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Notion

What it connects

Notion will connect Igdrasil close notes, board-pack commentary, and management summaries to team documentation.

What Igdrasil imports or exports

  • Exports close summaries and finance commentary.
  • Publishes selected reports into shared documentation spaces.

Requirements

Choose the Notion workspace, pages, and reporting owners before enabling export.

Connect steps

  1. Open Workspace, then Integrations.
  2. Select Notion.
  3. Review the planned publishing workflow.
  4. Like the integration if it should be prioritized.

First sync checks

When enabled, publish a test close note and confirm formatting, permissions, and page placement.

Daily use

Use Notion exports for recurring finance summaries that should be read outside Igdrasil.

Troubleshooting

If pages are hard to locate, reduce the destination list and keep one canonical finance space.

Disconnect and data handling

Disconnecting stops future Notion publishing. Previously published pages remain in Notion according to workspace permissions.