Free
Notion
Template
Notion Agency OS Starter
A lightweight but complete Notion workspace structure for agencies getting started with operations. Four connected databases - projects, clients, tasks, and weekly ops - built to work together from day one.
What this template covers
This is not a single database or a page template - it is a starter workspace structure with four interconnected databases that form the core of an agency OS. It is intentionally lightweight: no automations, no complex formulas, no 40 properties nobody uses. Just the structure you actually need to run a small agency in Notion.
It works best for agencies between 2 and 10 people. If you are larger or managing complex multi-service delivery, a full Runflow build handles that properly.
Workspace structure
Notion Sidebar Structure
🏠 Agency HQ
Weekly Ops Review Updated every Monday
Quick Links Tools, logins, key docs
💼 Clients
Client Database Master CRM
Active Clients Filtered view
Renewals This Month Filtered by renewal date
📁 Projects
Project Database All projects
Active Projects Board Kanban by status
My Projects Filtered to current user
✅ Tasks
Task Database All tasks linked to projects
This Week Filtered by due date
Overdue Red flag view
📋 SOPs
Process Library Docs for recurring processes
Onboarding Checklist New client setup
The four core databases
One row per client. This is your agency CRM - tracks relationship status, contract value, account owner, and renewal dates. Linked to the Project database so you can see all projects for a client in one click.
Client NameStatus (Select)Contract Value (Number)Contract Type (Select)Renewal Date (Date)Account Owner (Person)Next Action (Text)Projects (Relation)Active Projects (Rollup)
One row per project or deliverable. Linked to the Client database so every project knows which client it belongs to. Also linked to Tasks so you can see all tasks for a project in one place.
Project NameClient (Relation)Status (Select)Start Date (Date)Due Date (Date)Project Lead (Person)Budget (Number)Tasks (Relation)Open Tasks (Rollup)
Individual tasks linked to projects. This is where the day-to-day work lives. Filter by assignee, due date, or status to create personal and team views on top of the same database.
Task NameProject (Relation)Status (Select)Assignee (Person)Due Date (Date)Priority (Select)Notes (Text)
Not a database - a repeating page template you duplicate each Monday. Contains linked views to show: projects due this week, overdue tasks, clients needing attention, and one decision to make this week.
Projects due this weekOverdue tasksAt-risk clientsTeam blockersThis week's priority
How to build this in Notion
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1
Create a new Notion page called "Agency HQ"This is your workspace home. Everything else lives inside it. Set it as your default page so it opens first every time.
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2
Create the Client DatabaseAdd a new full-page database called "Clients." Add the properties listed above. Set status options to: Prospect, Onboarding, Active, In Review, At Risk, Churned.
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3
Create the Project DatabaseAdd a new full-page database called "Projects." Add the properties listed. Then create a Relation property that links to the Client database. This connects projects to clients.
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4
Create the Task DatabaseAdd a full-page database called "Tasks." Add a Relation to the Project database. Now tasks belong to projects, which belong to clients - one connected chain.
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5
Add Rollup propertiesIn the Client database, add a Rollup on the Projects relation to count active projects per client. In the Project database, add a Rollup on Tasks to count open tasks per project.
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6
Create your key viewsFor Clients: a Gallery view filtered to Active status. For Projects: a Board view grouped by Status. For Tasks: a filtered view showing tasks due this week, assigned to the current user.
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7
Build the Weekly Ops Review templateCreate a page template with sections for: Projects Due This Week (linked database view), Overdue Tasks (linked view), Client Health Check, Team Blockers, and This Week's Priority.
Limitations of this starter
This template gets you structured and operational. What it does not do is automate anything, handle complex multi-service delivery, build client-facing portals, or write your SOPs. It is a foundation, not a finished agency OS.
If you want the full build - automations, custom views for every role, embedded SOPs, and a client portal - that is what a Runflow Notion build delivers in 5 to 7 days.