This playbook outlines the steps to migrate documents between Notion and Google Drive via a browser. It includes authentication steps for both platforms.
- Google and Notion account credentials.
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1a. Prompt the user to provide their Google email and password.
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1b. Prompt the user to provide their Notion email and password.
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2a. Open a browser window and navigate to Google Drive.
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2b. Use the provided Google credentials to sign in.
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2c. Ensure successful authentication.
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2d. Stay on the same browser window and navigate to Notion's login page
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2e.Enter the Notion Account email address.
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2f. Do not check for any Notion emails yet.
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2g. Do not use the Notion token for login.
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2h. Check the Gmail inbox for the "Sign in with Magic Link" email from Notion.
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2i. Open the email from Notion and click on the "Sign in with Magic Link" button or link provided in the email.
<click_browser box="Sign in with Magic Link"/>
- 2j. Ensure successful authentication in Notion by verifying access to Notion features and user data.
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4a. Prompt the user to specify the migration direction (from Notion to Google Drive or from Google Drive to Notion).
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4b. Based on the selected direction, prompt the user to specify either the files to migrate or to migrate all files.
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5a. If migrating from Notion to Google Drive:
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i. Prompt the user for the following options if not provided earlier:
- Export format (PDF, HTML, Markdown, CSV)
- Include databases (Current view, Default View)
- Include content (Everything, No files or images)
- Include subpages (Yes or No)
- Create folders for subpages (Yes or No)
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ii. Export the specified documents from Notion.
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iii. Navigate to Google Drive.
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iv. Create a new folder or select an existing one for the imported documents.
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v. Upload the exported documents from the local directory to the chosen Google Drive folder.
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5b. If migrating from Google Drive to Notion:
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i. Access Notion Import Section
- Navigate to the Notion homepage.
- Click on the "Settings & Members" in the left sidebar.
- Select the "Import" option.
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ii. Initiate Import from Google Docs
- Within the Import section, click on the "Google Docs" option.
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iii. Select Document for Import
- In the Google Docs import interface, use the search box to find the specified docs.
- Click on the document to select it for import.
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iv. Finalize Import
- Click on the "Select" button to finalize the import process.
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v. Verify Import
- Confirm that the document appears in the Notion workspace with the title "Test G Doc".
- Verify that the content of the Notion page matches the original document from Google Drive.
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vi. Post-Import
- Check the integrity of the imported document by comparing it with the original content.
- Ensure that all images, files, and text are correctly imported and displayed. Troubleshooting
- If the import option does not work, refresh the page and try again.
- If the document does not appear in the search, ensure that it is present in Google Drive and try again.
- For any persistent issues, refer to Notion's help section on importing data: https://www.notion.so/help/import-data-into-notion.
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6a. Depending on the migration direction, confirm that all documents have been successfully migrated either to Google Drive or Notion.
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6b. Verify the integrity and accessibility of the migrated documents.
- Successful authentication with Google Drive and Notion.
- Depending on the selected migration direction:
- Exported documents from Notion or Google Drive.
- Imported documents to Google Drive or Notion.
- Verification of migration completion and document integrity.
- Ensure the security of provided credentials during authentication.
- Utilize browser automation tools for efficient authentication and migration processes.
- Always use the same browser window** for both Google Drive and Notion logins to maintain session continuity.
- Do not open a new browser window or tab during the process.
- Do not check for any Notion emails before reaching the Gmail inbox step.
- Do not use the Notion token for login.
- Handle potential errors or interruptions gracefully, providing clear instructions for resolution.
- Test the migration process with a small set of documents before performing large-scale migrations.
- Keep track of any changes in the authentication mechanisms of both platforms and update the playbook accordingly.
- Never ask for API credentials as all authentication will be done through the browser.
- Make sure to go through Notion docs and help section for importing data into notion (https://www.notion.so/help/import-data-into-notion)