Notion Business Hub and CRM Systems
A Meetings database, a Tasks database and one relation between them, then a simple CRM on top.
After a meeting, notes sit in five places and the follow-ups never become tasks. Designing a workflow and presenting it to a team takes time. This deck gives you the structure and the sequence.
Last updated
This is a ready-to-use, editable PowerPoint deck of 51 slides on turning meeting notes into tasks in Notion. It covers task and meeting databases, relations, AI-assisted extraction, a simple CRM and filtered views. It suits solopreneurs, students and template buyers who want follow-through.
The problem chapter names the meeting maze for solopreneurs, students and template buyers whose purchased tools sit unused because the workflow behind them is missing. The solution chapter introduces the Notion Business Hub as one connected place for projects, clients, meetings and tasks.
The workflow chapter has five steps: a master Tasks database (Task Name, Status, Priority, Due Date), a Meetings database with attendees, key decisions and an Action Items field, a Relation that links notes to tasks and a Meeting Source property that points back, an example AI prompt that extracts action items, and board, calendar and by-meeting views.
A Simple CRM chapter adds Contacts, Companies and an Opportunities pipeline, connects the CRM to tasks with a Related To property and suggests AI prompts for interaction summaries. Three scenarios (solopreneur, student and template buyer) show the loop in use, followed by a six-database map, a setup checklist and filter expressions for tasks due today.
Tap a slide to enlarge it.
Present the five workflow steps and agree who captures action items and where they live.
Use the student scenario to turn each session into assigned tasks linked to the meeting record.
Follow the template buyer scenario to fill an existing CRM template with a consistent input process.
Download the deck instantly, open it in PowerPoint, Keynote or Google Slides, and edit it freely. Slide 49 recommends starting small, and slide 11 is where the Tasks database begins.
Instant download, no password. One-time payment.
Instant download. Single-user licence.
For your own use: present it, adapt it for your own sessions. Please do not resell or redistribute the file.
AI output should always be checked by a person before use.
Yes. It is a standard .pptx file with editable text, shapes and tables, so you can change wording, colours and order and add your own examples. It opens in PowerPoint and Keynote, and you can upload it to Google Drive to open in Google Slides. Layouts can shift slightly if a font is missing, so check the slides before presenting.
This deck is part of Notion Business Hub and CRM Systems, ten decks sold singly for INR 99 (USD 1.49) or together for INR 599 (USD 7.99). The others are: Business Metrics Scorecards; Client Onboarding Template; Freelancer CRM in Notion; Invoice and Payment Tracking; Lead Pipeline Databases; Operations Dashboard Design; Proposal and Client Portal Systems; Service Delivery SOP Hub; Weekly CEO Dashboard.
Both. The problem slides and the integrated workflow chapter present well in a session, and the step-by-step build suits self-study. AI output should always be checked by a person before use.
No template file is included: the download is the PowerPoint deck, which shows the structure, fields, formulas and steps so you can build the system yourself. These are independent guides about building business systems in Notion. They are not official Notion materials and are not affiliated with or endorsed by Notion. Notion's features and plans change, so check the current app as you build.
One chapter step shows an example prompt that asks Notion AI to extract action items. AI can miss or misread items, so check the result against your notes. The rest of the workflow works without AI.
₹99 including 18% GST for buyers in India, or $1.49 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
Instantly. Your download page opens the moment payment succeeds, and a permanent link is emailed to you. No account or password is needed.
Yes. It is standard PowerPoint (.pptx), so you can change text, add your logo and remove slides. It opens in PowerPoint, Keynote and Google Slides.
Because it is a digital download, files are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Measure the skill with an assessment.
Measure the skill with an assessment.
Measure the skill with an assessment.
Turn what you take from this deck into an individual development plan (IDP) on Jobulary, starting with one meeting-to-task habit and a weekly review.
Bodhih Training delivers live corporate programmes on meeting management, follow-through and workflow design.
A complete workshop on the topic.
A complete workshop on the topic.
A complete workshop on the topic.
