Take control of your investments, with these essential templates for managing your portfolio and planning your financial future.

Curated for optimal efficiency and collaboration in the workspace

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Work

Start the semester off right

Tailored for students and their needs to achieve academic success

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School

Embrace a more organized, productive, and fulfilled lifestyle

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Life

Turns briefs, notes, and rough ideas into polished, client-ready proposal drafts.

Proposal writer

Surfaces new applicants in Slack and routes interview invites to the right leader with one emoji reaction.

Talent scout

How Little Plains runs recruiting, client proposals, and AI experiments in Notion.

Run your agency like Little Plains

Real Notion pages built for startups by startups — It’s everything you need to get started, organized by stages in a founder’s journey from ideation to scale.

Startup in a Box

Notion

Bring AI agent ideas from concept to launch with a shared hub for briefs, approvals, and agent links. Give your team a clear way to explore AI while keeping scope, sources, and human oversight visible.

Agent management hub

Turns meeting notes into tasks. Renames meetings, extracts action items, suggests owners, and posts to Slack for approval before creating anything.

Meeting Action Extractor

This AI Agent turns action items from Meeting Notes into structured tasks in a designated Tasks database.

Meeting Notes Task Creator

There's more to a good meeting than taking notes. Explore Notion templates, AI Skills, and Custom Agents that help your team prepare for discussions, capture important details, and follow through on decisions. Spend less time on the busywork around meetings and more time on the work that comes out of them.

Explore Notion templates for better meetings, from agendas and meeting notes to action items and follow-ups. Keep your team organized before and after every meeting.

Meeting Notes, Agendas & Templates | Notion Marketplace

Turn notes, ideas, meetings, and goals into a clear action plan. Break work into specific tasks, identify priorities, owners, deadlines, dependencies, blockers, and the next step—so you can move from discussion to execution.

Create Action Plan

Akshay Raveendran

Walk into a meeting prepared with context on the people and the topic. 

Meeting prep brief

Summary, tasks, and log update from a meeting in a single pass. 

Post-meeting triage

Notion AI skill that turns a raw meeting transcript into minutes you can send to a client.

Transcript to Client Minutes

RunBook

🚀 Streamline Your Meetings with this All-in-One Templa
This powerful Notion template is designed to revolutionize how you manage your meetings and related tasks. It seamlessly integrates your meeting notes with a dynamic task manager, keeping everything organized and in context.

Meeting & Task Tracker

A powerful 1:1 meeting template for data and tech professionals. 
Track progress, unblock projects, structure feedback, and align on career goals — all in one clean, reusable system.

1:1 Meeting Agenda — Stay Aligned, Document Growth

Stylianos Chiotis

Quickly add meetings and stay organized with any type of meeting with any attendee or client. Meeting notes templates built in.

Meeting notes

The AWA Collective

Shapes the Notion AI Agent into a planner for meeting agendas. 

Meeting Agenda Planner

desbyseb

Every Friday morning this agent queries your entire content pipeline, compiles everything produced that week, and emails you a clean structured summary. No manual checking. No missed drafts. Just a clear picture of your content operation every week.

Weekly Report Agent

Agent that scans your email to identify actionable tasks and adds them to your calendar

Email → Calendar Scheduler

Project Health Monitor Agent for Notion is an AI operations assistant designed for marketing agencies to automatically analyze project performance, detect risks, and flag at-risk client work inside your agency dashboard.

Project Health Monitor

This agent transforms overwhelming task lists into focused, achievable daily and weekly plans. It specializes in prioritization frameworks, energy optimization, time blocking, and creating realistic schedules that balance productivity with well-being.

Time Management Strategist

Q4 is around the corner. Use this collection to plan the next few months, keep projects moving, get through your backlog, and spend less time on the work you can hand off or speed up. Find templates, Skills, and agents to help you get organized before the end-of-year rush.

Get ahead of Q4 with templates, AI Skills, and agents for planning, tracking, research, writing, and staying on top of the work ahead.

Q4 Planning Templates, AI Skills & Agents | Notion Marketplace

Make your writing clearer, smoother, and more professional without changing your voice. Improve grammar, readability, sentence flow, and clarity while preserving your original meaning, tone, and writing style.

Improve Writing 2.0

Boost your productivity with this Notion Weekly Planner Template. Set weekly goals, track tasks, and use time blocking to organize your schedule. A simple yet powerful tool for students, freelancers, and professionals to plan smarter and achieve more.

Weekly Planner

Quynh Nguyen

The OKR Tracker helps you set, track, and achieve your Objectives and Key Results, ensuring alignment with your strategic goals.

OKR Tracker

Sentele

This Notion database helps developers plan and track development projects, milestones, and sprints, providing a clear timeline and deliverables to align teams and meet deadlines in agile environments.

Developers Project Roadmap

mrpugo

A Notion AI skill for breaking projects into structured phases.

Break Project into Phases

Create GANTT schedules to manage projects by allocating resources and organizing tasks and phases with dependencies 💪

Optimized GANTT planning

Lou Attal Studio

Take control of your investments, with these essential templates for managing your portfolio and planning your financial future. Whether you’re a beginner or a seasoned investor, tracking and organizing your activities will always pay dividends.

Tracking Wealth Leads to Building Wealth

A trading journal to keep an organized record of operations, improve performance and promote continuous learning and skills development.

Trading Journal

fxpabs | trading journals & tools

Investment Journal Notion Template

BudgetBits

Simplify your financial tracking with automated date-stamping and tax reminders using Notion's Database Automations.

Personal Finance Tracker

Effortlessly manage your investments in Notion with this automated portfolio tracker. Use Note API Connector to sync stock & crypto prices from multiple finance APIs, keeping your data up-to-date automatically. No more manual updates—track assets & trades with real-time insights.

Automated Investment Portfolio Tracker: API Sync

Andrej Gajdos

Live day trading journal for forex traders.

Live Day Trading Journal

Jacob Hurley

Manage and track your shares, dividends and more!
Designed to be your one stop shop for keeping an overview of your investments, want to get a better understanding of your portfolio or you just want to see how much profit you've made, this template will do all that and more. 

Investment Tracker - Dividends, Portfolio & More!

Thaiga Notion

The ultimate tool to take control of your financial well-being and monitor your wealth effortlessly.

Wealth and Goal Tracker - Net Worth Method

Neat.

Use this simple calculator tool to determine how much financial 'runway' (in terms of years) you currently have - looking ahead within the context of retirement.

Retirement Runway Calculator by SystematicAF

SystematicAF

Take control of your crypto portfolio with this automated Notion Crypto Tracker. No manual updates—real-time prices sync directly into Notion using cryto APIs. Effortlessly track your holdings, visualize portfolio performance, and stay on top of the market—all within Notion.

Automated Crypto Portfolio Tracker (Live Updates)

Take control of your finances with the Notion Money Manager Template! Start quickly with predefined categories, track net worth in real time, auto-generate savings reports, and customize your dashboard. Works with free Notion plans—simple, flexible, and hassle-free!

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Find

Automate

Track your wealth, your way

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