Integrations
Notion
Integrate Notion for lead tracking, client management, and pipeline data.
Notion
Notion serves as the CRM layer for GridWork HQ. The dashboard reads from and writes to Notion databases for lead tracking and client management.
What It Does
- Leads database — the
prospectpipeline writes HOT/WARM leads directly to Notion. The dashboard displays leads from this database. - Clients database — tracks active clients, their tier, MRR, and project status.
- Pipeline integration — pipelines like
propose,friday-update, andscope-auditread client data from Notion.
Setup
1. Create a Notion Integration
- Go to notion.so/my-integrations
- Click New integration
- Name it (e.g., "GridWork HQ")
- Select your workspace
- Set capabilities: Read content, Update content, Insert content
- Copy the Internal Integration Secret
2. Create the Leads Database
Create a new Notion database with these properties:
| Property | Type | Notes |
|---|---|---|
| Name | Title | Business name |
| Status | Select | Options: New, Contacted, Responded, Meeting, Proposal, Won, Lost |
| Category | Select | Business category (e.g., "Restaurant", "Salon") |
| Notes | Rich text | Free-form notes |
| Contact email | ||
| URL | URL | Business website |
| Phone | Phone | Contact phone |
| Area | Select | Geographic area |
3. Create the Clients Database
Create another database:
| Property | Type | Notes |
|---|---|---|
| Name | Title | Business name |
| Status | Select | Options: Onboarding, Active, Retainer, Paused, Completed |
| Tier | Select | Options: Starter, Growth, Premium |
| MRR | Number | Monthly recurring revenue |
| Domain | URL | Client's live domain |
| Contact | Primary contact email | |
| Launch Date | Date | Site launch date |
4. Share Databases with Your Integration
For each database:
- Open the database page
- Click
...(top right) > Connections > Connect to > select your integration - Confirm
5. Copy Database IDs
The database ID is the 32-character hex string in the Notion URL:
https://www.notion.so/workspace/abc123def456...?v=...
^^^^^^^^^^^^^^^^
This is the database ID6. Configure Environment Variables
# In gridwork-hq/.env.local
NOTION_API_KEY=secret_your-integration-secret
NOTION_LEADS_DB=abc123def456...
NOTION_CLIENTS_DB=xyz789...Environment Variables
| Variable | Required | Purpose |
|---|---|---|
NOTION_API_KEY | Yes | Notion integration secret |
NOTION_LEADS_DB | Yes | Leads database ID |
NOTION_CLIENTS_DB | Yes | Clients database ID |
MCP Server for Pipelines
For full pipeline functionality, configure the Notion MCP server in your Claude Code settings. This allows pipelines to search, read, and create pages in Notion directly.
Without This Integration
Without Notion configured:
- The Clients page shows "Not configured"
- The
prospectpipeline will not write leads to Notion (results are still saved to.output/files) - Pipelines that depend on Notion data (propose, friday-update, scope-audit) will fail their preflight checks
- The dashboard itself still functions normally