The requests that come up most often for this kind of work, and what each one takes to work properly.
01Databases that fit your work
Projects, clients, tasks and documents as linked databases, with the properties, relations and rollups you actually use.
02Templates people use
Database templates and buttons that set up a new project, client or meeting the same way every time.
03Notion connected to your tools
Links with your CRM, forms, calendar, email or accounting through the Notion API, n8n, Make or Zapier, in one or both directions.
04Updates that happen on their own
Pages created, assigned and moved along from forms, email and other apps, with reminders when something stalls.
05Views for people outside the team
Client or partner pages that show only their own records.
06Reports without exporting
Summaries and charts from your Notion data that stay up to date.