Notion integration

Notion connects to Cooperly for read-only Custom Agent context and managed roadmap sync into a Notion destination page, database, and roadmap item pages.

Use Notion Custom Agents with read-only Cooperly context, plus managed roadmap databases and pages from Cooperly roadmaps.

Why teams connect Notion

Notion is where many teams draft specs, memos, hiring notes, project pages, and operating docs. Those artifacts become stronger when the workspace can reference real team context.

Cooperly now supports both Notion Custom Agent context and Notion Roadmap Sync, so the workspace can use team context in documents while also receiving a managed roadmap database where leaders already write.

What the integration does

For Notion Custom Agents, Cooperly exposes read-only team, member, and candidate context plus get_notion_agent_playbook, so the agent can use Cooperly before writing, rewriting, reviewing, or planning in Notion.

For roadmap sync, Cooperly creates and updates one managed Notion roadmap database under the selected destination page. It keeps roadmap item pages current, can include evidence when enabled, and fills the Assignee property when a suggested owner matches the account owner, lead, or co-lead in Notion.

  • Notion owns Notion pages, comments, databases, scheduling actions, and permissions.
  • Cooperly does not add Notion users or groups.
  • Destination-page permissions should match the sensitivity of the synced roadmap and evidence.

Why it matters

The integration helps Notion produce grounded docs and keep roadmaps current while preserving the boundary: Cooperly is the people-context and roadmap source, Notion is the workspace and permissions layer.

Configure

  1. 01

    Enable Notion in Cooperly

    Turn on Notion for the account and grant only the Cooperly teams a Notion Custom Agent or Roadmap Sync should use.

  2. 02

    Connect a Notion workspace

    Create the Notion public integration, complete OAuth, share the destination page with Cooperly, and refresh shared pages.

  3. 03

    Map a destination page per team

    Choose where Cooperly should create the managed roadmap database, then decide whether roadmap sync and evidence in pages are enabled.

  4. 04

    Add Cooperly to a Notion Custom Agent

    Ask a Notion admin to allow custom MCP servers, add Cooperly in the Custom Agent Tools and Access area, and complete Cooperly sign-in.

  5. 05

    Keep Notion permissions in Notion

    Cooperly does not manage Notion users, groups, or page permissions. Use restricted Notion pages when synced roadmap evidence should stay private.