Run your whole business from one Notion workspace
Clients, projects, tasks, money and marketing, all connected and calculating themselves. Plus 27 ready-made automations that do the busywork for you.
| Project | Client | Status | Budget | Net Profit | Margin | Progress |
|---|---|---|---|---|---|---|
| Brightleaf website redesign | Maya Chen | In Progress | $6,400 | $3,080 | 48% | 25% |
| Fern & Folio brand refresh | Priya Nair | Review | $3,200 | $1,540 | 48% | 33% |
| Brightleaf monthly SEO | Maya Chen | In Progress | $2,000 | $901 | 45% | 50% |
| Walsh Fitness landing page | Tom Walsh | Delivered | $1,800 | $1,350 | 75% | 100% |
| Northpeak Shopify launch | Jordan Ruiz | Planning | $12,500 | $0 | 0% | 0% |
Net Profit, Margin and Progress are calculated by the template from linked payments and tasks.
Lead
Contacted
Proposal
Active Client
| Entry | Type | Amount | Gateway | Status | Net |
|---|---|---|---|---|---|
| Deposit: website redesign | Revenue | $3,200 | Stripe | Paid | $3,200 |
| Stock photos | Expense | $120 | PayPal | Paid | −$120 |
| SEO retainer: October | Revenue | $1,000 | Stripe | Pending | $0 |
| Brand refresh: 50% upfront | Revenue | $1,600 | PayPal | Paid | $1,600 |
| Font license | Expense | $60 | PayPal | Paid | −$60 |
Only paid entries count toward profit, so pending invoices never inflate your numbers.
Five tools that don't talk to each other
A CRM here, tasks there, invoices in a spreadsheet, content ideas in your notes app. Every week you copy the same information between them, and you still don't know which client actually makes you money.
Without a system
- Leads from your website sit in an inbox
- No idea which projects are profitable
- Unpaid invoices slip through the cracks
- Content gets planned, then forgotten
- Every new client is set up from scratch
With the Business OS
- Leads land in your CRM with a phone alert
- Overdue invoices flagged every morning, a business report every Monday
- Net profit and margin per project and client, automatically
- An Unpaid view shows exactly who owes you
- Ideas turn into AI drafts with one status change
- Playbooks and templates for every new client
Everything linked, nothing to calculate
A client has projects. Projects have tasks and payments. The numbers add themselves up.
Clients & CRM
Deal stages, deal value, account manager, last contacted and follow-up dates, with a pipeline board you drag deals across.
Projects
Budgets, deadlines, status and business model for every project.
Tasks
Linked to projects, clients and SOPs, with urgent-to-low priority, milestones and a Today view.
Finance Ledger
Revenue and expenses by gateway (Stripe, PayPal, bank, wire, cash) and payment status.
Content Hub
From idea to published post for LinkedIn, X, email, blog, Instagram and YouTube, plus a 365-day content calendar with a hook for every day.
CEO Command Center
One page with your daily action queue, this month's numbers, MRR, and client and project health.
Knowledge Base + Prompt Vault
25 SOPs across sales, delivery, finance, marketing, operations and team, plus 30 ready AI prompts.
Client Portals & contract kit
A shareable page per client, plus MSA, SOW, NDA, service agreement, proposal with pricing options, briefing questionnaire, offboarding checklist and retainer scripts.
The busywork, handled
Ready-made n8n workflows. Import the file, connect your accounts, switch them on.
Instant lead capture
A website form lands in your CRM, the email is checked and you get a phone alert.
When a form is sentAI content writer
Set an idea to “Generate AI” and Claude drafts it for each platform inside the page.
On one status changeStripe payment sync
Every Stripe payment marks the client Active and logs the revenue as Paid. Never twice.
On every paymentOverdue invoice reminders
Invoices pending 7+ days are marked Overdue and you get one alert with the total.
Every morningMonday business report
Revenue, profit, money owed, overdue tasks and follow-ups, sent to your phone.
