Creative Agency Hub (Complete Pack)
About this template
I tried a lot of different agency tools, I've used Wrike, Trello, Basecamp, Asana, Monday, like literally, I can't even count all the ones I've used over the years And I've always found out that across the team, that we had or always have different needs and we were always trying to fit or force our workflow into feature sets that exists or did not exist in these other tools. But with this battle tested setup in Notion, i could Manage client projects, develop my pipeline, track invoices, flesh out a whole months strategy and focus on delivering results at scale; all in one setup. Whatβs inside? ---------------- π Company Wiki / SOP Library. π CRM (Client Relation Manager). π Proposal Creator. π Client Projects and Portals. πΌ Recruitment Dashboard. ππΌββοΈ Personal Dashboards. π Management View & Performance Reviews. π Planning Dashboard. π― OKR dashboard (Objectives & Key Results). π· Sales Targets. β Project & Task Manager. π₯ Meeting Notes Template. π₯ Content Dashboard. And more... Seriously, Don't wait, Get it now!
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How to use this template with A.I
Delegate this template to NΓtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NΓtis account.
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When authorizing NΓtis to your Notion workspace, make sure to click "select pages to share with NΓtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NΓtis directly by customizing the template.
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You can add additional instructions for NΓtis in the database descriptions. To access the description, right click a database and click "view database"
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Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
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You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
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NΓtis automatically sync your databases every hour but you cal always ask NΓtis to synchronise them right away or ask the link to your user portal.