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Notion / INTEGRATION GUIDE

Move your Notion projects into Angelwood

Bring project databases, tasks and their history across once, then run client updates and approvals from Angelwood. Notion is a migration source, not a live sync.

MIGRATION SOURCENot a live integration. Existing Notion records can be brought into Angelwood when you move over; there is no ongoing sync.

QUICK ANSWER

Migrate project databases, tasks, comments and attachments from Notion into Angelwood. Notion is a migration source, not a live sync.

WHO THIS IS FOR

Best for teams moving their Notion records into Angelwood.

THE WORKFLOW

What you get with Notion

01

Databases become projects

Choose the Notion databases to bring across. Their entries arrive as projects, phases and tasks, with users mapped to your Angelwood team.

02

History comes with the work

Comments and attached files move with the tasks they belong to, so the context behind each item is not lost in the move.

03

Nothing silently dropped

Standalone pages and any blocks the import cannot map are kept as archived source references and reported for review.

FROM SETUP TO SHARED CONTEXT

How it works

  1. 01

    Connect or upload

    Authorise Notion, use an integration token, or upload an export.

  2. 02

    Choose what to bring

    Select the databases to migrate and review the preview.

  3. 03

    Map people and fields

    Match Notion users and properties to Angelwood before importing.

  4. 04

    Import and check

    Run the import, then review the warnings for anything kept as a reference.

IN PRACTICE

How firms use Notion with Angelwood

Ways to apply this workflow to client work

01

Leaving a Notion-based tracker

Move the project and task databases the team has outgrown instead of retyping them.

OutcomeDelivery history starts in Angelwood with the work already there

02

Consolidating client work

Bring engagements tracked in Notion into the same place as client updates and approvals.

OutcomeOne record per client instead of a workspace and a portal

03

Keeping reference pages

Pages that are not tasks stay attached as source references rather than being discarded.

OutcomeThe context stays findable after the move

GOOD QUESTIONS

Notion Integration FAQs

Does Angelwood sync with Notion?

No. Notion is a migration source: the import brings records across once. After that, updates, approvals and project work live in Angelwood.

What comes across from Notion?

Users, the databases you select as projects and phases, their entries as tasks, and task comments and attachments. Standalone pages are kept as archived references.

Do I need to give Angelwood access to my whole workspace?

No. You choose which databases to migrate, or upload an export instead of connecting the workspace.

Which project tools can Angelwood keep in sync?

Live PM sync covers the providers listed on the pricing page, such as Asana, ClickUp, Monday.com and Trello. Notion is not one of them.

YOUR NEXT STEP

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