Documents (Overview)
Connect external documents like Notion to your bets.
Overview
Bets often include supporting documents — discovery notes, specs, experiment results, or postmortems. The Documents feature links these external files directly to a bet, keeping strategic context, execution, and learning all in one place.
Segflow connects to document platforms like Notion and Google Workspace through OAuth, so you can search and attach docs securely — no copy-paste required.
How It Works
- Connect your workspace (Notion, Google Docs, etc.) through Integrations.
- When adding a document to a bet, search or browse files from your connected workspace.
- Segflow stores a lightweight reference — including document name, type, and last modified date.
- Access is always governed by your organization’s permissions in that platform.
Segflow never copies or edits the original file — we only store metadata and a reference URL.
What Gets Stored
| Field | Description |
|---|---|
| Platform | The connected platform (Notion) |
| Document ID | The external system’s unique identifier |
| Name | Title displayed in Segflow |
| Type | e.g., page, doc, sheet |
| Description | Optional context or summary |
| Owner | Author or responsible person (when available) |
| Last Modified | Timestamp of the last update |
| Created / Updated | When the link was created in Segflow |
Adding Documents to Bets
1. Connect a Document Integration
From Integrations, connect your Notion or Google Workspace account via OAuth.
2. Open a Bet
Go to the bet you want to add context to.
3. Add Document
Click Add Document. You’ll see a search dialog showing your workspace files.
4. Search or Browse
Search for the relevant doc by name or keyword. Select one or more documents to link.
5. Save
The document(s) will appear in the bet’s Documents section with their platform icon, title, and last modified timestamp.
Permissions
Segflow respects the sharing rules in your connected platform:
- If you can’t open a linked file, request access in Notion or Google Drive.
- If a document is deleted or permissions change, Segflow will mark it as Unavailable until restored.
Supported Platforms
Why This Matters
Documents often contain the context that makes data meaningful. By connecting them directly to bets, Segflow closes the loop between:
- Intent (strategy and planning)
- Execution (work and ownership)
- Evidence (outcomes and learnings)
This ensures no knowledge is lost between tools — the entire strategic story lives in one place.