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How to upload files to Notion via automation (Make, Zapier, n8n, Pipedream)
2025-05-30
FEATURED PRODUCTS * 24 Assets - Scale Your Business [https://www.simosme.com/products/24-assets] * The Great CEO Within [https://www.simosme.com/products/ceo] * Advanced Travel Manager [https://www.simosme.com/products/adventure-architect-advanced-travels-manager-notion] STAY IN THE LOOPOnce a week, I will send you my latest essays and three pieces of life-enhancing content from the internet.Email Address Sign Up No spam. Unsubscribe at any time.Welcome! Please confirm your subscription via email.RESOURCES * File Upload API Official Documentation [https://developers.notion.com/reference/file-upload] SIMILAR ARTICLESAFFILIATE LINKS * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Sign up for Airtable [https://airtable.com/invite/r/uVvPrxfg] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build powerful automations with n8n [https://n8n.partnerlinks.io/simo] * Build no-code apps and portals with Softr [https://softrplatformsgmbh.partnerlinks.io/simo] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo]
How to upload files to Notion via the Notion API - make.com demo
2025-05-27
Notion API, file upload, database, image block, video block, media property, automation, HTTP module, make scenario, Google Drive, file storage, Post request, content type, external URL, buffer data, JSON body, documentation tool, data migration, multi-part form data, authorization token, upload process, notion workspace, file block, video tutorial, data synchronization.
Notion AI For Work - Latest Notion AI Upgrades & New Features
2025-05-23
You know how AI in digital tools and knowledge worker ecosystems is seemingly being injected everywhere, and yet it feels disconnected and siloed across multiple disparate tools without a central place to manage all your AI infrastructure and efforts?That's one of the reasons why Notion has been implementing significant updates to Notion AI to make it an all-in-one AI for personal and team use. There are some new features that make this paradigm possible — or at least give it a start. Some of these features are included in the Business and Enterprise plans only.Before these upgrades, Notion AI was available on workspaces as an add-on (priced at $10/member/month in addition to the standard Notion workspace billing). Now, the Business and Enterprise pricing [https://notion.so/pricing] have increased, and Notion AI is fully included (unlimited use) within the workspace billing (no need for an add-on).The Free and Plus plans only have a trial of Notion AI (limited use and features). To fully use Notion AI and the features described below, you need a Business or Enterprise plan. This is also valid for Notion Mail [https://www.youtube.com/watch?v=xClqzUHLo78] AI. You can find out more about the pricing here [https://www.notion.com/pricing].[https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/5f794962-d056-4df3-80cf-aad13a26109d/Notion+AI+is+included+exclusively+in+the+Business+and+Enterprise+plans%2C+while+Free+and+Plus+plans+receive+only+a+limited+trial+version.?format=1000w] Notion AI is included exclusively in the Business and Enterprise plans, while Free and Plus plans that had the Notion AI add-on receive only a limited version (Core).Here are the Notion AI features that have been recently released (May 2025). 1. Enterprise Search gives you the ability to search for team knowledge across third-party apps (connectors) (MS Teams, SharePoint, OneDrive, Gmail, Box, Salesforce, Zendesk, Linear, Google Drive, Github, and more)—plus the ability to search PDFs and databases—right inside your workspace. You can find all Connectors available in your Notion workspace on “Settings” > “Notion AI” > “Connectors”. This means that you can chat with Notion AI and it will pull information not just from your Notion workspace, but also from all the other connected tools your team uses. 2. AI Meeting Notes captures and summarizes meeting notes automatically. And all your notes live in Notion, so everything is searchable with AI. You can disable the AI Meeting Notes block for everyone in your workspace from Settings > Notion AI > scroll down to see the option to disable/enable the AI Meeting Notes block. AI Meeting Notes is a brand new block type in Notion (find it on the / slash command menu). It has the ability to transcribe meetings in real time, and it auto-generates a summary and action items right in the Notion page once the meeting ends. You can use this new block on the Notion desktop and mobile apps. I find this can also be leveraged as a transcription tool for writing or brainstorming ideas*, to then polish them later (maybe with Notion AI's assistance). For example, say you have an idea while walking outdoors one day — you can easily capture it in a Notion AI Meeting Notes block via transcription, and return to it later when you make time to analyze and refine the idea. *The paradigm of dictation on the go is a rather new one, and it opens up the playing field of ideation and content creation to many more people than writing does, because plenty more people can articulate themselves better through speaking than writing. This is similar to how audiobooks allowed access to books to a much broader audience than reading, which seemingly requires more focus and intention. Many more people can listen to a book than read it. 3. Research Mode analyzes all of your sources—plus the web—to create detailed, polished Notion docs you can share with your team in minutes. This is akin to "Deep Research" mode in ChatGPT, Perplexity, and Claude — with the advantage that Notion AI can also include your specific context from your Notion workspace. "Deep Research" means searching the web and all your sources for the most relevant resources related to your topic of interest. This chat mode takes more time to produce an output, especially on the first query you send. It is effective and useful when you are creating in-depth reports, research papers, essays, or other work that requires scientific and non-scientific evidence. Or just as a research assistant on your project, whatever its nature. You still need to check the sources and fact-check the arguments made by the AI. You can think of Research Mode as a helpful research assistant to help you produce your work with more quality and efficiency. 4. AI Home makes accessing Notion AI very prominent. Search, research, and build from one place. You can access Home at the top left of the sidebar menu in Notion. The Home interface has been simplified compared to its original version [https://www.youtube.com/watch?v=jz2GXdctnO8]. Now, Notion AI is front and center, and all the rest is simplified to the minimum. You can chat, research, or build with Notion AI directly from Home. 5. GPT-4.1 & Claude 3.7: Chat directly with GPT or Claude, right from your Home tab. In the Notion AI chat interface, you may also decide to chat with general AI models (GPT or Claude) and exclude your Notion workspace content from the available sources. This contributes to the all-in-one AI tool — you don’t have to leave Notion and open ChatGPT or Claude to chat with their models; you can do that directly from Notion, without paying any extra subscription for ChatGPT or Claude. SOME CONSIDERATIONSI believe these are interesting updates that remain coherent with Notion's mission to be the all-in-one workspace. They don't feel like bloated features shipped merely to keep pace with competitors.They incrementally increase the value of Notion AI as a one-stop shop for all things AI, particularly for teams, where information silos [https://en.wikipedia.org/wiki/Information_silo] are still a rather large issue. The AI Meeting Notes block is very interesting, not merely for meeting transcriptions, but as a transcription tool for brainstorming/writing without having to leave Notion.I do have some reservations about how easy it is to start transcribing a meeting without letting the other person know at all. I am aware there already exist tons of transcription tools out there recording phone and video calls. I have never used those tools, so seeing the Notion block opened my eyes to this use case and the ethical nature of this action.The main reason for concern for me is about trust in a relationship between two people. If I meet with you and I know everything I say is being transcribed and recorded, my behavior and words will likely be different compared to when I am not being "watched."This has been a topic of inquiry since the advent of virtual meetings and tools that allow recording meetings. Yet, there may be a difference between knowing you're being recorded and suspecting you could be recorded and every word you say transcribed. When you know, the game you are playing is explicit, overt, and clear (to the degree such a game can be clear). When you know you could be recorded but are not sure about it, you are playing a covert, implicit, uncertain, unclear game — and this fosters enhanced self-consciousness, mistrust, adding a certain weight to every word you decide to say that wouldn't be there in a natural conversation / overt game.This is important because in order to establish productive, long-term relationships [https://www.simonesmerilli.com/life/uncomplicated-relationships], you need to play overt, clear games at all times, setting up strong foundations of trust and fundamental faith among the people involved. You want to maintain a state of parasympathetic activation [https://my.clevelandclinic.org/health/body/23266-parasympathetic-nervous-system-psns] (relaxed, guard down, able to be fully engaged without strings attached) when you are around each other, because such a state leads to insights and fully honest conversations.So I wonder whether this type of feature contributes to the decrease in deep relationships in current society and fosters the general inauthentic behaviors we display at work. There are social mechanisms to keep balance in place and they are perfectly fine. You don't want to have a deep conversation with the other person about their personal life every time you have a sales call. By the same token, you don't want to always feel completely disconnected and empty-handed in every conversation you have because of a lack of trust and excessive self-consciousness that prevents you and the other person from letting your guard down just enough to have a good time.At the same time, we have adapted to many seemingly unnatural inventions such as social media usage or being always available on the phone for someone somewhere else in the world who would, in any other circumstance, just be okay with wondering what the hell we are up to while away on our work trip. So I wonder whether this is just a matter of adaptation, and that once a certain behavior gets accepted by a critical mass of influential people, the rest of the human race will just follow and the new invention becomes embedded in society to a degree that it becomes very difficult to eradicate it.I don't know, and we will see. One thing that I believe is becoming increasingly true is the argument shared by Sangeet Paul Choudary in his essay The Vibe Coding Paradox [https://substack.com/home/post/p-160810315] and several others: "AI productivity is now creating a world where everyone can execute, but only a few will figure out what's worth executing."FEATURED PRODUCTS * The Great CEO [https://www.simosme.com/products/ceo] * OKRs [https://www.simosme.com/products/okrs-notion] * 24 Assets [https://www.simosme.com/products/24-assets] STAY IN THE LOOPOnce a week, I will send you my latest essays and three pieces of life-enhancing content from the internet.Email Address Sign Up No spam. Unsubscribe at any time.Welcome! Please confirm your subscription via email.RESOURCES * Notion AI For Work | Notion [https://www.notion.com/blog/notion-ai-for-work] SIMILAR ARTICLESAFFILIATE LINKS * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Sign up for Airtable [https://airtable.com/invite/r/uVvPrxfg] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build powerful automations with n8n [https://n8n.partnerlinks.io/simo] * Build no-code apps and portals with Softr [https://softrplatformsgmbh.partnerlinks.io/simo] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo]
Notion AI For Work - Latest Notion AI Upgrades & New Features
2025-05-22
Notion AI, Notion updates, Notion home, AI integration, business plan, enterprise plan, pricing changes, AI features, Notion workspace, task database, AI connectors, external tools, Slack integration, Google Drive integration, Microsoft Teams, knowledge centralization, AI chat, GPT, research mode, build database, AI meeting transcription, meeting notes, productivity tools, team collaboration, workspace settings, data centralization, AI meeting notes, business productivity, Notion pricing, workspace management.
How to use Make AI Agents
2025-05-16
Artificial Intelligence has been creeping in through many industries and use cases, but it can still feel abstract—especially for business owners who just want to make their operations smoother, not dive into technical complexity. If you've used Make (formerly Integromat) for automating tasks, you might have noticed a new feature: AI Agents.So what exactly are AI Agents, and how are they different from the automations you already know? More importantly, when should you use AI Agents, and when should you stick with traditional automation? Let’s break it down in practical terms.WHY AI AGENTS?The idea behind AI Agents is simple: they help you get things done without having to spell out every step. Instead of building a rigid workflow that follows a specific path, you give the agent a goal and access to tools. It figures out the "how."It’s like hiring an assistant. You don’t tell them every mouse click to make—you say what you want done, provide access to the tools they need, and trust them to figure it out.HOW TO THINK ABOUT AI AGENTS (VS. TRADITIONAL AUTOMATION)Standard Make automations (scenarios) work like a flowchart: if this happens, do that. It’s great for repetitive, well-defined processes (like sending a confirmation email every time someone fills out a form).AI Agents are different. Think of them as goal-driven instead of rule-driven. They interpret your request in natural language and decide the best way to achieve it using the tools you've given them.Here’s the basic setup: 1. Define the Goal: What is the AI Agent supposed to do? (e.g. "Manage client communications.") 2. Add any context (files) to provide the agent with background information, writing style, tone of voice, and anything else relevant for your specific use case. You may also write this information in the Agent instructions directly. 3. Attach the Tools: These are existing Make scenarios that the agent can call. They need to be set to “On demand” or “Run immediately”. For example: * Look up project status in your Project Management tool * Look up contact email in your CRM * Send an email via Gmail using the latest project information * Log notes in a CRM 4. Connect a Trigger: How will you interact with the agent? Maybe a Slack message, a form input, or another Make scenario triggered by a webhook/button on your project management tool. 5. Let It Execute: The AI Agent reads your message, decides which tool(s) to use, and performs the task. REAL-WORLD EXAMPLE: A CLIENT COMMUNICATION ASSISTANTImagine you run a small creative agency. You handle multiple projects, and your clients regularly ask for updates. Normally, someone on your team has to: * Check the status of a project * Draft a response * Send an email * Record that the conversation happened With AI Agents, you could create a Client Communication Assistant that handles this.You press a button (i.e., trigger a webhook) from your project management system (or anywwhere else most convenient)*:Here’s what the agent does: 1. Uses your "Lookup Project Status" tool to confirm timeline, status, latest updates, etc. 2. Uses your “Lookup Contact Info” tool to get the person’s email 3. Crafts an email using the "Send Email" tool 4. (Optional) Checks the calendar and includes available times 5. Uses your CRM logging tool to record the interaction All of this happens automatically, and your team saves time. You may still retain control over sending the final email after a review (a.k.a., human in the loop).For a visual overview and detailed explanation, watch the video [https://youtu.be/V_G0L0sfogQ].*Note: this is only one option — you may run an AI Agent from anywhere, even using natural language for your request (e.g., via a Slack message that triggers the Agent).[https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/beecdab8-b760-40ad-b57c-600bad72259f/image+%2868%29.png?format=1000w] [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/bd9c57ae-e1c3-4227-92d1-d998d6bea66d/image+%2869%29.png?format=1000w] [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/8c6a5e3c-893f-4faa-a4ab-0e39e46e1305/image+%2871%29.png?format=1000w] WHEN NOT TO USE AI AGENTSAI Agents aren’t the right solution for every job. For tasks that are: * Highly repetitive (like copying form data to a spreadsheet) * Simple and predictable (like sending a receipt) * Tightly regulated or sensitive (where you want full control over each step) ...a standard Make automation is faster, more transparent, and easier to maintain.Use AI Agents when your workflow involves ambiguous input, varying user requests, or complex decision-making. AI Agents are useful when you want to avoid hardcoding every possibility.FINAL THOUGHTSAI Agents in Make open up a new way of working: you describe the goal, attach the right tools, and let AI figure out the steps. But they’re not magic. They rely on the tools (Make scenarios) you give them, and they don’t learn over time—each request is handled independently.For most businesses, AI Agents are best used strategically, not everywhere. Keep using traditional automation for your structured, high-volume tasks. When you need flexibility, intelligence, and a break from decision trees—that’s when AI Agents can help.FEATURED PRODUCTS * 24 Assets - Notion [https://www.simosme.com/products/24-assets] * The Great CEO Within - Notion [https://www.simosme.com/products/ceo] * The Great CEO Within - Coda [https://www.simosme.com/products/great-ceo-coda] STAY IN THE LOOPOnce a week, I will send you my latest essays and three pieces of life-enhancing content from the internet.Email Address Sign Up No spam. Unsubscribe at any time.Welcome! Please confirm your subscription via email.SIMILAR ARTICLESAFFILIATE LINKS * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Sign up for Airtable [https://airtable.com/invite/r/uVvPrxfg] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build powerful automations with n8n [https://n8n.partnerlinks.io/simo] * Build no-code apps and portals with Softr [https://softrplatformsgmbh.partnerlinks.io/simo] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo]
Make AI Agents
2025-05-14
AI tools, Make AI agents, automation, API-based automation, project management, communication automation, assistant goal, tools for automation, email communication, client updates, task automation, traditional scenarios, decision tree, AI-driven workflow, assistant tools, project status, email system, Gmail integration, scenario inputs, workflow activation, human in the loop, AI provider, OpenAI, scenario description, Notion, webhook, email body, HTML format, project context, system instructions, project database, contact information, AI model, AI agent setup, token usage, AI agent actions.
8 Principles for Notion Power Users
2025-05-09
Notion, productivity, advanced users, software tools, Koda, Air Table, checklist, bullet points, dashboard, database view, templates, recurring templates, intrinsic motivation, extrinsic motivation, productivity system, execution, task management, software exploration, modular system, knowledge work, productivity books, philosophy books, time management, system iteration, personal system improvement, inspiration, efficiency, process optimization, task planning.
Coda Advanced Travel Manager - Coda Template
2025-05-01
Travel planning, travel management, travel system, itinerary management, booking system, travel dashboard, travel resources, travel checklist, travel experiences, accommodation tracking, flight booking, travel cost calculation, travel automation, trip planning, travel guide, packing checklist, travel expenses, trip checklist, travel insights, data management, travel itinerary, travel calendar, travel planning software, travel tracking system, travel resource management, Koda doc, travel data visualization.
6 Unique Notion Mail Features You Need to Know
2025-04-25

In A World Without Email [https://www.simonesmerilli.com/books/a-world-without-email], Cal Newport [https://calnewport.com/] makes the argument that systems are superior to constant communication via email or similar instant messaging tools. As Newport often specifies in his podcast episodes and books, it is not email per se that's the issue in knowledge work. Rather, it is our overuse of email as a way to feel productive and in motion, attending to other people's requests at all times, even if at the expense of our own priorities and interests.The truth is that meaningful, important work takes time and focused attention, which is not really fostered by the instant communication environment of emails and other messaging tools. Real productivity is measured by the impact of your work, which can be identified based on the key metrics that determine the success of your job. For the vast majority of knowledge work jobs, the metric of success is not dependent on how many emails you reply to in a day or how long you're online and available to the requests of other people.You may feel tempted to think otherwise, because always being available to others is an evolutionary tactic for survival — if you go too long without attending to others' requests, they won't include you in the group anymore, and you remain isolated and vulnerable, lacking access to resources and human connections.Yet, knowledge work is many levels of abstraction away from evolutionary survival. It is a novel paradigm, and it requires a restructuring of our conceptualization of it, moving away from the limbic brain and into the prefrontal cortex (more rational, non-impulsive).One of the antidotes to the hyperactive hive mind — the constant stream of unstructured communication happening via email or similar messaging tools — is to think in systems and systematize as many procedures as you can so that they follow specific workflows and everyone knows what to expect from them. This adds intentionality to your work and a sense of relaxation among everyone involved because expectations and incentives become clear and aligned. In the absence of clear expectations and incentives, everyone defaults to hyperactive hive mind behavior as a signal of motion.These concepts are philosophical in nature, and you may wonder how they apply to real life when you often feel constrained by other people's requests and the fear of losing your job if you don't remain responsive or signal that you are in some way. It is true that the environment you are in can impact your situation, both positively and negatively. At the same time, change starts within you because you can control your choices. You put your house in order first before expanding to more distal circles.All this introduction to posit that, fundamentally, there is no specific tool that can resolve your existential dread around work and life (if it exists at all) besides your own mindset and systems thinking first and foremost. Once those are established, you may look into possible tools that can enhance your capacity to consistently execute with success using your systems.Notion Mail can be one of those tools because it integrates your emails with Notion (where you can build systems) and provides modular, customizable features that enable a more intentional use of emails. Below are six new and noteworthy Notion Mail features that follow this line of reasoning.6 UNIQUE NOTION MAIL FEATURES 1. Auto label and create views ⇒ If you have a Notion AI subscription, you can use Notion AI in Notion Mail. One of the available Notion AI features in Notion Mail is autolabeling. This feature instructs AI to assign labels to incoming emails in your inbox. There is a dedicated button at the top right corner of Notion Mail to set this up.        When you click on it, you will use natural language to describe the type of email you want to label. For example, "emails directly addressed to me by another person instead of mass emails/newsletters."        Notion AI will then identify past emails that fit the description. You can review those examples and approve/decline them so that Notion AI understands the necessary patterns to label that type of email.        Finally, you can name the label, and if you want to see all your labeled emails in one place, you can create a dedicated view on the left sidebar. Views are filtered by specific labels/status/other properties (see next feature).         2. Add properties ⇒ Similar to a Notion database, you can add properties to emails in Notion Mail. Properties are attributes for your emails. You may add a Status property to track the status of each email or a Priority property to assign priorities. You can use properties to sort, group, or filter different views of your Notion Mail instance. This becomes useful for speeding up your inbox processing workflow or using your own intuitive system to manage emails in a way that makes sense and is effective.         3. Mention pages from Notion ⇒ Your Notion Mail and Notion workspace are integrated in some capacity. When typing an email, you can @ mention any Notion page in your workspaces (any workspaces you are part of). When you mention a page, it creates a link that recipients can open to access the Notion page—only if they have proper access permissions in Notion (check the page permissions [https://www.notion.com/help/sharing-and-permissions] first!)         4. Draft responses with Notion AI using your workspace knowledge ⇒ When you write an email in Notion Mail, you can use Notion AI to draft responses. You can also set Notion AI to draft responses automatically for every email received (there is a setting for this in Notion Mail). You can use your Notion workspace knowledge as part of the Notion AI prompt by mentioning pages. This allows you to calibrate the AI-drafted responses to follow your preferences/brand guidelines/writing style, or anything else you wish to incorporate in your writing style.         5. Provide scheduling availability directly from the email editor ⇒ By using the /schedule command when drafting a reply in Notion Mail, the other party can select a day and time to meet with you. You can define the available time slots and the meeting duration, all without leaving the email editor.        This is a valuable feature to reduce the back-and-forth conversations that sometimes happen to schedule a meeting with one or multiple other people. For simple scheduling that doesn’t require round robins, tracking analytics, scheduling timezone changes in advance, and other advanced features, the /schedule command can replace Calendly/Cal.com, or similar scheduling tools without issues.         6. Format emails using the Notion editor (slash command) ⇒ Scheduling is only one of the available commands in the Notion Mail editor. You can also use other slash commands for formatting your emails in Notion style (callouts, quotes, headings, and more).        Notion Mail is just one tool that can enhance your workflows and improve how you work. The principles and mindsets you employ are more meaningful and lasting than any tool, since tools merely help you implement and test these principles to become more effective and efficient.

