Certified Notion consultant

Company size: 11-50

Industry: Health, Wellness & Fitness

Headquarters: New York, USA

Notion Build Automation Migration

Playbook is a fast and reliable app where trainers, wellness gurus, and athletes can create fitness content and get paid. With over 56,000 workouts and more than 500 instructors, it has become one of the most popular fitness apps in the market. It’s built to give creators the tools and know-how they need to grow their community on their own terms.

Migrate Playbook from Shortcuts (previously known as Clubhouse) to Notion and build their design space for general operations and client requests.

Build a centralized database for client request

Build templates to increase team efficiency

Build a notion knowledge management system for employee guides and tutorials.

Notion migration

New Notion workspace

Increase team productivity

Roxana has been so helpful for our team! She helped us migrate to notion and get us set up with all of the tools and training that we needed to be successful. Since then, she's helped us with integrations, fixing bugs and upgrading what we have as our needs changed. She even let us know of new notion tools and offerings we could use when there were updates! We couldn't have done it without her. So thankful for Roxana! ”

When we first partnered with Playbook, they were using Shortcuts (previously known as Clubhouse) to manage their workflow operations. While Shortcuts was a useful tool, it did not fully meet their needs.

After a thorough assessment, Notion was picked as the alternative, which had the features they were looking for, including comprehensive task management and efficient documentation organization.

Helping Playbook as a certify notion consultant

Once Plabook was on board with using Notion, we worked closely with them to set up their digital workspace for their design team. We first created a central database for all tasks. This database included relevant details such as client name, task type, creator tier, priority naming convention, deadline, and the team members working on the project.

Playbook task database

Along with creating the crucial database, we seamlessly integrated it with their client submission form on Jetform by utilizing make.com an automation tool. By doing so, all new entries were automatically directed to the database as well as to a dedicated Slack channel, enabling the team to be notified of new submissions promptly. This process ensured that the team was always up-to-date on new client submissions, allowing them to respond quickly and efficiently.

Slack submission notification

The automation behind the slack submission notification

By setting up their digital workspace in Notion, Plabook was able to streamline their workflow, improve team communication, and stay organized in their tasks and projects.

Playbook’s task database and with all the templates that they use

As well as their internal documentation by properly documenting their design processes and assets, the team could easily find information and avoid duplication of efforts.

Overall, by documenting their design workflows and implementing a good Notion structure in, Plabook was able to improve team collaboration, efficiency, and productivity, resulting in a better experience overall.