STACK · CLICKUP + NOTIONClickUp + Notion
ClickUp + Notion
working as one.
What AI runs between ClickUp and Notion, and the skills, agents, and industries that use this stack.
AT A GLANCE
CLICKUPTasks, projects, and deadlines.
NOTIONDocs, SOPs, wikis, and reports.
SKILLS ON THIS STACKWeekly Owner Report, Permit Tracker
skills already run on this stack.Weekly Owner Report · Permit Tracker
0new software to learn. You keep both tools.ClickUp · Notion
01 · WHAT IT DOES
Why connect ClickUp and Notion
ClickUp and Notion each do their job well, but on their own they do not share everything. Someone on your team becomes the bridge, copying records from one to the other.
We connect them with AI skills so the work moves between both tools automatically. Claude checks what moves, and anything that touches money or a client waits for your approval.
02 · THE GAP BETWEEN THEM
Every time something changes in ClickUp, someone has to update Notion by hand. Things get missed, and the two never quite match.
Sounds familiar?
You re-type data from ClickUp into Notion
The two tools disagree about the same job or client
Someone spends hours a week keeping them in sync
Updates get missed when that person is out
That's us. Book a call →03 · HOW IT WORKS
What AI runs between them
01Meeting notes become ClickUp tasks with owners
02SOP library stays linked to recurring tasks
03Weekly status page auto-written
04 · HOW IT CONNECTS
How it connects
Skills on this stack
Weekly Owner ReportMonday morning: work in progress, cash, close rate, and jobs at risk.Permit TrackerTracks every permit by jurisdiction, so you know which ones take longest and clients get real answers.Agents on this stack
DispatcherRuns on Hermes Agent. Schedules crews, turns daily logs into homeowner updates, and catches change orders.BookkeeperRuns on Claude. Preps payroll, reconciles time, and closes out jobs in QuickBooks.Ops AnalystRuns on Claude. Watches calls, jobs, deals, and permits, then tells you what's happening, who needs to approve, and what to do next.Industries
HVAC + PlumbingDispatch, maintenance-plan renewals, and after-hours intake by an agent.Agencies + B2BClient onboarding, status reports, and renewals, from deal to delivery.Permits + DesignOps Analyst, Estimator, and Office Assistant. Built around permit tracking, client updates, and a bird's-eye view.05 · QUESTIONS
Questions, answered.
Still not sure? Bring your question to a free 30-minute call. You'll leave with a written plan either way.
Book a 30-min ops callSometimes partly. We fill the gaps with skills and automations so the whole job runs end to end.
Every run is logged and watched. On a Managed plan, fixing breaks is part of the service.
No. We build on the tools you already pay for, like JobTread, QuickBooks, and your CRM.
Anything that touches money or a client waits for your approval, and every run is logged so you can see exactly what happened.
After a free 30-minute call, you get a written plan with a fixed price and a timeline before you commit to anything.