6 Unique Notion Mail Features You Need to Know
2025-04-23
Notion mail features, Notion introduction, auto label, Notion AI, email labeling, email views, email properties, Notion workspace, email formatting, Notion AI drafting, Notion AI responses, scheduling link, Notion blocks, email editor, email management, email pipeline, Notion property types, email grouping, Notion pages, email mentions, email drafts, email links, email scheduling, email organization, Notion page links, email formatting commands, Notion call out block.
Overview of Notion nodes in n8n - Notion API/Automation
2025-04-18

n8n is an automation tool that provides you with extensive customization options, advanced workflow building capabilities, and self-hosting possibilities. This makes it a very interesting tool for developers and tech enthusiasts who like to experiment, build complex solutions, and create useful automations from ideas.Many companies and individuals use Notion to manage knowledge, projects, tasks, content, and many other use cases as a company/life operating system. Especially within companies, there is often the opportunity to connect Notion with other tools embedded in the company workflow to consolidate information, save time, reduce costs, and provide better visibility for all stakeholders involved.In this post, I am exploring each Notion node in n8n and showing how it is represented in the Notion API documentation [https://developers.notion.com/], so you can understand the structure and principles behind each of them and build your capacity to understand the API documentation, make effective judgments, and build useful automations.Below is the edited video transcript.OVERVIEW OF EACH NOTION NODE IN N8NTRIGGERSLet's examine the triggers first. Triggers are the initial step you can add to any n8n workflow—they're what starts everything. In the Notion app, there are two native triggers available: one for when a page is added to a database, and another for when a page is updated in a database. These are polling triggers that check the database at intervals you can set (every minute, hour, etc.).Recently, Notion released Workspace webhooks, allowing you to receive data instantly through a custom API call.When setting up a trigger, you first choose your event type (page added or updated) and select your connection. If you haven't set up a connection yet, you'll need to create one and add the integration to the specific Notion pages or databases you want to use.This connection step is crucial. I've created a detailed video [https://www.youtube.com/watch?v=OUtRxd5Ngqg] about this process that you can watch to learn more.After granting the connection access to your needed pages and databases, you can select which database you want to monitor for changes.There's also a Simplify toggle option. I typically leave this off since it only reduces the data structure of the incoming payload. I prefer having all the data available to work with.In the API documentation under database endpoints, you'll find "Query a database"—this is what we're using. These nodes query a database, and n8n handles the logic to sort pages by creation or update time, returning the most recent results.Since Notion now offers webhooks (through Automations, Buttons, and workspace-level webhooks) that send events instantly to your webhook trigger, you can set up your own webhooks using the webhook trigger.You'll receive a customizable URL. Select "Post" as both the request and HTTP method. Authentication is optional since the Notion integration typically handles this. You can then send requests to this URL from various sources: Notion database automations, database buttons, page buttons, or workspace-level webhook requests triggered by events you subscribe to.*NOTE: When you’re reading this, n8n may have already incorporated instant (webhook-based) triggers for Notion, so you can set those up natively.I've created several videos about Notion webhooks—check them out to understand exactly how this works in practice. * Webhooks in database automations & buttons [https://www.youtube.com/watch?v=L6PV8qieD9E]       * Workspace webhooks [https://youtu.be/Za2AUcBCsHs]      ACTIONSNow let's look at the action nodes. There are block actions, database actions, page actions, and user actions. Blocks in Notion can be anything on a page: a text block, callout, inline database, simple table, image, quote, or anything you can add via the / (slash) command.Block actionsBlock actions allow you to modify blocks on a Notion page. There are two main things you can do with blocks: 1. You can append a block, which adds a new block at the bottom of your target page. To configure this, select "append after" and choose the specific block you want to append after—usually the page itself, which you can set by ID. You can find a page's ID in its URL (see a visual here [https://developers.notion.com/reference/retrieve-a-database#:~:text=To%20fetch%20database%20rows%20rather,applicable)%20and%20the%20question%20mark.]). You can paste this ID manually for a fixed page, or if the page will change dynamically, you can map it from a previous node (like one that creates a new page).        You can append multiple blocks at once with a single request. Available block types include paragraphs, headings, toggles, to-dos, bullet lists, and images. Note that this isn't a complete list of all blocks available in the Notion API [https://developers.notion.com/reference/block]. For more advanced customization, you'll need to use an HTTP node and make your own API request following the documentation.        Under the Blocks API documentation, you'll find "Append Block Children [https://developers.notion.com/reference/patch-block-children]"—this is the endpoint n8n uses. Looking at the JavaScript or Shell examples, you'll see the URL, HTTP method (patch), and required parameters. The block ID is a required path parameter, which is why we need to specify it. In the request body, "children" is required (while "after" is optional). Children is a string containing the specific blocks you want to append.        The blocks you want to append can be selected through n8n's visual interface. n8n creates the children array in the background through this drag-and-drop, what-you-see-is-what-you-get editor. You simply set your values manually, and n8n builds the payload.         2. The other block-based action in n8n is "Get Child Blocks," which corresponds to "Retrieve Block Children" in the API. When using this action, you pass a block ID—either for a page (to get all blocks within it) or for a parent block like a toggle (to get its child blocks). When you query the child blocks by passing the block ID, it returns all children in the result, as long as you enable the "Return All" toggle.Additionally, you can automatically fetch nested blocks without having to iterate through them multiple times. Since Notion allows nested block structures, this is particularly useful. Without this option enabled, n8n only returns the first nesting level, requiring you to loop through items to access deeper nesting levels. However, with this option turned on, all nested blocks are returned in a single response, making it much easier to process everything at once.        Database actionsDatabase operations are the next type of actions available in n8n. You can retrieve a single database, get multiple databases, or search databases using text queries. When accessing a single database, you'll receive its complete structure, including all properties, their IDs, and property types.Using property IDs in your integration helps maintain synchronization with database changes. Your integration remains stable even when properties are renamed in Notion.Like other n8n nodes, this functions as an input variable—you can either select the database manually or map it from previous nodes.In the Notion documentation under databases, you'll find all available database endpoints. When retrieving a database, you pass the database ID and receive the response.When working with multiple databases, you can specify how many to retrieve. The "Return All" option fetches every database your integration can access in your Notion workspace. You can also set a limit to return a specific number of databases.For database searches, you can use keywords to find specific databases through the search by title endpoint.Additional parameters are available, such as sorting results by last edited time in ascending or descending order.The database page resources in n8n offer several operations:Creating a page in a database is straightforward: select your database, set the title, configure properties, and append page content—all in a single request.You can set icons too, but first select your database to see the available properties.When choosing a database, you can use either a fixed value or map it as an expression from previous nodes. Property values can be set as fixed entries or expressions.When using the HTTP node, this matches the create page endpoint. The request body needs the database ID, with optional icon settings. Properties are required, and the title property is mandatory in Notion.To retrieve a database page, specify its ID or URL in the n8n node. This returns all page properties for use in subsequent nodes.Retrieving multiple pages works by querying a database. Find this under "Query a database" in the API documentation. You can select the database, set limits, and create filters manually or through JSON.These filters support nested "or" and "and" rules. Specify the property name, type, and desired value to get your results. You can also sort by specific properties in either direction.Updating a database page works similarly to creation, but focuses on modifying properties. Choose the property to modify and its new value to update the database page. This corresponds to the update page properties endpoint.Page actionsYou can perform similar operations with the page resource in n8n. You can create pages that aren't part of a database, which will only contain blocks rather than properties.When creating a page, you can append blocks in a single request or create it with an empty body (though a title is required). You can also set options for icons and icon types during updates.If you archive a page, it moves to the Notion trash (found in the bottom left corner of your sidebar). Pages remain in the trash for 30 days, allowing you to recover them if needed.You can also search pages using the search endpoint. By specifying search text in the "search by title" function, you can search through all available pages.User actionsFinally, you can work with users in the Notion API. When querying users, you can access both members (paid users in your workspace) and guests (free users) — but with some limitations.When you pass a specific user ID, you can retrieve that user's data including their email, name, and user type (person or bot).When retrieving multiple users at once, the API will only return paid members from your workspace, not guests.This is important to note if you're working with guests. For example, if you want to automatically assign guests to tasks in your n8n workflow, you'll need their user IDs beforehand. You can either store these IDs in a separate table for querying or hard-code them into your workflow.Remember: you can only query guest information if you have their specific user ID.The users endpoint in the API documentation shows how to list all users. This corresponds to the "Get Many" operation in n8n, while retrieving a single user matches the "Get" node.To conclude our overview of the Notion nodes in n8n, we've covered database actions, database page actions, page actions, and user actions. You'll notice that some nodes are missing when comparing with the API endpoints, particularly for blocks.For example, to update a block, you'll need to use an HTTP node. Here's how it works: First, create an HTTP request node. Then, set the method according to the documentation—in this case, "patch." Copy the URL from the documentation and replace any variables in curly brackets with your actual values. For the Block ID, you can map it from a previous node using an expression.For authentication with the Notion API, n8n makes it simple. Just select a predefined credential, choose the Notion API, and select your desired connection.After setting up authentication, follow the documentation specifications for required and optional parameters. You can add query parameters with their corresponding keys and values. For the request body, Notion uses JSON format. You can either input raw JSON or build it manually by adding fields one by one with their names and values.For instance, to create an object, set the value to "block" and continue adding parameters as needed. You'll need to understand the required request body structure and break it down into the necessary parameters to construct the JSON.Test your configuration to see if it works. If it doesn't, check your setup, make adjustments, and test again until you achieve your desired result.The HTTP request node in n8n offers this flexibility while handling authentication for you. Note that some endpoints, like comments, aren't available as native n8n nodes—you'll need to use the HTTP node for these as well.

Overview of Notion nodes in n8n - Notion API/Automation
2025-04-18

n8n workflow, Notion API, triggers, workspace webhooks, automation, API call, database monitoring, webhooks, HTTP requests, authentication, append block, retrieve block children, database actions, page actions, user actions, notion pages, block actions, text block, integration, query database, filter, sort, REST API, Get user, Update block, endpoint, JSON, API documentation, HTTP node, API request, authentication in API, embed blocks, webhook URL, notion integration, payload, data structure, HTTP method, PATCH method, retrieve data, filter database, search database.

Notion workspace webhooks: instant automation from Notion workspace events
2025-04-11

“Think of it like this:Instead of repeatedly polling the Notion API to check if anything has changed, Notion will tell you the moment something important happens.

Notion workspace webhooks: instant automations from workspace events
2025-04-10
Notion, workspace webhooks, automation tools, Make, Zapier, integration, database changes, instant triggers, polling triggers, page content changes, database schema changes, comments creation, page deletion, webhooks setup, webhooks integration, automation platforms, webhooks management, Notion API, developers, API integration, Notion templates, internal integration, public integration, workflow, real-time updates, automation scenarios, event subscription, webhook URL, new comments, deleted comments, updated comments, comment events, Slack notifications, Notion pages, Notion connections, access permissions, Notion databases, scalable systems, NoCode, Integration capabilities, automation efficiency, productivity tools, page properties, workspace events, schema update alerts, team collaboration, infrastructure automation, content management, task automation.
Advanced Travel Planning System (Notion Template, Coda & Airtable)
2025-04-03
You can find three versions of this Travel Planning system depending on the platform you prefer: * Notion * Coda (coming soon - be the first to know by joining the waiting list [https://www.simonesmerilli.com/advanced-travels-waitlist]) * Airtable (coming soon - be the first to know by joining the waiting list [https://www.simonesmerilli.com/advanced-travels-waitlist]) If you're unsure which platform to choose, I recommend Notion. It offers the most user-friendly interface, generous pricing for personal use, and abundant learning resources. One of the first questions you may have is: does this work offline? No, it doesn’t work offline because the system is built in Notion, which currently doesn’t work offline (though this feature was announced in development at last year’s Make With Notion conference [https://youtu.be/k0PJHSG4yqM?t=2991]). Then you may ask: “So why would I use this system? When I travel, I often don’t have internet access.” Here is the answer to that from my perspective and what many people I have worked with in the past years have done consistently when traveling the world: * If your phone supports multiple sim cards, buy an e-sim in advance of arriving at your destination. This is part of the travel checklist included in this product that I have developed and refined over the past 3 years of my travels. I have been using Airalo [https://ref.airalo.com/gKcL], though there are also other similar apps you may use. * Always save tickets and other important files in a dedicated Google Drive folder. Keep the Google Drive app on your phone and enable offline mode when saving your files. Here is how to do that [https://support.google.com/drive/answer/2375012?hl=en&co=GENIE.Platform%3DDesktop]. Any other equivalent service with offline mode works just as well (e.g., Dropbox, or simply the default files app on your phone). This system helps you plan and track travel destinations in advance, organize resources, comply with the 183-day residence rule [https://www.investopedia.com/terms/1/183-day-rule.asp] across countries, maintain travel notes, manage packing lists and pre-journey checklists, and create a record of your travels. You centralize all your efforts in one single place, reduce cognitive load and time spent preparing for trips. I have been building and refining this system for myself and other clients over the past 3 years, and I have found it very valuable particularly for significantly reducing the cognitive load often associated with preparing for travels—ensuring everything needed is packed, complying with legal regulations, selecting accommodations, and all the other energy-consuming micro-decisions involved with travel preparation. I thank Dan, CEO of high-quality wool clothing brand Unbound Merino [https://unboundmerino.com/], for recently helping me improve the system. This system is especially valuable for frequent travelers and digital nomads who want to minimize travel preparation time and stress. While it requires initial data entry—which may feel like extra work at first—this represents a classic "short-term pain for long-term gain" scenario. The upfront effort of entering your travel data pays off through reduced time spent preparing, less uncertainty, and a growing treasury of travel knowledge that enhances your future journeys. As you continue using the system, its value compounds over time. Now, onto the system overview and walkthrough videos for each platform. For any questions, don’t hesitate to get in touch [https://www.simosme.com/contact]. Notion template [https://www.simosme.com/products/adventure-architect-advanced-travels-manager-notion] SYSTEM STRUCTURE The core of the system is Locations — the places you visit. Each location has a dedicated template featuring a travel checklist (which you can customize using instructions in the Usage Guide), linked Flights, Accommodations, Experiences, and properties that show the Location's Status, Country, and selection Criteria (based on the Location Selection template [https://www.notion.com/templates/living]). It also includes a summary of all associated costs. The dashboard features a table at the top showing all upcoming weeks within the next year. You can link Locations to specific weeks, allowing you to plan where you'll be during any future period. There is a certain sense of relief in planning a bit in advance sometimes, especially if you've been traveling extensively and the appeal of spontaneous adventure has faded, or if you need stability while working remotely. After choosing your destinations, you can plan either one location at a time or multiple locations simultaneously. You can research and save flights, accommodations, and experiences into the system. To quickly capture items from the internet into your databases, use the official Notion Browser Extension [https://chromewebstore.google.com/detail/notion-web-clipper/knheggckgoiihginacbkhaalnibhilkk?hl=en] or Flylighter [https://flylighter.com/] for Notion, the Airtable Web Clipper [https://chromewebstore.google.com/detail/airtable-web-clipper/fehcbmngdgagfalpnfphdhojfdcoblgc?pli=1] for Airtable, or the Coda Browser Extension [https://chromewebstore.google.com/detail/coda-browser-extension/cdgkmagmdldlpiglliebaajdpdkigcbi/reviews] for Coda. There can be two phases to capturing content into the system: First, a "brain dump" phase where you research and save all suitable items. Second, the organization phase, where you arrange content, set item statuses, and complete bookings. This creates a clear workflow that reduces mental strain when switching between research (exploratory) and execution (focused). Along the way, you can track costs for all items, with total costs per location displayed clearly on both the dashboard and individual Location pages. The dashboard (front page) features quick action buttons and charts that help you visualize important data such as the remaining days per Location in the current year (for 183-day rule compliance), Country and Location statistics, and a searchable list of Travel Resources. This resource list comes pre-populated with useful content and can be expanded with your favorite resources over time. Watch the videos below to understand more. Notion template [https://www.simosme.com/products/adventure-architect-advanced-travels-manager-notion] NOTION ADVANCED TRAVELS PLANNER FEATURED PRODUCTS * Notion Template [https://www.notion.so/templates/adventure-architect-advanced-travels-manager] * Coda Doc (coming soon) * Airtable Base (coming soon) STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. SIMILAR ARTICLES AFFILIATE LINKS * Do you work at a startup? Get 3 months of Notion Plus for free, plus unlimited AI. Visithttps://www.notion.so/startups [https://www.notion.so/startups], selectSimone Smerillias an affiliate partner in the drop-down list, and enter the unique codeSimoneSmerilliXNotionat the end of the form. * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so?via=simone57]
Advanced Notion Travels Manager - System Walkthrough & Template
2025-04-02

travel planner, travel organization, digital nomad tools, frequent traveler template, accommodation tracking, flight planning, travel checklist, travel status tracking, residence tracking, tax compliance, 183-day rule, visa planning, trip planning, itinerary management, travel calendar, weekly planning, favorite spots, travel resources, location database, experience tracking, reduced travel anxiety, simplified planning, automated tracking, centralized travel management

How to Use Layouts in Coda - Coda Table Layouts
2025-03-24
Coda, workflows, tools, layouts, pages, buttons, views, data, centralized databases, columns, table layouts, Koda, project table, internal projects, client projects, layouts creation, hidden columns, project status, priority level, project type, revenue, costs, profit, table view, new row, button creation, add row, default layout, customize layout, duplicate layout, table filters, project management, formula, open row, view mode.
How to sync/duplicate data across Notion databases with native automations
2025-03-18
task synchronization, database sync, automation, Notion, external partners, internal database, native automations, shared tasks, Notion automations, relation property, sync limitations, comments sync, page content sync, task updates, partner collaboration, digital systems, Notion use case, database automations
How to customize Slack messages from Notion databases - Automation
2025-03-13
Notion, Slack, automation, webhook, customize message, Notion database, make.com, Slack message customization, Block Kit Builder, Slack API, Notion automation, Slack notification, database automation, manual button, Slack channel, text formatting, JSON payload, dynamic links, advanced design, project management, database item, customize workflows, API integration.
A System That Can Help You Achieve Anything You Want
2025-03-07
Mastery is the continuous pursuit of high-quality performance in a specific domain—an endless process in constant flux. It's not an end state but a journey, and declaring yourself a master is self-deceptive and may halt your growth. Here [https://www.readtrung.com/p/jerry-seinfeld-ichiro-suzuki-and] is an interesting and in-depth essay about Jerry Seinfeld and the pursuit of mastery. When we think of mastery, traditional disciplines involving physical labor—like martial arts and craftsmanship—often come to mind first. These disciplines share a common feature: they incorporate ritualistic practices and higher-level philosophies that balance chaos and order. This balance follows a natural cycle: create (introducing chaos), allow the creation to take form, then organize and refine before beginning anew. This balance of chaos and order seems largely absent from discussions about knowledge work—the mental labor of transforming ideas into value for others. However, knowledge work can be approached like any traditional craft, with the same dedication to mastery and excellence in both process and results. Knowledge work, especially in technology-related jobs, changes rapidly. We constantly adapt to new technologies as they emerge like donkeys following the carrot. This has happened and continues to happen. It takes a few influential people to start the movement, and everyone follows, as is often the case in phenomena involving humans, so similar to ants and yet so different at the same time. To give examples, a manager is a knowledge worker; so is an executive assistant, an accountant, a creative director, and a salesperson. These people use conceptual artifacts to generate value and outputs. They turn abstract ideas and concepts into specific desired outcomes. A person working at a factory making shoelaces is not a knowledge worker because the job involves repetitive physical labor and the output is tangible and made of raw materials. One of the main challenges in knowledge work is to define value. For the shoelace maker, value can be defined clearly by the number of shoelaces produced per period. There are clear processes and timed procedures in place to measure output. In knowledge work, there is no such thing as clear value/output. Because of the abstract nature of knowledge work, success is difficult to define and it has a significant subjective component to it. So far, as argued by Cal Newport, we have been using visible activity as a proxy for productivity/value in knowledge work, similar to how we measure physical labor. Yet, this doesn’t seem to work well in the long term—making many people overly preoccupied and it is not clear whether activity is directly correlated with the quality of output in knowledge work. Pseudo productivity The use of visible activity as the primary means of approximating actual productive effort. This is why successful leadership in knowledge work means clearly defining goals and narrowing down the focus on one priority at a time fully until it’s done. This is the theory of capital allocation [https://www.mckinsey.com/capabilities/strategy-and-corporate-finance/our-insights/capital-allocation-starts-with-governance-and-should-be-led-by-the-ceo]. Since knowledge work is founded on thoughts, and thoughts have no boundaries and can only be shared via language and partially through action, there needs to be clear guidelines as to what you do right now. Not what you will do or what you did, but what you do now. If you attempt to set multiple priorities at a time—perhaps because you’ve never thought about this in-depth, or because you score high in agreeableness and fear upsetting other people by prioritizing, which involves declining options—then you spread your energy through multiple activities, which increases significantly the likelihood of making mistakes, failing, or haphazardly keeping up the activities with mediocrity at best while feeling miserable. Maybe that’s not the case for you. You can experience it for yourself and draw conclusions. This is merely a proposition. Ultimately, you know what to do and you are the driver of the canoe that is your life. Cal Newport argues that knowledge work can be measured by the impact of your work in the long run. Read Slow Productivity [https://www.simonesmerilli.com/books/slow-productivity] and A World Without Email [https://www.simonesmerilli.com/books/a-world-without-email] for all the details. To do impactful work, you may do fewer things, work at a natural pace, and obsess over quality (in a way akin to unreasonable hospitality [https://www.unreasonablehospitality.com/], not perfectionism). Be able to say “no” and carry on doing the thing for a long time with intention and sustained effort. Results will take care of themselves as long as you keep focus and attention where it needs to be. Implement processes to manage work and work sequentially on one initiative at a time. This concept ties well with Habits, as proposed by James Clear [https://jamesclear.com/], for example. The degree of your success is determined by what you do consistently. You start simple and you continue with humility and conviction while maintaining a sharp focused attention on the big picture and changing trajectory as required. Now the question is, how do you implement these ideas/principles in daily life? How do you keep this as the foundation of your actions on a random Tuesday morning in mid-February? First, you can expose yourself to these ideas and other high-level concepts that may allow you to gain perspective and detach your nose from the dirty canvas that is daily life with its hectic energy. Second, you may create systems that are based on these principles, hence becoming part of your environment and raising the bar for your standards and for the way you operate daily. At low points, you fall back to the level of your systems. Following this train of thought, here is a proposition for a system that will help you raise the bar: * Know the overall direction of your life. You may undertake the Future Authoring Program [https://www.selfauthoring.com/future-authoring] for this purpose because it’s a very detailed exercise that guides you through writing in detail about your future. * Establish a project management system. This can be in Notion like I show in the video, or any other tool of your choice. You will improve the system over time, sometimes adding to it, and sometimes removing unnecessary elements from it. * Daily, establish the Focus of the day — the specific Project(s) and/or Task(s) you are going to focus on that day. See Oliver Burkeman’s 4000 Weeks—Time Management for Mortals [https://www.simonesmerilli.com/books/time-management-mortals] for details about mindsets and strategies for narrowing down the focus. * Schedule the Focus of the day on the calendar. * Execute * Once per week, perform a weekly review and lightly plan for the upcoming week. See this Weekly Review template [https://www.simonesmerilli.com/life/weekly-review-notion] I created to get inspiration. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/099781e2-bcc4-4d81-9a3f-7d944f2f0368/focus_pyramid?format=1000w] Start from the bottom of the pyramid and make your way up. That is it — one way to get your life together and row forward in the direction you wish to follow instead of powerlessly getting transported by the current. You are the driver of the canoe that is life, and you are the river stream. There is no rehearsal of the game. You may execute following the system with consistency and gentle awareness. Tinker with it sometimes as needed when a revelation manifests within you telling you that there are specific improvements you can make to the system that could benefit your workflow and enjoyment of using it daily. Do not try to cut corners or else you end up with a cornerless canvas which eventually flattens out until it’s a straight narrow line and there is no space left to walk over it. You can anyways always begin again. FEATURED PRODUCTS * Slow Productivity [https://www.notion.com/templates/slow-productivity] * World Without Email [https://www.notion.com/templates/world-without-email?srsltid=AfmBOorv34DreNYIQt02vEb3lqpiI_vz8qWFISGt4HFuQH7oKFCLJm0Z] * Premium Templates [https://products.simosme.com/] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. SIMILAR ARTICLES AFFILIATE LINKS * Do you work at a startup? Get 3 months of Notion Plus for free, plus unlimited AI. Visithttps://www.notion.so/startups [https://www.notion.so/startups], selectSimone Smerillias an affiliate partner in the drop-down list, and enter the unique codeSimoneSmerilliXNotionat the end of the form. * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so?via=simone57]
How to Use Layout Tabs in Notion - Show Related Databases
2025-02-26
Notion, databases, related databases, linked database views, tabbed layouts, dynamic filters, template setup, travel planner, locations database, accommodations, flights, activities, properties, page customization, database templates, new features, data visualization, table views, inline comments, page discussions, property icons, page layout, data management, digital planning, page templates, notion tutorial, notion community, database view customization, content organization, notion update.
