Integration

Your Notion notes. Already on the deal.

Connect Notion and AccountsOS finds the pages matching a deal's contact or company, Finn reads them, logs a clean activity note, and proposes updates to value, confidence, next action and stage for you to confirm.

Read-only. AccountsOS never writes back to Notion.

accounts-os.com/pipeline
Deal: Birchfield LabsLive
Sync my Notion notes onto this deal
FFound 2 matching pages. Proposing next action 'send contract' and value up to £6,000.
FFinn found the notes without you searching Notion.

What comes across

One-click OAuth connect, no API keys

Search Notion pages by the deal's contact or company

Sync notes onto any deal in your pipeline

Finn-proposed deal updates: value, confidence, next action, stage

Suggested follow-up tasks with due dates

Read-only: we never write back to Notion

How it works

Connect Notion once, then stop thinking about it.

Your Notion call notes and client docs update your sales pipeline

01

Connect Notion

Settings > Integrations > Notion. One-click OAuth: you choose what AccountsOS can see and you're done.

02

Sync notes onto a deal

Open any deal and click Sync from Notion. AccountsOS searches your pages by the deal's contact or company and you pick the right one.

03

Confirm Finn's proposals

Finn logs a clean activity note and proposes updates (deal value, confidence, next action, stage) plus follow-up tasks. You confirm each change.

Why it's worth it

The notes you already keep become pipeline updates

Your pipeline stays true, so your forecast stays honest

Nothing applied without your confirmation: Finn proposes, you decide

Connect once, works across all your companies

Deals sit next to invoices: close a deal, raise the invoice in the same tool

FAQ

The questions people ask first

What does AccountsOS read from Notion?

The pages you give it access to during the OAuth connect, read-only. We search by the deal's contact or company name and only pull a page when you click Sync on a deal. We never write back to Notion.

Does Finn change my deals automatically?

No. Finn proposes updates (value, confidence, next action, stage), each with a one-line rationale, and suggests follow-up tasks. Nothing is applied until you confirm it.

How does it find the right page?

AccountsOS searches your connected Notion pages by the deal's contact and company name and shows you the matches, so you pick the right one.

Do I need a paid Notion plan?

You need your own Notion account with access to its connections. AccountsOS works with whatever Notion plan gives you that. Check Notion's pricing for current details.

What if my notes aren't in Notion?

Paste raw call notes from anywhere into the deal and Finn runs exactly the same ingest. If your calls are noted by Granola, the Granola integration does this automatically too.

Bring Notion into AccountsOS.

14-day free trial, then £20 a month plus VAT.

Already have an account? Connect Notion in Settings, Integrations.