Notion + Poolday
Keep your SOPs, client notes and project docs in sync with what your AI actually does.
The Notion connection is on our roadmap and not live yet. Here is what it will do. Tell us you want it and we will prioritize it.
See it work
What Notion does inside the Poolday OS
As you grow, the knowledge that runs your business lives in docs: standard procedures, client notes, project trackers. The trouble is keeping them current when the real work happens elsewhere. Poolday connects to Notion so your documentation reflects reality automatically.
Within the Poolday OS, Notion becomes the operations layer that stays honest. When a job status changes, a client note is added, or a project advances, Poolday updates the relevant Notion pages. Your team works from a single, accurate source instead of a doc someone forgot to edit three weeks ago.
What you get
Live project trackers
Job and project statuses sync to your Notion boards as they change in Poolday.
Client notes captured
Key details from conversations are written into the right client page automatically.
SOPs that stay current
Process docs update as your automations evolve, so the team is never working from stale steps.
One operations hub
Notion reflects what is actually happening across sales, service and follow up.
Notion in action
A status change keeps your whole operations hub accurate without anyone editing a page:
A job advances
You mark a project as in progress from your phone.
Poolday updates Notion
The matching board and client page update instantly.
Notes attach
Relevant conversation details are written to the record.
The team aligns
Everyone sees the same current picture, no manual upkeep.
Illustrative targets showing what Poolday is built to do, not measured customer results.
Example scenario
Standing appointments get reminders and rebooking texts, so the chairs stay full.
Pet Grooming · illustrative example
Frequently asked questions
Which Notion pages does it touch?
Only the databases and pages you connect. Poolday updates the trackers and client records you choose.
Can it write client notes?
Yes. Key details from conversations are summarized into the right Notion page automatically.
Is it good for teams?
Especially. Everyone works from one current source instead of chasing the latest version.
Every day feels like a Poolday.
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