Notion Sales Pipeline

Notion Sales Pipeline

Manage a simple deal pipeline as a Notion database via Composio.

Workflow

1. Identify the database. Ask for the Notion database URL (or name + workspace). Required schema: Name, Stage (select), Account (text), Amount (number), Next Step (text), Close Date (date), Owner (person).
2. Link Notion:

   composio link notion
   

3. Find the DB ID:

   composio execute NOTION_SEARCH -d '{ "query": "Pipeline" }'
   

4. Add a deal:

   composio execute NOTION_CREATE_DATABASE_ITEM -d '{
     "database_id": "abc...",
     "properties": {
       "Name": { "title": [{ "text": { "content": "Acme — Expansion" }}]},
       "Stage": { "select": { "name": "Discovery" }},
       "Amount": { "number": 45000 }
     }
   }'
   

5. Update stage:

   composio execute NOTION_UPDATE_PAGE -d '{ "page_id": "...", "properties": {...} }'
   

6. Weekly summary: Query DB, group by Stage, write a summary page or Slack message:

   composio execute NOTION_QUERY_DATABASE -d '{ "database_id": "..." }'
   

Summary template

# Pipeline — Week of <date>
Open: <n> deals · $<sum> weighted
By stage: Disco <n>/$<amt> · Eval <n>/$<amt> · Proposal <n>/$<amt>
Moved this week: <list>
Stalled > 21 days: <list>

Guardrails

• Before creating a new deal, query by Account to avoid duplicates.
• Never delete a deal page — set Stage to Closed Lost with a reason instead.
• If Stage changes to Closed Won, prompt the user to confirm amount and close date.