Demo · Notion / Airtable Ops Systems
Three ops templates, drawn so you can click through them
Databases, properties, views and automations for three common processes. Select a database to see what is inside it.
This is a demo. These are template structures we designed. They are not client workspaces, and the property and view names are examples. The exact build is agreed per process and per tool, because Notion and Airtable name and limit some features differently.
One place for an agency to see clients, their projects, what is waiting for approval and what is unpaid.
Clients
One row per client company.
Properties
- Name · Title
- Status · Select · Lead, Active, Paused, Ended
- Account owner · Person
- Contract end · Date
- Projects · Relation · Back-link from Projects
Views
- Active clients · Board · Grouped by Status
- Renewals · Table · Sorted by Contract end
How the databases link
- ProjectsClientsvia “Client”
- DeliverablesProjectsvia “Project”
- InvoicesClientsvia “Client”
Automations
Trigger: A deliverable is set to Ready for review
Action: Notify the client contact and set a review reminder for the account owner.
Trigger: All deliverables of a project are Approved
Action: Move the project to Done and create a wrap-up task for the lead.
Trigger: An invoice passes its due date and is not Paid
Action: Set the status to Overdue and notify the account owner.
Touches Clients
The public copy of this template is not published yet.
Walkthrough
90-second video
A real system
Vuvo HQ
The templates above are small and generic. The larger system we built and run ourselves brings clients, proposals, projects, invoices and support into one place. Read how it was put together.
Start with a paid 14-day pilot.
Tell us about one workflow, process or catalog. We'll reply with next steps and a one-page proposal in US dollars.