How to Use the Softr Rest API (Example with Coda)
2025-02-21
When building apps or other digital systems, you may want to automate workflows to improve data accuracy, reduce manual work, and make the system more scalable and error-proof. APIs (application programming interfaces) allow you to create automations [https://www.simonesmerilli.com/business/custom-api-calls-make] by programmatically reading and writing data within applications. In the no-code app building space, Softr provides a public API [https://docs.softr.io/data-sources/1YYStCJukT15Lh2j93qo9A/rest-api/3idxDhKqz2YcUBVvjFcqas] that simplifies user syncing, payment processing, and third-party data integration. This extends beyond Softr's built-in sync features like pre-defined data sources and user syncing. In this post I am exploring the REST API in Softr, how it works, and practical implementation details. WHO AM I I am a Softr certified expert working with companies from all over the world to build custom internal tools and MVPs that are scalable and effective. Learn more on simosme.com [https://www.simosme.com]. HOW TO USE THE SOFTR REST API Softr is a frontend-only tool. It lets you build what users see, while storing your data in separate tools like Airtable, Google Sheets, or Notion [https://www.youtube.com/watch?v=EP131QxyBOk]. You can connect many data sources to your Softr app. This means you can combine data from different tools - like projects from Airtable and invoices from Stripe. Softr has some built-in data sources (e.g., Airtable, Notion, Google Sheets, SQL, …). To connect other data sources, use the Softr Rest API [https://docs.softr.io/data-sources/1YYStCJukT15Lh2j93qo9A/rest-api/3idxDhKqz2YcUBVvjFcqas]. You can find this option in the admin panel. Here you can connect any app with an API and set up the connections you need. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/fcd1ff22-80a7-478f-b8a0-ed2954e24585/Softr+Data+Sources+demo?format=1000w] Access the Data Sources admin panel from the left sidebar in Softr. REST APIs have endpoints. You can call these endpoints using HTTP requests to get and process data. Each API structure differs, though conceptually is the same. Read the app's API documentation to learn about: * Available API endpoints * Required and optional parameters * Request body format * Authentication methods You can also use ChatGPT or a similar LLM to get help on implementing this. The Softr Rest API builder provides all the fields needed to setup the API endpoint you need. To make things concrete and help you understand the principles and process behind all of this, below is a video [https://youtu.be/eQ6FZqOBRZ0] with a practical example using the Coda API. The same principles apply to using other REST APIs. Let’s assume we want to retrieve Tasks from a table in Coda into our Softr app. Here is how we could implement this endpoint in Softr using the Coda API. * Authentication: Coda uses a Bearer token for API requests. Find out details on the official documentation [https://coda.io/developers/apis/v1#section/Getting-Started]. You can create a new API token via your Account Settings [https://coda.io/account] in Coda (there is a Developer section toward the end). [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/7cdffbf3-d53e-40f1-90b3-550611781894/Coda+advanced+settings?format=1000w] The API section in the Coda Account Settings * The HTTP method is “GET” * The URL is https://coda.io/apis/v1/docs/oM8845FZ5_uB/tables/grid-6h548r0Jee/rows - where the highlighted strings are the Coda Doc ID and the table ID. You can find your Coda Doc ID by pasting the Doc URL here [https://coda.io/developers/apis/v1#section/Using-the-API/Resource-IDs-and-Links]. You can get a Table ID by clicking on the three dots to the left of the target table > Copy table ID. * Optionally, you can include URL parameters and placeholders / static values as part of your HTTP request. The available URL parameters depend on the endpoint you use. For the List table rows [https://coda.io/developers/apis/v1#tag/Rows/operation/listRows] endpoint, we can use these parameters: 1. query 2. sortBy 3. useColumnNames 4. valueFormat 5. visibleOnly 6. limit 7. pageToken 8. syncToken [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/36dc817e-dde9-4234-a4c1-eccf53973efb/Softr+REST+API+parameters?format=1000w] Example of adding query parameters when setting up a custom Data Source in Softr. * Finally, we can setup a Transformer function to flatten the “values” collection in the response and return the values at the top level of the response, so we can use them in dynamic Softr blocks return response.items.map(item => ({ id: item.id, name: item.name, index: item.index, createdAt: item.createdAt, updatedAt: item.updatedAt, browserLink: item.browserLink, ...item.values })) The original (non-transformed) Coda API response looks like this: { "items": [ { "id": "i-tuVwxYz", "type": "row", "href": "https://coda.io/apis/v1/docs/AbCDeFGH/tables/grid-pqRst-U/rows/i-RstUv-W", "name": "Apple", "index": 7, "browserLink": "https://coda.io/d/_dAbCDeFGH#Teams-and-Tasks_tpqRst-U/_rui-tuVwxYz", "createdAt": "2018-04-11T00:18:57.946Z", "updatedAt": "2018-04-11T00:18:57.946Z", "values": { "Name": "Apple", "Amounts": [ "$12.34", "$56.78" ] } } ], "href": "https://coda.io/apis/v1/docs/AbCDeFGH/tables/grid-pqRst-U/rows?limit=20", "nextPageToken": "eyJsaW1pd", "nextPageLink": "https://coda.io/apis/v1/docs/AbCDeFGH/tables/grid-pqRst-U/rows?pageToken=eyJsaW1pd", "nextSyncToken": "eyJsaW1pd" } You can notice that “values” is an object/collection containing each row in the table and all their associated column values. The row values are nested within the values object, making them inaccessible in Softr with this schema. So, the Transformer function above “flattens” the “values” object allowing us to directly access each row and their columns in our Softr apps. { "items": [ { "id": "i-tuVwxYz", "type": "row", "href": "https://coda.io/apis/v1/docs/AbCDeFGH/tables/grid-pqRst-U/rows/i-RstUv-W", "name": "Apple", "index": 7, "browserLink": "https://coda.io/d/_dAbCDeFGH#Teams-and-Tasks_tpqRst-U/_rui-tuVwxYz", "createdAt": "2018-04-11T00:18:57.946Z", "updatedAt": "2018-04-11T00:18:57.946Z", "Name": "Apple", "Amounts": [ "$12.34", "$56.78" ] } ], "href": "https://coda.io/apis/v1/docs/AbCDeFGH/tables/grid-pqRst-U/rows?limit=20", "nextPageToken": "eyJsaW1pd", "nextPageLink": "https://coda.io/apis/v1/docs/AbCDeFGH/tables/grid-pqRst-U/rows?pageToken=eyJsaW1pd", "nextSyncToken": "eyJsaW1pd" } FEATURED PRODUCTS * Personal Trainer Client Portal | Notion & Softr [https://www.simonesmerilli.com/fitness/ptos-notion-softr] * Personal Trainer Client Portal | Airtable & Softr [https://www.simonesmerilli.com/fitness/pt-airtable-softr] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. RESOURCES * Softr REST API - Official Documentation [https://docs.softr.io/data-sources/1YYStCJukT15Lh2j93qo9A/rest-api/3idxDhKqz2YcUBVvjFcqas] SIMILAR ARTICLES AFFILIATE LINKS * Do you work at a startup? Get 3 months of Notion Plus for free, plus unlimited AI. Visithttps://www.notion.so/startups [https://www.notion.so/startups], selectSimone Smerillias an affiliate partner in the drop-down list, and enter the unique codeSimoneSmerilliXNotionat the end of the form. * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so?via=simone57]
How to Use the Softr Rest API (Example with Coda)
2025-02-18
App building, automation, APIs, application programming interfaces, software development, digital systems, manual work reduction, error rate reduction, data accuracy, REST API, app capabilities, data sources, client portal, internal tools, Notion, app users, scalable systems, automation, AI integration, software automation, app development, data transformation, API documentation, API token, JavaScript, API response schema, dynamic values, pagination, placeholder variables, software app management, task retrieval, data filtering, content mapping, beta features.
A way to create a diagram (ERD) of your Notion databases using the API (Make/n8n/etc.)
2025-02-12
Notion, Notion ERD, entity relationship diagram, database visualization, Notion API, make automation, DIY ERD, Notion workspace, Notion databases, API tools, diagram generation, relation properties, ERD tool, Notion AI, database relations, Make scenario, Mermaid diagram, custom code, automation, Notion page content, Notion workspace structure, database structure, API integration, relation mapping, diagram cardinalities, Notion tutorial, workflow automation.
How to create a Zapier Agent - AI Agents in Zapier
2025-02-06
It seems that humans naturally try to make their work faster and better as a way to maximize effective resource consumption. This is also the case in knowledge work, where there are many possibilities for decreasing the time it takes to complete certain tasks, or improving the output quality. As your business grows, you start to think about automations. These can help you save time, decrease costs, and improve output quality while maintaining fixed costs. One recent construct in the world of Automations are AI Agents. These are Automated workflows that mix AI-based actions with app actions. For example, enriching a CRM contact with data from an Internet research and sending it to a dedicated spreadsheet/database. At their core, AI Agents are a next-generation version of API automations. While they still use API calls to perform specific actions, they're designed to be more user-friendly for non-technical people. Many agent-building tools now let users simply write instructions that are automatically converted into an AI Agent. Zapier Agents exemplify a new paradigm that makes automation accessible to non-technical users, moving beyond traditional API-based approaches. As a result, developing skills in Prompt Engineering [https://www.promptingguide.ai/] and Workflow Strategies becomes increasingly important. By mapping out your business's high-level workflows, you can identify opportunities for AI Agents and automation. These workflows fall into two categories: customer-facing and internal. Customer-facing workflows track a customer's journey from initial contact through offboarding—and sometimes beyond. Internal workflows encompass all your business processes, from pre-sales and delivery to post-delivery support. Once you clearly map these workflows, you'll discover numerous automation opportunities. EXAMPLE USE CASE In the video [https://youtu.be/aWUA8bC23hs], I demonstrate how to set up a Zapier Agent that automatically creates CRM leads from emails. This automation saves time, improves tracking accuracy, and provides rich data about your contacts. I started by creating a Zapier Agent, and then setting up a Behavior [https://help.zapier.com/hc/en-us/articles/24594043227021-Set-up-behaviors-in-Zapier-Agents] from the dedicated section within the “Configure” tab. I selected the trigger “Gmail: New Email”, which starts the Automation whenever there is a new email in your Gmail account. You can switch this for Outloook or other email providers as needed. Then I wrote instructions: Analyze the email content and subject line and determine if this is a lead/potential client. Take into account the email content, subject, and do a research on the internet about the sender of the email. Gather data such as the company they work for, website, linkedin profile, and fun facts. If the email is a lead/potential client, add it to Notion [Notion — Create a Database Item]. Include the email thread URL in the Notes. Otherwise, ignore it and do nothing. I configured the *[Notion — Create a Database Item]* Action according to what I need (by clicking on the Action’s gear icon), mapping all the properties I want populated by this Agent Behavior. I then tested and fine-tuned the Instructions [https://zapier.com/blog/gpt-prompt/]. Once turned on, the Agent Behavior will run automatically based on the trigger, just like a normal Zap. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/0b58a15b-0d4c-497a-9027-58e0e2cc1c65/zapier_agents_behavior-config?format=1000w] The configuration screen of a Zapier Agent’s Behavior Depending on your type of business and scale, you may find this use case realistic and useful or useless. This is merely an example, and you can use it as an introduction and source of inspiration around Zapier Agents and the Automations you can build for your business and personal life. WHEN TO BUILD A ZAPIER AGENT VS. A REGULAR ZAP? At the time of writing, building a regular Zap gives you more granular control over every step of the automation, while creating a Zapier Agent requires careful prompt engineering to ensure the data processed is consistent and accurate all of the time. As a general principle, I would build a Zapier Agent if: * Your automation requires significant AI involvement and you do not care about which LLM to use. * You don’t have knowledge/experience building Zaps or understanding APIs. * You want more manual control over running the Automation (there is a browser extension [https://help.zapier.com/hc/en-us/articles/29025734470925-Use-Zapier-Agents-Chrome-extension] you can use to run Agents from any website). On the other hand, I would build a regular Zap if: * You need precise control over each step of the automation workflow * Your automation requires specific API configurations or custom code * You want to ensure consistent, predictable results without relying on AI interpretation or allocating time to optimizing the prompt. ZAPIER AGENTS PRICING You can find the current Zapier Agents pricing here [https://zapier.com/l/agents-pricing]. Zapier Agents is an add-on to your Zapier plan, though there is currently a Free pricing tier available. Pricing is based on monthly activities. Each step/action in your Zapier Agent is one activity. In our example Agent above, each run would consume around 4 activities. Learn more about how Zapier Agents activities are measured here [https://help.zapier.com/hc/en-us/articles/26559132765325-Understand-how-your-Zapier-Agents-usage-is-measured]. PS. To troubleshoot Zapier Agents, you may ask the Agents for help - learn more here [https://help.zapier.com/hc/en-us/articles/24593764847757-Troubleshoot-Zapier-Agents]. PPs. You can find more information about data security and processing here [https://help.zapier.com/hc/en-us/articles/24687564925453-Data-safety-with-Zapier-Agents]. STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. RESOURCES Zapier Agents - Official Documentation [https://agents.zapier.app/] SIMILAR ARTICLES AFFILIATE LINKS * Do you work at a startup? Get 3 months of Notion Plus for free, plus unlimited AI. Visithttps://www.notion.so/startups [https://www.notion.so/startups], selectSimone Smerillias an affiliate partner in the drop-down list, and enter the unique codeSimoneSmerilliXNotionat the end of the form. * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so?via=simone57]
How to create a Zapier Agent - AI Agents in Zapier
2025-02-03
Zapier agents, AI automation, email parsing, lead generation, AI team members, sales pipeline, Notion database, sales management, automation setup, Gmail integration, email content analysis, potential clients, AI behaviors, data sources, create database item, trigger automation, AI agent research.
Slow Productivity Templates (Notion, Coda, Airtable)
2025-01-28
Cal Newport, low productivity, book, templates, Notion, Coda, Airtable, principles, systems, customize, download, do fewer things, work at a natural pace, quality, knowledge work, writer, philosopher, hyperactive hivemind, world without email, missions, projects, tasks, database, overview, visualization, interface, automation, workflow, timeline, productivity tools, getting things done, David Allen, knowledge workers, instant communication, obsession with quality.
How to create an automated project schedule with shifting dependencies in Notion
2025-01-24
Many projects follow a template structure—containing both predetermined tasks known upfront and flexible components unique to each project. Using Notion Automations [https://www.simonesmerilli.com/life/notion-automations-2024], we can create these pre-defined tasks with dynamic dates and durations, as demonstrated in the video [https://youtu.be/0T-BNv1J5MY] above. So, in your project management system, it can be useful to: 1. Create templates (a set of predefined tasks) for different project types 2. Adjust the entire project timeline when specific phase or task dates shift For example, when I collaborated with an architecture and interior design firm, I saw how their projects involved numerous moving elements. These projects could span multiple years, depending on their complexity and scope of services. Specific phases and tasks must occur at predictable dates and durations throughout a project's lifetime. However, these timelines aren't always followed due to the complex nature of projects and the multiple stakeholders involved. This is why we need a project management system that balances pre-defined automation and flexible changes. WHAT ARE DEPENDENCIES IN NOTION This is where dependencies come into play. In any Notion database, you can enable Dependencies through the three-dot menu (next to the "New" button) by selecting "Customize [your database name]." Then, in "Advanced settings," choose the "Blocking" property to display dependencies. Dependencies in Notion are only a visual and functional feature—they don't prevent "blocked" tasks from being edited or marked as complete. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/76feaab1-7c8c-4704-9663-b758817ec43f/Notion+timeline+view?format=1000w] The “Advanced settings” dependencies menu allows you to choose which property to use for visualizing dependencies on the timeline. Select the “Blocking” property. HOW TO SET AND SHIFT DATES AUTOMATICALLY IN NOTION After enabling dependencies in a Notion database, you can customize how they function. You can choose to: never shift dates of dependent items when a date changes, shift dates only when dependent items' dates overlap, or always shift dates when changes occur. With dependencies enabled and your database in timeline view, you can test moving items forward or backward in time to see how dependent items adjust based on your chosen date-shift setting. Project fulfillment is fundamental to your business’ existence, whether you're an architecture firm, marketing agency, or product-based company. Clear workflows that balance flexibility with precision can enhance your execution speed and quality, improve client satisfaction, and bring peace of mind—knowing that all your tasks are properly documented and tracked in your system. FEATURED PRODUCTS * Premium Notion templates [https://www.notion.so/@simo] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. SIMILAR ARTICLES AFFILIATE LINKS * Do you work at a startup? Get 3 months of Notion Plus for free, plus unlimited AI. Visithttps://www.notion.so/startups [https://www.notion.so/startups], selectSimone Smerillias an affiliate partner in the drop-down list, and enter the unique codeSimoneSmerilliXNotionat the end of the form. * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so?via=simone57]
How to create an automatic task schedule with date dependencies | Notion advanced project management
2025-01-22
Project management, task automation, Notion automations, dependencies, task scheduling, dynamic dates, project timeline, task database, automate tasks, workflow automation, Notion updates, task dependencies, project creation, timeline management, Notion tutorial, productivity tools, task management system, executive function, project deadlines, complex projects.
