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Support

Help for installing, mapping, and piloting ClientFlow.

Support focuses on getting a Notion workspace connected, mapped, previewed, and ready for the first supervised delivery run.

Support paths

What we can help with.

Connection help

OAuth install, revoked tokens, workspace access, page picker permissions.

Mapping help

Clients, Projects, Tasks, Services validation and schema drift fixes.

Pilot setup

Service playbook translation, preview review, first supervised run.

Data requests

Disconnect, export, deletion, and retained Delivery Receipt questions.

Troubleshooting

Most setup issues are permission or schema issues.

No databases appearOpen Notion OAuth again and select the pages/databases ClientFlow should access.

Mapping failsCheck required properties and types on the mapped database, then rerun validation.

Preview has no clientAdd a client row to the mapped Clients database and set Status to Won or Onboarded.

Connection revokedReconnect the workspace from the Connect page. Existing rules are retained.