Flexible docs
Write client notes and plans in a format that fits.
Notion connector
Your client wiki in Notion, used in every AI tool
Many agencies keep client docs in Notion. The docs go stale and the AI tools never see them. Portable Delivery Intelligence adds each client's strategy, rules, priorities and approvals in 1 place. Every AI tool and every teammate on the account works from that source, while human review stays in control.
What Notion does well
Databases
Sort client facts and work in shared tables.
Team wiki
Keep team knowledge in one place.
Where agencies hit the limit
A wiki is written once and read rarely. Context has to travel with the work.
How the connection works
Add Notion as a connector. Load each client's strategy, rules, priorities and approvals. The team works from that context. Approvals stay human.
Setup in 3 steps
Connect
Add Notion to the client delivery system.
Load
Add the current client strategy, rules, priorities and approvals.
Run
Use live work to test the context and human approval steps.
Learn the system
Read how Portable Delivery Intelligence carries client context. Then see the agency capacity model.
Questions
Is this an official Notion partnership?
No partnership or certification is claimed. The install uses Notion as a connector in the agency's delivery system.
Do approvals stay human?
Yes. People review and approve work before it moves forward.
Do we move our docs out of Notion?
No.
What about Notion AI?
Notion AI sees Notion. PDI carries client context across tools.
Bring one client account.
We map where your team's time leaks.