Adding Other Templates – Notis

Notis is unique because it deeply adapts to your Notion workspace setup. In this article we will review how to manage the access Notis has in your Notion workspace.

Before you Start

Pages vs. Databases: Make sure you understand the difference between Notion pages and Notion databases. Learn more about Notion databases.

Database Naming: Make sure your existing databases don't have identical names, as they will be ignored to avoid confusing Notis. Use unique, descriptive names for each database. Think how you’d name it so an intern could understand what they are about.

Step-by-Step Process

1. Request the Link to the Notis Portal

If you're using WhatsApp: Simply send a message to Notis asking for "the link to my portal" or "portal" and if you're using Telegram, use the blue “Menu” button on the bottom left and select the “/portal” command

Notis will respond with a link to your personal portal where you can manage your database connections

2. Go Through the Notion Authorization Flow

After clicking the portal link, follow these steps:

Click the + button on the top of the portal.

Select "Select pages to share with Notis" option (instead of installing the template provided by the developer)

Connect to your Notion account and make sure you select the correct Notion workspace on the upper right corner. Then, select the “Select pages to share with Notis” option.

The first option would duplicate the Notis Second Brain System template and give it access to Notis.

Select the pages that contain the databases you want Notis to access. You can either select any of your top level pages or use the search bar to search for a specific page.

Here, I’m connecting the Thomas Frank’s Ultimate Brain for Notion.

Click "Allow access" to confirm your selection. Notis will take 5 minutes to update itself in your database. Feel free to close this page and return to WhatsApp or Telegram. Notis will automatically send you a message when the synchronization has finished.

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We use the term “sync” to describe the process where Notis discovers your database and its properties and ensures they are available for insert or query operations. Notis will also vectorize the content database to make it available to the file search tool, and this can take up to 24 hours.

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Power tip: Sync only takes 5 minutes to ensure that the Notion API has time to reflect the changes made in your workspace and avoid user confusion. If you don’t want to wait, you can click “Go back to portal” and hit the sync button until your changes are reflected in the database list.

3. Wait for Confirmation and Review your Databases (Optional)

Once the sync has completed, Notis will send you a confirmation on WhatsApp or Telegram with a link to open your portal and verify your setup.

Click on the link in the message to access your portal:

You'll see a list of all databases that Notis has discovered

Each database will have a toggle to activate or deactivate it

By default, all discovered databases are activated (up to 20 databases)

You can deactivate any databases you don't want Notis to use to query or write into

Review the descriptions of each database to ensure Notis understands how to use them

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You can add custom instructions for Notis on how to uses each database by editing the database description and properties description directly in Notion. Use this to deeply personalize Notis to your workflow. Learn more.

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Notis will automatically activate the first 20 databases discovered (by last edited time). If you want Notis to use more than 20 databases, you’ll have activate them manually in the portal.