How to build a custom app with Notion and Softr (includes restricted user access)
2025-01-19
You can build client portals and other apps using Notion and Softr. Notion serves as the data source—the backend of the app where you manage all users and data. Softr acts as the front end, where you create the user-facing app, manage access, and apply your design and style. The video above demonstrates how to utilize Notion as a data source for Softr apps. This essay serves as a written companion to the video. By the end of this piece, you'll grasp how to harness Notion and Softr to create your web and mobile applications. Notion's databases make it an attractive data source, allowing you to build complex systems quickly and easily. These databases are particularly powerful for non-software engineers who may not be familiar with traditional database systems. Choosing Notion as the data source for your no-code app is ideal when creating a minimum-viable product or developing a small-scale custom application. HOW TO CREATE A SOFTR APP WITH NOTION AS A DATA SOURCE To create a new app in Softr, you can select Notion as the data source. Other options are available too, such as Airtable and Smartsheet. I created a Softr app for personal trainers using Airtable [https://www.simonesmerilli.com/fitness/pt-airtable-softr] as the data source. After selecting Notion as the data source, you'll be prompted to connect your Notion workspace and grant access to the necessary page(s) or database(s) for your app. It's best to keep all the databases for your app on a single page. This approach prevents the need to update your sync settings when adding new databases in the future. USER MANAGEMENT Once access is established, you can sync your app users from Notion to Softr. In Notion, you need a database containing your app users—for instance, a "Clients" database if you're creating a Personal Training app or agency client portal. This database must include an "Email" property, which Softr uses to sync users and match their email addresses during login. Once users are synced, your Notion database and Softr users are synchronized. Adding a new user (page) to the Notion database will automatically add them as a user in Softr, and vice versa—though you can disable this two-way sync if preferred. This setup gives you complete control over your app users. You can also make your app public and allow anyone to sign up. You'll use a dedicated sign-up page on the app, and when someone creates an account, they'll automatically be added as a user in both Softr and Notion. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/2a2a8fdf-0a8a-4005-bb6c-653d8fb6b74d/Managing+users+in+Softr?format=1000w] Managing users in Softr FILTERED BLOCKS After syncing users, you can create the application, which is similar to building a website. In Softr's left sidebar, you can create and edit pages. Each page consists of blocks, which you can add from the right sidebar. Blocks come in two types: static and dynamic. Static blocks (like images, text, and headlines) aren't linked to any data source, while dynamic blocks pull data from a connected source. For example, if you use Notion as the sole data source for your client portal, you can add a block that displays all projects for the logged-in user. To achieve this, you'll need a "Projects" database in Notion, linked to the "Clients" database. In Softr, you can use a "List" block to fetch data from the "Projects" database and filter it using "Client" "contains" "logged-in user." This dynamic filter allows your app users to view (and edit, if you choose) only their projects. Meanwhile, as the app admin, you can see all projects in one place within a single centralized Notion database. At present, Softr can only sync databases from Notion, not page content. This limitation means you must use Text properties for descriptions and other data that needs to be visible to app users. By following this guide, you can build dynamic apps that fit different needs, like client portals or project management tools. You can sync users, filter data based on who's logged in, and manage everything through Notion's easy-to-use interface. This setup is great for small businesses, freelancers, and teams who want to quickly create MVPs or custom tools without too much investment. FEATURED PRODUCTS * Personal Trainer OS [https://www.notion.com/templates/personal-trainer] * 24 Assets [https://www.notion.com/templates/24-assets] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. SIMILAR ARTICLES AFFILIATE LINKS * Do you work at a startup? Get 3 months of Notion Plus for free, plus unlimited AI. Visithttps://www.notion.so/startups [https://www.notion.so/startups], selectSimone Smerillias an affiliate partner in the drop-down list, and enter the unique codeSimoneSmerilliXNotionat the end of the form. * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Sign up for Softr [https://softrplatformsgmbh.partnerlinks.io/simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone]
How to build a custom app with Notion and Softr (includes restricted user access)
2025-01-18

Notion, no-code, app development, data source, personal trainer app, software front end, client portal, internal tool, centralized data, progressive web app, mobile app, client database, training programs, workout tracking, nutrition plans, rest API, Google Sheets, Airtable, app template, user authentication, user profile, custom domain, Stripe integration, user groups, access control, magic link, app preview, app design, block visibility, training sessions, dynamic content, app customization, CSS, HTML, JavaScript, database sync, data filtering, app layout, user experience, software integration, app deployment.

Custom personal training app/portal with Notion & Softr
2025-01-11
This is a comprehensive Notion and Softr template designed specifically for personal trainers. It streamlines client management while giving you complete control over your workflow. As both a fitness enthusiast and experienced developer, I've created numerous digital solutions for personal trainers using platforms like Notion, Coda, Airtable, and Softr. So, over time I have developed a few templates for Personal Trainers. This post is about a client portal template using Notion and Softr. This template offers two implementation options: 1. Use it exclusively within Notion for managing your business internally 2. Combine it with Softr to create a dedicated client-facing platform Notion functions as your backend system for data management, while Softr provides an intuitive, customizable interface for your clients. Plus, Softr comes with mobile accessibility through their Progressive web app [https://www.softr.io/pwa-builder]. If this sounds too much for your current needs and you are looking for a simpler system, check out the other template versions I have created and refined over the past few years: * Notion Personal Trainer OS [https://www.simonesmerilli.com/fitness/ptos-notion] (best seller) * Coda Personal Trainer OS [https://www.simonesmerilli.com/fitness/ptos-coda] * Airtable Personal Trainer OS [https://www.simonesmerilli.com/fitness/pt-airtable] (most powerful) * Airtable + Softr Personal Trainer OS [https://www.simonesmerilli.com/fitness/pt-airtable-softr] NOTION + SOFTR PERSONAL TRAINER OPERATING SYSTEM NOTION Notion serves as your central hub for managing all client and program data. You can access your information anytime, anywhere with an internet connection through the Notion mobile app or web interface. Key features include: * Building customized training programs * Instantly duplicating entire programs with one click (via the complementary add-on) * Designing individual training sessions within each program * Analyzing exercise volume trends weekly and overall * Monitoring athlete progress and performance [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/1fef132a-5874-45f4-a685-91c1b54574bb/image+%2845%29.png?format=1000w] Manage all your data in Notion [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/6299b7dc-e4b3-4007-8fd4-a956380bde8a/image+%2846%29.png?format=1000w] Visualize volume per muscle group in charts SOFTR Softr provides a user-friendly web and mobile experience for your clients. It acts as a front-end interface, displaying only relevant information from your Notion database to each client. Your athletes can easily: * View their upcoming training sessions * Browse through their program details * Track their performance metrics * Check off completed sessions [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/f2f19467-5a35-49ca-8494-30633c8a16d6/image+%2848%29.png?format=1000w] A view of the homepage for the app user [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/aae3e8d9-c618-47f3-970c-a38d1cbf29ea/image+%2847%29.png?format=1000w] A view of sessions inside a program page COMPLEMENTARY ADD-ON (AUTOMATION) The template includes an optional automation add-on that allows you to duplicate entire programs—including all sessions and exercises—with a single click. Once duplicated, you can modify each program copy independently to tailor it for specificity. FEATURED PRODUCT * Personal Trainer System - Notion & Softr [https://www.simonesmerilli.com/personal-training-portal-notion-softr-waiting-list] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. RESOURCES * SIMILAR ARTICLES AFFILIATE LINKS * Do you work at a startup? Get 3 months of Notion Plus for free, plus unlimited AI. Visithttps://www.notion.so/startups [https://www.notion.so/startups], selectSimone Smerillias an affiliate partner in the drop-down list, and enter the unique codeSimoneSmerilliXNotionat the end of the form. * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your website with Notion and Super [https://super.so?via=simone57] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo]
Custom personal training app/portal with Notion & Softr
2025-01-10
Personal trainer, data management, training programs, centralized database, training sessions, athlete app, exercise tracking, weight tracking, master exercise library, exercise video, client management, custom branded app, personal training OS, automation, notion template, software studio, dynamic filtering, progressive web app, mobile application, app development, client access, session details, duplicate program, session schedule, workout visualization, training program duplication, session tracking, automation platforms, app custom domain, user management, notion integration.
24 Assets - Airtable Template
2025-01-06
Some time ago I wrote about 24 Assets [https://www.simonesmerilli.com/business/24-assets] and created Notion and Coda templates. After the success of those templates (thank you to all who purchased them and provided feedback), I am launching the Airtable version of the 24 Assets system, which is based on Daniel Priestley’s book [https://www.24assets.com/] and seminal work on the topic. This template may be for you if you value scalability and clarity of data structure and workflows. It is for entrepreneurs and leaders who are looking to systemize their business and increase its value, which has a snowball effect when it comes to attracting investors, potential buyers, and talent wanting to work with you. Daniel Priestley's24 Assets [https://www.24assets.com/]framework provides a practical approach to building business value. Whether you want to sell your company, attract investors, or gain more personal freedom, developing key assets is crucial. Your business valuation grows stronger as you systematically build and improve these assets. THE 24 ASSETS Intellectual property * Content * Methodology * Registered IP Market * Positioning * Channel * Data Systems * Marketing & Sales * Management & Admin * Operations Funding * Business plan * Valuation * Structure * Risk mitigation Brand * Philosophy * Identity * Ambassadors Product * Gifts * Product for prospects * Product for clients * Core product Culture * Key people of influence * Sales & Marketing * Management & Admin * Technicians 24 ASSETS AIRTABLE TEMPLATE There are three main components to this 24 Assets Airtable template (watch the video [https://youtu.be/uOvc3zaxyHI] for a comprehensive overview): * The "Data" tab is where you'll find all system tables. Navigation is simple: * Switch between tables using the top menu * Browse different views via the left sidebar * Control access permissions through the "Share" menu in the top right For more details about managing permissions, check out the official documentation [https://support.airtable.com/docs/airtable-permissions-overview]. If you're a startup, new business, educational institution, or non-profit, you may be eligible for Airtable's dedicated program which offers subscription credits. * The Interfaces section provides intuitive dashboards for data visualization and daily operations. You'll find two types of dashboards: * Team-wide dashboards and views accessible to all team members * Personal dashboards that display data filtered for individual users These interfaces are designed for everyday use, allowing you to manage and edit data without accessing the "Data" tab - creating a streamlined and user-friendly experience. * Automations work silently in the background to make the system more efficient. You don't need to manage these unless you want to create new ones or modify existing ones. For a detailed overview of all automations included in the 24 Assets Airtable template, check out the dedicated section of the video [https://youtu.be/uOvc3zaxyHI?t=443]. FEATURED PRODUCTS * 24 Assets | Airtable [https://www.simonesmerilli.com/24-assets-airtable-join-waiting-list] * 24 Assets | Notion [https://www.simonesmerilli.com/business/24-assets] * 24 Assets | Coda [https://simonesmerilli.gumroad.com/l/coda-24-assets?layout=profile] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. RESOURCES * 24 Assets by Daniel Priestley [https://www.24assets.com/] SIMILAR ARTICLES AFFILIATE LINKS * Do you work at a startup? Get 3 months of Notion Plus for free, plus unlimited AI. Visithttps://www.notion.so/startups [https://www.notion.so/startups], selectSimone Smerillias an affiliate partner in the drop-down list, and enter the unique codeSimoneSmerilliXNotionat the end of the form. * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so?via=simone57]
24 Assets Airtable Template - Build Your Business in Airtable
2025-01-03
24 assets, data management, multiple tables, views menu, assets table, market asset, positioning data, functional teams, departments, team directory, gallery view, products table, product status, product type, common board, documentation, onboarding doc, standard operating procedure, kpis, project table, project expenses, tasks, Gantt chart, project dependencies, task management, meeting notes, content calendar, CMS, CRM, customer relationship management, lead tracking, sales process, automation, interfaces, front-end application, start page, dashboard, growth interface, win rate percentage, sales plan, pipeline management, contact management, company management, deal pipeline, LAPS concept, fulfillment interface, project management, task tracking, meetings calendar, action items, flywheel dashboard, personal dashboard, dynamic filters, Daniel Priestly, data visualization.
How to send data from Google Sheets to Pinecone Vector Store | n8n AI automation
2024-12-21
Thank you to Obinna-ai for sharing this content request [https://www.youtube.com/watch?v=zMDAesN4nrI&lc=Ugye0reFzf2UPOOC9Mt4AaABAg.A8ATAXAZkHCAB-SBK7Oar5]. Some time ago, I explained how to automatically send [https://www.simonesmerilli.com/business/flowise-ai] data from Google Sheets to Supabase using Make [https://www.make.com/en/register?pc=simone]. This setup enabled building a RAG (Retrieval Augmented Generation) chatbot that could pull data from a Supabase vector store - allowing the chatbot to access your own content rather than relying solely on general AI model knowledge. While this approach works well, there are more efficient alternatives worth considering. In this post, I'll demonstrate a streamlined method using n8n [http://n8n.io/] to send data from Google Sheets directly to a Pinecone Index [https://docs.pinecone.io/guides/indexes/understanding-indexes]. While the initial setup is straightforward, optimizing the system for effective retrieval requires careful consideration and testing. TOOLS INVOLVED For setting up this automation, we are using the following tools: * Google Sheets — stores your content. Here is a video [https://youtu.be/ilca5A9mLIA] explaining how to send your Youtube videos to a Google Sheets automatically. * OpenAI [https://platform.openai.com/]— provides two key functions: * Generates Embeddings [https://platform.openai.com/docs/api-reference/embeddings] to convert text into AI-readable formats * Provides AI knowledge for answering questions Note: While OpenAI is our example, you can use other providers through Flowise AI or similar tools. You'll need to create a developer account, get an API key, and ensure you have sufficient credit balance. * Pinecone [https://www.pinecone.io/] — stores, organizes, and retrieves vector embeddings of your content. * n8n [https://n8n.io/] — automates sending data from Google Sheets to Pinecone. THE PROCESS To get started, you'll need to create a new workflow in n8n. First, set up your n8n account if you don't have one already. You have two options for hosting: use n8n's cloud service, or self-host n8n [https://docs.n8n.io/hosting/]. While self-hosting requires technical knowledge, it can significantly reduce costs compared to the cloud version. After setting up your n8n account, you'll create a new workflow consisting of two main components and three AI-related supporting nodes. The workflow structure includes: * Two main nodes for core functionality * Three specialized AI nodes for processing I'll explain each node in detail below, but you may also want to watch the walkthrough video for a step-by-step visual guide. 1. Google Sheets Trigger: This node initiates the workflow whenever a new row appears in your content spreadsheet. To set it up, you'll need to connect your Google account through a Google Cloud Console project. When adding a new Google Sheets connection in n8n, you'll see clear instructions for activating the connection in your Cloud Console project. 2. Pinecone Vector Store: This node creates a new vector in Pinecone whenever a new row appears in your Sheet. You'll need to specify two key parameters: * Target Index: Where your vectors will be stored * Namespace (optional): A way to organize your vectors into separate collections Think of namespaces as folders within your Pinecone index. They're useful when you want your AI to search only specific parts of your data. If you don't create any namespaces, all vectors will be stored in a single default namespace. You can still organize and filter your data using metadata tags. The Pinecone Vector Store node works alongside three essential supporting nodes in n8n: 2a. Embedding Node Uses OpenAI Embeddings with the small embeddings model [https://platform.openai.com/docs/api-reference/embeddings] to convert your Google Sheets content into AI-readable vector formats. 2b. Document Node Utilizes the Default Data Loader to prepare content for Pinecone, including important metadata (like title, URL, and publication date) to make future content retrieval easier. 2c. Text Splitter Node Handles long content by breaking it into smaller, manageable chunks using a Recursive Character Text Splitter. This prevents token limit errors and ensures smooth processing. You'll need to adjust the chunk size and overlap based on your specific content needs - learn more about optimal chunk sizing here [https://community.n8n.io/t/chunk-size-and-overlap-my-ai-agent-is-not-giving-me-proper-outputs/57139]. THE END PRODUCT [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/8856e9d9-f96d-4395-848a-7dd133e67c79/ytThumbnail_n8nSheetsToPinecone.png?format=1000w] As shown in the screenshot above, this completes our workflow setup. Before deploying, you can use the test button to verify everything works correctly. Once your content is successfully stored in the Pinecone vector store, you're ready for the next step: creating your AI agent. You can build a chatflow to retrieve these embeddings using tools like Flowise AI - check out my detailed guide [https://www.simonesmerilli.com/business/flowise-ai] on this topic. Want to enhance your workflow and life with a custom AI agent? Contact me [https://www.simosme.com/] for a chat or personalized consultation about your specific needs. FEATURED PRODUCTS * Download the n8n workflow shown in this demo [https://github.com/simosme/n8n-sheets-to-pinecone-demo.git] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. SIMILAR ARTICLES AFFILIATE LINKS * Do you work at a startup? Get 3 months of Notion Plus for free, plus unlimited AI. Visithttps://www.notion.so/startups [https://www.notion.so/startups], selectSimone Smerillias an affiliate partner in the drop-down list, and enter the unique codeSimoneSmerilliXNotionat the end of the form. * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so?via=simone57]
How to send data from Google Sheets to Pinecone Vector Store | n8n AI automation
2024-12-21
na10 workflow, Google Sheets, Pinecone Vector store, OpenAI, embeddings, recursive character text splitter, API keys, metadata, text processing, chatbot building, API integration, Google Cloud, document node, flow-wise AI, vector store database, token limit, content retrieval, name spaces, chat flow, data processing, Pinecone index, embedding API.
How to send webhook requests from Notion | Notion Webhook Requests
2024-12-07
Scaling business, automation, Notion, native webhooks, trigger automations, email sequences, task reminders, invoices, workflow, Notion database, webhooks URL, third-party tools, no-code, low-code, Make, Zapier, n8n, Pipedream, database automations, button property, JSON object, data structure, Slack integration, custom Slack message, Webhook request, API documentation, Enterprise plan, data privacy, security, Notion workspace, process automation.
How to automatically populate the name of a database page in Notion | Notion Automation
2024-11-20
Notion, updates, automations, populate, primary key, notion database, property type, API, external tool, exercise tracking, user, movement, relation property, name, automation setup, trigger, page, dot notation, formula, mapping values, variables, title property, dynamically, text, button, nested notation, database page, integration, system, Notion automation, populate name, Notion tutorial, Notion feature, exercise database, training programs, relation database, populate automatically, set name, triggers, edit name, Notion update, workflow.
How to create Forms in Notion - Notion Forms overview
2024-11-09
Forms are a cornerstone of the digital world. Companies and individuals widely use them to gather information, conduct surveys, run quizzes, and more. The appeal and prevalence of forms lie in their elegant method of data collection—whether from others or oneself. At its essence, a web form consists of fields with specific questions, whose answers feed into a central database or spreadsheet. Many form-building tools are available (e.g., Typeform, Google Forms, Jotform). Notion has now launched native forms, allowing users to create forms directly within Notion and share them internally or externally via a link. Form responses are stored in the connected database. In Notion, forms are a database view, similar to Charts [https://www.simonesmerilli.com/life/notion-charts], kanban, table, and other available views. HOW TO USE NOTION FORMS Forms are available on all plans. You can create forms in Notion in three ways: 1. As a database view (i.e., a “tab” at the top of a database) 2. As a linked database view (i.e., using the command “/linked view of database” on any page) 3. As a new database (using the command “/form" on any page, which will create a new database with a form and table view of responses) [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/d022a527-55b8-4b48-b25e-2788a00c0fb3/notionFormCommand.gif?format=1000w] When creating a Notion Form from an existing database, the interface offers two options: automatically generate questions from database properties or start from scratch. Starting from scratch allows you to select specific properties to create questions. You can also name the form and add a description. Next, add the desired questions to the form by clicking the "+" button. When you click on a field, you can activate specific options (e.g., making it required or adding a description). You can modify each question's text without affecting the linked property's name (unless you activate the dedicated toggle in the configuration menu). [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/93ce3dc5-2907-41a1-84c0-4fea15972b97/image+%2837%29.png?format=1000w] Each form question has a configuration menu You can also customize the success page via the dedicated 3-dot menu at the top right corner of the Form view. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/37406b01-c699-4391-84c3-6cf6a1d383f4/image+%2838%29.png?format=1000w] You can customize the color and text of the success page When you're ready to share the form, click the blue "Share form" button in the top right corner. You'll then decide how to share it: with anyone on the web (via a link), internally only, or you can close form submissions at any time. You can also enable anonymous responses, but only if the form isn't shared publicly. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/69d67508-1685-4de3-b3b4-a064e5346bd6/notionFormsShare+%281%29.gif?format=1000w] CURRENT LIMITATIONS 1. At launch, Notion Forms lack conditional logic. However, this feature is coming soon, as announced during the keynote at Make With Notion 2024 [https://makewithnotion.com/] and confirmed on the landing page [https://www.notion.so/product/forms]. 2. When using a relation property as a question, you can't restrict the visible pages. Currently, it's not possible to filter the options displayed in the picker based on specific conditions. 3. Form submissions can only create new pages in the database, not update them directly. EXAMPLE USE CASES FOR NOTION FORMS * Client Request Submission: Create forms for clients to submit requests, which makes collaboration easier and partially lightens the load of instant communication back and forth. * Employee Onboarding: Use forms for new employees to fill out "getting to know you" information, which can then be attached to their profile in Notion. * Project Management: Create forms for team members to submit project updates, tasks, or progress reports directly into a project database. * Feedback Collection: Design forms to gather feedback from team members or clients. * Event Registration: Set up forms for internal or external event registration, with responses automatically populating an event attendee database. Want to work with me? Get in touch now [https://www.simosme.com/contact] FEATURED PRODUCTS * 24 Assets - business management system [https://www.simonesmerilli.com/business/24-assets] * The Great CEO - Notion template for CEOs [https://www.simonesmerilli.com/business/great-ceo-notion] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. SIMILAR ARTICLES AFFILIATE LINKS * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so?via=simone57]
How to use Notion Forms
2024-11-08
Notion forms, create forms, notion features, database view, form Builder, external users, internal users, form creation, form sharing, database properties, layout Builder, sales reps, automate data entry, configure form, user responses, share form, anonymous responses, form submission, database automation, customize form, form layout, response data, notion automations, notion limitations, update database, notion workspace.
