Notion / INTEGRATION GUIDE

Notion + Angelwood Integration

Turn Notion databases into client dashboards. Share project progress without workspace invites.

QUICK ANSWER

Connect Notion with Angelwood to display project databases, task progress, and documentation in client portals without sharing Notion workspace access.

WHO THIS IS FOR

Best for teams already relying on Notion and needing their client-facing updates, approvals, or reporting to stay in sync.

THE WORKFLOW

What you get with Notion

Seamlessly connect your workflow with Angelwood

01

Database Sync

Display Notion database views as interactive client dashboards with filters.

02

Progress Tracking

Show project status, task completion, and milestone progress from Notion.

03

Documentation Access

Share specific Notion pages as read-only documentation in client portals.

FROM SETUP TO SHARED CONTEXT

How it works

Get started with Notion in minutes

  1. 01

    Connect your Notion workspace

    OAuth connection with selected page permissions.

  2. 02

    Select databases

    Choose which Notion databases to sync for each client.

  3. 03

    Configure views

    Set filters and visible properties for client-facing views.

  4. 04

    Clients see live data

    Notion updates automatically reflected in client portals.

IN PRACTICE

How firms use Notion with Angelwood

Ways to apply this workflow to client work

01

Content Agencies

Share content calendars and editorial pipelines without full Notion access.

OutcomeGive clients content visibility without overwhelm

02

Design Agencies

Display project timelines, deliverable status, and revision tracking.

OutcomeReduce client check-in meetings by 50%

03

Development Agencies

Show sprint progress, feature completion, and bug tracking status.

OutcomeKeep clients informed without dev-speak

GOOD QUESTIONS

Notion Integration FAQs

Do clients need Notion accounts?

No. Clients view Notion data through their Angelwood portal only.

Can clients edit Notion data?

Read-only by default. Two-way sync with client input available on request.

Which Notion views are supported?

Table, Board (Kanban), Timeline, and Calendar views are all supported.

How often does data sync?

Near real-time sync. Notion changes appear in portals within minutes.

Can I filter what clients see?

Yes. Set property filters so clients only see data relevant to them.

YOUR NEXT STEP

Ready to connect Notion?

Start your 14-day free trial. No credit card required.