Log calls, create tasks, and update databases in Notion
Connect AgentVoice to Notion and turn every phone call into structured data inside the workspace your team already organizes around. Voice agents create database entries, update properties, add pages, and query existing records — so call outcomes flow directly into the Notion databases, project boards, and wikis your team relies on.
For teams that use Notion as their operational hub — tracking leads, managing projects, documenting processes — this integration closes the gap between phone calls and your workspace. Every call becomes a database entry with structured properties, linked relations, and a rich-text call summary. No copy-pasting from call notes. No separate spreadsheet to maintain.
What your agent can do
During the call
- Query Databases — Search Notion databases during the call — look up a client by name, check a project’s status, or find an order record to answer the caller’s question.
- Read Page Content — Pull information from Notion pages — process documentation, pricing details, FAQ answers — to help the voice agent deliver accurate responses.
- Check Properties — Access database properties like status fields, assigned team members, dates, and tags to give callers real-time updates on their requests.
After the call
- Create Database Entries — Add new records to any Notion database with properties populated from the conversation — caller info, topic, outcome, priority, and custom fields.
- Update Existing Records — Modify properties on existing database entries — change status, add notes, update dates, or assign team members based on the call outcome.
- Add Rich-Text Pages — Create detailed call summary pages in Notion with formatted transcripts, action items, and key takeaways linked to the relevant database record.
- Create Linked Relations — Connect new entries to related records in other databases — link a call log to a client record, a project, or a deal in your Notion workspace.
Use Cases
Call Log Database
- Every call creates an entry in a Notion call log database with date, caller, duration, topic, outcome, and a summary page with the full conversation details
- Database views filter and sort calls by team, date range, outcome type, or priority — giving managers instant visibility into call activity
- Call entries are linked to client records in a separate database, building a complete interaction history for every contact
Lead Tracking in Notion CRM
- Voice agent qualifies inbound leads and creates entries in your Notion CRM database with company, contact, needs, budget, and qualification status
- Each lead entry gets a detailed page with the call transcript, qualification notes, and recommended next steps for the sales team
- Notion’s board view gives sales managers a visual pipeline they can filter by stage, assignee, or lead score — all populated automatically from calls
Task Creation from Calls
- When a call generates action items — follow-up needed, document to send, issue to investigate — the voice agent creates tasks in your Notion task database
- Tasks include the assignee, due date, priority, and a link back to the call summary page for full context
- Your team’s existing task board view updates in real time, so nothing falls through the cracks between a call and the follow-up