August Public needed a better way to track sales goals, manage leads, and access up-to-date deal data across their team. With support from our team at NotionFlows, they built a central workspace integrated with HubSpot — giving them visibility, automation, and clarity in one place.
Industry: Management consultant - for-profits
Headquarters: New York, USA
Apps used: Notion, Make, Hubspot
Services: Notion workspace, Automation
A consultancy built on collaboration and agility
August Public is a New York–based organizational development consultancy that works with for-profit companies to build stronger, more human-centered teams. With a focus on agile transformation, August helps clients redesign how they work — from the inside out.
Internally, though, their own sales systems were starting to feel disjointed. Sales data lived in HubSpot, but team visibility was limited. Tracking goals, reviewing performance, or collaborating on deals required jumping between tools — or relying on manual updates that were quickly outdated.
They came to us with a clear goal: bring sales visibility into their daily workflows using a Notion-based system, powered by automation.
The Challenge
August’s team needed a way to stay aligned on sales performance and pipeline activity — without adding more tools or overhead.
1. Disconnected tools
HubSpot held all the deal data, but it wasn’t easy to access in real-time or in a format useful for collaboration.
2. Manual processes
Reporting and goal tracking required copying data or chasing updates — which led to delays and inconsistencies.
3. Lack of a central hub
There was no single place where the team could track leads, check progress, and make informed sales decisions together.
The Solution
We started by mapping out the sales process with August’s team — identifying what needed to be visible, who needed access, and where collaboration was falling through.
A centralized sales workspace in Notion
We built a custom Notion workspace that mirrored August’s sales workflow. It included areas for lead tracking, CRM activity, goals, and performance metrics. The result was a single source of truth for the entire sales team — designed to be simple, structured, and easy to maintain.
Automation with Make + HubSpot
To eliminate the need for manual updates, we connected Notion to HubSpot using Make (formerly Integromat). Every day, the system automatically pulls new data from HubSpot, transforms it, and displays it in the Notion workspace. This keeps the pipeline fresh and accurate without extra work.
We also added smart automations for:
- Deal updates
- Sales goal tracking
- Pipeline health notifications
- Error handling and alerting
Simple, thoughtful structure
Beyond the automation, we focused on clarity. We helped establish a clean information hierarchy and documentation practices so anyone on the team could easily navigate and contribute.
Roxana and Rodolfo helped us build a Notion database to streamline and improve our sales system for incoming clients and new deals. It was a very smooth process, Roxana was very responsive and able to easily adapt to changing requirements along the journey. The documentation was great and our team is using the Notion every day to improve how we work together.”
Max Sather, Co-Owner & Agile Transformation Lead
The Results
Real-time visibility into deals and performance
Sales data now flows directly from HubSpot into Notion — giving the team instant insight into where things stand without switching platforms or waiting on reports.
More time for meaningful work
By automating manual reporting and data entry, August’s team can now focus more on strategy, client engagement, and closing the right deals.
One place for collaboration
Whether reviewing goals or tracking active opportunities, the team now works from a shared workspace that brings together context, updates, and insights.
Built to evolve
The system is flexible and easy to update, giving August the freedom to tweak processes and scale the workspace as the team and their needs grow.
Looking to bring clarity to your sales workflows?
We help teams like yours connect the dots between strategy, systems, and operations — using tools you already have.
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