How do I connect Notion to AccountsOS?

Go to Settings > Integrations and click Connect next to Notion. It's one-click OAuth — no API keys or setup needed. During connection you choose which parts of your Notion workspace AccountsOS can access. The integration works across all your companies in AccountsOS.

What does Finn propose when syncing Notion pages?

Finn reads the Notion pages matching the deal's contact or company and proposes concrete updates: a revised deal value with reasoning, a confidence level, a next action with a specific date, a pipeline stage change, and follow-up tasks. Each proposal includes a short rationale based on what was in the notes.

Does AccountsOS write anything back to Notion?

No. AccountsOS has read-only access. Nothing in Notion is modified or written to by AccountsOS.

Does Finn need my Notion pages to have a specific structure?

No. Finn reads pages using natural language understanding, not a rigid schema. It works with free-form notes, structured databases, nested pages, or any mix of formats your team already uses.

Is the Notion integration included in the standard AccountsOS plan?

Yes. The Notion integration is available on all paid plans. AccountsOS starts with a 14-day free trial, then £20 per month.

Notion Call Notes to Sales Pipeline: Let Finn Update Your Deals

Q: What is the difference between the Notion and Granola integrations?

Both integrations read meeting notes and produce deal update proposals. The difference is the source: Granola is an AI meeting notepad that captures notes during calls automatically. Notion is where many teams store call summaries and client context written after calls. AccountsOS supports both. Some teams use both.

AccountsOS connects to Notion so the call notes your team keeps in pages and databases flow straight into your sales pipeline. On any deal, tap "Sync from Notion" and Finn searches your workspace for relevant pages, reads them, then proposes deal value, confidence, next action, and stage changes — each with a clear rationale. You confirm or skip.

The call is in the notes. The notes are in Notion. The deal hasn't moved in two weeks.

If your team uses Notion to capture meeting notes, client context, and call summaries, you already have the information your pipeline needs. Getting it from Notion into the deal record has just been a manual job that nobody quite gets around to doing.

AccountsOS now connects directly to Notion. Finn reads your pages and proposes deal updates — no copy-paste, no tab-switching, no retyping.

How does the Notion integration work?

The flow is straightforward:

Your team captures call notes in Notion — a page in a meetings database, a client workspace, a shared doc — wherever you already work
On the deal in AccountsOS, you tap "Sync from Notion"
AccountsOS searches your Notion workspace for pages that match the deal's contact name or company name
Finn reads the relevant pages and proposes a set of deal updates
You confirm the ones that fit, skip the ones that don't

There's no schema to set up. Finn works with whatever structure your Notion pages already have — databases, nested pages, free-form meeting notes, all of it.

How do I connect Notion?

Settings > Integrations, then click Connect next to Notion. It's one-click OAuth — no API keys. You'll be asked to give AccountsOS access to the pages and databases you want it to search. The connection is per user and works across all your companies in AccountsOS.

AccountsOS has read-only access to your Notion workspace. Nothing in Notion is modified.

What updates does Finn propose?

After reading the relevant Notion pages, Finn produces a structured list of proposed changes to the deal. Each one includes a short rationale — what in the notes led to the suggestion — so you can make an informed decision rather than just clicking confirm on something you haven't verified.

A typical set of proposals after a discovery call documented in Notion:

Deal value: £12,000 — "Notes describe a 3-month project covering API integration and a reporting layer. Based on your standard rate, this sits in the £10,000–15,000 range."
Confidence: High — "The contact confirmed budget is approved and they have a board deadline in July. Internal champion identified."
Next action: Send proposal by Friday 13 June — "They asked explicitly for a written scope before end of week."
Move to Proposal stage — "Discovery complete; they're ready to evaluate a scope document."
Task: Intro call with their operations lead — "They mentioned their ops manager would need to approve the technical side."

You review each proposal, confirm what fits, and skip what doesn't. Finn never auto-applies anything to a deal.

Does it work with any Notion page structure?

Yes. Finn reads pages using natural language understanding, not a rigid schema. Whether your team uses a meetings database with structured properties, a simple doc with bullet-point notes, or a client workspace with multiple nested pages, Finn can extract deal signals from it.

