Migrating_files_between_Notion_and_Google_Drive.playbook.md

gistfile1.txt

# Playbook: Migrating Documents Between Notion and Google Drive

## Overview

This playbook outlines the steps to migrate documents between Notion and Google Drive via a browser. It includes authentication steps for both platforms.

## Prerequisites

- Google and Notion account credentials.

## Procedure

### 1. Collect Authentication Details

- 1a. Prompt the user to provide their Google email and password.

- 1b. Prompt the user to provide their Notion email and password.

### 2. Authenticate with Google Drive and Notion in same Browser

- 2a. Open a browser window and navigate to Google Drive.

- 2b. Use the provided Google credentials to sign in.

- 2c. Ensure successful authentication.
  
- 2d. Stay on the same browser window and navigate to Notion's login page

- 2e.Enter the Notion Account email address.
  
- 2f. Do not check for any Notion emails yet.
  
- 2g. Do not use the Notion token for login.
  
- 2h. Check the Gmail inbox for the "Sign in with Magic Link" email from Notion.
  
- 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.

### 4. Determine Migration Direction and Target Files

- 4a. Prompt the user to specify the migration direction (from Notion to Google Drive or from Google Drive to Notion).

- 4b. Based on the selected direction, prompt the user to specify either the files to migrate or to migrate all files.

### 5. Export and Import Documents

- 5a. If migrating from Notion to Google Drive:

  - 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)

  - ii. Export the specified documents from Notion.

  - iii. Navigate to Google Drive.

  - iv. Create a new folder or select an existing one for the imported documents.

  - v. Upload the exported documents from the local directory to the chosen Google Drive folder.

- 5b. If migrating from Google Drive to Notion:

  - i. Go to Notion Settings.
  - ii. Then go to Import.  
  - iii. Then choose import data from Google Docs.
  - iv. Select the specified Documents asked by the user.
  - v. Click on Select button.

### 6. Verify Migration

- 6a. Depending on the migration direction, confirm that all documents have been successfully migrated either to Google Drive or Notion.

- 6b. Verify the integrity and accessibility of the migrated documents.

## Specification

- 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.

## Advice and Pointers

- 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>)