I Built The Simplest Business System in Notion

[@axelmansoor8921]

🎯 Key Takeaways for quick navigation: 00:00 🤔 A business system in Notion can simplify and streamline processes for companies of all sizes. 00:41 🚀 A business system helps minimize mistakes, improve financial organization, align strategy with daily tasks, and manage leads efficiently. 01:22 ⏳ Creating a business system takes time and resources, which many early-stage companies lack, but it's an essential investment. 01:50 🪚 Sharpening the saw (building a system) before cutting wood (running the business) can lead to more efficiency and success in the long run. 02:05 📊 The business system consists of three main parts: the back end, workflows, and dashboards, all designed to simplify processes. 03:14 🔄 Implementing workflows in the system helps maintain organization and prevents data from becoming messy over time. 04:49 📈 Dashboards are department-specific and provide relevant information to different teams, improving decision-making. 07:18 👥 Employee dashboards personalize the system for each team member, helping them manage their daily tasks efficiently. 12:57 📑 The video provides an overview, but for more detailed information and access to the template, check the video description. Made with HARPA AI

[@dimaspangestu4450]

Yeah it's really nice using notion as a business system, i've been using notion for 2 years and it help me a lot for managing my business.

[@DanielCanosa]

gamechanger

[@nancycauwels4967]

Daniel! You finally did it, after “ a little bit of a long time”! 😁 🙌🏻 It looks even better than I thought. You’re a champion!!! R 🏆

[@DanielCanosa]

thanks so much Nancy! Hope you like it :)

[@PedroFernandezRuiz]

Finally!!! It's live!!

[@DanielCanosa]

Yuhu!! It's taken time but it's finally here! thanks for your support man

[@chedrickmaghanoy5567]

I wish u could show us how u made that from scratch

[@misterparadise617]

2:10 - my ah-ha moment! Muchísimas gracias love your approach to the notioneering.

[@DemetriPanici]

Definitely will use this for my own stuff!

[@DanielCanosa]

yeah man! I'm so happy this is going to be of help

[@euanrobertson5520]

Is the template purchasable in smaller elements? I have a lot of this already in place that I'm happy with but like the way you have the KPI & log set up. Would love to buy that template without all the other bits I don't really need.

[@DanielCanosa]

I'm afraid I don't have that ready :(

[@bartoszcerkaski9035]

Hi Daniel.. great video and useful setup :) Just a short question - why and how do you use TIMES databases (Moths/weekend/years) from Backend?

[@donna_ring]

Brilliantly thought out and planned system :-)

[@DanielCanosa]

Glad you like it Donna!

[@deskundig]

Do you also have something similar but more applicable to an e-commerce business/ brand? DTC physical products.

[@avoiceforthevoiceless2068]

Nice, but $137 is a little steep! Bummer for me, I guess... But for that price, I would expect many Quick Capture features + buttons, unless you've updated the system since this video was made? :) Thanks.

[@DanielCanosa]

it's indeed been updated :) you can see the update in the gumroad page dcanosa.gumroad.com/l/remote-os

[@dannygutierreztv4664]

Yess !! this is amazing :)

[@DonTheDeveloper]

This was inspirational! Thank you.

[@G3ForMe]

Hello Daniel, I have 3 small questions for you- 1. For projects that require alot of *repeat processes like website builds, and ongoing SEO implementations, and back end stuff, how would you capture that in your Workflow? 2. When my Sales team are doing Cold calling to find potential clients online or through the internet they may cold call 50-100 people initially. So how would you recommend using your system to keep track of all of those 50-100 initial phone calls etc. 3. In your project management section how would you include/manage instructions or SOP's that require 3rd party applications? For example in website building my company uses Wordpress, Namecheap to buy domains, Google Drive Storage, and other 3rd party applications. Thanks!

