Developed Notion CRM and Template Search Strategies

• Day: 2026-03-19
• Time: 15:15 to 15:35
• Project: Business
• Workspace: WP 1: Strategic / Growth & Development
• Status: Completed
• Priority: MEDIUM
• Assignee: Matías Nehuen Iglesias
• Tags: Notion, CRM, Templates, Search Queries, Automation

Description

Session Goal

The session focused on developing strategies for Notion CRM and template search, aiming to enhance operational efficiency and resource management.

Key Activities

• Explored methods to transform maintenance obligations into a visible pull system, improving project management and relationship handling.
• Formulated search queries for Notion resources, including templates, marketplace apps, and help topics.
• Distinguished between creating a Notion template and developing an integration with the Notion API, emphasizing the starting point of a template for a personal CRM.
• Conducted a 30-minute feasibility sprint to assess the viability of a Notion template product.

Achievements

• Established a framework for converting maintenance obligations into a pull system.
• Developed comprehensive search queries for Notion templates and help resources.
• Clarified the approach to building a Notion-based personal CRM.

Pending Tasks

• Further exploration of Notion API integration for enhanced CRM functionality.

Evidence

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