Updates to "The Great CEO" Notion template (charts, callouts, layouts, and more)
2024-11-06
Notion template, CEO tools, Great COO Within, MET M's method, Notion updates, Notion features, Objective and Key Results (OKR), Dynamic charts, Task management, GTD system, Weekly review, Project management, Dashboard design, Productivity tools, Business workflow, Notion documentation, Collaboration, Notion tasks, Database management, Life review, Planning, Home workspace, Reflection and planning, Productivity system, Startup management, Task tracking, Priority setting
Notion Automations - everything you need to know (2024)
2024-10-30
Automations are a core component of digital systems. Many processes occur automatically in the background as we use software platforms. For creators, automations offer a way to streamline operations, reduce task completion time, standardize processes, and perform tasks at scale. WHAT ARE NOTION AUTOMATIONS In Notion, we can create automations in databases and buttons. These automations are available only on paid plans and can be created exclusively by members (not guests) with full access to the database involved. Automations in Notion—and generally—function as a two-step logical process: when [x] happens, do [y]. The trigger [x] can include multiple conditions, while the actions [y] can comprise multiple steps. We refer to [x] as the trigger and [y] as the actions. An automation run begins each time the trigger's conditions are met. WHAT YOU CAN DO WITH NOTION AUTOMATIONS Notion Automations allow you to set up one or multiple triggers (using AND or OR operators) and one or multiple actions. The currently available actions include: 1. Edit property: edits a property in the same database page that triggered the automation run 2. Add page to: adds a page to the same or a separate database in the same workspace where the automation runs 3. Edit pages in: you can select specific conditions to filter pages to edit, in any database in the same workspace, and then set what properties you want to edit in those pages 4. Send notification to: sends a Notion notification to specific users (up to 20) 5. Send mail to: sends a customizable email message to specific email addresses via Gmail 6. Send Slack notification to: sends a Slack notification to any user or channel in your connected Slack workspace 7. Define variables: lets you define dynamic variables you can use on multiple subsequent actions. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/4436cf25-d1e3-4fa4-9ebc-f954e51f7dc6/Notion+automations+actions?format=1000w] A list of available actions in Notion Automations HOW TO USE NOTION AUTOMATIONS To create a database automation in Notion, click the lightning (⚡) icon in the top right corner of any database source or view. This opens the Automation editing panel, where you can set the automation's name, trigger(s), and action(s). You can also specify a particular view for the automation to detect changes in, or include the entire database (the default setting). When creating a button (either as a database property or on any page), the same process applies. The key difference is that button automations are triggered solely by clicking the button. For a comprehensive understanding of Notion Automations, watch the walkthrough video [https://youtu.be/z7JJ8g6za84]. Here are two crucial points regarding Automations in Notion (quoted from the official documentation [https://www.notion.so/help/database-automations]): * Automations won't affect pages with restricted access. You can review and modify page access through the share menu. * Database automations cannot trigger other database automations. However, button actions [https://www.notion.so/help/buttons] can initiate database automations. For instance: * A recurring template automation won't trigger a database automation. * A database automation that creates a page in another database won't trigger a database automation. * A user clicking a button that creates a page will trigger a database automation. PLANS AVAILABILITY Database automations in Notion are available on all paid plans. Automations can only be created, edited, or deleted by workspace members (i.e., paid users) with full access to the database involved. Free Plan users: * Can createSlack notificationautomations, but no other kinds of automations. * Can use existing automations intemplates, but they won't be able to edit them. If you are interested in collaborating on a project, find out more about my services and how to contact me on my website [https://www.simosme.com/contact]. SIGN UP Sign up with your email address to receive weekly emails. Email Address Sign Up Unsubscribe at any time. Welcome! Confirm your subscription via email. SIMILAR CONTENT AFFILIATE LINKS * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so/?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so/?via=simone57]
Notion Automations - everything you need to know (2024)
2024-10-29
Notion, automations, variables, database, workflow, triggers, actions, template, Marketplace, property, project creation, email notifications, formula editor, button, Dynamic values, programming, task automation, dates, notifications, notion certified consultant, Ambassador, close date, project database, actions, Simo, triggers and actions, set variables, automations in databases.
Notion Layouts - everything you need to know
2024-10-27
Design is one of the most crucial aspects of a software application, especially in this historical period, when software has become ubiquitous for companies and people alike. This video [https://www.youtube.com/watch?v=CKfERe55CeA] from Y Combinator with Stripe’s head of design Katie Dill is a great conversation on the topic. Therefore, design sometimes acts as a differentiator in the SaaS (software-as-a-service) industry, because humans are generally naturally attracted to beauty, and though standards of beauty can differ across individuals, some core design principles are universal. The book “The Design of Everyday Things [https://www.amazon.com/Design-Everyday-Things-Revised-Expanded/dp/0465050654]” by Don Norman is a great read on the topic. It is often not easy to articulate what a beautiful design looks like until we see it. Only then are we capable to make a judgment. For the majority of the times, we accept the default design of the apps we use, unless we see a better alternative. Most SaaS companies regularly update some elements of the User Interface (UI) and User Experience (UX) (both essential components of design) because design trends change over time, and so do the possibilities of design customization through the code frameworks software developers use. Notion has recently launched the ability to customize the layout of database pages (the top portion of the page). You can now group properties and create a side panel view. This makes pages look significantly more polished and well-organized compared to the previous status quo. LAYOUTS IN NOTION In the scope of this post, a layout is the top portion of a Notion database page, where all the properties are displayed. A database is a structured collection of pages (i.e., rows). A database page (row) is an expandable canvas where you can see all the properties (columns) of the database, as well as comments (unless hidden) and the page content. BEFORE AND AFTER - PROPERTIES VIEW [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/dbdfd007-dedb-458d-aa77-f976ede6531a/beforeVsAfterLayoutBuilder.jpg?format=1000w] Before the launch of Layout Builder, you could only visualize properties at the top of a page in the default vertically stacked layout. On Wikis [https://www.youtube.com/watch?v=t0JKU_36Z08] (a special type of Notion database), you could only view properties horizontally organized. You could hide/show/hide-when-empty the properties on the layout (which you can still do). Now, there is a brand new layout builder, and you can organize the layout in three types of elements: 1. Pinned: these properties (up to 4) are always displayed immediately under the page title and organized horizontally. 2. Property group: these properties are stacked vertically. You can create multiple property groups. Each group can contain sections. Sections are similar to toggles [https://www.notion.so/help/writing-and-editing-basics] — they allow you to expand/collapse the underlying properties. 3. Panel: the properties you add to the panel show up on the right sidebar of a database page when you show the panel (which is hidden by default). An additional new feature: you can hide property icons. HOW TO USE LAYOUT BUILDER The video above shows how to use the Notion layout builder. Here are the key things to know: 1. To edit the layout of all pages in a database, you can open any page and select “Customize layout” at the top, right above the page title. This will open the Notion layout builder. 2. You can organize properties into the three types of elements described above. Click on each element to highlight it, and select the properties to show from the dedicated right-hand sidebar. 3. You can create sections within property groups directly from the right-hand sidebar, via the dedicated button. 4. Once you have concluded organizing the page layout, you can click the blue button at the top right corner “Apply to all pages”. NOTION PAGE LAYOUT USE CASES I find that the new page layout in Notion is particularly useful on databases with more than 7-10 properties. Anything less than that, and I don’t think the new layout is necessary. The main value of the new page layout is clarity of organization. Especially if you use master databases (which is good practice), the number of properties can get very large, and some properties may cover only some uses of a database. In that case, sections within property groups can add lots of clarity and decrease the navigation time across database pages to add or find relevant information. For example, if you use a single database for projects and tasks, there may be some properties that are only used for projects, and some only for tasks. With the new page layout builder, you can easily group properties according to their use and easily find them when opening a page. Thank you for reading this essay. If you enjoyed it, you may also enjoy my once-a-month email newsletter about Notion and the overall low-code and automation industry. If you are interested in collaborating on a project, find out more about my services and how to contact me on my website [https://www.simosme.com/contact]. SIGN UP Sign up with your email address to receive weekly emails. Email Address Sign Up Unsubscribe at any time. Welcome! Confirm your subscription via email. SIMILAR CONTENT
Notion Layouts - everything you need to know
2024-10-27
Notion, page layouts, Notion feature, database properties, Notion databases, layout Builder, Notion customization, pinned properties, property groups, relation groups, property visibility, page settings, page discussions, page comments, Notion Ambassador, Notion consultant, template editing, centralized databases, Notion users, Notion page design, Notion page organization, Notion video tutorial.
Updates to OKRs in Notion - OKRs Notion template
2024-10-20
Notion, OKRs, Objectives and Key Results, new features, template updates, John Doerr, callout blocks, property descriptions, relational databases, dashboard, notion databases, project management, key results, team collaboration, vision-oriented, quantifiable metrics, progress tracking, notion charts, data visualization, personal dashboards, business objectives, areas of business, scalable system, task management, notion pages, chart creation, notion templates, system structure, relational property, user guidance, system documentation
Coda sub-items
2024-10-14
Coda, sub items, table, hierarchy, automation, parent item, task table, projects table, table display, relation column, beta feature, progress tracking, task management, customization, filter, percentage completion, modify row, trigger event, relation columns, sub item creation, status update, layout customization, automation settings, workflow efficiency, data management
How to create your personal training client app with no code (template) | Airtable & Softr
2024-10-05
There are apps dedicated to tracking personal training clients' workouts and progress. However, some personal trainers find these apps problematic. They may include too many unused features, come with a prohibitive price tag, or have an unsatisfactory interface. As a result, many trainers prefer a custom-fit system for tracking their clients' data and progress over time. Some time ago, I launched the Personal Trainer Operating System [https://www.simonesmerilli.com/fitness/ptos-notion] for Notion [https://www.simonesmerilli.com/fitness/ptos-notion], Coda [https://www.simonesmerilli.com/fitness/ptos-coda], and Airtable [https://www.simonesmerilli.com/fitness/pt-airtable]. These no-code tools provide personal trainers with a solid foundation that I have built. Once you have gained some understanding and confidence in using the software, you can freely customize it to suit your needs. This approach offers greater control over tracking and organizing client data, as well as collaborating with trainees. But there is room for even more customization. Software development, even within the constraints of no-code or low-code tools, has multiple levels of complexity and flexibility. To elevate customization options further and celebrate my recent official certification in Softr, I have developed an app for you and your personal training clients to use collaboratively. You will have access to all client data in one centralized Airtable Base, while each client will see only their specific information in their personalized app—which is also available on mobile. This setup is more sophisticated than those mentioned earlier, so consider it only if you are particularly drawn to the idea and find the video demonstration [https://youtu.be/gYnpcynHHNI] compelling. Get your app [https://bit.ly/pt-softr-airtable-product] THE SOFTWARE TOOLS INVOLVED You can build your custom Personal Training app using Airtable [https://airtable.com/invite/r/uVvPrxfg] and Softr [https://softrplatformsgmbh.partnerlinks.io/simo]. Airtable serves as the app's backend—housing the app logic and database where all data is stored and easily managed. Softr acts as the frontend, offering an elegant and customizable interface that determines what the end user sees. I have detailed the entire app setup in the video [https://youtu.be/gYnpcynHHNI] above and the dedicated section of this essay below. PLANS NEEDED ON AIRTABLE AND SOFTR Pricing often plays a crucial role in adopting new tools. Here's what you need to know about the pricing plans required to operate the Personal Trainer App effectively in Softr and Airtable. For Airtable, you will need the "Team" plan or higher. This plan allows you to scale data seamlessly, access extensions, enjoy more automation capacity, and use advanced views employed in the Personal Trainer OS Base (such as Gantt and Timeline). Priced at $20 per seat per month, you will be billed for each internal user—that's you and any team members—in Airtable. You won't incur charges for your clients unless you invite them to the Airtable Base or Interface, which isn't necessary. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/13142c1b-028a-4221-b63e-9145381b723b/image+%2826%29.png?format=1000w] https://airtable.com/pricing [https://airtable.com/pricing] In Softr, you will need the “Professional” plan or above. This will ensure the app can have calendar views, charts, a Progressive web app [https://developer.mozilla.org/en-US/docs/Web/Progressive_web_apps] (PWA) for accessing the app on mobile, and removing the Softr branding. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/4bfb9e20-a1de-4f4a-a9f3-bec9fb92f23b/Softr+pricing+plans?format=1000w] https://www.softr.io/pricing [https://www.softr.io/pricing] Get your app [https://bit.ly/pt-softr-airtable-product] AIRTABLE BASE OVERVIEW As a personal trainer, you can manage all your client data in the Airtable base. The Airtable base comprises three main tabs: Data, Automations, and Interfaces. In the Data tab, you can find all the tables and views at the system's foundation. Once you access the base, you will also find an ERD (entity relationship diagram) depicting all the available tables and their relationship in the overall system. You can watch the video [https://youtu.be/JvFtWrm0lkw] above for a detailed overview of the entire Airtable base, automations, and interfaces. TABLES The main tables are: 1. Clients: stores all your client data and biometrics 2. Training programs: stores all the training programs for your clients. Each client can have multiple programs over time. You can visualize programs in multiple ways (e.g., by clients, on a timeline, on a kanban board, and more). Each program is composed of training sessions. 3. Training sessions: stores all the individual training sessions within each program. Sessions have a date and a checkbox to mark them as “Done”. Each session is composed of multiple exercises/movements, each with specific volume and intensity. 4. Training movements: stores all the possible exercises within each session. This is a list of exercises you can fully customize so that you can select exercises from a pre-defined list upon creating each training session. 5. Exercise tracking: stores all the trackings over time. Each training session has many exercise trackings. The same exercise can be tracked multiple times across sessions, programs, and clients. This gives you the ability to see the exercise progress over time for each of your clients, as well as track Personal Records and volume per muscle group on each session and program. There are other tables in the Airtable Base, most of them of “supporting” nature. The five tables listed above are the most important ones. Some data in those tables is populated via automations. AUTOMATIONS Automations are ways to facilitate data entry and perform “background” tasks that are important for data integrity and to make the system work effectively over time or facilitate workflows. 1. Track volume per muscle group: this automation automatically tracks volume per muscle group when you set up training sessions. The volume per muscle group can be visualized within each session on the Interface. 2. Duplicate program and sessions: this set of automations allows you to duplicate an entire training program and its sessions via a button from your Interface. This can save a lot of time, enabling you to easily use the same program across multiple clients, while still retaining customization capabilities (i.e., after duplication, you can make changes to the new instance of the program to adapt it to your client). This was one of the most highly requested features by personal trainers using my products over the past few years. INTERFACES Airtable Interfaces are elegant portals to the Base data. You can interact with the data directly in the Interfaces, which have a more friendly user experience compared to the more tabular and fixed views in the Airtable Base. There are three Interfaces in the Personal Trainer OS, each composed of multiple pages. 1. Personal trainer interface: this Interface is for you to easily visualize the most relevant program and session data at any given time. Here you can see all the active programs and duplicate them via a button; a calendar of client sessions; invoices; PR charts, and client metrics (e.g., average lifetime value, average body fat % change, …). 2. Create a new program: this Interface allows you to create a new program from scratch via a step-by-step system. First, you will create a program. Then add sessions to it (just the first week suffices if the same sessions repeat over time with variation in volume/intensity). You will finally duplicate sessions across all the program weeks via a button, and then organize the calendar and edit each session as needed. You will find a detailed video explaining this workflow in the Interface documentation. 3. Athlete interface: this Interface can be shared (optional, paid) with your clients/athletes. This is applicable if you decided to only use Airtable, and not Softr. If you also use Softr for building the client-facing app, you do not need the athlete interface, and may delete it from your Airtable Base. In any case, this interface allows your clients to see their sessions, track exercises, and leave comments/interact with you. This concludes the overview of the Airtable Base (your operating system with all the data you need to manage your clients). This can be enough if you want to only use Airtable. If instead you have selected the option to also use the companion application with Softr, below is an overview of how Softr works. Get your app [https://bit.ly/pt-softr-airtable-product] SOFTR OVERVIEW [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/927098f0-dfaa-49e6-9dce-cc33121e4576/ptAppThumbnail+%281%29+%281%29.png?format=1000w] The app is responsive across devices Softr provides a visual representation of what your clients will see when using the app. You can customize the app to your liking, with basic modifications being straightforward and intuitive through the Softr app builder. The left sidebar menu offers a comprehensive list of customization options. Additionally, you can tailor each page individually and modify specific blocks within pages by simply clicking on them. The Softr app you receive is ready to use right out of the box. I've designed it with both simplicity and comprehensiveness in mind, and the Airtable base is already connected. You'll find that building a Softr app is similar to creating a website with a drag-and-drop editor. Each page of the app consists of blocks, which can be either dynamic (pulling data from the connected Airtable Base) or static (containing text, images, or other fixed content). These blocks come in various types to suit different needs. You can watch the video [https://youtu.be/gYnpcynHHNI] for a walkthrough of the Softr app from the admin and user point of view. Here are some key things to know about the Softr app: 1. You can see all users in the Users tab. This tab syncs with the “Clients” table in Airtable. So, when you add a new client there (and you also enter their email address), that will become a user in the Softr app. To remove a user, delete it both from Airtable and Softr, because user deletion currently does not sync (as of September 2024). 2. You can connect your custom domain, from “Settings” > “Custom domain”. Here is the official Softr documentation [https://docs.softr.io/custom-domain-and-publishing/9qTmU2Lj8Gnpr1Ue6dEAkX/add-a-custom-domain-to-your-app/93K5bLJN3n91MRo9uRGdAf] about that. 3. You can enable PWA (progressive web app), from Settings. This will allow your clients to download the app on their phone and access it alongside any other phone app. Read more about how this works here [https://docs.softr.io/mobile-app/t65bN9pwPUpnqe3in4WWhC/how-to-create-a-mobile-app-from-a-softr-app/2Em6zkSc6W7UooibPLu7T3]. 4. You can allow users to log in via Google. To do this, open “Settings” > “Integrations” > “Google Sign In”. You will find the documentation on how to implement this setting directly there and here [https://docs.softr.io/integrations/etS18kJqm1fuD58KCsjC3z/google-sign-in/2hBabh9UqoE8W7aWrfPVFd]. 5. If you make changes and you want to officially publish them to the app, click the “Publish” button at the top right corner. 6. You can always preview the app from any user perspective via the “Preview” button at the top right corner. For any questions, you can contact me here [https://bit.ly/contact-simo]. Or you can buy the template version that has an initial consultation included if you want some help in getting started on the right track. Get your app [https://bit.ly/pt-softr-airtable-product] FEATURED PRODUCTS * Airtable & Softr app [https://bit.ly/pt-softr-airtable-product] * Airtable Personal Trainer OS [https://www.simonesmerilli.com/fitness/pt-airtable] * Notion Personal Trainer OS [https://www.simonesmerilli.com/fitness/ptos-notion] * Coda Personal Trainer OS [https://www.simonesmerilli.com/fitness/ptos-coda] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. SIMILAR ARTICLES AFFILIATE LINKS * Sign up for Softr [https://softrplatformsgmbh.partnerlinks.io/simo] * Sign up for Airtable [https://airtable.com/invite/r/uVvPrxfg] * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your website with Notion and Super [https://super.so?via=simone57] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo]
How to create your personal training client app with no code (template included) | Airtable & Softr
2024-10-04
Custom client portal, no-code tools, Airtable, Softr, personal trainer app, custom experience, template, walkthrough, app setup, client management, progress tracking, training sessions, dashboard, account setup, email invitation, user interface, backend, personal dashboard, training calendar, tracking progress, session tracking, manage goals, nutrition plans, invoices, communication, client data management, software pricing, Airtable pricing, app customization, template customization, client data synchronization, exercise tracking, nutrition management, training programs, interface design, app deployment, user permissions, page management, app preview, troubleshooting, user feedback, app personalization, progressive web app, white labeling, user notifications, performance visualization, workout tracking, session completion, interface integration, email automation, mobile app features.
How to conduct a GTD-style weekly review in Notion - with template
2024-09-28
A weekly review provides regular space for gaining clarity and high-level perspective over what you are doing with your life. This may be desirable to you because, as a human, you are naturally drawn to seeking an understanding of the world and circumstances around you, so that you can limit your anxiety and feel a greater sense of control over your life, occupying the driver's seat in the rocky bus ride that is your existence. In knowledge work, there's often a lack of emphasis on nurturing one's tools and taking inventory of ongoing activities. This contrasts with traditional manual jobs, where tools are crucial and regularly maintained for optimal, consistent performance. I view the weekly review as a process of "sharpening my tools" and gaining perspective. It allows me to step back from being constantly immersed in daily events, which often seem more significant than they truly are when viewed from a higher vantage point. A weekly review is a micro-level ritual conducted every week to reflect on the past seven days and lightly plan the week ahead. It's distinct from longer-term reviews (such as quarterly, yearly, or multi-year assessments) and is more practical, grounded in the present reality. The weekly review aligns with the broader vision for your life that you've established during longer-term planning sessions. However, it doesn't challenge your vision or values—those are addressed separately. If you notice during a weekly review that it's time to update your vision or values, you can allocate time to do so later. The weekly review has been particularly popularized by David Allen in the book “Getting Things Done” (GTD). Here is an official weekly review checklist from the GTD website [https://gettingthingsdone.com/wp-content/uploads/2014/10/Weekly_Review_Checklist.pdf]. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/e8a1af72-9991-46a4-83da-accf012a389c/Number+of+weekly+review+sessions+completed+by+month?format=1000w] Number of weekly review sessions completed by month OVERVIEW OF MY WEEKLY REVIEW PROCESS IN NOTION You can customize the structure of a weekly review as you see fit once you have established the habit of doing it. But if you haven’t started yet, or haven’t found consistency in doing it and you desire to find it, then here is a possible starting point you can use as inspiration or get for your use directly (free simple template here [https://bit.ly/simple-weekly-review]; more elaborate paid template here [https://www.notion.so/templates/the-great-ceo]). Here is a full explanation video [https://youtu.be/T_ETgTmZK14]. Below is the weekly review process I have been following for many years, tweaking each component over time as my life and knowledge changed. Some years ago I wrote about how I started the weekly reflection practice [https://www.simonesmerilli.com/life/weekly-planning] and where I found the first template I used. REFLECTION This is the first section of my weekly review process. Its purpose is to look back at the past week and reflect on it. Reflection serves as a tool for learning and developing inner strength—a foundation that keeps you grounded, mindful, and motivated to pursue your life objectives (i.e., generative drive [https://ai.hubermanlab.com/s/_bGKplMv]). As far as I can tell, this is a desirable state, which is why I engage in this practice. 1. The first step of reflection is reviewing the "Year Manifesto." This is an annual document I create at the year's start to outline my goals, personal development aspirations, and responses to journaling prompts that help clarify my focus in life. During each weekly review, I scan through most of the Year Manifesto to reconnect with my context and remember my direction. Every two to three years, I also create a more extensive five-year vision manifesto, detailing my long-term aspirations, thoughts, and life visions. I've been using the Self Authoring program [https://www.selfauthoring.com/?utm_source=simonesmerilli.com] for this longer-term planning. 2. Next, I review the objectives set during the previous week's review. This allows me to assess what I've accomplished, what I've avoided, and what I couldn't complete. It provides another objective data point to inform the reflection component of the weekly review. 3. Third, I review the past week on the calendar. I look for any patterns of over- or under-scheduling, and assess how well the time blocks set during the previous week's review were respected or overridden by other events. 4. Finally, I engage in a free-flow writing exercise about the past week, using pen and paper. I begin with the prompt "This week I noticed," and jot down whatever comes to mind, regardless of chronological order. This practice serves to clear my mind and uncover potential insights about the past week, which I can then use as takeaways for what to improve or maintain in my life. 5. Once the writing is done, I answer this question: “Based on what happened, what lessons can you draw? Is there anything you can start doing, continue doing, or stop doing, for living a more examined life? What didn't go so well? How can you improve?” Sometimes there is something to say about this; other times nothing. PLANNING This is the second section of my weekly review practice. The goal of planning is to lay out everything that's happening during the upcoming week and light-heartedly plan the week ahead. Light-heartedly is important, as far as I am concerned, because clinging to plans creates stiffness and unnecessary rigidity in your expectations and schedule. You can't control time [https://www.simonesmerilli.com/books/time-management-mortals], so let go of the attempt to do it. You can have an idea of your ideal week and what it would look and feel like, and such an idea can inform the way you plan your week and the time you block on the calendar. Some intentional planning provides clarity and stability. Excessive planning and the expectation to not drift away from the plan at all is a delusional attempt to control the uncontrollable, and a great setup for disappointment and misery. 1. The first step of planning involves listing all projects I'll focus on in the coming week and estimating the progress I aim to achieve for each. I draw these projects from my project management system, which houses all ongoing initiatives in my life. Projects, by definition, are endeavors that require multiple sessions to complete and typically consist of several tasks. 2. Secondly, I block time on the calendar for deep work sessions (i.e., prolonged stretches of time when I work on a specific project), training sessions, writing, and everything else that I prioritize and I want in the calendar. 3. Finally, I wrap up the weekly review by organizing tasks and projects. This includes updating project review dates, reassessing project timelines, preparing meeting agendas, tracking business metrics, and reviewing saved content from the past week (such as videos, articles, and podcast episodes that I found meaningful and stored in my knowledge management system). The whole process takes about 60 minutes for me, and it is an enjoyable ritual I look forward to at this stage of my life. During the week, I can merely focus on executing instead of planning, because the planning is taken care of during the weekly review session. Get the simple template [https://bit.ly/simple-weekly-review] Get The Great CEO [https://www.notion.so/templates/the-great-ceo] TEMPLATES * (Simple) weekly review template [https://bit.ly/simple-weekly-review] * The Great CEO template [https://www.notion.so/templates/the-great-ceo] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. RESOURCES * GTD official review checklist [https://gettingthingsdone.com/wp-content/uploads/2014/10/Weekly_Review_Checklist.pdf] SIMILAR ARTICLES AFFILIATE LINKS * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so?via=simone57]
How to conduct a GTD-style weekly review in Notion - with template
2024-09-28
Weekly review, GTD, David Allen, Notion template, task management, knowledge work, reflection, planning, CEO within notion, OKR framework, productivity, time blocking, project management, task tracking, objective setting, journal, checklist, calendar review, API integration, Google Calendar, task automation, weekly ritual, system entropy, notion database, key results, GTD dashboard, personal development, organizing tasks, achieving objectives.
