Agency Project OS

Run your whole agency from one Notion workspace — and own the system outright. The Agency Project OS is a complete build blueprint (PDF guide) for a Notion system with six linked databases: Clients, Projects, Tasks, Deliverables, Invoices and a Team Directory, plus a live Dashboard that shows what is stuck, who owns it, what has been delivered and who owes the agency money at a glance.

What makes this different: most Notion templates are sold as a single duplicate link — if the seller ever moves or deletes the original, your system is at risk, and you never learn how it works. This guide specifies everything: every property (name and type), every relation and rollup, and the exact formulas to copy — including invoice Total with tax, Balance Due, an automatic Overdue flag that counts the days, a per-project Balance of invoiced less paid, and overdue flags on tasks and deliverables keyed to their own states. Build it once in 30–45 minutes with the sequenced checklist, verify it against the included fictional sample data (a coffee roaster and a realty group, two projects, a three-person team and invoices whose totals are stated in the guide so you can check your build to the cent), then delete the samples and go live. Deliverables get a database of their own — the piece project-only templates leave inside chat threads.

Inside the PDF (13 pages): Start Here; the 30-minute build checklist; the Dashboard spec; one chapter per database (properties table, views to create, formulas written out in full); the Sample Data chapter with stated expected totals; weekly + monthly workflows; troubleshooting FAQ. Works on Notion’s free plan. You will need a free Notion account and about 30–45 minutes to build the system — this is a guide that builds the template in your own workspace, not a hosted link. Planning/organization tool only — not accounting, tax or legal advice.