If your workspace has hundreds of pages, Finn narrows the search to pages that match the deal's contact or company before reading anything, so you're not paying for unnecessary processing.

A worked example

You run a small agency and you've just had a discovery call with a professional services firm. Your operations manager took the notes in Notion under the client's workspace.

The notes cover: their current invoicing setup, a pain point with manual reconciliation across three bank accounts, interest in the integration between AccountsOS's pipeline and the books, and a timeline tied to a new financial year starting in August.

Here's what Finn might propose after syncing:

Update deal value to £12,000 — "They described wanting three bank connections set up, historic data migration, and a training session for two people. That scope fits your standard onboarding package."
Raise confidence to High — "They have a hard deadline (August new financial year), a defined budget holder, and a specific pain point that AccountsOS solves directly."
Next action: Send proposal by Friday 13 June — "Noted explicitly as the ask at the end of the call."
Move to Proposal stage — "Discovery is done; next step is a written scope."
Task: Check whether they need multi-company support — "They mentioned a subsidiary. Worth clarifying before scoping."

You confirm the ones you agree with and skip anything that doesn't match your memory of the call. The deal is up to date in under a minute.

Is AccountsOS reading everything in my Notion workspace?

No. When you tap "Sync from Notion" on a specific deal, AccountsOS searches for pages related to that deal's contact or company. It reads the pages it finds — not your entire workspace.

You also control which parts of your Notion workspace AccountsOS can access during the OAuth setup. You can restrict it to specific pages or databases if you prefer.

How is this different from the Granola integration?

The outcome is the same — Finn reads meeting notes and proposes deal updates — but the source is different.

Granola is an AI meeting notepad that captures notes during calls automatically. If your team uses Granola, notes are captured and structured before you've even left the call.

Notion is where many teams store longer-form context: notes written after calls, client background, shared documents, meeting summaries added manually. Both are valid sources. Some teams use both.

If you're not sure which to start with, connect whichever one your team is already using for call notes.

What if my notes are somewhere else entirely?

You can paste raw notes directly into any deal in AccountsOS — a Zoom transcript, an email thread summary, rough notes from a whiteboard session. Finn runs the same analysis and produces the same proposals. The integrations just remove the copy-paste step.

Why keeping the pipeline current matters

The pipeline going stale is one of those problems that doesn't feel urgent until a deal goes cold and you can't remember why, or a forecast conversation reveals the numbers are fiction.

When notes flow in automatically, the pipeline reflects reality without requiring discipline on top of the actual work of selling. You have the call, the notes exist somewhere, and the deal catches up on its own.

In AccountsOS, the pipeline also sits next to the books. When a deal closes, it becomes an invoice in the same tool. Finn can see the full journey from first call to cash collected. You don't re-enter anything.

Frequently asked questions

Do I need to configure anything in Notion before connecting?

No. Finn works with whatever structure your pages already have. You don't need to set up a specific database schema or tag pages for AccountsOS. Just connect via OAuth and start syncing.

Which Notion pages does Finn search?

When you sync a deal, Finn searches for pages in your workspace that match the deal's contact name or company name. You control which pages AccountsOS can access during the OAuth step.

Can I sync the same deal after follow-up calls?

Yes. Each time you have a new call and your team adds notes in Notion, you can tap "Sync from Notion" again. Finn reads the latest pages, logs a new activity, and proposes any further updates. Previous confirmed updates stay as they are.

Does AccountsOS modify anything in Notion?

No. The integration is read-only. AccountsOS reads pages; nothing is written back to your Notion workspace.

What if Finn finds multiple Notion pages for the same deal?

Finn reads all the relevant pages it finds and consolidates them into a single set of proposals. It notes which pages informed each suggestion, so you can see exactly what it read.

Is this available on all plans?

Yes. The Notion integration is included on all paid plans. AccountsOS comes with a 14-day free trial, then £20 per month.

The Notion integration is live. See how it works, then connect it in Settings > Integrations and try a sync on your next deal.

If your team uses Granola for AI meeting notes during calls, the Granola integration works the same way with automatic note capture built in. Both integrations are available from the same settings page.