Airtable Personal Trainer OS - All your client data and programs in one place
2024-09-23
There are apps dedicated to tracking your personal training clients’ workouts and progress. For some personal trainers, those dedicated apps may include too many features they don’t use, or the price may be prohibitive, or they don’t like the functioning and interface of those apps and wish to have their custom-fit system for tracking clients’ data and progress over time. So, some time ago I launched the Personal Trainer Operating System [https://www.simonesmerilli.com/fitness/ptos-notion] in Notion and Coda. This post is about the same system in Airtable—which, thanks to its native automation and interfaces, provides even more customizability and powerful workflows. By using these no-code tools, you as a personal trainer can start from a solid base that I built, and then freely customize it as needed, after you gain some understanding of and confidence in using the software. And this is a great option to gain more control over how you track and organize clients’ data and collaborate with trainees. There is also an additional layer of customization we can add to this, and I will be launching such an option soon (Airtable + Softr for a custom application). Get the template [https://bit.ly/pt-airtable-product] In Airtable [https://airtable.com/invite/r/uVvPrxfg], it is best if you have at least the “Team” plan. This allows you to scale data without issues, and have access to extensions (e.g., custom scripts used in automation), more automation space, and advanced views that are used in the Personal Trainer OS Base (e.g., Gantt, timeline). [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/13142c1b-028a-4221-b63e-9145381b723b/image+%2826%29.png?format=1000w] https://airtable.com/pricing [https://airtable.com/pricing] As a personal trainer, you can manage all your client data in the Airtable base. The Airtable base comprises three main tabs: Data, Automations, and Interfaces. In the Data tab, you can find all the tables and views at the system's foundation. Once you access the base, you will also find an ERD (entity relationship diagram) depicting all the available tables and their relationship in the overall system. You can watch the video [https://youtu.be/JvFtWrm0lkw] above for a detailed overview of the entire Airtable base, automations, and interfaces. TABLES The main tables are: 1. Clients: stores all your client data and biometrics 2. Training programs: stores all the training programs for your clients. Each client can have multiple programs over time. You can visualize programs in multiple ways (e.g., by clients, on a timeline, on a kanban board, and more). Each program is composed of training sessions. 3. Training sessions: stores all the individual training sessions within each program. Sessions have a date and a checkbox to mark them as “Done”. Each session is composed of multiple exercises/movements, each with a specific volume and intensity. 4. Training movements: stores all the possible exercises within each session. This is a list of exercises you can fully customize so that you can select exercises from a pre-defined list upon creating each training session. 5. Exercise tracking: stores all the trackings over time. Each training session has many exercise trackings. The same exercise can be tracked multiple times across sessions, programs, and clients. This gives you the ability to see the exercise progress over time for each of your clients, as well as track Personal Records and volume per muscle group on each session and program. There are other tables in the Airtable Base, most of them of “supporting” nature. The five tables listed above are the most important ones. Some data in those tables is populated via automations. AUTOMATIONS Automations are ways to facilitate data entry and perform “background” tasks that are important for data integrity and to make the system work effectively over time or facilitate workflows. 1. Track volume per muscle group: this automation automatically tracks volume per muscle group when you set up training sessions. The volume per muscle group can be visualized within each session on the Interface. 2. Duplicate program and sessions: this set of automations allows you to duplicate an entire training program and its sessions via a button from your Interface. This can save a lot of time, enabling you to easily use the same program across multiple clients, while still retaining customization capabilities (i.e., after duplication, you can make changes to the new instance of the program to adapt it to your client). This was one of the most highly requested features by personal trainers using my products over the past few years. INTERFACES Airtable Interfaces are elegant portals to the Base data. You can interact with the data directly in the Interfaces, which have a more friendly user experience compared to the more tabular and fixed views in the Airtable Base. There are three Interfaces in the Personal Trainer OS, each composed of multiple pages. 1. Personal trainer interface: This interface is for you to easily visualize the most relevant program and session data at any given time. Here you can see all the active programs and duplicate them via a button; a calendar of client sessions; invoices; PR charts, and client metrics (e.g., average lifetime value, average body fat % change, …). 2. Create a new program: This Interface allows you to create a new program from scratch via a step-by-step system. First, you will create a program. Then add sessions to it (just the first week suffices if the same sessions repeat over time with variation in volume/intensity). You will finally duplicate sessions across all the program weeks via a button, and then organize the calendar and edit each session as needed. You will find a detailed video explaining this workflow in the Interface documentation. 3. Athlete interface: This interface can be shared (optional, paid) with your clients/athletes. This is applicable if you decided to only use Airtable, and not Softr. If you also use Softr for building the client-facing app, you do not need the athlete interface and may delete it from your Airtable Base. In any case, this interface allows your clients to see their sessions, track exercises, and leave comments/interact with you. Get the template [https://bit.ly/pt-airtable-product] FEATURED PRODUCTS * Airtable Personal Trainer OS [https://bit.ly/pt-airtable-product] * Notion Personal Trainer OS [https://www.simonesmerilli.com/fitness/ptos-notion] * Coda Personal Trainer OS [https://www.simonesmerilli.com/fitness/ptos-coda] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. 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Airtable personal trainer OS - Airtable template for personal trainers
2024-09-23
athlete dashboard, training program, personal trainer interface, session calendar, exercises tracking, one rep max, duplicate program, client analytics, weight-based exercises, time-based exercises, rep-based exercises, training sessions, client progress, fitness app, workout schedule, muscle group, volume tracking, training movements, qualitative notes, exercise sets and reps, client management, athlete analytics, interface design, program duplication, personal training system, training program creation, invoicing clients, nutrition plans, client goals, progress updates, automation features, Airtable base, template customization, fitness data visualization, workout duplication, exercise tracking mechanism
How to import data from Asana to Notion (natively)
2024-09-16
Below is the full video transcript: So here is my Asana account, and you can see there are two projects in here, one engineering project plan and a customer feedback board. Both of them has, both of them have tasks. And let's say I want to import both of them into notion. So it is the notion workspace and I can access the Asana importer in two main ways. The first way is via settings and members and then import. And then there's these and there is Asana as one of the options here. The second path is to create a new page, or on any page that you have in an ocean workspace you can type Asana and here you can see a few options. There is the import asana that will open up the same import menu that will be open from settings and members. There is embeds, that is just a way to embed Asana boards into an ocean page. And then there is a synced database that is keeping the tasks from asana into notion in sync, while asana remains the source of truth. So that's not an import, but it's a synced database that has a two way sync across tools. Although this feature is still under development and I recorded a video about it in particular focusing on Jira in the past. So today we are focusing specifically on the import. So let's click on this. And in here you can see the first step in the import process is to select the Asana workspace. In my case that is SiMo private that I want to have, and then I can choose what projects to import, either all of them or just a few of them. So in this case, if I want to select all of them, I will check the box into the workspace. Otherwise I can just select the projects that I want to import. And next up I will choose a team space. So this is in notion, where do you want to import these projects? So in here I'm going to select private and there is a toggle as well for completed tasks. If I want to import them, I will keep this toggled on. Otherwise I will toggle it off. In my case I want to import completed tasks as well. So I'm going to keep it on. Then I will select next, and here I can select the properties that I want to import. Either I can import all the properties that notion detects by itself or I can customize the properties that I want to import from here. Although when I check this option, you can see that I still can't uncheck properties here. So it is not clear to me why that's the case. So it is not clear to me why that's the case and it might be a bug currently. Now I'm going to select all properties and down here there is also an option to import sections as status. So this section by default is a select property. But if I want to turn it into a status I can toggle this on and you can see that now it will be mapped as a status property in motion, whereas completed will be a checkbox. That's what I want in my case. So I'm going to keep this like this. Then I will select import depending on how much data you are importing, this will take a few minutes to a few seconds and after about a minute in my case that's what I see. Now I can see the engineering project plan was imported and the customer feedback was imported. What? So I will view imported projects and now I can see them here under projects and I have customer feedback engineering project plan and I can open the project page and see that there is already automatically a view of the tasks for this project. So you can see that is an intelligent way that notion natively does without you having to set up any view that creates a project database for you. Imports the projects from Asana automatically and also creates a linked database view inside of each project that is pre filtered for that project. So all of this is done in the background and this can really save a ton of time if you are transitioning from Asana into motion, for example, and you need to import lots of past data so it can be very useful. And now I can navigate to the projects. Normally you can see the people properties were turned into a user property in Oshun automatically. Of course, since that's a database, I can always go ahead and edit properties. I can delete properties, clicking on them and selecting delete. I can add properties and also show other ones like this. There are also some predefined views that were created in the import process. For example, the time and view are the projects. In this case they are not displayed because there is no dates. But if I set the date on this one then we show up here and I can also change the direction. I can drag and drop it around in the timeline and as per usual I can open it to see all the details inside and you can also see that the importer automatically created a page that is called import September 6 logs where I can see how many projects were imported, how many tasks, and any debugging information. In this case there is not much data because the import was successful. So I only import two projects with a few tasks so it wasn't tough. But if you encounter any issues then here you have that log information that allows you to troubleshoot rather quickly with the notion support team by providing information to them such as the workspace id and the request id that is likely to keep track of the API request to see all the details in the backend of what happened, if there are any mistakes and that concludes the overview of the improved importer from Asana into notion that turns project boards into a project database and specific projects in that database with the views of tasks predefined. If you have questions or any thoughts about this, leave them in the comments. Leave them in the comments below the video you will find relevant links in the description of the video. If you want to learn more about importing Asana into notion, as well as similar resources that I've created in the past. For now, thank you for watching and see you in the next one. FEATURED TEMPLATES * 24 Assets - increase your business value [https://www.simonesmerilli.com/business/24-assets] * The Great CEO Within [https://www.simonesmerilli.com/business/great-ceo-notion] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. RESOURCES * Notion Asana importer | official documentation [https://www.notion.so/help/asana] SIMILAR ARTICLES AFFILIATE LINKS * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so?via=simone57]
How to build an AI chatbot with no code - Flowise AI
2024-09-09
I've been developing iterative versions of an interactive chatflow that draws from the essays, videos, and newsletter issues I've created using AI. You can chat with it directly on this website by clicking the dedicated widget in the bottom right corner. I named the chatbot "Saimon" because it contains "AI" in its spelling and sounds similar to my name (Simon). The idea came from an amusing experience at a laundry shop in the Philippines. When I went to collect my clothes, I noticed the plastic bag had my name spelled as "Saimon." I chuckled, realizing it would be a perfect name for the chatbot I was developing. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/a11616ae-bf3a-429a-8a29-3b3323502c50/IMG_1336.jpeg?format=1000w] The (empty) laundry bag with the name spelling that sparked the idea - “Saimon pd (paid) - 1pm (the time of collection the next day)” I decided to venture into the project of building an AI chatbot out of interest for the AI trend, so that I could experience first-hand what it looks like to develop AI-based tools, starting from a very accessible use-case that would not be excessively ahead of my current skills. I was also developing an AI chatbot for one of my partners, as part of an app development project, so that made it a great time to experiment with the new technology and deepen my expertise to understand Artificial Intelligence at a deeper level and incorporate it into my services [https://simosme.com] and products [https://bit.ly/products-simo]. On the functional side of things, building a chatbot that would be able to interact with other people using my writings and video transcripts seems like an interesting idea to me. I also acknowledge that this is only one of many approaches to building an AI chatbot or application and that it may not be the most efficient or effective. With that in mind, here are the key steps I followed: 1. Create an API automation to save content from my website, YouTube, and newsletters [https://subscribepage.io/weekly-reflection] into a Google Sheets 2. Send the content from the Google Sheets into a vector database (Supabase) 3. Create a SQL query to retrieve the content based on the Embeddings similarity score 4. Build a chat flow in Flowise to retrieve the content based on Embeddings and reply to the user accordingly 5. Monitor the chat flow analytics and performance using Langfuse 6. Deploy the chat flow on my website CREATE AN API AUTOMATION TO SAVE CONTENT FROM MY WEBSITE, YOUTUBE, AND MY NEWSLETTERS INTO A GOOGLE SHEETS The first step in the process is saving my published content to a Google Sheet for easy retrieval and manipulation via API. I created three automations in Make [https://www.make.com/en/register?pc=simone] to accomplish this. The video above demonstrates one of these automations, which saves videos from my YouTube channel to the Google Sheet. The other two automations save content from my website and newsletter. For the website, I use the RSS feed as a trigger to pull newly published essays. For the newsletter, I use the Gmail module as a trigger, with filters to select only emails from a specific address used exclusively for sending my newsletter. While the triggers differ, the subsequent automation steps explained in the video apply to all three automation. CREATE AN API AUTOMATION TO SEND THE CONTENT FROM THE GOOGLE SHEETS INTO A VECTOR DATABASE (SUPABASE) The second stage involves a weekly automation that transfers content from Google Sheets to a Supabase table named "documents." The video above provides a detailed explanation of this automated workflow. The Supabase table includes an "embedding" vector type column, which is crucial for the chatbot's functionality. This column is used in the SQL query to retrieve relevant data during user interactions. The "embedding" column is populated through the automation process. An OpenAI Embeddings API [https://platform.openai.com/docs/guides/embeddings] call generates the embedding, converting each piece of content into a vector embedding using the text-embedding-3-small model. CREATE A SQL QUERY TO RETRIEVE THE CONTENT BASED ON THE EMBEDDINGS SIMILARITY SCORE In Supabase, I created an SQL function that works well with Flowise, following this guide [https://supabase.com/blog/openai-embeddings-postgres-vector]. You can find the full function here [https://bit.ly/sql-function-supabase-sample] and below. For the function to work, you will need these three columns: 1. “embedding” (vector (1536)) 2. metadata (jsonb) 3. content (text) -- Enable the pgvector extension to work with embedding vectors create extension vector; -- Create a table to store your documents create table documents ( id text primary key, content text, metadata jsonb, embedding vector(1536) ); -- Create a function to search for documents create function match_documents ( query_embedding vector(1536), match_count int DEFAULT null, filter jsonb DEFAULT '{}' ) returns table ( id text, content text, metadata jsonb, similarity float ) language plpgsql as $$ #variable_conflict use_column begin return query select id, content, metadata, 1 - (documents.embedding query_embedding) as similarity from documents where metadata @> filter order by documents.embedding query_embedding limit match_count; end; $$; BUILD A CHATFLOW IN FLOWISE TO RETRIEVE THE CONTENT BASED ON EMBEDDINGS AND REPLY TO THE USER ACCORDINGLY Next, I created the chatflow in Flowise. The video above explains all the details. Here's the logic and nodes included in the chatflow: 1. OpenAI Embeddings: This node generates an embedding from the user's message, allowing us to pass it to our SQL query and retrieve relevant content. I used the text-embedding-3-small model to match the 1536 size of my Supabase embedding vector column. 2. Supabase: This node uses the SQL function from the previous section to retrieve the most relevant content based on the user's query. 3. ChatOpenAI: Using the gpt-4o model, this node provides LLM capabilities to answer the user's query effectively. 4. Conversational retrieval QA chain: This final node outputs the answer to the user, based on gpt-4o's general knowledge and the Supabase vector store retriever. I customized the prompt of this node to tailor it to my desired chatbot type. After testing locally, I deployed the chatflow on a server using Render [https://render.com/register?utm_source=simonesmerilli.com] for production use. Since then, I've been continuously iterating on the QA chain prompt to enhance its accuracy and effectiveness. TRACK CHATFLOW ANALYTICS/FUNCTIONING USING LANGFUSE In the video above, I demonstrate how I use Langfuse to analyze and enhance the AI chatbot built with Flowise. Langfuse [https://langfuse.com/?utm_source=simonesmerilli.com] is a free tool that integrates directly with my Flowise chatbot and tracks all interactions and underlying functions within each exchange. It offers detailed traces of every conversation, including user inputs, chatbot responses, and backend processes. I find it useful for troubleshooting and improving the chatbot's accuracy. Additionally, it provides insight into the cost of each interaction and the OpenAI API calls, and it has a handy tool to keep track of multiple prompt versions. To set up Langfuse: 1. In Flowise, navigate to chatflow settings, select "Configuration," then "Analyze Chatflow" 2. Select Langfuse and input your credentials (API keys and endpoint) 3. Enable the connection and save the chatflow I've also created an automation to transfer Langfuse data to Notion, allowing me to easily access the key metrics I want to monitor from Langfuse. DEPLOY THE CHATFLOW ON A WEBSITE Finally, I embedded the chatflow on my website using the dedicated Embed code found in the Flowise chatbot's "API endpoint" section. You can toggle on "Show Embed Chat Config" to customize the design and functionality of the embedded chatbot. For even more extensive customization, you can fork the repository [https://github.com/FlowiseAI/FlowiseChatEmbed] and create your own version. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/478a82f8-6818-462e-a3f5-e24696b26b7a/image+%2819%29.png?format=1000w] You can find the embed code from the dedicated menu at the top right corner of the Flowise chatflow VIDEOS * Part 1: Store YouTube videos in a Google Sheets [https://youtu.be/ilca5A9mLIA] * Part 2: Send date from Google Sheets to Supabase [https://youtu.be/zMDAesN4nrI] * Part 3: Setup the chatbot in Flowise [https://youtu.be/ujklTNxtidg] * Part 4: Track conversations with Langfuse [https://youtu.be/eqfw1ziAWGA] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. RESOURCES * Flowise AI official documentation [https://docs.flowiseai.com/] SIMILAR ARTICLES AFFILIATE LINKS * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so?via=simone57]
Building an AI chatbot with Flowise - Part 4 - Langfuse Traces
2024-09-08
Chatbot, Flow Wise, LFuse, AI chatbot, chat flow, website embedding, troubleshoot chatbot, open AI calls, chatbot interactions, vector store retrieval, chat flow analysis, automation setup, API integration, sentiment analysis, Lang fuse, chat flow configuration, message tracing, Notion database, data monitoring, cost tracking, vector database, Flow Wise settings, API keys, automation steps, session ID, backend analysis, chat flow embedding.
How to use the Notion Asana importer
2024-09-06
Asana, Notion, import boards, Asana importer, import process, sync database, project database, task management, workspace, project plan, customer feedback, project import, completed tasks, properties, linked database view, notion support, API request, project transition, data import, bug troubleshooting, import logs, notion workspace, Asana to Notion, automated import, digital organization.
