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Notion

Notion is the connected workspace for AI-native founders — combining docs, wikis, projects, and now AI agents that connect directly to your financial data.

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What it does

Key features to help you decide whether this provider fits your needs.

  • Databases organize projects and tasks with subtasks, dependencies and custom properties.
  • Forms, public pages and calendars help collect, publish and schedule work information.
  • Cross-app search and custom agents assist with feedback classification, support requests and recurring reports.

Check before you buyAI capabilities and allowances differ between free and paid plans. Check the plan requirements for custom agents and other features. An offer listed by another platform does not establish equivalent access through Heap.

Offers

Compare the benefit, eligibility, and application steps for each offer. Last checked Oct 2, 2026.

  • 6 months free + unlimited AI with Notion through Mercury Perks

    6 months of free Notion Business Plan, including unlimited AI Access to the Mercury + Notion MCP integration — connect your Mercury account directly to Notion's AI agents for real-time financial queries A bundle of Mercury finance OS templates built specifically for Mercury customers, including: A template for bringing agent-ready context into Notion, including account dashboards, a data room, a fundraising tracker, and more Workflows for using the Mercury MCP to turn invoices into action items Workflows for turning banking data into board-ready spend reports

    Eligibility
    Mercury customers; New Notion Business Plan only Must be a non-paying Notion customer Less than 100 employees
    How to access
    Available to eligible Mercury customers
    View offer

    Mercury Perks

  • Notion: Business with Notion AI free for one, three or six months

    The current offer includes Notion AI on the Business plan. Six months is the partner tier; eligible unaffiliated companies can receive three months, with a one-month tier for smaller or incomplete-information applications.

    Eligibility
    Non-paying customers. Six months requires fewer than 100 employees and selected partner affiliation. Three months requires fewer than 100 employees, a valid business site and company-domain email. A one-month tier covers the stated cases of fewer than ten employees or incomplete business information.
    How to access
    Apply through the official program; approval and eligibility required
    View offer

    Notion official program · Checked

  • 3 months free on Notion Business with Notion through LinkedIn Premium Perks

    Collaborative workspace for writing, planning, knowledge management, and AI-assisted work, with LinkedIn-exclusive starter templates.

    Eligibility
    Paying LinkedIn Premium members in select regions; first-time Notion partner users only; partner workspace and renewal terms apply. Premium Perks cannot be redeemed on iOS.
    How to access
    Redeem from LinkedIn Premium Perks on desktop after the Premium trial renews
    View offer

    LinkedIn Premium Perks

Latest from Notion

The newest posts and videos from the vendor's own X, Threads, YouTube channel, blog, or changelog, newest first. Posts, videos, and headlines stay on the vendor's site.

  1. BlogHow Notion handles concurrent editing with CRDTsnotion.com
  2. BlogA skills library for every agentnotion.com
  3. BlogBuilding Shared Memory for AI Agents in Notionnotion.com
  4. BlogRebuilding Notion’s lexical search reindexernotion.com

What users say

Public posts and comments about Notion from across the web, newest first. Excerpts preserve the original wording and link to the full source.

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