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https://youtu.be/IROBSTTKwxE

In this episode of Notion in Practice, Tim and Jerwin sit down with Matthew Shaw and Dave Merriweather from Ionyx Digital to unpack how they rebuilt their entire sales-to-delivery process on Notion and Notion AI.

Ionyx work with time-poor clients across construction, infrastructure, mining, rail and services – people who can close deals in a room but hate the admin it takes to get there. Traditionally, their sales team would run long discovery calls and pitches, then try to “re-say” everything in a handover meeting with copywriters, designers and developers.

Important context slipped through the cracks, projects dragged out, and rewrites piled up.

Now, every discovery conversation is captured as a transcript, stored in Notion, and becomes a shared source of truth. Notion AI sits on top of those 70–80 page transcripts, letting the delivery team:

• Ask detailed questions and get instant, accurate answers
• Understand the client’s goals and language as if they’d been in the room
• Write content and design assets that hit the brief on the first pass

Matthew and Dave share:

• Why tools like Monday.com and Wrike weren’t the right fit for their workflow
• How they designed a single client page that connects sales, delivery, tasks and transcripts
• The real impact on quality: fewer complaints, fewer rewrites, and more consistent outputs
• How Notion AI helps them halve overall delivery timelines without cutting corners
• The internal AI tools they’ve built to critique client collateral and train the sales team
• What they learned about change management when rolling Notion out to two very different teams

If you run a services business, agency or consulting firm and struggle with handovers, inconsistent delivery or time-poor clients, this episode will give you a concrete example of how to:

• Turn conversations into assets
• Build a living knowledge base out of transcripts
• Use Notion AI as a partner for both sales and delivery