[@DanielCanosa]

1. I would think of ways to separate each "SEO Implementation" for instance into smaller tasks. If not possible, it can just be one task (linked to the corresponding project) with a date range (the time you're gonna spend on the task). Sidenote; if the tasks are always the same for every project, there are ways to automate the creation of a set of tasks, but we need 3rd party tools such as Make. 2. I would create them into the Meetings database. I'd import the list of contacts you're gonna call to and create a select property to differenciate who you've already called. Since most calls won't lead to anything I wouldn't bother creating a "Client" in the Companies database unless they convert. 3. I would include links to those 3rd party apps inside of the SOP itself. Example: "Step 1: Go to Google Drive and open X". *Google Drive* would have a hyperlink

[@G3ForMe]

@@DanielCanosa thank you for this advice! I will try them and keep you posted on what I do. Cheers!

[@jcmoriaud]

Amazing! I'm using it as inspiration for my reservation management system. But how can I best manage cancellations using this method? And will you use the buttons? Thanks in advance, JCM from France.

[@DanielCanosa]

I guess a cancellation would be a simple change in status! re: buttons, absolutely. They make creating workflows so much easier now

[@jomibaja]

Hello Daniel! Many thanks for sharing this video! it's great!! Question what is SOPs? And the other thing in your database you have a Workflow database, what you do there is save the automations and actions you have in a table? regards from Chile!!!

[@DanielCanosa]

SOPs stands for Standard Operating Procedures. It's basically a document with step by step processes for doing [insert company process]. I use the Workflows to store all the automations I have built. When you're a certain size it's very easy to lose track of what's being done behind the scenes, so this DB helps with that. Un saludo desde España :)

[@jomibaja]

@@DanielCanosa Muchas gracias por la respuesta!! saludos!!

[@edupenaloza]

Hi, Is there any way to be able to see in more detail all the content of this business system to be able to evaluate if it is worth buying it for me?

[@DanielCanosa]

You can see everything in this video and in the landing page of the template. If you have any doubt, or if you have a special need and wanna know whether the template has it or not, email me at [e-mail]

[@anagilzaterra]

Hello I have one question, can I use this template on the notion free version? For example, I create the employee template for a new person, then I share that part with them and boom, this person she's everything they have to see, everything this person add shows on the other places, sees only what's needed and when I decide to remove acess I do. I'm just asking because having to pay $8 per user is bother some, since we will do the same things like on the free version.

[@DanielCanosa]

Hello! In the template all the databases are in one page, so all you'd need to do is add your employees as a guest to that page and to whatever other pages you'd want them to have access to. It's a bit more pain than creating a workspace to give them access to everything right away but it's free :)

[@ciku-hj5ms]

Hi Daniel! I noticed the input done disappears after being checked, how did you do that? I think its really cool. Also thank you so much for sharing your knowledge with us.

[@DanielCanosa]

that's a filter! If you filter it by checkbox is unchecked, you got it!

[@ciku-hj5ms]

@@DanielCanosa Thank you😊

[@joeo6576]

Very informative video thanks! I am a new user. How do you create the back end page? I cannot figure out how to make a page that is a list of databases like yours. When I try to insert a database it shows a database view.

[@lifeofameji]

Hey man. Do you have a simple to pro level masterclass course for notion? I'd love to buy or get involved.

[@DanielCanosa]

Hey there! Yup. go.danicanosa.com/TNA

[@hamnaarshad]

Can you please show the databases under the times section in the backend

[@Saiyugi16]

Hey love this video, my question there is a hidden gem in this, and that is the workflows, how did you go about implementing that is Notion, that is really impressive.. do you have any video tutorials about how to do that?

[@DanielCanosa]

This is in fact a gem! Good catch... I don't have a specific video about it but some glimpses here and there. It's basically one or several linked views of databases that shows you the properties you need for any particular workflow

[@NathanMaingard]

Hi Daniel, is this available as a template anywhere? I signed up to the mailing list but nothing came through 😁

[@DanielCanosa]

Hey Nathan, this template is here: dcanosa.gumroad.com/l/remote-os

[@TeacherCast]

This is very impressive. I am having difficulty understanding how you make your template automatically conform to whatever page you are on. (Example: at 11:03 how do you make your new template automatically show only "The Boss" information.

[@DanielCanosa]

This is done by filtering in a database by the name of the template itself. This way, when you run the template, the filter will point to the current page

[@TeacherCast]

@@DanielCanosa Thank you for the reply. Just so I'm understanding... 1) Create a template and name it "Sample". 2) Create a database and filter it by "Sample" ... Then when I use the template and rename the page from "Sample" to "Sample 1" ... The filter will AUTOMATICALLY change and update. Am I correct in thinking this?

