Setup Guide
How to Connect Notion to Polar.
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
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 AI assistant (Claude, ChatGPT or any MCP host). 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
push this week's action items to the task tracker
Side by side
A doc that holds the current numbers, not last week's.
Notion is where the plan and the readout live. The numbers in them were pasted in by hand, and they age the moment the page is saved.
Notion on its ownthe doc
+
Notion with Polarthe doc, current
The weekly update is a page someone rewrites by hand every Monday.
The same page, drafted from the governed model on a schedule.
Numbers get pasted in, so the doc is stale the moment it is saved.
The numbers come from Polar’s semantic layer, current at the time the doc is written.
Notion cannot tell whether the figure in the doc is still true.
Revenue, customers and margin defined once, so the doc and the dashboard agree.
Action items sit in the doc with no numbers attached to them.
Summaries and tagged action items written in, with the figures behind them.
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