Notion
All-in-one workspace for notes, docs, wikis, and project management with powerful databases
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What I Like
- Incredibly flexible and customizable
- Powerful database functionality
- Great for documentation and wikis
- Clean, modern interface
- Strong template ecosystem
What Could Be Better
- 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
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Process Documentation - SOPs, playbooks, and runbooks in one place. Notion’s flexibility means your docs actually get maintained.
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Database Power - Track projects, manage content calendars, build lightweight CRMs. The relational database feature is incredibly powerful.
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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
| Factor | Notion | Confluence |
|---|---|---|
| Flexibility | Superior | Structured |
| Learning curve | Moderate | Steep |
| Atlassian integration | Weak | Native |
| Modern UX | Excellent | Dated |
| Databases | Powerful | Basic |
Confluence makes sense if you’re all-in on Atlassian. Otherwise, Notion wins.
Pro Tips
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Template Everything - Create templates for recurring documents. Meeting notes, project briefs, retrospectives.
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Use Relations - Link databases together. Your project database should relate to your people database.
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Embed Wisely - Notion embeds from Figma, Loom, Google Docs. Use them to create living documents.
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Archive, Don’t Delete - Create an archive section. You’ll need that old documentation someday.
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