Every Monday 8:00New client onboarding
A new Active client gets an onboarding project with 6 standard tasks and due dates.
When a client signsMeeting notes → tasks
Paste notes or a transcript; Claude finds the action items and drafts the recap email.
After every callInvoices with payment links
Tick “Create Invoice” to send a Stripe invoice with a pay link, marked Paid when it clears.
One checkboxReceipts from your phone
Send a receipt photo to Telegram; Claude reads vendor, total and category and logs it.
From your phoneAnd eighteen more
Set up in about an hour
Short step-by-step PDF guides take you from purchase to a running system, plus a 7-day workbook and a setup checklist that tracks your progress.
Instant setup
Duplicate the workspace and follow one client through the whole system.
Guide 01 · 15 minViews & modes
Build your pipeline, Today list and monthly profit view.
Guide 02 · 20 minAutomations
Import the n8n workflows you need and test each one.
Guide 03 · 1–2 hoursClosing deals
An 8-step loop from first email to paid project, plus a weekly rhythm.
Guide 04 · 20 minBuilt for how you work
Each mode comes with a ready pack: a price menu, what each deal stage means, recurring tasks, the numbers to watch and sample data to import.
Agencies
Pipeline, projects per team member, retainers in Finance and client content in the Content Hub. Every module, fully used.
Online stores
Stripe payments flow into your ledger automatically, and the Content Hub plans launches and emails.
Freelancers
Follow-ups, a simple project board, unpaid invoices and ready proposal and contract templates.
Pay once, not every month
One payment. Everything included.
- Notion workspace: CRM, projects, tasks, finance, content, meeting notes, proposals and more
- 27 ready-to-import n8n automations
- 7 step-by-step PDF guides, a 7-day workbook and a setup checklist
- Sales kit, business packs, 25 SOPs, 30 AI prompts and a contract kit
- Use it in your business and set it up for your clients
- Free updates to this version
Anything not working? Email us and we fix it within 24 hours. Refund policy
Questions
What else do I need?
Only a Notion account (the free plan works). Everything else is optional: n8n for the automations (n8n Cloud, or self-host on a ~$5/month server with the included Docker kit), an Anthropic API key for the AI features (billed by Anthropic per use), a Stripe account for payment sync and invoices, and Telegram (free) for alerts and the receipt bot.
Do I need a paid Notion plan?
No. The workspace runs on Notion's free plan. If several people will work in it together, a paid Notion plan makes collaboration easier, but it isn't required.
Do I have to use the automations?
No. The Notion workspace is fully useful on its own. The automations are an optional add-on you can switch on later with Guide 03.
What do the automations cost to run?
n8n is free software you can host yourself (the included Docker kit runs it on a ~$5/month server), or a paid plan on n8n Cloud. Telegram is free. The AI writer calls Anthropic's API, which Anthropic bills per use, usually a few cents per draft. Stripe charges its normal payment fees.
Is it hard to set up?
Duplicating the workspace takes three minutes. Setting up views takes about 20 minutes with Guide 02. The automations take 30–45 minutes the first time, following Guide 03 step by step.
Can I use it for my clients?
Yes. Use it in your own business, and install and customize it for your clients (you can charge for that work). You can't resell or redistribute the template, guides or automation files as a product.
What if something doesn't work?
Email hello@uixdraft.com with a screenshot and we'll help you fix it within 24 hours. See the refund policy for full details.
Is this made by Notion or n8n?
No. Universal Business OS is an independent product by UIXDraft. Notion, n8n, Stripe, Telegram and Anthropic are trademarks of their owners and don't endorse this product.
10,000 sales
The number we're building toward, counted from real checkouts — not a marketing stat.
Loading the latest count…
Your whole business, one place, tonight
Duplicate the workspace in three minutes and see your first project's profit calculate itself.
Get the Business OSRun an agency or have an audience? Earn $100 for every sale you refer →