ToolStack
Migration Guide

Migrating from Loom to Notion

The main reason teams move from Loom to Notion is roadmapping. Notion's approach — unmatched flexibility as an all-in-one workspace — combines docs, wikis, databases, and project management in a single tool — suits solo and startup teams that have outgrown Loom's model. Here's how to migrate without losing historical context.

At a Glance

Loom
4.7/5 · 2,600 G2 reviews
  • Fastest way to communicate complex ideas asynchronously — record screen + camera in seconds with zero setup
  • Loom AI automatically generates titles, summaries, chapters, and action items, saving significant post-recording effort
  • Extremely low learning curve — even non-technical stakeholders adopt it instantly, making it ideal for cross-functional PM communication
Notion
4.7/5 · 10,700 G2 reviews
  • Unmatched flexibility as an all-in-one workspace — combines docs, wikis, databases, and project management in a single tool
  • Powerful relational database system allows PMs to build custom product management workflows without code, including roadmaps, backlogs, and PRDs
  • Beautiful, clean interface with excellent block-based editor that makes writing product specs and documentation a pleasure
Full side-by-side comparison: Loom vs Notion

You gain with Notion

  • +roadmapping
  • +sprint planning
  • +backlog management
  • +Kanban boards

Migration Steps

1

Audit and export your current workspace

Before touching Notion, document what lives in Loom: projects and tasks, custom fields, automations, integrations, and team permissions. Export a full CSV backup — most tools support this from Settings → Export. Pay particular attention to any workflow automations that your team relies on daily.

2

Set up your Notion workspace

Create your Notion workspace and replicate your project structure using pages and databases. Notion starts at $12/user/mo/user/mo with a free tier available — $0.5/user/mo less than your current Loom spend. Run with a single pilot team before migrating everyone.

3

Map your workflow equivalents

Find the closest Notion equivalent for each Loom feature your team relies on. projects and tasks in Loom maps to pages and databases in Notion. Notion supports custom fields — recreate your Loom field schema here first. Gantt-style timeline views are available if your team used them in Loom. Prioritise the critical path: task creation, status tracking, and assignment.

4

Import your data

Notion supports CSV import for tasks and projects and has 20+ native integrations. After importing, rebuild your key automations — Notion's automation engine can replicate most rules you had in Loom. Start with your most active project rather than importing everything at once.

5

Onboard your team

Run a 30-minute walkthrough covering the daily workflow: how to create pages and databases, update status, and find your board. Expect a moderate ramp — most engineers and PMs hit their stride within a week. The biggest adjustment is usually the sprint ceremony workflow.

6

Run Loom in parallel for two weeks

Keep Loom read-only while your team works primarily in Notion. This reduces risk and lets people reference historical context — old decisions, archived tickets, past sprint data — without slowing the migration. After two weeks with no new work going into Loom, archive the workspace and make Notion the official home.

Ready to switch?

Read the full Notion review for pricing, integrations, and team fit details.

Read Notion Review →Compare Loom vs Notion