Sabaki Guide
Notion Investor Workspace Setup In Sabaki
How investors connect Notion pipeline and portfolio databases to Sabaki.
Notion investor workspace sync is the Sabaki workflow for reading selected Notion pipeline and portfolio databases and writing investor workspace entries.
Key Takeaways
- Investor Notion sync is separate from startup Notion KPI sync.
- You can connect a pipeline database, a portfolio database, or both.
- Explicit field mapping improves reliability when Notion property names differ from Sabaki fields.
How To Sync Investor Notion Databases
- Prepare Notion databasesUse clear properties for company name, stage or status, amount, owner, notes, domain, investment date, ownership, and valuation where relevant.
- Share databases with the integrationGrant the Sabaki Notion integration access to the databases you want to sync.
- Connect Notion in SabakiOpen Apps as an investor, choose Notion, and complete OAuth.
- Choose databases and fieldsSet the pipeline and portfolio database IDs or select them in connection settings, then map fields if needed.
- Run Sync NowSync Notion and review imported pipeline and portfolio entries.
Quick Comparison
| Database Type | Sabaki Output | Important Fields |
|---|---|---|
| Pipeline | Investor pipeline entries | Company, stage, amount, owner, notes, domain |
| Portfolio | Investor portfolio entries | Company, investment date, amount, ownership, status, valuation |
| Field mapping | Cleaner imports | Use explicit mappings for custom Notion property names |
| Partial failures | Sync warnings | Shown when required database or field data is missing |
Frequently Asked Questions
Is this the same as startup Notion KPI sync?
No. Startup Notion sync writes KPI snapshots. Investor Notion sync writes investor pipeline and portfolio entries.
Can I connect only one database?
Yes. Connect either a pipeline database, a portfolio database, or both.
Why did Notion sync nothing?
Check that at least one database is selected and shared with the integration.
How should I handle custom Notion properties?
Map custom properties explicitly in connection settings so Sabaki does not rely only on heuristic matching.