Notion

This guide will show you how to use Zapier to automatically add Metaview summaries to Notion. This setup is useful if you want to archive all conversation summaries in Notion for easy reference.

Use this template to get started!

zapier.com

Create pages in Notion when new conversations are recorded in Metaview Keep your entire team in the loop for each conversation by creating a Notion page with the AI-powered notes generated by Metaview. When Metaview records a new conversation and generates notes, this w...

Or you can set it up manually:

Step 1: Set Up the Trigger in Zapier

1. Create a New Zap and add a Trigger.

   • Select Metaview as the app.

   • Choose New Conversation as the trigger event.

2. Configure the Trigger Settings:

   • Meetings Type: Choose either:

     • My Meetings for personal use.

     • Team Meetings if you're an admin and want this Zap accessible to everyone in your organization. For Team Meetings, set Private to false. For My Meetings, leave it as true.

   • Label: Add a recognizable label like Push to Notion.

   • Trigger Automatically: Set to false. This way, you can edit notes in Metaview before pushing them to Notion.

Step 2: Add a Notion Action to Find the Page

1. Add an Action in Zapier and select Notion as the app.

2. Choose Find Page (By Title) as the action event.

   • Create a Parent Page in Notion where all Metaview notes will be saved, such as Metaview Notes.

3. Configure the Action Settings:

   • Connect your Notion account and allow access to the relevant pages.

   • Type in the title of the Notion page to locate it in your workspace.

   • Optionally, select if the title should be an exact match.

Step 3: Add an Action to Post Content to Notion

1. Add Another Action in Zapier.

2. Select Notion as the app and choose Add Content to Page as the action event.

3. Configure the Content Settings:

   • Select the Page where the notes will be added (e.g., Metaview Notes).

   • Add the content you want to display, like Participants’ emails, Meeting Title, and Summary from Metaview.

Step 4: Test and Publish

1. Run tests to ensure everything works smoothly.

2. Once tested, click Publish.

If you encounter any issues, please reach out to our support team at support@metaview.ai. We're here to help!