The deal one-pager next to the CRM
Keep the Notion page your team already writes for an account in view when you open the deal, so you are not flipping between tools.
Go Fig reads the Notion pages and databases you share, and Celeste can draft pages back after your OK.
A lot of account context lives in Notion, like the one-pager for a deal or the onboarding checklist you just closed. Connect Notion and Go Fig reads the pages and databases you pick, so that context sits next to the CRM. Celeste, Go Fig's AI analyst, can also draft a page back into your workspace. Nothing is written until you approve it. Go Fig only sees the pages you share with it.
Keep the Notion page your team already writes for an account in view when you open the deal, so you are not flipping between tools.
Once a deal closes, the checklist and kickoff notes in Notion sit next to the account so onboarding has the full history.
Ask Celeste to draft a recap page. It waits in your Feed, and lands in Notion when you approve it.
Connect Notion in Go Fig and sign in with your Notion account (OAuth). A workspace admin can do this for the whole team.
Notion asks which pages and databases to share. Go Fig only sees what you pick. You can add more later from Notion.
Go Fig brings in the shared pages, then keeps them current. Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data.
Anything Celeste wants to write back to Notion waits in your Feed unless your team chooses to let that action run on its own.
No. It only sees the pages and databases you share with it in Notion. The rest of the workspace stays private.
No. Anything it wants to write waits for your OK in your Feed first.
Yes. Each workspace is its own connection, so pages from two workspaces do not get mixed together.
Once a day by default, at a time your team sets. Larger plans can update it every hour or every 15 minutes.
Go Fig keeps a copy in its secured Google Cloud storage in the US, walled off from every other company's data.
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.