Finance
Money by month
Income, expenses, invoices, client payments, subscriptions and salary payments stay tied to the same operating view.
Agency OS
A Notion business workspace for projects, clients, tasks, finance, meetings, team workload and daily agency operations.
One-time price: $199
Command workspace
Notion becomes the place where the agency actually runs.
Agency OS turns clients, delivery, tasks, meetings, invoices, income, expenses and team workload into one connected workspace.
- 17
- databases
- 7
- core views
- $199
- one-time price
Operating dashboardWeek 32
Active projects12
Open tasks38
Invoices due7
Calls this week9
Cash movement$42k
Workload
Pipeline
Studio launchNikaQA$12.4k
Retainer sprintDanActive$8.2k
Mobile briefAlexProposal$18k
Task pressure
Checkout QAHigh priority
Client handoffToday
Invoice reviewFriday
Workspace views
It should look like a system before anyone reads the copy.
Projects
Delivery board
Projects carry stage, owner, scope, tasks, calls, deadline, revenue and costs without a separate spreadsheet.
CRM
Client memory
Contacts, notes, services, project history and next offers live on each client record.
17 databases
The pieces stay separate enough to manage and connected enough to trust.
DashboardTasksProjectsClientsMeetings and callsTeamInvoicesIncomeExpensesSubscriptionsClient paymentsSalary paymentsServicesPortfolioBookmarksGoalsCalculator
Setup
Duplicate it, add your agency data and run the next week from it.
- 01
Duplicate the workspace into your own Notion account.
- 02
Add your services, team members, clients and finance categories.
- 03
Move active projects into the dashboard and assign owners.
- 04
Run weekly delivery, calls and payments from one place.
Get the template
Start with the operating system. Adjust the details as you work.
$199
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