[@anagrahn]

If you could offer this en Español, it would save me so much time! 🇲🇽🇺🇸🙏

[@haydenralph]

Amazing

[@abdulmalekhussein7715]

Hello, Thank you Mr. Daniel Canosa, how can we get this template for free? becuae I'm a student and buliding a small business!

[@DanielCanosa]

There's no way. It's a paid product

[@jhonjairogilmagana7597]

How you put color in itch box of the canvan views???? By the way thx, you have great videos!

[@DanielCanosa]

Within the database, click on the 3 dots next to the blue New button, then Group, then Color columns :) This just works on kanban view btw

[@jhonjairogilmagana7597]

@@DanielCanosa thx it looks Great! And ones again... Thx by your videos

[@nadzb8106]

Hey, how long did it take you to built this system?

[@DanielCanosa]

2 weeks for creating it. 2 years using Notion prior to that

[@nadzb8106]

@@DanielCanosa Thanks! I have been using notion for a week or so and got scared that it took me a bit to do my little project. But u doing it in 2 weeks with that much experience is reassuring.

[@BlakeKueny]

Thanks!

[@DanielCanosa]

wohoo Blake! you're the first one using the feature :) Thanks so much for the support =)

[@elizondo17]

Hi Daniel! Amazing video! Yo show how powerful notion can be! I have a question, how do you show how many tasks are left in the timeline view of the projects that are grouped by the asignee? Its a formula? Im still learning notion and i will love to incorporate that in my system! Hope you can help me! 🙌🏼 Thanks!

[@DanielCanosa]

Yes, it's a formula! "👉 " + format(prop("# Pending")) + " tasks left" So you need a rollup for that "# Pending" property :)

[@elizondo17]

@@DanielCanosa Thanks for the help! Is there a way to hide the formula or the text when there are no pending tasks, or if the value is 0? To only show when there is one or more pending tasks

[@michaellavigne7321]

@@elizondo17 use the conditional “if” and set the formula to show “ “ if # of pending tasks = 0

[@klassykreationscompany5848]

Hi Daniel, is this available for purchase?

[@klassykreationscompany5848]

@@DanielCanosa this looks scheduling link. Could you pls confirm?

[@DanielCanosa]

@@klassykreationscompany5848 lol I copied the wrong link. dcanosa.gumroad.com/l/remote-os This is the one. Sorry about that

[@klassykreationscompany5848]

@@DanielCanosa thank you!

[@jasinAmsterdam1976]

I hear and read that notion has security issues. Is this true in your opinion? Is it safe to enter sensitive company details like finances and contacts? I use notion personally but so far for just tracking tasks and projects, and as a knowledge center. I hope you or someone can give me an honest answer because I want to use it for client details as well.

[@DanielCanosa]

Hey Jasin! It is true that Notion is not encrypted. In my case, the only thing I consider "sentitive" are passwords (I use a password manager for that). The rest of my info (financials, clients... everything really) stays in Notion because honestly if they were shared with anyone it won't be a problem. The only problem would be with documents under an NDA... I would store those in a more secure place. Anyway, so far they haven't had any security problem :)

[@jasinAmsterdam1976]

@@DanielCanosa That makes sense! Thanks for the quick reply 👌

[@moncholo_]

Hey men ! I thought the templates were free 🙃

[@moncholo_]

nice video though

[@DanielCanosa]

it took me dozens of consulting clients to craft this template and make sure it applies to a great deal of businesses... why would that effort be free?

[@moncholo_]

@@DanielCanosa it shouldn't be free! It was my mistake... I thought I had read that you had free templates !

[@DanielCanosa]

@@moncholo_ oh no problem... i do have free templates! you can find them here go.danicanosa.com/templates

[@jestruck]

It stop being simple from min 2

[@DanielCanosa]

working on a simpler version :)

[@cahyaningsekarwuryanto3711]

great video but its too fast-paced :(

[@DanielCanosa]

here to answer any question :)