AI agents · Workflow template

RAG over your Notion knowledge base

Ask Carly anything about your docs. She searches Notion, cites sources, and answers in your voice.

Notion

Build this in Carly Or copy the prompt ↓

The workflow at a glance

Trigger

User asks

chat

Tool

LLM

Answer + cite

Action

How this workflow works, step by step

1 Trigger User asks

A chat message starts the flow. Carly hands the message into the next step as context.
2 Tool Search

Carly pulls live data from Notion — "Search." Whatever's needed for the next step is fetched fresh, not cached.
3 LLM Answer + cite

An LLM step does the thinking: answer + cite. Carly picks the right model for the job and you can swap models per step if you need to.
4 Action Reply

Carly takes action: reply. This is the visible outcome of the workflow.

When to use this template

You want this work to happen consistently without anyone remembering to do it.
You're already using Notion, and the manual version of this is eating real minutes a week.
You want a visible canvas you can audit and edit — not a black-box agent doing things you can't see.

When not to use it

This task only happens once or twice a month — the setup cost won't pay back.
The decision in the middle of the flow needs human judgment every single time, not just on edge cases.
Your stack doesn't include any of the apps above and you don't want to wire a generic HTTP step.

Build it in 10 minutes — copy this prompt

Paste this in an email to and Carly will build the workflow for you.

Hey Carly — please build me this workflow.

Name: RAG over your Notion knowledge base

What it should do:
Ask Carly anything about your docs. She searches Notion, cites sources, and answers in your voice.

Steps:
1. Trigger: User asks (chat)
2. Tool: Search
3. LLM: Answer + cite
4. Action: Reply

Tools to wire up: Notion

Set it live once you've got it working. Thanks!

Or open the dashboard →

Apps you'll connect

Carly authenticates these for you over OAuth when she sets up the workflow.

Notion

Questions teams ask before building this

How long does this workflow take to set up?

Most teams have "RAG over your Notion knowledge base" running in under 10 minutes. Copy the prompt on this page into an email to carly@usecarly.com and Carly wires the workflow together for you, including authenticating Notion.

Can I edit this template after Carly builds it?

Yes. Every workflow lives on the Carly canvas where you can rename steps, change conditions, swap LLM models, add filters, and re-route branches. Templates are starting points, not locked recipes.

What if I use a different tool than the ones in this template?

Carly connects to 200+ tools, plus a generic HTTP node for any API that doesn't have a native integration. Tell Carly your stack when you send the prompt and she'll pick the right connectors.

Does this run automatically once it's built?

Yes. The trigger at the start of the workflow fires automatically — on a schedule, on an inbound email, on a webhook, on a calendar event, whatever this template specifies. Carly handles the listening; you only step in when a step is gated on you.