How to Audit and Update the Snippets Centralized Catalog

Learn how to audit and sync your Notion snippets centralized catalog with HubSpot. Keep your templates updated and delete deprecated snippets efficiently.

August 17, 2026 By Oriana Balbuena

This guide explains how to audit and update the Snippets Centralized Catalog in Notion to ensure it accurately matches HubSpot. Completing this synchronization ensures that the product team and AI knowledge base have reliable access to the most current response templates.

This guide is intended for customer success and operations teams responsible for maintaining internal knowledge bases. Use this workflow periodically to audit pending templates, update existing snippet copy, and remove deprecated content.

Locating Recent Snippets via Slack

If you need to find recently created snippets, you can search for them in Slack before updating Notion.

Step #1: Click the search bar at the top of your Slack workspace. — Click the search bar at the top of your Slack workspace.

Step #2: Go back to the HubSpot snippet editor and highlight the existing text. — Go back to the HubSpot snippet editor and highlight the existing text.

Type "snippets" and press Enter.

Step #4: Click Show results for: snippets. — Click **Show results for: snippets**.

Step #5: Select the relevant message or thread to view the list of recently discussed snippets. — Select the relevant message or thread to view the list of recently discussed snippets.

Step #6: Click the provided link to jump directly to the snippet in Notion. — Click the provided link to jump directly to the snippet in Notion.

Synchronizing Notion Content to HubSpot

Type "Snippets - Centralised Catalogue" in your Notion search bar and press Enter.

Step #8: Open the Snippets - Centralised Catalogue database. — Open the **Snippets - Centralised Catalogue** database.

Step #9: Click the title of the snippet you want to verify, such as Tax Extension Form Inquiry. — Click the title of the snippet you want to verify, such as **Tax Extension Form Inquiry**.

Step #10: Click the HubSpot link in the URL property to open the snippet editor in HubSpot. — Click the HubSpot link in the **URL** property to open the snippet editor in HubSpot.

Step #11: Return to the Notion document and highlight the desired body text. — Return to the Notion document and highlight the desired body text.

Step #12: Go back to the HubSpot snippet editor and press Cmd + A to select the body from it. — Go back to the HubSpot snippet editor and press `Cmd + A` to select the body from it.

Step #13: Press Cmd + V to paste the updated text from Notion. — Press `Cmd + V` to paste the updated text from Notion.

Deleting Deprecated Snippets

Step #14: (One time only) Locate deprecated snippet in the Notion catalogue, such as Stripe Atlas - C-Corp Formations and any related to this partnership. — **(One time only)** Locate deprecated snippet in the Notion catalogue, such as **Stripe Atlas - C-Corp Formations** and any related to this partnership.

Step #15: In the HubSpot Snippets dashboard, click the Search snippets bar. — In the HubSpot Snippets dashboard, click the **Search snippets** bar.

Type the relevant keyword (e.g., "stripe") to locate the deprecated items.

Step #17: Hover over the snippet you want to remove and click Actions. — Hover over the snippet you want to remove and click **Actions**.

Step #18: Select Delete from the dropdown menu to remove it completely. — Select **Delete** from the dropdown menu to remove it completely.

Auditing Pending Snippets

Step #19: In Notion, find entries with a Not started - Pending or In Progress status. — In Notion, find entries with a **Not started - Pending** or In Progress status.

Step #20: Click Open in side peek to view the snippet details. — Click **Open in side peek** to view the snippet details.

Step #21: Click the HubSpot link in the URL field to check the current live content. — Click the HubSpot link in the **URL** field to check the current live content.

Q: How do I handle snippets labeled as "Pending" or "Not started"?

A: Open their associated HubSpot link to review their contents. If they are blank and unnecessary, delete them; if they hold potential, refine the text, update HubSpot, and mark them as "Revised" in Notion.

Review the snippet contents to determine the next course of action.

Condition	Action
Snippet is blank or unneeded	Delete the the Notion page to keep the database clean.
Snippet contains useful content	Refine the copy (e.g., using an AI tool like Claude), paste the updated version into HubSpot, and change the status in Notion to Revised. Check the HubSpot snippet if it looks good, copy and paste the snippet's body in the notion page and run it with claude to create the SOP.

Q: Why do we need to sync the Notion catalogue and HubSpot snippets?

A: The product team will likely use the Notion Centralized Catalog to populate the AI knowledge base, so keeping it synced ensures the AI is always referencing the most accurate and up to date information. It's also accessible to everyone in the company so keeping it updated helps make sure we're all aligned on what we're sharing across departments.

Q: What should I do with outdated snippets like Stripe Atlas C-Corp formations?

A: You should delete them entirely from HubSpot to remove obsolete junk and delete their corresponding entries in the Notion catalogue as well.

Term	Definition
Snippet	A reusable block of text or response template used to quickly answer common inquiries.
Centralized Catalog	The primary Notion database that acts as the source of truth for all support snippets and AI knowledge base data.

How to Audit and Update the Snippets Centralized Catalog

Learn how to audit and sync your Notion snippets centralized catalog with HubSpot. Keep your templates updated and delete deprecated snippets efficiently.

August 17, 2026 By Oriana Balbuena

Locating Recent Snippets via Slack

If you need to find recently created snippets, you can search for them in Slack before updating Notion.

Type "snippets" and press Enter.

Synchronizing Notion Content to HubSpot

Type "Snippets - Centralised Catalogue" in your Notion search bar and press Enter.

Deleting Deprecated Snippets

Type the relevant keyword (e.g., "stripe") to locate the deprecated items.

Auditing Pending Snippets

Q: How do I handle snippets labeled as "Pending" or "Not started"?

Review the snippet contents to determine the next course of action.

Condition	Action
Snippet is blank or unneeded	Delete the the Notion page to keep the database clean.
Snippet contains useful content	Refine the copy (e.g., using an AI tool like Claude), paste the updated version into HubSpot, and change the status in Notion to Revised. Check the HubSpot snippet if it looks good, copy and paste the snippet's body in the notion page and run it with claude to create the SOP.

Q: Why do we need to sync the Notion catalogue and HubSpot snippets?

Q: What should I do with outdated snippets like Stripe Atlas C-Corp formations?

A: You should delete them entirely from HubSpot to remove obsolete junk and delete their corresponding entries in the Notion catalogue as well.

Term	Definition
Snippet	A reusable block of text or response template used to quickly answer common inquiries.
Centralized Catalog	The primary Notion database that acts as the source of truth for all support snippets and AI knowledge base data.