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Notion

Highly Recommend

All-in-one workspace for notes, docs, wikis, and project management with powerful databases

Colaboración Freemium
Probar Notion

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Ventajas

  • Incredibly flexible and customizable
  • Powerful database functionality
  • Great for documentation and wikis
  • Clean, modern interface
  • Strong template ecosystem

Desventajas

  • Learning curve for advanced features
  • Offline mode is limited
  • Can get slow with large databases
  • API is powerful but complex

Notion: The RevOps Knowledge Base

Every RevOps engagement I run starts with Notion. Here’s how I use it.

Why Notion for RevOps

  1. Process Documentation - SOPs, playbooks, and runbooks in one place. Notion’s flexibility means your docs actually get maintained.

  2. Database Power - Track projects, manage content calendars, build lightweight CRMs. The relational database feature is incredibly powerful.

  3. Team Wiki - Onboarding docs, tech stack documentation, and institutional knowledge that doesn’t live in someone’s head.

My RevOps Notion Setup

📚 Documentation Hub

  • Tech stack documentation
  • Integration maps
  • API credentials (with proper security)
  • Vendor contacts

📋 Process Library

  • Lead routing rules
  • Deal stage definitions
  • Handoff procedures
  • Escalation paths

📊 Project Tracking

  • Implementation roadmaps
  • Migration checklists
  • Sprint planning
  • QA testing logs

Notion vs Confluence

FactorNotionConfluence
FlexibilitySuperiorStructured
Learning curveModerateSteep
Atlassian integrationWeakNative
Modern UXExcellentDated
DatabasesPowerfulBasic

Confluence makes sense if you’re all-in on Atlassian. Otherwise, Notion wins.

Pro Tips

  1. Template Everything - Create templates for recurring documents. Meeting notes, project briefs, retrospectives.

  2. Use Relations - Link databases together. Your project database should relate to your people database.

  3. Embed Wisely - Notion embeds from Figma, Loom, Google Docs. Use them to create living documents.

  4. Archive, Don’t Delete - Create an archive section. You’ll need that old documentation someday.

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