Possible ways to create a workload view in Notion (task hours by assignee)
2024-09-02
You can access the Notion page shown in the video at this link [https://bit.ly/workload-demo-notion]. Below is the full video transcript. Click the summary button on this page if you would like a summary of the transcript. If you use Notion with your team, you might want to see the number of tasks that they have in their schedule that are incomplete so that you can manage the workload and allocate responsibilities accordingly. And there isn't a really clear way to visualize this in Notion, so you can build your own way, and that's what this video is about. It answers the fundamental question: how can we visualize the workload of tasks in Notion so that we can manage the resources or people in the team and the amount of work that they do at any given time? To explore the answer to this question, we look at two approaches. The first one is going to be the most straightforward approach in one single task database. This approach will have a few limitations. To address those limitations, we will explore the second option that is a bit more elaborate but can also provide charts where you can visualize the amount of time per person per week, for example, in a simple chart. So let's dive into it. Let's look at the first approach. Here is a tasks database, and there is a duration property that is of number type. For this use case, let's say you want to see tasks grouped by assignee, and we want to see the sum of the duration in hours so that we can see how many hours each person has for their open tasks, meaning tasks that have not been completed yet. To create this view, we can add a new table. Let's say we want to use this predefined view that is by assignee. This groups tasks by assignee. So that's what we want. In here, we can also show the duration property, and we can sum it here next to the assignee name. I can do "More options," sum duration hours, and these numbers are the same. Next up, I want to filter by status "To-do" and "In progress," and for now, that's good. I want to sort by due date ascending, so I can see test Simo, that is user number one, has 11 hours here. That's the sum of these two tasks. And this other user has 4.7 hours. That is the sum of these tasks. Now if I look a bit further, I can see that testsimo actually has some subtasks in here, and those subtasks have a duration, but this duration is not accounted for in the sum. So that's the limitation we have in the task database view. If we keep this view grouped with sub-items shown nested in toggle, to resolve this issue so that the sum is correct—because this should be eleven plus two plus three, so that is 16 hours in total if you consider the subtasks—we can go to "Customize," "Tasks," "Subtasks," and then show as flattened list. This will output the correct sum of the task duration. And this is the case if you want to count the subtasks in addition to the parent task. If instead the parent task already accounts for the subtask duration in your use case, then you do not really need to do this. So the previous view with nested sub-items would be sufficient. But let's assume that we want to also count subtasks. If that's the case, then we can do this flattened list view and this will sum the correct amount of hours. So that's the first level. And how we can quickly create a view of tasks grouped by assignee. We can quickly filter what we want to see and then see the sum of duration. Or we can also count the number of tasks. If we have an effort property, we can sum the effort required, or we can also have a formula property that outputs specific points associated with the task based on a numeric effort and a numeric duration. Now let's assume that you want to go further and maybe have a chart view of tasks, a bar chart that shows the total hours per person. So here is how we can approach that using a third database. Keep in mind that this is just one approach, so we could also have a different way to achieve this. But here is how I can achieve this, possibly quite smoothly in Notion. Here is the task database that I was looking at before the first step in creating the chart. And the chart would look like this here, for example, by person this week. And it shows the assignees on the left-hand side on the y-axis. And then it shows the sum in duration on the x-axis. And you can see this is a bar chart and it is filtered by the active tasks and by this week or before this week. So these are all the tasks that are active. The first step in developing this solution is to create a new database that I called time summary. And this is, you can think of this as a line item database or a join table that's only here to allow us to get the chart view and do calculations on the tasks without running into that limitation with tasks and subtasks when it comes to calculating the sum in duration. And that is because when we create a chart view, at least currently in motion, if I try to do a chart view of the task database, like here for example, this is coming from the tasks database. And if I try to group by the due date week, as you can see here on the x axis, and then do the sum of hours on the y axis, group by as any, you can see that the sum doesn't correspond with the actual sum because it doesn't take into account sub tasks. And unlike in the table view that I showed you, the beginning of the video where we can actually do a flattened list that goes over this limitation in a chart. Currently that is not possible. So we can't really show the actual sum of tasks and sub tasks from the table in a chart. That is unless we use a possible solution by adding a a new property in the task database that takes into account all the subtasks and the parent tasks duration. But that is a different solution which I'm not exploring in this video. In this video I'm exploring a separate solution that is creating the joint table time summary that I mentioned before. So that's what the table looks like. This is a table with a name. It has a relation property to the task database that I showed you earlier. And then here there are formulas, and these formulas are just roll ups. Essentially. One is the duration of the task. This is taken from the related task here. Then there is the assignee, that is the assignee of that task, the date of the task and, and there is also a task status rollup property. So that's a rollup property. Type rollup. The relation is the task. The property displayed is the status from the related task. And we show the original. And the date is a formula task map current due first. So you only take the first date in there so that it is formatted properly as a date and we can use it in grouping. And this could also be a roll up. So it is a formula just to show another way of achieving that. Then there is the assignee, which is the same. You do "task.map" to map the current assignee, so the assignee of this task. Now we flatten the list because this is a list of people, and we get the first person so that we can use this for grouping. And finally, duration—this as well can be a rollup, but it is a formula in this case. We map the duration from the task and we sum so that it is a number. To populate this database, we can set up an automation in the task database. So if you go back to the previous database that I was showing at the beginning of this video, you will find there is an automation, and this automation is called "When task created, add time summary." This means that whenever there is a task created in this database, a new time summary page will be created and automatically related to this task so that we can run analytics on that. So if I do "Edit," you can see here the trigger is "Page added." So when a page is added to the task database, then do this: add a page to the time summary database. The name is empty. We can't map the name dynamically, so I just entered a dash because we don't really need that. And the task is this page, that is the new page created from the trigger of the automation. And finally, once we have this setup, we know that we can create visualizations. For example, here is a timeline view that groups by person, and here it shows the sum in duration and it is set up by week. I created this timeline view by creating a linked view of a database using the command "linked view of database." Then I selected the time summary database and I created a timeline view here. And then from this menu, I set up the timeline view to customize it according to my needs. So I'm going to show you right now what that looks like here. From the three dots, I can see the layout, the properties displayed on the cards. I added some filters: only the tasks where the status is "To do" and "In progress," and what date is on or before one week from now. I grouped it by assignee, hiding empty groups, and that's it. I sorted by date. So here you can see by week and by person the tasks that they have open. Here is a chart view, and this is coming from the time summary database because of the limitation I showed you before regarding creating a chart from the task database if you want to include subtasks in it. So chart is a view. That's just like any other view. The layout is chart, and in here I selected the horizontal bar chart showing the sum of duration on the x-axis. Here, that is a numeric value. And on the y-axis, we want to show the assignee sorted manually, but I can also sort by the sum like that. Then I selected no color, but I can also do auto. And in here I show data labels. I show the avatar and the name, but I can also show just the avatar here of the user. I show both axis names. These are the labels appearing here on the axes: duration and assignee. I show the grid lines. These are the very light gray grid lines that span horizontally and vertically on the graph. And I choose the medium height of this graph because that's enough. And finally, I also added two filters here that you can see. The status is "to do" and "in progress," and the date is this week or before today. And that's just a personal preference. If you want to see the tasks that are due either this week or before this week, if you want to see all tasks, then we do not need this filter. So here you can see the total time per person. Now on the three dots here you can see we can also group further the x-axis. For example, let's say you want to group by date week, and when I do this, all the data disappears. It is not clear to me why this happens. It looks like it's a bug with Notion charts currently, so we will see if it is solved by the time I release this video. That is in about a month. And this concludes the overview of how you can build workload views for tasks. For example, in Notion in particular, looking at duration properties, numeric properties in general, and the two options: one simple one that uses just one database, and the second solution using a join table that gets populated via a Notion automation from the tasks so that you can pull data dynamically in that database and visualize that data. FEATURED TEMPLATES * 24 Assets - business management system in Notion [https://www.notion.so/templates/24-assets-full-business-management-system] * The Great CEO Within - template for CEOs in Notion [https://www.notion.so/templates/the-great-ceo] * Evidence-based goal setting toolkit - Notion template [https://www.notion.so/templates/evidence-based-goals-setting-toolkit] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. RESOURCES * Workload views demo shown in the video [https://bit.ly/workload-demo-notion] SIMILAR ARTICLES AFFILIATE LINKS * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so?via=simone57]
Possible ways to create a workload view in Notion (task hours by assignee)
2024-09-02
Notion, team collaboration, task management, workload visualization, task database, Notion charts, task duration, subtasks, workload management, automation, data visualization, project management, Notion formulas, productivity, resource allocation, team scheduling, timeline view, task assignment, task completion, task tracking.
Everything you need to know about Notion Charts - how to create native charts in Notion
2024-08-21
Notion has recently released Charts [https://www.notion.so/releases/2024-08-13]. This allows you to create visualizations of your data on any Notion database if you are on a paid plan (users on a free plan get a maximum of 1 chart in their workspace). See more details about Notion pricing here [https://www.notion.so/pricing]. Before Notion Charts, the only way to create data visualizations from your Notion databases would be to use a third-party tool. Here is a post [https://www.simonesmerilli.com/business/notion-charts] explaining how that works. Charts help you see your data as a whole for better insights. The type of charts you create depends on the data you have in Notion and the Key Performance Indicators (KPIs) you want to track. A good data structure (like database properties, types, and relationships) in your Notion workspace is crucial; making charts will be difficult without it. NOTION CHARTS PLAN AVAILABILITY [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/b4672778-077a-4d6c-9e7c-bf3896177fa0/notion-pricing-charts?format=1000w] A screenshot of the Notion pricing plans including Charts availability On free plans, Notion allows only 1 chart. Paid plans (Plus to Enterprise) can use unlimited charts. Duplicating a template with a chart while on a free plan counts toward your limit. If you’ve already used your 1-chart limit, you won't see the chart in the new template you duplicated. HOW TO USE NOTION CHARTS Notion Charts are views in Notion databases. To create a Chart, add a database view by clicking the ‘+’ button next to view names, creating a new blank page with ‘Table’, or by typing ‘/linked view of database’ on any page. Select 'Chart' as a layout option. Then, configure it to fit your needs. Here are the features to set up a Chart in Notion. * Chart type - select the type of visualization you would like. * X-axis - select which property you would like to show on the x-axis (horizontal), how you want to sort it, and whether to omit zero/empty values (i.e., the pages that don’t have the property populated). * Y-axis - select which property to show on the y-axis (vertical). Here, you can also do aggregations on properties of numeric type. Further, you can group by a specific property (e.g., grouping deal values by deal owner). * Style - select the color of the chart, set the chart height, value colors, data labels, and grids. * You can also export any Chart as PNG or SVG via the dedicated option ‘Save chart as…’ This ends the guide on using Notion Charts. How you use them will depend on your Notion setup and the data you keep in your databases. Here are some examples of how teams can use Notion Charts: * Incomplete tasks by assignee * Completed tasks by assignee * Overdue tasks by assignee * Percentage of tasks completed on time by assignee * Deals value by month closed * Deals value by quarter closed * Deals value by year closed * Total meetings per month * Total meetings per month by participant * Total meetings per quarter * Total meetings per year * Total deals created per week * Total deals created per month * Total product sales per week * Total product sales per month * …and many more, which will depend on what you want to track and how you determine success in your team efforts. This video by Ryan Deiss [https://youtube.com/watch?v=AGWs3Y3b-pg&si=MCLtsC_ybeuhYRC7] can help draw inspiration for metrics to track in your business. FEATURED TEMPLATE * 24 Assets - Notion System for Teams [https://www.simonesmerilli.com/business/24-assets] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. RESOURCES * Official documentation - Notion Charts [https://www.notion.so/help/guides/charts-visualize-data-track-progress-in-notion] SIMILAR ARTICLES AFFILIATE LINKS * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so?via=simone57]
Everything you need to know about Notion Charts - how to create native charts in Notion
2024-08-20
Notion, charts, databases, data visualization, native charts, Notion workspaces, third-party services, insights, data analytics, chart types, bar chart, line chart, pie chart, donut chart, data structure, relational databases, metrics, data insights, free plan, plus plan, data trends, group by, filter, database views, data tracking, high integrity insights, graph customization, PNG download, data sharing, Notion templates, workspace.
How to trigger webhooks from Notion databases - Make, Zapier, n8n, Pipedream
2024-08-16
You can trigger API automations from Notion databases or pages by sending a request to a webhook URL in a third-party service. This essay focuses on setting up a webhook in low-code API automation services like Make, Zapier, Pipedream, and n8n, and sending requests to the webhook from Notion. For a full visual explanation and a use case (creating invoices in Stripe), watch the video [https://youtu.be/HQX4GlCPxEI]. Triggering an automation via webhook request provides a high degree of control over when to run the automation, which would otherwise be "turned off" to reduce resource consumption. However, due to the manual triggering nature of this method (e.g., clicking a button), some people may find it undesirable and prefer using polling instead, which checks for updates or the creation of database pages and other objects in Notion. I use webhooks to manually trigger many of my automations. I appreciate the control this method provides and the immediate feedback from the automation run. In the video [https://youtu.be/HQX4GlCPxEI], I show an example of a webhook I use to generate Stripe invoices from Notion. HOW TO CREATE WEBHOOKS IN LOW-CODE AUTOMATION TOOLS The concept of creating a webhook in Make, Zapier, Pipedream, and n8n is the same. Each of these tools have a webhook module/step you can select as the automation trigger. Below is a visual breakdown of creating webhooks on each automation tool. WEBHOOKS IN MAKE [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/d928bb09-05c6-49c3-baeb-fcbe6f24109b/setupWebhooksMake.gif?format=1000w] The steps to add a webhook in Make To create a webhook in Make [https://www.make.com/en/register?pc=simone]: 1. Select the Webhooks module from the list of available apps/tools 2. Select custom webhook 3. Create a webhook and give it a clear name (for documentation purposes) 4. Copy the webhook URL to your clipboard. You will add this URL to Notion where you want to trigger the automation (more on this in the last section of this post) WEBHOOKS IN ZAPIER [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/0268c1f1-0de1-482e-8334-bd553ddd45a6/setupWebhooksZapier.gif?format=1000w] The steps to add a webhook in Zapier To create a webhook in Zapier: 1. Select the Webhooks by Zapier event (only available on paid plans) 2. Select Catch hook/Catch raw hook 3. Copy the webhook URL to your clipboard WEBHOOKS IN PIPEDREAM [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/367eee97-0476-4a73-b128-f5156cf1dead/setupWebhooksPipedream.gif?format=1000w] The steps to add a webhook in Pipedream 1. Click Add trigger 2. Select the webhook event 3. Copy the webhook URL to your clipboard WEBHOOKS IN N8N [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/9b60b22b-da00-4c1a-b52c-c5b7fd8e6e2d/setupWebhooksn8n.gif?format=1000w] The steps to add a webhook in n8n 1. Select the webhook node 2. Select POST as the HTTP Method HOW TO ADD THE WEBHOOK URL TO NOTION (AND PASS URL PARAMETERS) Once you have the webhook URL, you can add it to Notion on either a page or a database property. If you add a webhook URL to a Notion page, you can only pass static parameters (i.e., their value always remains the same). If you add a webhook URL to a Notion database property, you can pass dynamic parameters that reference the value of other properties. You may also not need parameters. URL parameters are the values appended to the end of a URL, following the question mark (?). For example, here is a URL: https://www.mytestwebhook.com/5523225?email=test@webhookheadache.com. In that URL, email=test@webhookheadache.com is a parameter, composed of a key-value pair (key=“email”, value=“test@webhookheadache.com”). To use multiple URL parameters, you can use &. For example, https://www.mytestwebhook.com/5523225?email=test@webhookheadache.com&name=webhookMaster. If the webhook URL you call contains parameters, they will be included in the payload when calling the webhook URL. This allows you to use the parameter values in subsequent automation steps. I find it useful to think in advance about the parameters I want to use in the webhook to ensure I can achieve the desired workflow in the automation. Often, if the data structure is well-made in Notion, the only URL parameter you may need is the ID of the page from where you call the webhook. This allows you to retrieve the page via the Notion API (by passing its ID) and then proceed with all the subsequent steps. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/07641716-d173-4e73-bd3c-73cb443151d0/addWebhookToNotion.gif?format=1000w] Example formula to format the webhook URL as a clickable text To add the webhook URL to a Notion database: 1. Create a new formula property 2. Write the formula - the syntax will depend on what you are trying to achieve. Below are two ways I find most common. Be aware that you can use IF statements to make the URL only clickable based on specific conditions. 1. Add the webhook URL enclosed in quotation marks to the formula. Append any parameters as needed. This approach will display the raw, clickable URL. 2. Use the link() function to create a button-like experience. The user would see a clickable text (e.g., “Send invoice”). When clicked, the webhook will be called. You can also use the style() function to customize the text style even more. Here [https://www.notion.so/help/formula-syntax] is the official Notion formulas documentation for reference. FEATURED TEMPLATES * Goal setting toolkit [https://www.simonesmerilli.com/life/notion-goal-setting-toolkit] * The Great CEO Within - Notion template for CEOs [https://www.simonesmerilli.com/great-ceo-notion] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. SIMILAR ARTICLES AFFILIATE LINKS * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so?via=simone57]
How to trigger webhooks from Notion databases - Make, Zapier, n8n, Pipedream
2024-08-15
Notion, triggers, web hooks, automations, databases, polling, manual triggers, Make, Zapier, Automations, integration tools, Stripe, invoice generation, URL parameters, API, workflow, custom web hook, web hook URL, data structure, post request, HTTP request, JSON, notion API, automation tools, resource intensive, technical implementation, URL customization, automation flow, trigger now, link function, if statement, dynamic parameters, web hook response, notion page, July 2024.
How to manage and track goals in Airtable - Airtable Goal Setting Toolkit
2024-08-12
I wrote about goal setting and the reason behind this process in this essay [https://www.simonesmerilli.com/life/notion-goal-setting-toolkit]. Based on current scientific evidence supporting goal setting and its key principles, I created the Airtable template described in this post. If you prefer different software, check out the Notion and Coda versions [https://www.simonesmerilli.com/life/notion-goal-setting-toolkit] of the goal-setting toolkit. At the foundation of The Goal Setting Toolkit for Airtable are the principles and protocols shared by Dr. Andrew Huberman in this extensive podcast episode [https://www.hubermanlab.com/episode/goals-toolkit-how-to-set-achieve-your-goals] on goal setting. This template is for individual use and allows you to achieve the following easily: * Define your goal(s) with precision, including blockages, weekly frequency, definition of success, duration of pursuit, and micro-actions * Track the action toward your goal daily (similar to a habit tracker), with automated action trackings that you can check/leave unchecked every day * Generate random rewards for taking action toward your goal, at the frequency you like. Click a button to flip a coin that will determine whether you will reward yourself or merely keep going AIRTABLE SYSTEM OVERVIEW The Airtable Base The Airtable base is the backbone of the system. This is where all the tables are stored and where you can manage all the data. Each tab at the top of the base represents a table. Many of these tables are related to each other. Here is a list of tables and their meanings in the Goal Setting Toolkit: * Goals: Store all your current, future, and past goals. Consider setting a maximum of 2 "current pursuits" at a time to maximize focus and increase the likelihood of achieving them. It might be tempting to pursue multiple goals due to fear of missing out, but narrowing your choices is essential in the goal-setting process. If you select multiple goals, your attention will be scattered, making it challenging to decide what to pursue each day. Let go of the idea of optionality to achieve the goal you deem most important right now. * Micro-actions: These are the specific actions and behaviors you'll implement to achieve your goal. Each goal can have one or multiple micro-actions. They help you define exactly what you need to do to become the kind of person who achieves the goal. Micro-actions are small and manageable but impactful when consistently executed over the goal pursuit lifespan. * Goal Actions Tracking: Since each goal has specific days of pursuit, you can track your habits and micro-actions daily. Action tracking is generated automatically every day based on the days of pursuit you select for each goal. * Random Rewards: Stores the coin flips generated by clicking a button in the dedicated interface. If the outcome is heads, you can select a reward from the Rewards List. If it is tails, you do nothing and keep going. This leverages the power of random intermittent rewards to maintain high motivation in pursuing the goal. * Rewards List: A list of rewards to include for when the random reward coin flip lands on "heads." * Usage Guide: references to this guide and the video [https://youtu.be/aCTZjd2z1n8], along with other information on using the Airtable Goal Setting Toolkit. The Automations You can manage automations in the Goal Setting Toolkit Airtable base via the dedicated tab at the top. There are three automations: 1. When goal is achieved, set the date completed to today 2. Random reward coin toss (generates a random coin toss in the dedicated table) 3. Every day, create goal action trackings. Based on the days of pursuit you select for each goal, this automation will generate action trackings so that you can simply track whether you have done the specific action. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/42d8e844-a812-4f7d-9ac5-f4bb48ac8432/Screenshots+of+the+automations?format=1000w] Screenshots of the automations The Interface Lastly, when you open the “Interfaces” tab, you will see some pages you can use to visualize and update data in the system. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/5abb4c75-8f42-46f7-b994-c41861d84f81/Group+4.png?format=1000w] Full screen view of the first Interface page, showing data about the active goals 1. Current goal overview shows the goal(s) with a status of “current pursuit”, and you can quickly see all the information related to the goal on the page, edit it, and click the “Create random reward” button to generate a random reward coin toss. If there are multiple active goals, you can switch between them from the first dropdown menu in the page. 2. Goal charts shows metrics and a chart about the goals in the system. Here you can see the average tracking completed per goal, the median tracking progress, and a pie chart of goals by status. Click on the arrows to view the underlying data. 3. Tracking charts shows metrics and a chart about the action trackings in the system. Here you can see the percentage of trackings completed, the total trackings logged, and a line chart of trackings completed by week. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/795c7e64-6a70-4569-8a66-ee8e864436e3/airtableGoalSettingInterfaces+%281%29.gif?format=1000w] Generating random rewards via the dedicated button in the Interface TEMPLATE Airtable goal setting toolkit [https://bit.ly/goal-setting-airtable] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. -Simo SIMILAR ARTICLES AFFILIATE LINKS * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so?via=simone57]
How to build a goal-setting system in Airtable - Airtable goal-setting toolkit (template)
2024-08-11
goal setting, toolkit, Airtable, scientific evidence, goal pursuit, Notion template, Coda template, structured data, data visualization, free plan, tracking goals, macro actions, goal tracking, random rewards, usage guide, automation, interfaces, data management, goal prioritization, micro actions, action tracking, progress measurement, success metrics, performance tracking, gamification, calendar view, random rewards generation, workflow automation, interface customization
Science-based 10 steps to build your fitness program - Notion & Coda templates
2024-07-30
health and fitness, training program, 10-step process, Dr. Andy Galpin, Koda templates, Notion templates, resistance training, body weight exercises, weight-based exercises, cardio exercises, fitness goals, dashboard, goal setting, training frequency, exercise tracking, Progressive overload, nutrition plan, training sessions, exercise library, workout tracking, fitness templates
How to restrict access to Coda docs - Sync page access control feature updates
2024-07-24
In Coda [https://coda.grsm.io/2kes3a4w0fq0], you create Docs composed of pages. Each page contains specific content that can be simple text or more complex inline formulas containing variables, tables, views of tables, and more. One widespread use of Coda Docs is for team collaboration - e.g., project management, content management, knowledge management, KPIs tracking, and other internal operating systems. This means that often entire teams have access to and collaborate on a Coda Doc. The larger the team and company, the more likely it is that there must be clear divisions of access to specific data in the Coda Docs. That is because of the sensitive nature of some data in larger teams (e.g., employee data, financial data), which also depends on the culture of that team and company more broadly. Transparency of communication and data flow across people in the company is a continuum that is dictated for the most part by the behaviors and beliefs of the leadership and all the people working at the company. By design, Coda tends to be a tool optimized for transparency of information. Once a user gets access to a Coda Doc, he/she can see all the content within that Doc, without restrictions. There can be restrictions in terms of editing the content of a Doc, but no restrictions as for viewing the content. This fact has made it challenging for some teams and companies to adopt Coda to its full potential, because of the lack of granular access control to specific parts of a Coda Doc. This is why Coda has been developing more granular access control capabilities within the software. Their plan is to roll out new features on this aspect in four phases, which are detailed here [https://community.coda.io/t/launched-sync-page-access-control-view-only/49592] by Coda’s product manager. WHAT ARE SYNCED PAGES The key element of access control restrictions so far are synced pages. These are pages you can add to a Coda Doc that pull data automatically from a page in a separate Doc, or the entire Doc. You can add as many synced pages as you want to a Doc. And you can define the access level to the synced page in two ways: (1) only people who have access to the source doc; or (2) everyone who has access to the destination doc. That’s where the latest updates come into play. LATEST UPDATES ON SYNC PAGES ACCESS CONTROL On the sync page options, now you can define the specific access to the sync page, also setting it to “everyone in this doc”. This allows people in the destination Doc to see the content of the sync page, without having access to the source Doc. Currently, when allowing this option, people in the destination Doc who don’t have access to the source Doc will only be able to view the content, not edit it (yet). FEATURED TEMPLATE Great CEO Coda Template for Teams [https://simonesmerilli.com/business/great-ceo-coda] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. RESOURCES * Coda feature release post [https://community.coda.io/t/launched-sync-page-access-control-view-only/49592] SIMILAR ARTICLES AFFILIATE LINKS * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so?via=simone57]
How to restrict access to Coda docs - Sync page access control feature updates
2024-07-21
Coda docs, sync pages, data synchronization, view only access, task dependencies, source doc, destination doc, sharing settings, user access, filter options, data centralization, user restrictions, document management, access level, filtering limitations, Koda ecosystem, client portals, sensitive data, API integration, document aggregation, custom packs.
