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← Rize + Notion integration

Scheduled routine

Notion CRM: Find Missing Rize Clients with Rize

Check whether the clients described in Notion already exist in Rize.

A reviewable list of clients and projects to add to Rize.

How to set it up

1

In Rize, open Settings → Integrations and select the MCP filter. Find Notion, connect with your own account and approve access. Available tools depend on your account and connector permissions.

2

Open Routines, create a routine, and select Notion as a connector. Paste the example prompt below and specify the clients, projects and date range you want reviewed.

3

Choose a daily or weekly schedule and your preferred run time. Save and enable the routine. You can also run it manually to check the first result.

4

Review the finished brief in Rize. Check source matches and missing context before making changes. These example prompts request read-only reviews, not unattended writes.

What should your routine ask?

This prompt requests a read-only review. Replace the date range and project scope before you save it.

Read accessible client and project lists using the Notion connector. Compare them with list_clients and list_projects in Rize. List missing records and possible duplicates. Propose names for review; do not create or edit records.

Connector tools are discovered when the routine runs. Access depends on your connected account. Routines use AI credits.

Frequently Asked Questions

Open Settings → Integrations, select the MCP filter, and connect Notion. Then select it in your routine. The routine can use only the connected tools your account permits.

No. This example prompt asks for a review brief without record changes. Routines can run write tools where supported, so review any prompt changes before enabling a schedule.

Check the connection and account permissions, then narrow the prompt to information the connector exposes. Missing context should be flagged in the brief, not filled in with guesses. Scheduled runs use AI credits.

Need help with this integration? Contact support

Routines for Notion

Use a scheduled Rize brief to review your work with context from Notion.

Notion Time Tracking: Review Project Hours with Rize

Compare Notion project context with the hours captured in Rize.

Read the routine setup →

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