Discover Notion Pulse
Notion Pulse is one integrated system with 30+ databases talking to each other with 40+ ready to use scenarios. CRM, Finance, Projects, Tasks, Documents, Reminders, Events, Shopping, Notes, Habits & more.
Notion Pulse will help you save the most valuable asset in life, time.
Notion Pulse Databases
Business
Finance
Personal
Shared
Motivation
Notion Pulse Dashboard
The Notion Pulse Dashboard is a welcome screen with shortcuts to all system components.
Every day you can find out in detail what you have pending for today and the general situation of all your information.
The Dashboard that comes already created in Notion Pulse shows you the following database modules.
First block
· A logo that you can replace with yours, your company’s or an icon.
· A random phrase per day that comes from the database of famous phrases .
· The habits that you have to fulfill every day .
Second block
· A weekly and monthly Tasks calendar.
· Direct access to projects with pending tasks.
Third block
Reminders and events that happen in the next 7 days .
· Birthday
· Events
· Subscriptions
· Recurring expenses
Fourth block
· A navigation menu to access different sections of the system. You can activate the ones you want to appear from the settings.
Fifth Block
Add a Note
· Add an Expense.
· Balance of the month.
You can completely modify the Dashboard with other information from the databases included in Notion Pulse or include information from other external databases. The Notion Pulse Dashboard is fully customizable.
Notion Pulse Shopping System
A ready to use Shopping Lists system that comes prepared with four main categories so that you can access and manage the purchases you have pending.
· Home
· Office
· Personal
· Supermarket
Instantly add the things you need to buy to any of the lists to immediately have a list that you can check and uncheck when you go shopping.
Uncheck previous purchases to automatically make them reappear as pending purchases.
Notion Pulse CRM System
A complete CRM where you can manage all the companies you work with and have all their information in 1 click.
The agenda allows you to manage different types of contact that are used depending on the needs you have.
· Clients
· Team
· Personal
· Providers
· Review
With multiple sorting, grouping and filtering options to never lose a contact.
Notion Pulse Finance System
Balance
Know immediately the monthly balance with the entry and exit of money that you have each month. Notion Pulse will automatically show you the balance of the current month.
Deduction
With the years 2023 and 2024 included in the system, you can see by quarters or complete years what you have to pay in taxes and VAT.
All accounting for the deduction is calculated automatically from the invoices and expenses that you enter into the system.
Invoices
Keep an exact control of your invoices by quarter or by year .
Create new invoices for your clients and let Notion Pulse take care of everything. You only have to add the unit price and the system calculates VAT, personal income tax, taxes and gives you the total earnings for each invoice individually, by quarter or by year with the years 2023 and 2024 already prepared for you.
Expenses
All the expenses you have and their suppliers associated with the entire fiscal calendar with the years 2023 and 2024 prepared for you to add each one and organize them easily.
Notion Pulse Habits System
With the 365 days of the year 2023 included and prepared to only mark the habits that you fulfil and you can know the statistics and progress that you have each of the months of the year .
The system allows you to skip one or several of the habits so that you can follow the routines efficiently without affecting the percentage of success and progress that you have.
Notion Pulse Notes System
With 7 categories prepared for you to keep all your notes in an orderly manner.
· Read
· Ideas
· Links or Favorites
· Business
· Personal
· Resources
· Archived
Things to read, ideas, web links and bookmarks, things related to your company or business, personal notes, resources you consult frequently and everything you should write down to consult at any time.
Import notes in any format from a desktop system or mobile phone . With the sharing options you can select Notion and save any information you want to consult later in your Notes.
Notion Pulse Production System
With direct access to the Projects that have pending tasks or an inactive Projects file to consult information.
Efficiently manage your projects without wasting time and create new projects with a single click.
Synchronized with the task database, you can enter each of the projects to focus your attention and work exclusively with tasks, documents and information related to that project.
You have access to all pending tasks and completed tasks to review the information related to them, such as the delivery date, who is responsible for that task, to which project it belongs, if there are necessary sub-tasks and their status.
Notion Pulse Reminders System
Manage everything related to Events, Subscriptions and recurring expenses for which you need a reminder on the Dashboard.
Never forget a payment date, an anniversary or renew a service on which your home, company or business depends.
Ordered chronologically and with the option of having a monthly or annual repetition automatically.
Companies
Companies is a part of the CRM that is included in Notion Pulse. In this database you have all the relevant information about each of the companies you work with.
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Projects
Projects is a database that allows you to keep track of all your projects and immediately see the pending issues you have in each of them.
You can see active projects, inactive projects, number of pending tasks per project and enter any of them to manage all the information per project, such as tasks, sub-tasks and documentation.
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Tasks and Sub-Tasks
The Task manager in Notion Pulse allows you to manage all the pending tasks you have in different ways.
In the main Dashboard you have two calendar views to create or view pending tasks.
