Advanced Notion: build your company's systems
Once the team uses Notion, the next step is connecting the information. You learn relations, rollups and formulas, permissions and templates, and build a complete system for your company: a CRM, an inventory or project tracker, with dashboards that show what matters.
Advanced Notion: build your company's systems
12 h · 6 sessions · Intermediate
- Level
- Intermediate
- Duration
- 12 h · 6 sessions
- Format
- In person or live online
- Language
- Spanish
Who's it for?
What's included
- Live classes with guided practice
- Downloadable guides and materials
- Reusable templates and prompts
- A project applied to your work
- Zevra Learn completion certificate
- Support for questions after the course
Who it's for
- Whoever builds and maintains the team's Notion workspace.
- Small businesses that want to organize sales, inventory or projects without buying an ERP.
- Leaders who need dashboards with up-to-date information.
What you need
- Some Notion experience: pages and basic databases (or take Notion for teamwork first).
- No coding needed.
- An idea of the process you want to organize.
What you'll learn
Design related databases that avoid double entry.
Use rollups and formulas to calculate totals, statuses and alerts.
Build a system with templates, permissions and dashboards the team can maintain.
Your area's system
You build a real system for your company: for example, a CRM with customers, opportunities and follow-ups, or an order tracker with amounts in Bs, statuses and a dashboard for management.
Syllabus, session by session.
- 1
Design before you build
Session 1 · 2 h- Mapping the process and the data
- Entities and relationships
- Common structure mistakes
- Choosing your project
You leave withYour system's design on paper.
- 2
Relations and rollups
Session 2 · 2 h- Relating databases
- Rollups for totals and counts
- Linked views
- Example: customers and orders
You leave withYour databases connected.
- 3
Formulas
Session 3 · 2 h- Text, number and date formulas
- Automatic statuses and due-date alerts
- Calculating amounts and progress
- Finding errors in a formula
You leave withFormulas that calculate statuses and totals.
- 4
Notion templates and automations
Session 4 · 2 h- Database templates
- Buttons and native automations
- Recurring templates
- Notion forms to capture data
You leave withTemplates and buttons that save steps.
- 5
Permissions and dashboards
Session 5 · 2 h- Page and team permissions
- Dashboards for management
- Role-based views
- Maintenance best practices
You leave withA dashboard with the key information.
- 6
Putting the system to work
Session 6 · 2 h- Migrating data from Excel
- Testing with real cases
- Documenting how it's used
- A maintenance plan
You leave withYour system running and documented.
Who teaches this course
Every Zevra Learn instructor uses these tools on real projects every day.
Iván Sangueza
Zevra co-founder · Product & technology · La Paz, Bolivia
Engineer and Zevra co-founder. He builds with AI and automation every day for real companies, and that's what he teaches: how to use these tools at work, not the theory. He trained about a hundred CAINCO staff in an in-person program.
Teaches
Keep learning
Notion for teamwork
Keep your team's tasks, projects and docs in one place, instead of lost in WhatsApp.
Make: automations with logic
Scenarios with routes, iterations and error handling for processes with more than two steps.
What do you want to learn?
We'll build it with you.
Book a short call: we'll recommend the course or path that makes sense for you or your team.