Integrations

Share the Notion pages that hold your R&D thinking, and only those

A Notion page that states a hypothesis before the work and records results as they arrive supports an R&D claim. Rand reads only the pages you share, extracts their text, files each in the financial year it was created and attributes it to its last editor, then proposes which R&D activity it documents for your team to confirm.

Reviewed by George WalchFacts last verified

What Rand reads

  • The pages you choose on Notion's consent screen when you connect, found through Notion's search, and no others.
  • Each page's title and properties, and the text of its blocks, paragraphs, headings, lists, to-dos, toggles, quotes, callouts, code, tables and equations, including nested blocks.
  • Captions on images, videos, files, PDFs and embeds, with a note that their contents were not extracted.
  • When the page was created and last edited, and who created and last edited it.

What it becomes in your claim

  • One record per page, filed in the financial year the page was created and attributed to its last editor.
  • A screen that skips archived pages and untitled pages with under 50 characters of text.
  • A work type read from the title, such as meeting notes, design, investigation or documentation.
  • References to Jira or Linear keys and GitHub pull request links found in the page title.
  • Work dates for the last editor's active-day estimate, the day the page was created and the day it was last edited.
  • An AI proposal placing the page on a core or supporting activity, which a person confirms or answers a question about.

What Rand never does

  • Rand never writes to, edits or deletes any page in your Notion workspace.
  • Nothing from Notion is claimed without a person reviewing it.

What a shared page can show

Design thinking often lives in Notion rather than in tickets: the problem, the options weighed, the plan for an experiment and what it found. business.gov.au asks for records made at the time, and lists experimental plans, project plans and meeting records among those that support core R&D. The ATO's ruling TR 2018/2 says electronic records, including records stored in the cloud, are subject to the same record keeping requirements as paper records.

A page's timestamps need reading carefully. The created and last-edited times show when the page was made and when it last changed, not when each paragraph was written, so a hypothesis added in May to a page created in February does not look like February thinking to anyone checking the history. Notion's page history shows the sequence (how far back depends on your Notion plan), and dated headings inside the page make it readable. And a well-kept page supports a claim without settling it: whether the work is R&D depends on its substance, which a person decides.

A design page in practice (illustrative)

The page, dates and people here are illustrative.

An engineer creates "Design: retrieval index v2 (ENG-77)" on 10 February with the problem, the options rejected and a hypothesis. Dated log entries follow through March, and a second engineer adds the conclusion on 2 April.

In Rand the page becomes one record in the financial year that contains 10 February. Its title reads as design work, and the ENG-77 key is noted so a person can see which experiment it belongs to. Rand's AI proposes whether it documents a core activity, records work that supports one, or neither, and your team confirms or answers a question. The record is attributed to the second engineer, because they edited it last, and both its dates, 10 February and 2 April, join that person's estimate. Where that is not who did the work, raise it when the year's hours are checked.

What the connection can see

Notion asks you which pages to share when you connect Rand, and that choice is the boundary. Rand's sync uses Notion's search to list the pages it was given, newest edits first, and never sees a page you did not share. To add a page later, share it with the Rand connection in Notion and the next sync picks it up.

Rand keeps the text of a page's blocks: paragraphs, headings, lists, to-dos, toggles, quotes, callouts, code, table rows and equations. Images, videos, PDFs, files, bookmarks and embeds contribute only their caption, plus a marker that the content was not read, so write results that matter as text. A child page is a record of its own, not part of its parent. A first screen skips archived pages and untitled pages with almost no text, and any Jira or Linear key or pull request link in the title is noted.

Extraction limits

  • Each page read is bounded at 25 requests and 40,000 characters, and blocks are followed up to ten levels deep.
  • When a page hits a limit, or a request fails, the record says why. A later read that is cut short keeps the text already stored.
  • A page Notion reports as unchanged since the last read is not read again.
  • An untitled page needs at least 50 characters of text to pass the first screen.

For how to write those pages, see Notion design docs as contemporaneous evidence. Notion records usually sit beside tickets in Jira or Linear. The contemporaneous evidence glossary entry and the R&D Tax Incentive resources cover the wider requirements.

Frequently asked questions

Can Rand see our whole Notion workspace?
No. Notion asks you which pages to share when you connect, and Rand's search returns only those pages. Share the engineering, research or experiment pages and leave the rest private.
Does Rand read images, diagrams or attached PDFs in a page?
No. It reads the text of the page and any caption on an image, file or embed, and records that the content itself was not extracted. Put results that matter in text as well as in a chart.
What if a page is too long to read in full?
Rand marks the page as incomplete and says why, for example a text or request limit. If the page was read before, an incomplete re-read keeps the text already stored rather than replacing it.

Sources

  1. business.gov.au: Record keeping for the R&D Tax Incentive
  2. ATO: TR 2018/2 Income tax, record keeping and access, electronic records
  3. AusIndustry: Software development sector guide

The R&D Tax Incentive is a self-assessment program. This page is general information, not tax, legal or financial advice; eligibility depends on your circumstances and you should seek independent advice for them.