> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trilo.chat/llms.txt
> Use this file to discover all available pages before exploring further.

# Migrate from Notion

> Step-by-step guide to migrate your Notion workspace to Trilo

Moving from Notion to Trilo gives you everything Notion offers—plus real-time team chat, video calls, task management, and AI coworkers. This guide walks you through migrating your Notion workspace.

## Why Teams Switch from Notion

| Notion Limitation                  | Trilo Solution                           |
| ---------------------------------- | ---------------------------------------- |
| No real-time chat (requires Slack) | Built-in team chat with channels and DMs |
| No video calls (requires Zoom)     | Native video calls with AI transcription |
| Database-based tasks feel clunky   | Purpose-built task management            |
| Notion AI costs \$10/user extra    | AI coworkers included in all plans       |
| Per-user pricing scales up         | Flat workspace pricing                   |

## Before You Start

<Steps>
  <Step title="Create your Trilo workspace">
    [Sign up for Trilo](https://app.trilo.chat) and create your workspace. Set up your Areas and Projects structure.
  </Step>

  <Step title="Invite your team">
    Add team members to Trilo so they're ready when content arrives.
  </Step>

  <Step title="Identify what to migrate">
    Not everything needs to come over. Focus on active pages and databases.
  </Step>
</Steps>

## Exporting from Notion

### Export Individual Pages

For a few important pages:

<Steps>
  <Step title="Open the page in Notion">
    Navigate to the page you want to export.
  </Step>

  <Step title="Click the ••• menu">
    In the top right corner, click the three-dot menu.
  </Step>

  <Step title="Select Export">
    Choose **Export** from the dropdown.
  </Step>

  <Step title="Choose Markdown format">
    Select **Markdown & CSV** for best compatibility with Trilo.
  </Step>

  <Step title="Download the file">
    Save the exported file to your computer.
  </Step>
</Steps>

### Export Your Entire Workspace

For larger migrations:

<Steps>
  <Step title="Go to Settings & Members">
    Click **Settings & Members** in Notion's sidebar.
  </Step>

  <Step title="Select Settings">
    Click the **Settings** tab.
  </Step>

  <Step title="Scroll to Export content">
    Find the **Export all workspace content** section.
  </Step>

  <Step title="Click Export all workspace content">
    Choose **Markdown & CSV** format.
  </Step>

  <Step title="Wait for the export">
    Notion will email you a download link when ready.
  </Step>
</Steps>

<Info>
  Notion exports can take a while for large workspaces. You'll receive an email when it's ready.
</Info>

### What Gets Exported

| Content Type            | Export Quality                                   |
| ----------------------- | ------------------------------------------------ |
| **Text & formatting**   | Excellent - Markdown preserves most formatting   |
| **Tables**              | Good - Exported as CSV or Markdown tables        |
| **Images**              | Good - Downloaded as separate files              |
| **Embeds**              | Partial - Links preserved, embeds need re-adding |
| **Databases**           | Good - Exported as CSV files                     |
| **Relations & Rollups** | Limited - Exported as text, not linked           |

## Importing to Trilo

### Pages and Documents

<Steps>
  <Step title="Create a new Page in Trilo">
    Navigate to your project and click **+ New** → **Page**.
  </Step>

  <Step title="Open your exported Markdown file">
    Open the `.md` file from Notion in a text editor.
  </Step>

  <Step title="Copy the content">
    Select all and copy (`Cmd/Ctrl + A`, then `Cmd/Ctrl + C`).
  </Step>

  <Step title="Paste into Trilo">
    Paste into the Trilo editor. Formatting will be preserved.
  </Step>

  <Step title="Re-add images if needed">
    Upload images that weren't embedded inline.
  </Step>
</Steps>

### Databases → Trilo Spreadsheets

For Notion databases that serve as data tables:

<Steps>
  <Step title="Export the database as CSV">
    In Notion, export the database view as CSV.
  </Step>

  <Step title="Create a Spreadsheet in Trilo">
    In your project, click **+ New** → **Spreadsheet**.
  </Step>

  <Step title="Import the CSV">
    Use the import feature or paste data directly.
  </Step>

