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Docs and knowledge

Notion automation, built around how you work.

Docs, wikis and lightweight databases, often the company brain.

Scope a Notion build Book thirty minutes
Tool
notion.so
Usually paired with
HubSpot, Linear, Slack, Claude
Timeline
Most builds live in 3 to 5 business days from scope
Owned by
You. Accounts, credentials and code in your name.

What we build on Notion

  • Keep Notion databases in step with real systems
  • Generate docs and briefs from CRM and project data
  • Make Notion content answerable by an AI assistant
  • Turn Notion tasks into work in the tools that do it

What we sync

  • Databases and pages
  • Properties
  • Blocks
  • Comments

Workflows we are asked for

  • Notion CRM sync with HubSpot or Attio
  • Meeting notes to CRM tasks
  • Notion knowledge base for AI support answers
  • Notion roadmap from Linear or Jira

Often paired with

Tools Notion usually needs to talk to.

In every build

The same standards, whichever tool.

Under the hood

  • Upserts keyed on the record

    Every write is matched on the source ID. A retry or a re-fire updates the existing record instead of creating a second one.

  • Retries with backoff

    Rate limits and timeouts are retried with increasing delays, then parked for review, never dropped.

  • Idempotent, loop-safe writes

    Two-way flows carry a marker so a change written by the sync does not re-trigger the sync.

  • Reconciliation

    A nightly job compares counts and totals on both sides and lists any record that differs.

  • Audit log

    Every run records input, mapping result, action taken and who or what triggered it. Searchable by record.

For the team

  • Slack or email notifications

    The alerts go to a named person, not a channel nobody reads. You choose Slack, email, WhatsApp or all three.

  • A runbook

    One document per integration: what it does, what each alert means, and what to do in the first ten minutes.

  • Training

    A live session with the people who will use the review queue, recorded for whoever joins later.

  • Handover

    Admin access, billing and code sit in accounts in your name from day one. If we leave, it keeps running.

  • Sixty days of hypercare

    The engineers who built it stay on call after go-live, fix what breaks and tune what the team asks for.

Keys and data

  • Keys live in a vault, never in code

    API keys and tokens are stored in the orchestration layer's encrypted credential store or the platform's secret manager. None are written into workflows, repos, spreadsheets or chat.

  • One credential per connection

    Each integration gets its own key, scoped to the objects and actions it needs. A lead sync cannot read invoices. Revoking one key stops one thing.

  • Service accounts, not personal logins

    Connections use a dedicated service user in your account, so nothing breaks when a person leaves and nothing runs under someone's name.

  • Two-factor on every account

    Every platform account we set up has two-factor authentication on, with recovery codes handed to you, not kept by us.

  • Rotation on handover and on request

    Keys are rotated when the build is handed over, when anyone with access leaves, and at any time you ask.

The offer

Put Notion to work with the rest of your stack.

A fixed scope agreed in a thirty-minute call, live in three to five business days for most builds, accounts in your name, and the engineers who built it on call for sixty days after.

Hire SBD for this build Browse all tools
  • ScopeThirty minutes to agree the workflows, the fields and the owner. Written up the same day.
  • BuildValidation, upserts, retries, reconciliation and an audit log, on n8n, Make or code.
  • Go-liveSandbox first, then a switch. Longer only where a vendor approval sits on the path.
  • HandoverRunbook, training session, alerts to a named owner, admin access and code in your accounts.
  • AfterSixty days of hypercare, then a care plan or run it yourself.

Questions

What people ask about Notion.

Can Notion be the operations database?

For small teams, yes. Past a few thousand records or several writers, Airtable or Supabase holds up better, with Notion kept for the docs.

Notion

Start with the one Notion workflow your team still runs by hand.

Bring it to a thirty-minute call. You leave with a yes or no on fit, the shape of the build, and what we would do first.

Book the call
A team of six gathered around one screen in an open-plan office
Thirty minutes with the people who own the process. Photo: Vitaly Gariev, Unsplash.