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DistributionClient case

A rebuilt Notion workspace that teams actually use

Audit of the Sales, Marketing and HR spaces, redesign of the key databases, then two-level training with live build workshops.

NaaliNaali

Context

A pharmaceutical distributor whose Notion workspace had grown without structure. Teams worked around it and information was scattered.

Before

  • Notion spaces built ad hoc
  • Duplicates and abandoned databases
  • Teams falling back to files and email

With the agent

  • Databases rebuilt around real usage
  • Ready-to-use templates per team
  • Employees autonomous on their tools

The system

Triggers

Existing spaces
Sales data

AI agent

  1. Audits spaces and usage
  2. Rebuilds key databases
  3. Creates templates per team
  4. Trains teams on two levels

You approve

Teams build

Hands-on workshops where everyone creates their own views.

Actions

Restructured workspace
Internal documentation

Results

employees trained on Notion
40
employees trained on Notion
spaces audited and rebuilt
3
spaces audited and rebuilt

Tools used

  • Notion
  • HubSpot

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