How AI Agents Work with Intercom and Notion Through Assista

Introduction

In today’s fast-paced digital world, handling multiple productivity apps can get overwhelming. If you use Intercom for customer communication and Notion for organizing information, you know how valuable it is to keep them working together. With Assista’s AI agents bridging these tools, you gain the ability to perform complex tasks just by chatting naturally. This unlocks greater productivity without needing technical skills or coding knowledge.

What can you achieve with this AI Agent?

By connecting Intercom and Notion through Assista AI agents, you can:

• ✔️ Quickly retrieve key customer details and conversation history from Intercom within Notion
• ✔️ Automate note-taking by summarizing Intercom chats directly into your Notion workspace
• ✔️ Create and update knowledge base articles or documentation based on Intercom support interactions
• ✔️ Collaborate more effectively by linking customer issues to project tasks inside Notion
• ✔️ Handle multi-step workflows involving message review, task assignment, and content updates with simple commands
• ✔️ Trigger on-demand actions whenever you need, making your work more flexible

Workflow Examples

1. Customer Conversation Summary and Documentation

Use case:

You want to summarize a long Intercom chat with a customer and add the key points to your team’s Notion knowledge base.

Workflow:

• Intercom: Retrieve the selected chat thread
• AI Agent: Summarize conversation highlighting important issues and resolutions
• Notion: Create or update a page with the summarized notes

Result:

Your team’s documentation in Notion stays current with precise summaries, enabling everyone to quickly understand customer concerns.

Prompt Draft:

"Summarize this Intercom conversation focusing on the main customer concerns and solutions, then add the summary as a new entry in our Notion support knowledge base."

Benefits:

✔️ Saves manual effort writing summaries.
✔️ Keeps knowledge base updated in real time.
✔️ Ensures consistent communication across teams.

2. Tagging and Task Creation from Customer Feedback

Use case:

You need to extract actionable tasks from Intercom messages and track them in Notion.

Workflow:

• Intercom: Analyze recent messages for feature requests or bug reports
• AI Agent: Identify key tasks and categorize them
• Notion: Create or update related task pages with details

Result:

All customer requests get organized efficiently, enabling your product team to prioritize and act quickly.

Prompt Draft:

"Review the latest Intercom messages and extract tasks related to product feedback. Create corresponding entries in Notion with tags and priority levels."

Benefits:

✔️ Transforms customer feedback into clear action items.
✔️ Maintains a centralized task list for better management.
✔️ Reduces back-and-forth between support and product teams.

3. Meeting Preparation by Linking Customer Insights

Use case:

You want to prepare for a client meeting by compiling important Intercom chat extracts and related project notes from Notion.

Workflow:

• Intercom: Collect relevant conversation excerpts
• Notion: Gather linked notes and documents
• AI Agent: Compile everything into a single briefing document

Result:

You enter meetings fully informed, with concise and organized client data at your fingertips.

Prompt Draft:

"Combine key excerpts from this Intercom chat with related Notion project notes into a meeting briefing document."

Benefits:

✔️ Saves time preparing for meetings.
✔️ Provides a unified view of client information.
✔️ Ensures you never miss critical details during discussions.

By using these workflows, you turn chat and note apps into powerful allies that free you from repetitive tasks. You remain in control, simply telling the AI agents what to do when you need it most.