Notion workflow you set up
whether it’s a personal or team workflow
what happened during testing
a screenshot of the setup, if possible