Integration
Notion + AccountsOS
Keep call notes and client docs in Notion? Connect it to AccountsOS and they flow onto your deals: AccountsOS finds the pages matching the deal's contact, Finn reads them, logs a clean activity note, and proposes updates to value, confidence, next action and stage — you confirm each one.
Your Notion call notes and client docs update your sales pipeline
Free for 14 days - No credit card required
Integration Features
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
Settings > Integrations > Notion. One-click OAuth — you choose what AccountsOS can see and you're done.
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.
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.
Benefits
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
Frequently Asked Questions
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.
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