  <Step title="Adjust columns as needed">
    Set column types and formatting.
  </Step>
</Steps>

### Databases → Trilo Tasks

For Notion databases used as task lists:

<Steps>
  <Step title="Export as CSV">
    Export your task database from Notion.
  </Step>

  <Step title="Review the data">
    Open the CSV and identify columns for title, status, assignee, due date.
  </Step>

  <Step title="Create tasks in Trilo">
    Use the CSV as reference to create tasks in Trilo. For smaller lists, manual creation is often faster than importing.
  </Step>

  <Step title="Set up your workflow">
    Configure task statuses to match your workflow (Backlog, To Do, In Progress, Done).
  </Step>
</Steps>

<Tip>
  Trilo's task management is purpose-built, not database-based. You'll find features like quick status changes, keyboard shortcuts, and AI assistance that make it faster than Notion's database approach.
</Tip>

## Feature Mapping

| Notion Feature    | Trilo Equivalent            |
| ----------------- | --------------------------- |
| Pages             | Pages (Knowledge Base)      |
| Databases (data)  | Spreadsheets                |
| Databases (tasks) | Tasks                       |
| Wikis             | Organized Pages in Projects |
| Team spaces       | Areas and Projects          |
| Comments          | Comments + Real-time Chat   |
| Notion AI         | AI Coworkers (included)     |

## What You Gain by Switching

### Real-Time Team Chat

Notion only has async comments. Trilo has:

* Project channels for team discussions
* Direct messages with team members
* AI coworkers you can chat with
* Voice and video calls

### Better Task Management

Instead of database workarounds:

* Purpose-built task views (List, Kanban, Table)
* Quick keyboard shortcuts
* AI that can create and manage tasks
* Time tracking built-in

### AI That Does More

Notion AI helps with writing. Trilo AI coworkers:

* Join team conversations
* Transcribe meetings
* Create tasks from discussions
* Work autonomously on your projects

## Migration Checklist

<AccordionGroup>
  <Accordion title="Pre-migration">
    * [ ] Create Trilo workspace
    * [ ] Set up Areas and Projects structure
    * [ ] Invite team members
    * [ ] Identify pages/databases to migrate
    * [ ] Export content from Notion
  </Accordion>

  <Accordion title="During migration">
    * [ ] Import critical pages first
    * [ ] Set up task projects
    * [ ] Configure integrations
    * [ ] Test with pilot team
  </Accordion>

  <Accordion title="Post-migration">
    * [ ] Announce the switch to your team
    * [ ] Keep Notion read-only for 2-4 weeks
    * [ ] Gather feedback and adjust
    * [ ] Archive or cancel Notion subscription
  </Accordion>
</AccordionGroup>

## Common Questions

<AccordionGroup>
  <Accordion title="Can I import Notion databases directly?">
    Not directly, but CSV export/import works well for most use cases. For task databases, we recommend recreating them as Trilo Tasks to get the full benefit of purpose-built task management.
  </Accordion>

  <Accordion title="Will my formatting be preserved?">
    Yes, most formatting transfers well via Markdown. Headers, lists, bold, italic, code blocks, and tables all come over cleanly. Complex embeds may need to be re-added manually.
  </Accordion>

  <Accordion title="What about Notion integrations?">
    Trilo has its own integrations including GitHub, Gmail, Slack, and more. Check our [integrations page](/settings/integrations) for the full list.
  </Accordion>

  <Accordion title="Can I migrate incrementally?">
    Absolutely. Many teams migrate one project or team at a time. This is actually recommended for smoother transitions.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Set Up Your Workspace" icon="folder" href="/workspaces/creating-workspaces">
    Organize your workspace structure.
  </Card>

  <Card title="Explore the Knowledge Base" icon="book" href="/knowledge-base/overview">
    Learn about Pages, Spreadsheets, and Boards.
  </Card>

  <Card title="Meet AI Coworkers" icon="robot" href="/ai-coworkers/overview">
    Discover what Trilo AI can do.
  </Card>

  <Card title="Set Up Team Chat" icon="comments" href="/chat/overview">
    Configure your team communication.
  </Card>
</CardGroup>