The Weekly Task Calendar and the Monthly Task Calendar, where both show the pending tasks, the project to which they belong, if they have an established start and end time, the person in charge of carrying out the task and the option to mark it as finished.
Likewise, you can enter any of your projects and see only the tasks of that project, that is, all tasks can be organized by project or globally.
Sub-Tasks are directly associated to a parent Task and allow you to have different child tasks needed to complete the parent task.
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Documents
A general repository of documents directly associated with your projects. The ideal is to create new documents to keep an organization of information within each of your projects, however in this view you can consult all the documents that exist in the system globally.
Automatically associated with the project where they are created and using the current date in case you need to have the date of each document as a title. You can modify the title and thus create different documents for each of the projects.
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Customers
The clients that are managed from the database for the global agenda allows you to have all the contact information about your clients.
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Team
The Team is the people you work with in the office, your employees, those who work remotely and who are directly related to your company.
As part of the Agenda and the CRM, you have all the information available from each one of those who make up your Work Team.
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Work Boards
Each co-worker in the company has their own work board, where they see only and exclusively their personal tasks and pending tasks.
A greeting, pending tasks, completed tasks and a notice in case someone from the company has a birthday .
Your tasks are displayed in chronological order with due date and project they belong to.
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Countries
Depending on your country of origin, you have to collect and pay different rates of VAT and taxes to other countries .
The country database is for you to establish the different types of percentages for VAT, Income Tax and the taxes that you have to charge to each country .
If, for example, you are in Mexico and you are going to invoice a Mexican company, VAT and taxes are not the same as when you invoice a company in Spain.
This database is used in the finance system to automatically calculate everything you have to collect and pay in the invoices you make for different companies around the world.
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Calendars
Notion Pulse includes four calendars communicated with each other to perform all the necessary calculations in the finance system.
· Quarterly Calendar
· Invoices Calendar
· Expenses Calendar
· Earnings Calendar
All calendars come with the year 2023 and 2024 prepared so that you can see all the information on an annual, quarterly or monthly basis.
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Quarterly Calendar
Invoices Calendar
Expenses Calendar
Earnings Calendar
Invoices
Notion Pulse includes a billing system where you can create invoices immediately and see all the information related to each invoice, the months of the year, the quarters and the whole year .
All the calculations are automatic , you only have to enter the unit price and the system gives you all the information instantly.
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Suppliers
Know with which suppliers you work continuously and the expenses you have with each one of them.
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Invoices
recurring expenses
subscriptions
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Expenses
Take control of your expenses in a simple way and let the Notion Pulse system make complete summaries of the year, tax deduction.
You can add expenses with a single click and have a complete analysis of dates, providers and totals.
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Expenses Calendar
Suppliers
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Deduction
The deduction system does all the accounting for you, calculates all the income from the invoices, the expenses from the expenses and deducts the necessary VAT and taxes to give you a global summary of your money.
With the years 2023 and 2024 already prepared in the database to receive your information and work as an accountant for you.
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Balance
Know the status of income, expenses and the current balance in real time. It shows you each month the income received, the expenses you have and what you have available automatically.
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Notes
The Notes system in Notion Pulse allows you to add and manage your notes efficiently. It comes prepared with 7 different types of notes and the option to add categories.
Types of Notes
– Read
– Ideas
– Links
– Company
– Staff
– Resources
– Archived
In this way you can enter any of the different sections to see the Notes filtered by type and if necessary you can add categories in order to have control over each one of them.
For example, you can have Notes in the Read type and some of them with the Science category, others with Motivation and others with Finance. In this way, within the same Notes that you have as a Read type, you have different categories to keep an order.
A repository for all your favorites, resources and information that you need to have available at any time.
You can create as many types and categories of Notes as you need.
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Birthdays
By entering the date of birth in the Agenda for your contacts, Notion Pulse automatically gives you the age, zodiac sign, generation, next birthday and how old your contact, friend, family member or client is.
A complete system of reminders so that you never forget that special date and can congratulate people.
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Shopping Lists
Instantly create shopping lists for personal items, the grocery store, the office, or your home. Do not forget to buy important things when you have to, add items to buy to any of the lists and when you buy them, you only have to mark them.
For your next purchases you can see the sections of purchased items to remove the mark and reappear as pending purchase.
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Habits
You can easily track your goals and habits throughout the year. You mark the habits that you perform each day and the system gives you a summary of statistics with the progress of each month. Includes all days of the year 2023.
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Notion Pulse Shortcuts
Shortcuts are predefined pages that appear in the access menu on the dashboard. You can create as many as you need and you only have to mark which ones you want to appear in the navigation.
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Random Quotes
A database with famous phrases that appear randomly on the Dashboard.
Add personal motivation phrases that give you a good message every day.
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Notion Pulse Address Book
A complete Address Book to manage all kinds of contacts such as family, friends, clients, suppliers or part of your work team.
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Notion Pulse Events
A database for face-to-face events or online events where you can have repetitions or unique events.
