Notion integration

Polar in Notion: your numbers, written into the docs your team reads.

Notion is where your team plans and reports. Connect Polar and an AI agent reads your governed metrics over MCP, then drafts the daily executive summary and pushes tagged action items straight into your Notion task tracker, on a schedule, sourced to the data. Polar is the numbers; Notion is where they live.

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Get Polar in Notion See the setup
Google Sheets → Polar

Everything your team reports, written into Notion.

Revenue, customers and margin from Polar's governed semantic layer, drafted into the Notion docs your team plans and reports from, on a schedule.
Daily exec summary
"Write today's summary to the page."
Sales, new and repeat customers, drafted into your Notion doc every morning.
sales · new · repeat — daily
Action items
"Turn this into tasks in Notion."
Concrete next steps pushed into the tracker, tagged by priority, owner and channel.
priority · owner · channel
Weekly team plan
"Fill the weekly planning doc."
Last week's numbers and the calls to make, written into the doc the team plans from.
the Monday planning doc
Metric write-up
"Explain why CAC moved, in the doc."
A short, sourced narrative next to the number, not just a figure.
the number + the why
Cohort / LTV note
"Update the retention page."
Repeat rate and cohort LTV written into your retention or finance page.
repeat rate · cohort LTV
Board / investor page
"Draft the monthly update."
Actuals vs plan and the top flags, assembled into the update doc before the 1st.
actuals vs plan
Setup Guide

Write Polar's numbers into Notion.

A Polar account with your stack connected, a Notion workspace, and an agent with the Polar MCP and your Notion. It drafts the summary and fills the tracker.
01 · What you need
Polar

A Polar account with your stack

A Polar account with Shopify and your sources connected. Notion reads the same governed metrics your dashboards do.

Connect your data →

A Notion workspace

A Notion workspace and a page or database where the summaries and tasks will land, one planning doc or task tracker to start.

Open Notion →

An agent with both connectors

An assistant (like Claude) with the Polar MCP and Notion connected, so it can read your data and write to Notion in one flow.

02 · Connect Polar and Notion to your agent
1

Give your agent the Polar MCP ~2 min

Governed metrics, first-party and sourced.
Connect the Polar MCP to your assistant. It reads your governed semantic layer, net sales, blended CAC, contribution margin, so every line it writes is first-party and sourced, not a guess.
2

Connect your Notion ~2 min

The page or database it will write to.
1
Point the agent at the Notion page or database it should write to, an exec summary doc, or a task tracker.
2
It uses two connectors together: Polar for the numbers, Notion to write them where your team works.
3

Draft and schedule the payoff

Summaries and tasks, on a cadence.
Ask once for a daily executive summary of sales, new and repeat customers, or action items tagged by priority, owner and channel. Set it on a schedule and it writes to Notion every morning, before anyone opens the doc.
draft today's exec summary in our Notion page
push this week's action items to the task tracker
Get started

Put your numbers in the docs your team already reads.

Give an agent the Polar MCP and your Notion, and let it draft the summary and fill the task tracker, on a cadence, sourced to your data.

Book a demo Connect your data ↗
The Gap

Questions in. Docs and tasks, out.

Your agent reads Polar's governed metrics over MCP and writes them into Notion, a daily summary, a filled task tracker, an updated planning doc, first-party and sourced, never a hallucinated number.

Notion

the questions & the doc to fill
summaries & tagged action items
Polar

Polar

Featured Use Case

The Monday summary that writes itself.

Every Monday, an agent writes last week's numbers into your Notion page on Polar's governed, first-party data, before your team opens the doc.
N Weekly Exec Summary Updated Mon 7:00am
Metric
This week
WoW
Net revenue
$482,100
+6%
Orders
3,240
+4%
Blended CAC
$38
-9%
New vs repeat
42 / 58
-3pts
Email revenue
$71,400
+12%
Drafted into your Notion page every Monday, before your team plans.

Scheduled summary

No prompt needed

Tell the agent once to write the weekly summary. It runs on a schedule and updates the Notion page, every week, without anyone asking.

Tasks, tagged

Dynamic

It doesn't just report. It pushes concrete action items into your tracker, each tagged by priority, owner and channel, ready to assign.

Dig deeper into this use case
Other Use Cases

More Polar + Notion use cases

What teams run once Polar's numbers write themselves into the docs they already use.
Use case 01

Daily executive summary

Sales, new and repeat customers, written to your Notion page every morning.

See the use case › Use case 02

Auto-filled task tracker

Action items tagged by priority, owner and channel, pushed into your tracker.

See the use case › Use case 03

Weekly planning doc

Last week's numbers and this week's calls, in the doc your team plans from.

See the use case › Use case 04

Living retention page

Repeat rate and cohort LTV kept current on your retention page.

See the use case › Use case 05

Monthly board update

Actuals vs plan and the top flags, assembled before the 1st.

See the use case ›
Your Prompt Library

15 prompts a connected Notion workspace unlocks.

Daily summaries, tagged tasks, planning docs, cohort notes. Once Polar and Notion share an agent, just ask.
Type
Audience
15 of 15
Get started · connect once · written to Notion

Your reports were copied into Notion by hand. Now they write themselves.

Connect Polar and Notion to one agent, and let the summaries and action items land in your docs, blended across Shopify, Meta, Klaviyo and the rest, sourced to the data.

Get started by booking a demo Connect your data in Polar
Phase 1 ~5 minConnect your data in PolarConnect Shopify and your stack. Polar's semantic layer turns it into governed metrics, then wait for the first sync.
Phase 2 ~2 minGive an agent Polar + NotionConnect the Polar MCP and your Notion to the same assistant.
Phase 3 the payoffDraft and scheduleAsk for the summary and tasks, and let them write themselves to Notion on a cadence.