Moses
Notion Systems CRM, Project Management Workflow Automation
Compétences
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Expérience professionnelle
Notion Workspace & Integration Automation Specialist
The Fashion Incubator • Freelance
Apr 2022 - Present • 4 yrs 4 mos
Set up structured Notion workspaces and connected them with supported business and productivity applications including HubSpot, Zapier, Google Sheets, and Gmail. Designed database structures that organize contacts, records, tasks, projects, and workflow information before establishing appropriate connections between systems. Worked with automation workflows to move or synchronize information between connected applications where supported. Created practical Zapier workflows for recurring actions and organized data fields so information could be mapped consistently between systems. Used Google Sheets and Notion databases for structured record management and incorporated Gmail-related workflows where appropriate. Also reviewed workspace structures to identify repetitive manual processes, unnecessary duplicate records, and disconnected information. Organized automation workflows into understandable processes that can be maintained and adjusted as business requirements change.
Self Employed
Freelance • 10 yrs 5 mos
Notion Client Portal & Task Management Specialist
Aug 2021 - Present • 5 yrs
Created Notion client portal systems designed to organize client information, projects, tasks, deliverables, documentation, updates, and important project resources within a structured workspace. Developed client-facing pages that make relevant information easier to locate while keeping project-related records connected to the appropriate databases. Built task trackers with statuses, priorities, deadlines, assignments, project relationships, and filtered views. Created separate views for active tasks, completed work, upcoming activities, and project-specific responsibilities. Organized client and project databases so information could be connected instead of being maintained across disconnected pages. Developed reusable portal templates and workspace structures that can support recurring client onboarding, project delivery, task management, and ongoing project communication workflows.
Notion Project Management Specialist
Mar 2021 - Present • 5 yrs 5 mos
Designed and developed Notion project management workspaces for organizing projects, tasks, deadlines, team responsibilities, deliverables, and project information in one centralized environment. Created structured project databases with properties, status fields, priorities, due dates, assignments, relations, filtered views, and dashboard layouts. Built task-tracking systems that make it easier to separate pending, active, completed, and priority work. Created project dashboards that provide a clear overview of active projects, outstanding tasks, upcoming deadlines, and overall project status. Connected related databases so project, task, team, and client information could be accessed from the appropriate workspace views. Also organized reusable Notion templates for recurring project workflows and established practical workspace structures that can be maintained and updated as projects change.