A Notion consulting hub to connect meetings, tasks and workstreams
Simon needed to organize the context of several projects without making system management another workload. The workspace brings together meetings, tasks, workstreams, business groups and contacts, with views for focus and follow-up.
The starting point.
Meeting notes and project tracking were fragmented across tools, making it difficult to check what had been done and what came next. As an independent consultant, Simon needed a simple structure connecting context with outstanding work.
How we did it.
A Notion workspace was delivered with areas for tasks, meetings, workstreams, business groups and contacts. The dashboard includes a daily focus view, an overview of workstreams and a meeting summary, with quick actions to navigate and record information.
What changed.
Organized context
Meetings and contacts can be viewed alongside workstreams.
Daily focus
Today's Focus brings immediate follow-up into one view.
Work overview
Workstreams Overview brings together the different areas of activity.
Accessible meetings
The dashboard includes a Meetings Summary section to consult their context.
More case studies
Other teams that chose a more organized way of working.
Let's talk.
Book a free intro session so we can understand where you stand and how we can help. No strings attached.
or write to us at info@theoptimalflow.com