Notion
with AI skills + agents
Docs, SOPs, wikis, and reports. Here is what we automate in it and what we connect it to.
Notion + AI
Notion: Docs, SOPs, wikis, and reports. It holds a lot of your business, but on its own someone still moves information in and out of it by hand.
We connect Notion to the rest of your stack with 2 skills: Weekly Owner Report, Permit Tracker. Each one runs inside the tools you already use, with your approval on anything that touches money or a client.
You pay for Notion, but your team still copies data out of it, re-types it somewhere else, and chases what is missing.
What AI does in Notion
How it connects
Skills that use it
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 that log into it
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.Stacks with Notion
ClickUp + NotionMeeting notes become ClickUp tasks with ownersAirtable + NotionMonday owner report built from Airtable dataIndustries
RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.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.Questions, answered.
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Book a 30-min ops callAI answers from this site and can be wrong. David confirms anything that matters on the free call.