Part of the reminder system so you never forget important events in your life or business.
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Notion Pulse Recurring Expenses
Manage the recurring expenses you have and receive a reminder so you don’t forget payment dates and cancellations.
You can see all the recurring expenses with different repetition dates and ranges close to the current date.
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Notion Pulse Subscriptions
Subscriptions are an important part of digital life and this database helps you to have all the information on each one of them in an organized way.
Part of the reminder system to always keep in mind what the next payment you have to make.
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Notion Pulse Favorites
Favorites come from the general Notes database and are those that contain a URL and are within the link type.
You have access to all of them and you can see them filtered by type, by category or grouped by web page, so you can see everything you have that way, for example all the bookmarks you have saved from Apple.com.
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Notion Pulse Mobile Management
In addition to having access to the complete system, Notion Pulse has a section so you can download information immediately and easily from your mobile phone.
You can create a shortcut to this page from your iPhone or Android to add Notes, Purchases or Tasks with a single click, without distractions. This allows you to save the information quickly, and then process the information as soon as you are at your work desk and have time available.
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Notion Pulse Instructions
All sections, pages and views of Notion Pulse include instructions for use like this, they are recommendations for each of them that help you familiarize yourself with the system.
It includes a configuration section, different pages for all the databases and in all of them there is an instruction notice that you can consult at any time.
Projects Template
The Projects template creates a dedicated page for each project, where you only see information related to that project.
When you create a new Project, you automatically have a project page with the following information.
Pending tasks
Finished Tasks
Delivery Dates
Task Manager
Documents associated with the Project
This way you can focus your attention on a single project and have access to all the information on a single screen.
All the tasks that are created for that project will appear automatically in it, so you can manage your time efficiently.
Tasks and Sub-Tasks Templates
These are two templates related to Tasks and Sub-Tasks so that with a single click you can add extra information to each of them.
Template for Simple Tasks
It uses the default format offered by Notion and you can add the information or multimedia files you need inside each one of them.
Template for Tasks with Sub-Tasks
It uses a special view to show within the main Task, the Sub-Tasks related to it.
Employees Template
The template for Employees creates a board dedicated to each one of them, they have in one place the pending tasks they have with delivery dates, priorities, completed tasks and a notice if someone from the company has a birthday.
With a single click, each of your employees has their own space with the tasks they have to do, without distractions.
All the tasks that are assigned to that coworker appear on their board automatically.
Notion for Self-Employed
If you are self-employed in Spain, you know how difficult it is to keep track of information and finances.
Notion Pulse helps you keep your information organized and your finances up to date.
Notion for Digital Nomads
You are a Digital Nomad and you work in different parts of the world and you need to always have access to important information, your clients and pending tasks.
Notion Pulse helps you become more effective over time and save hundreds of hours a year to meet your goals.
Notion for Accountants
You dedicate yourself to accounting, you have to keep records of income, expenses, VAT, taxes, deductions and balances.
Notion Pulse calculates all the information for you with just an initial value.
Notion for Freelancers
Notion for Freelancers
Many clients, many projects and many tasks can become chaotic when you don’t know where to start.
Notion Pulse helps you to know the status of your projects and tasks at all times.
Notion for Companies
Notion for Companies
Many clients, many projects and many tasks can become chaotic when you don’t know where to start.
Notion Pulse helps you to know the status of your projects and tasks at all times.
Notion for Remote Work
Notion for Remote Work
When you work remotely and you don’t have an order of priorities, your performance can drop, however, when you have things organized, everything works better.
Notion Pulse helps you to always have the information and pending information that you have to work remotely with your company accessible.
Notion for Employees
Notion for Employees
It is not always easy to organize your life at work, but when you do, you start to be more efficient with your time, you stand out at work and you save hours of effort.
Notion Pulse allows you to successfully organize your work.
Notion for Project Managers
Notion for Project Managers
Being a project leader requires knowing at all times what tasks and tasks each person has to carry out, knowing the priorities and meeting delivery dates.
Notion Pulse allows you to manage all projects and assign tasks efficiently.
Notion for Influencers
Notion for Influencers
Keeping track of publications by project, client and publication dates can be a complicated task when you are an influencer.
Notion Pulse helps you keep a clear picture of your social media posting schedule.
Notion for Content Creators
Notion for Content Creators
Content creators have hundreds of projects and tasks to complete each year and not having an order with the information can hinder the processes.
Notion Pulse helps to have an editorial calendar by project to have real control.
Notion for Entrepreneurs
You want to undertake and you are not very clear how to know the status of each of the needs that you have to meet.
Notion Pulse has a framework with everything you need to take the leap and do the hard part , get started.
Notion for People
When you have a tool that allows you to organize your life, things start to improve.
Notion Pulse allows you to lead an orderly life and meet all your goals.
Get Notion Pulse System
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Soon a video where you can learn about Notion Pulse, its operation, sections, systems, functions and details in general. If you have any questions, please get in touch.