Notion workspaces for teams and agents

Your team and your AI,
working from the same context.

We design Notion workspaces where your people and AI agents share one source of truth, built one workflow at a time by a product and engineering team that runs its own company this way.

Book a discovery call See how we work

The problem

You have the tools. The work is still scattered.

Your notes live in one place, decisions in another, and requests arrive by email, chat, and hallway conversation. You've tried the AI features, and they help one person at a time, but the organization doesn't get any smarter. The issue isn't the tools. AI can only help with work it can see, and right now your work isn't in one place it can read.

How we work

Context first. Then workflows. Then agents.

01

Context

We map how your work actually happens and give every recurring thing (clients, projects, requests, decisions) one home in Notion, connected to everything related to it.

02

Collaboration

We build the forms, views, dashboards, and weekly routines your team will really use, so the system stays current without extra effort.

03

Agents

Once the workflow runs, we add AI agents that summarize, route, draft, and flag what needs attention, each with clear limits and a person who approves its work.

One workflow at a time. Solve it, make it run, then move to the next.

Offerings

Start with one workflow. Grow from there.

Launch

Starting at $2,500

2 to 3 weeks

One workflow, launched fast. For new Notion teams or teams consolidating scattered tools.

  • Kickoff and workflow discovery
  • Clean workspace foundation (structure, navigation, permissions, naming)
  • One core workflow built end to end, with starter templates and a team hub
  • One practical AI agent (for example: meeting notes to action items, or request triage)
  • Live training session, handoff documentation, and one week of support

Ongoing Support

Monthly

As your work changes

We keep your system and agents healthy as your work changes: tuning agents, adding workflows, and training new team members.

  • Agent tuning and review
  • New workflows as they come up
  • Training for new team members

Examples

Workflows we build

Weekly status reporting

Leadership sees progress and risks on a live board instead of in a status meeting.

Meeting notes to decisions and action items

Decisions get recorded with the reasoning, and tasks land with an owner.

Request intake and triage

One front door for requests, routed to the right person and tracked to done.

Provider credentialing tracking

Licenses, enrollments, and Medicare paperwork with expiry dates, owners, and early renewal reminders.

Shift scheduling and event follow-up

Open shifts filled before service, private events tracked, and every guest request followed up.

Job quotes and client pipelines

Estimate requests, site visits, and follow-ups for construction, plumbing, and other trade work — all in one place.

Data and AI

Your data stays yours. Your agents follow rules.

Your workspace, your data.

We build inside your Notion workspace. We keep only our own methods and lessons, never your records.

Agents with limits.

Every agent gets written instructions, access to only what it needs, and a named point where a person approves its work.

Healthcare care.

For clinics and health organizations, we identify any sensitive data during discovery and design around it before anything is built.

Who we are

Built by a team that ships software

triwelltech is a product and engineering studio based in Olney, Maryland. We design and build AI-powered software for health, wellness, and faith-based organizations, and we run our own company on the same Notion method we bring to clients.

Ordeva

A clinical intelligence platform that turns scattered patient records into one readable timeline.

ordeva.org

Holy Health

A faith-based wellness app with AI meal and workout plans, community, and an Academy.

Peacemakers

A community app for churches, live on iOS and Android.

Questions

A few things people ask

Do we need to already use Notion?

No. We work with teams already on Notion and teams moving to it. If you're consolidating other tools, we start with the workflow that matters most.

What Notion plan do we need?

Workspace design works on any team plan. Notion's AI agents require a Business or Enterprise plan, and agent usage is billed by Notion based on how much they run. We estimate those costs with you before building anything.

How long does it take?

A single workflow typically takes 2 to 3 weeks. A connected foundation for a larger team typically takes 4 to 6 weeks.

Who owns the workspace when you're done?

You do. Everything is built in your workspace, documented, and handed over with training.

Can you connect Notion to our other tools?

Yes. We're an engineering team, so when a workflow needs an integration or custom code, we build it.

Do you work outside healthcare, wellness, and faith-based organizations?

Yes. Those are our specialties, but the method works for any team with recurring work that's scattered today.

Discovery

Start with one workflow.

Tell us where work gets stuck. We'll show you what it looks like when it runs itself.

Usually in touch within 24 hours.