Notion is where many teams keep documentation, project plans and internal routines. With the Notion connector the AI agent pulls that content straight into your bid work, instead of you having to find it and paste it in yourself.
The connector is available on paid plans. You connect with your own Notion account, and the agent only gets access to what you can already see and do. You use the connector through the agent, so you need the administrator or member role. Contributors don't have access to the agent. Read more about roles and permissions.
What the agent can do
Search pages and databases you have access to.
Read the content of pages.
Create new pages and update existing ones.
Leave comments.
When you approve access, you choose which pages Notion shares with Cobrief. The agent only sees what you share.
How to connect
Go to "Settings" → "Integrations".
Find Notion under "Personal" and click "Connect".
Sign in to Notion and approve access.
When you return to Cobrief, you can see which account is connected.
Connecting from the settings turns the connector on for new conversations. Conversations you have already started keep their current setting. You can also connect from the "Connectors" menu inside a conversation. That turns the connector on for that conversation.
Use Notion in a conversation
Open the "Connectors" menu in the agent and turn Notion on for the conversation. For example, you can ask the agent to:
"Find our service description in Notion and use it in the bid."
"Summarise the project plan and tell me the next milestone."
"Create a Notion page with a summary of this tender."
Choose what the agent may do
The tools from Notion fall into two groups: those that only read, and those that can change or delete something. By default the agent may read freely, while anything that changes something needs your approval in the conversation. The agent shows you what it wants to do, and you choose "Approve" or "Reject".
Administrators can change this for the whole workspace under "Settings" → "Integrations" → Notion. Each group and each individual tool can be set to "Always allow", "Needs approval" or "Blocked". Other users can see the settings but cannot change them.
Disconnect or reconnect
Go to "Settings" → "Integrations", find Notion and click "Disconnect". The agent then loses access to your Notion account. You can connect again whenever you like.
If access expires or is revoked, Cobrief shows "Requires new sign-in". Click "Reconnect" to continue.
Security
The agent uses your own sign-in with Notion and never reaches further than you do yourself. Content is fetched while the agent works, and we don't keep a copy of your Notion data. Answers and documents the agent produces are stored in Cobrief as usual.
Read more about how we work with security and privacy in our Trust Center.
Can't the agent find the page you're looking for?
The page probably isn't shared with the connector. Open Notion, go to the access settings for the Cobrief connector and add the page or area. Alternatively, disconnect in Cobrief and connect again, selecting more pages along the way.