How to publish Notion pages with custom domains: Notion Sites 2024 overview
2024-07-13
Websites are fundamental building blocks of the internet. They are publicly accessible interfaces with many possible purposes, such as selling goods and services or showcasing portfolios. Years ago, building a website was a significant project, requiring many programmers and consuming a lot of computing power (Perry et al., 1998 [https://www.semanticscholar.org/paper/If-You-Build-it-They-Will-Come%2C-or-Collaborative-of-Perry-Yager/4bd3c8bbd71690e845db9f35d904a15d0582fcbb]). Over time, creating web pages has become much more accessible, available to virtually anyone with internet access, even without coding knowledge. This has been facilitated even more thanks to platforms like Squarespace, Webflow, and similar tools that allow website creation without code. Besides websites, people also share documents on the web, especially with tools like Google Docs. Sharing documents is more nuanced than sharing full websites because documents often contain sensitive data that shouldn't be accessible to everyone. That's why documents can be shared with specific people via email or be access-restricted, similar to websites. From a human "dark side" perspective, websites can be seen as a by-product of our desire to fulfill one of three "idols" (out of four [https://www.sahilbloom.com/newsletter/the-four-idols-money-power-pleasure-fame]), as Arthur Brooks [https://arthurbrooks.com/] puts it: money, power, or fame. You showcase your creations online to sell them and earn more money. You may display them publicly to increase your power and status, raising yourself in the human competence hierarchy. You might also showcase them to satisfy your desire for fame, increasing your recognition and respect, which can boost your social status. Some years ago, in the 2010s, Notion came into play. At first, it was under the radar [https://www.notion.so/blog/first-block-with-ivan-zhao-simon-last] for many years. Then it loudly took the front seat in the world of personal productivity and team collaboration tools. This success is possibly due to a great mix of a well-made, aesthetically pleasing product, social media virality, and a highly effective community development strategy. One of the pillar features in Notion are public templates [https://www.simonesmerilli.com/life/notion-templates-definition]. These are publicly-available Notion pages that can be duplicated by other users. The high popularity of Notion makes people feel happy to share public Notion pages because it allows them to associate themselves with the brand, which increases their social status. Now Notion has introduced some updates regarding public pages and named the feature Notion Sites [https://www.notion.so/help/public-pages-and-web-publishing]. Below is a breakdown of all the updates made to Notion Sites. PRICING DETAILS A few features of Notion Sites are only available to paid plans. Below is a detailed breakdown of Notion Sites pricing. Free plan * Publish an unlimited number of Notion Sites * 1 notion.site [http://notion.site] domain * Basic SEO (title and description cannot be customized) Paid plans * Publish an unlimited number of Notion Sites * 5 notion.site [http://notion.site] domains * Custom SEO (title and description can be customized) * Visual customizability (customizable share preview, favicon, top nav bar, black or white visual theme) * Google Analytics * Custom domains at $8/month (paid annually) or $10/month (paid monthly), per domain * Sites on a custom domain can remove Notion branding HOW TO USE NOTION SITES You can see and manage your Notion Sites from Settings & members (top left of the sidebar) > Sites. That is where you can manage your notion.site and custom domains, as well as where you can see a list of all the published pages in your Notion workspace. On each Notion page/database, you can click on the Share menu at the top right corner to publish it. From there, you can select the domain associated with the public page, customize the site header, social media preview, dark/light mode, breadcrumb, favicon, search engine indexing, and add Google Analytics. For a full explanation and showcase of all the features, you can watch the dedicated video [https://youtu.be/yWiAYIVjipM] I recently published. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/fb1c02c6-0a6b-401a-83ec-e92f3c12fe7e/Untitled+-+2024-07-13T102956.375.png?format=1000w] Find the Share menu at the top right corner of any Notion page FEATURED TEMPLATES * 24 Assets - Notion Template [https://products.simosme.com/l/24-assets] * The Great CEO Within - Notion Template [https://products.simosme.com/l/ceo] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email RESOURCES * Notion Sites [https://www.notion.so/product/sites] * Notion pricing plans [https://www.notion.so/pricing] SIMILAR ARTICLES AFFILIATE LINKS * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so?via=simone57]
How to publish Notion pages with custom domains: Notion Sites 2024 overview
2024-07-13
Notion, Notion sites, public pages, website, documentation, Google Docs alternative, custom domain, Notion branding, site customization, pricing plans, paid plans, publish pages, search engine indexing, site navigation, favicon, Google analytics, custom domains, asset management, search engine settings, DNS settings, domain registration, public sharing, online collaboration, page indexing, social media preview, header customization, site theme, comment access, link expiration, custom branding, web publishing, notion page customization.
Building an AI chatbot with Flowise and Supabase - Part 3 - Setup the Chatbot in Flowise
2024-07-03
Flowise, YouTube content, Google Sheets, Supabase, Vector database, OpenAI embeddings, Automation, Chat flow development, Local deployment, Server deployment, Render, OpenAI API, Node configuration, Chatbot, Vector store retriever, Conversational retrieval QA chain, Chat model, Prompt engineering, API key, Embeddings input, Query name, Similarity score, Chat widget, Token consumption, Speech to text, Domain restriction, Lead capture, Embedding code.
RAG Chatbot Development - how to send data from Google Sheets to Supabase Vector Database
2024-06-22
Chatbot, Embedded Chatbot, Website Chatbot, Vector Database, Flowise, AI Chatbot, Supabase, OpenAI, SEO, Conversational Bot, Large Language Model, API, Google Sheets, SQL, Database Table, Embeddings, Metadata, Prompt Engineering, Chatbot Integration, Web Deployment.
The Great CEO Coda Template - System for Teamwide Collaboration Based on “The Great CEO Within”
2024-06-16
Get the template [https://bit.ly/great-ceo-coda] What qualities define a great CEO? In the book The Great CEO Within [https://amzn.to/44eQdfm], coach Matt Mochary [https://mocharymethod.com/] explores this question. Drawing from this book's principles, I've created a system in Coda [https://simonesmerilli.gumroad.com/l/great-ceo-coda]. This Coda doc is designed to be a central collaborative system for startups and small to medium-sized businesses. If you're in a scale-up or structuring phase and aim to enhance your business value while improving internal collaboration and delegating tasks, this system will be valuable. The Great CEO Within is a framework you can apply to daily operations to be an effective CEO. There are many other similar and equally valuable frameworks that can be effective when internalized properly. Choosing one primary framework can be more effective than feeling uncertain about how to lead. Once you're comfortable with one framework, you can explore and incorporate others, or create your unique combinations. Small and medium businesses, particularly startups and scale-ups still defining their culture and internal procedures, can greatly benefit from The Great CEO Within. These businesses generally have more cultural flexibility. Previously, I created a Notion template based on these principles. You can find more information here [https://www.simonesmerilli.com/business/great-ceo-notion]. Get the template [https://bit.ly/great-ceo-coda] KEY PRINCIPLES OF DIGITAL COLLABORATION The default tends towards entropy [https://www.simonesmerilli.com/business/async-work], favoring short-term, immediate team communication and collaboration. This approach may sustain a business without excellence, possibly leading to a disengaged workforce. It's not conducive to scaling a business or effectively delegating tasks for clarity and lifestyle aspirations. Clear systems for collaboration and operations is a key principle in 24 Assets [https://www.simonesmerilli.com/business/24-assets]. It's one of the assets that can significantly increase your business's intrinsic value. The Great CEO Coda doc [https://simonesmerilli.gumroad.com/l/great-ceo-coda] aims to provide a foundation for establishing and refining internal workflows. It can serve as the central source of truth for your entire team's collaboration efforts. THE GREAT CEO WITHIN CODA DOC OVERVIEW The Great CEO Coda doc includes a usage guide explaining the initial setup steps and system components. There is also a full walkthrough video [https://youtu.be/_6V3ysfa6T8] for a better understanding of the system's functionality and how to tailor it to your needs. Here's a breakdown of each system component: 1. Getting Things Done (GTD). This follows the principles of task management as popularized by David Allen [https://gettingthingsdone.com/] in his book [https://www.amazon.com/Getting-Things-Done-Stress-free-Productivity-ebook/dp/B00SHL3V8M?ref_=ast_author_mpb] and life’s work. There are two GTD dashboards in The Great CEO Coda doc: one for an overview of team-wide projects and tasks; and one dynamic personal dashboard where each person can visualize and manage the projects and tasks where they are involved (i.e., assigned). You can also set recurring Tasks by populating the dedicated “Recurring Every” column. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/20c0c120-cc78-4a5b-9965-78aa5afa6461/codaGreatCEO.jpg?format=1000w] 2. Objectives & Key Results (OKRs). This component is based on the principles of the OKRs [https://www.simonesmerilli.com/business/okrs-notion] framework as popularized by John Doerr [https://en.wikipedia.org/wiki/John_Doerr]. The OKRs dashboard allows you to easily visualize the current objectives and key results within your entire team, as well as quickly add new ones. You can expand each OKR to see and fill out all its details. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/3ec5821f-4951-49e2-b7d2-5952e1b37623/codaGreatCEO2.jpg?format=1000w] 3. Knowledge Management. This is your searchable team wiki. It stores internal and external documentation, with specific document owners who are responsible for keeping its content up to date. You can also connect Coda Packs of popular file management tools (e.g., Google Drive, Dropbox, OneDrive, …) to increase the effectiveness of this system and ensure it easily integrates with the file management software you use, without creating duplication efforts. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/fd1ac890-fbb7-4046-9794-1eaf9336a5c5/codaGreatCEO3.jpg?format=1000w] 4. Decision Making. This system adheres to the RAPID [https://www.bain.com/insights/rapid-decision-making/] decision-making framework. It allows you to track decisions and assign individuals to each role within the RAPID framework: recommend, agree, perform, input, decide. Decisions are linked to meetings for easy reference. Once a decision is made, it can be archived using a dedicated checkbox. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/910a2807-3f00-45c4-9cba-2df9842fff0f/codaGreatCEO4.jpg?format=1000w] 5. Other components. There are additional tables essential for the system's smooth operation, even though they are not directly visible on the dashboards. These tables can be accessed from the Source page, which houses all the source tables. Other elements not previously mentioned include Areas of Responsibility (AoRs), Quarters, and Contacts. There's also a join table for tracking objectives by quarter to enable effective chart displays, and templates designed to auto-populate rows within certain tables. 6. Analytics. This page contains visualizations of data. You can expand each collapsible list to uncover the underlying chart, as well as modify/create charts (type “/chart” on the page and you will find the list of available options to create charts in Coda). [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/b4641290-48f7-4489-9f0f-9887a548f67f/codaGreatCEO5.jpg?format=1000w] As you will create a full copy of the Coda doc upon purchase, you will have complete customization control over the systems. For any questions, contact me [https://airtable.com/apphSfqHwYPPjLPtl/paglDbHFUEij11LHV/form?prefill_Subject=The+Great+CEO+Coda+Doc]. Get the template [https://bit.ly/great-ceo-coda] I can also work with you to develop your custom digital systems and automation, or customize this template. Contact me if you are interested in learning more. TEMPLATE The Great CEO - Coda [https://bit.ly/great-ceo-coda] The Great CEO - Notion [https://simonesmerilli.com/great-ceo-notion] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Thank you! Pleas confirm your subscription via email. RESOURCES * The Great CEO Within [https://amzn.to/44eQdfm] by Matt Mochary [https://mocharymethod.com/] SIMILAR ARTICLES AFFILIATE LINKS * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so?via=simone57]
The Great CEO - Coda System for Team Collaboration
2024-06-16
Great CEO Within, Notion template, Matt Mochary, startup management, COO principles, Coda doc, collaborative team management, project management, knowledge management, rapid framework, OKRs, objectives and key results, John Doerr, analytics, data visualization, Google Calendar integration, Outlook integration, CRM system, talent management, meeting notes, decision making, Wiki documentation, reversible decisions, Type 1 decisions, Type 2 decisions, Jeff Bezos, decision making framework, RACI framework, automation, Coda packs, Dropbox integration, Google Drive integration, OneDrive integration, Coda usage guide.
How to automate YouTube videos tracking with Make
2024-06-10
https://youtu.be/ilca5A9mLIA [https://youtu.be/ilca5A9mLIA] The purpose of this post and the video above is to demonstrate how to extract data from your/any YouTube channel whenever a video is published. We'll download the video's captions and upload them to a Google Doc in a specific Drive folder. We'll also track the video data in a spreadsheet, including details such as the title, description, content (captions), publish date, URL, and thumbnail. This could be useful because once you extract this data automatically from YouTube, you can store it in a spreadsheet, CSV file, Google Docs, or PDF. This content can later be used to feed your own AI agent or chatbot. By embedding this bot on your website, users can interact with it, retrieving knowledge from your content. Or you can merely store the content for analytics purposes, further enriching it using the YouTube Analytics API [https://developers.google.com/youtube/analytics]. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/fbfa8b48-8f10-4432-9d2a-afb26216db03/blogInline+-+ytVideoToSheet.png?format=1000w] While this post focuses on YouTube, this process could also be applied to other platforms, like websites or blogs. Once we extract this data, we can manipulate it and feed it into an AI Vector database [https://en.wikipedia.org/wiki/Vector_database] to make it accessible for chatbots. In this post, we're focusing on the extraction part: how to extract videos and captions from YouTube and store that data in a dedicated spreadsheet and documents. We'll be using Make [https://www.make.com/en/register?pc=simone], which recently released native YouTube modules [https://www.make.com/en/help/app/youtube]. This includes searching for videos, watching videos in a specific playlist, and uploading videos. For our use case, we'll use the "watch videos in a channel" module to retrieve new videos whenever they're published. We'll also use the YouTube API (custom HTTP Oauth 2.0 calls [https://www.make.com/en/help/tutorials/calling-google-apis-via-the--http-make-a-oauth-2-0-request--module]) to get the captions, download them, and upload them to Google Drive. We'll also store the video data in a Google Sheet. This entire process results in a spreadsheet with all the videos' details, descriptions, and Google Docs containing the captions. This written content can be fed into a large language model to query knowledge when a user or I interact with it. Now, let's look at the details of the Make scenario and how I built it. First, there is the "watch videos in a channel" module. Here, I established a connection and inserted my channel ID. You can insert any channel ID you want here. Then I set a limit on how many videos the API should return when it runs. Next, I used the YouTube API [https://developers.google.com/youtube/v3/docs] via Oauth 2.0 HTTP calls [https://www.make.com/en/help/tutorials/calling-google-apis-via-the--http-make-a-oauth-2-0-request--module] (because there is no native endpoint for that) to get the captions [https://developers.google.com/youtube/v3/docs/captions], using the video ID from the previous module. Once we have the captions, we upload them to Google Drive using the "upload a file" module. These files are then converted to Google Docs. Lastly, we add the content to a Google Sheet, mapping all the values for each column from the previous modules. This includes details like the video ID, title, publish date, URL, script date, and thumbnail image. The end result is a master Google Sheet tab where all the content is added every week. You can also use Notion/Coda/Airtable [https://www.simonesmerilli.com/notion], or other database apps as a destination for storing the YouTube content data. FEATURED TEMPLATE 24 Assets | Systemize your business [https://www.simonesmerilli.com/business/24-assets] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Thank you! Please confirm your subscription via email. RESOURCES * How to automate YouTube videos tracking with Make | YouTube video​ [https://youtu.be/ilca5A9mLIA] SIMILAR ARTICLES AFFILIATE LINKS * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Build your knowledge base with Notion & HelpKit [https://helpkit.so/?via=simo] * Build your website with Notion and Super [https://super.so?via=simone57]
How to automate YouTube videos tracking with Make | YouTube API
2024-06-09
YouTube automation, video data extraction, YouTube API, downloading captions, Google Drive integration, Google Docs, video metadata, AI chatbot integration, content storage, spreadsheet data tracking, make.com tutorial, creating Google Sheets, Google Developers Console, Oauth 2.0 authentication, YouTube channel tracking, API workflow, video content management, cloud automation, AI agent data, caption processing, large language model, dynamic content retrieval
The latest Notion updates (May 2024) - Home, Sidebar
2024-05-30
Notion, Notion home, Notion updates, Notion calendar, Google calendar, database views, pin database view, sidebar sorting, private pages, shared pages, Notion widgets, upcoming events, Notion workspace, Notion features, Notion sidebar, customize Notion home, sync calendar, calendar events, home page customization, teamwork in Notion, content management, Notion productivity tools.
Super 3.1 Updates Overview - Notion website builder
2024-05-19
Super 3.0, Super website builder, Notion integration, website design, custom domain, page management, navigation improvements, sidebar menu, mobile view, call to action, 404 page, file upload, custom fonts, performance improvements, website structure, beta release, paid plan features, free plan features, SEO settings, improved sync, navigation bar, customizable front end, white labeling, website builder features.
How to use the Coda Canvas Column
2024-05-11
The "Canvas” column in Coda is a column type that allows you to enrich your data tables with more complex and dynamic content. This type of column can populate a page with a templated structure each time a new row is created in a Coda table. For instance, if a new meeting is scheduled, the canvas column within the meeting notes table can be automatically filled with predefined text following a certain framework, such as the EOS Level 10 meetings [https://www.eosworldwide.com/blog/the-level-10-meeting]. It turns each row into a standalone page with content that can be customized to fit your needs. This feature is not just limited to text; it can also host tables or views of tables within it. A new Canvas can be created by clicking the “new” button to add a new column in the table and selecting the Canvas Column type from the selection menu. The Canvas column type acts as a page that can be previewed directly on a row if you turn on the editable preview option for quick edits without having to open the whole row. Like any other column in a table, Canvas can use the “fill values” setting, allowing you to compose text with AI custom or predefined prompts. It can also merge different columns into a canvas value or use calculations and formulas. You can also set a default value (content) for new rows. This is akin to a template, which you can set in the Canvas Column settings. The template can be a specific page within the document with pre-arranged content. For example, in a meeting table, the value for new rows in the Canvas Column could be set to a "Level 10 Agenda Template" page. This pre-defined structure is replicated as an independent instance every time a new meeting is created. Any changes you make to the original template will be reflected in the future rows referencing it. Being a page, Canvas can house various types of content. You can use the "/Slash" command to incorporate any Coda building block, including text layouts, tables, subtables, views of tables, and any desired formatting. Furthermore, the content of canvas columns can be referenced within other columns and formulas, acting as a variable in the expansive world of Coda formulas. FEATURED TEMPLATE 24 Assets Coda Doc - Business Management [https://simonesmerilli.gumroad.com/l/coda-24-assets] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Thank you! Please confirm your subscription via email. RESOURCES * EOS Level 10 meetings [https://www.eosworldwide.com/blog/the-level-10-meeting] * Coda canvas column documentation [https://help.coda.io/en/articles/5979455-canvas-column-type] SIMILAR ARTICLES AFFILIATE LINKS * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Automate your processes with AI (Bitskout) [https://www.bitskout.com?via=simone] * Build your website with Notion and Super [https://super.so?via=simone57]
How to use the Coda Canvas Column
2024-05-09
canvas column, Coda, templated structure, meeting notes, EOS framework, flexibility, page, full screen, new column, column type, editable preview, content edit, customizable, text, tables, AI custom prompt, predefined prompts, calculations, formulas, template, Level 10 meetings, agenda template, Koda building blocks, text layouts, subtables, views of tables, formatting, referencing, flexible, Coda formulas, content reference, column settings, page structure, viewing experience.
How to use Notion sub-items (sub-tasks)
2024-05-05
Notion, sub items, database, task management, toggle view, nested view, flattened list, subtasks, parent task, relation property, checklist, display options, database views, properties, reference, toggle, nested in toggle, parent items, flattened list, configuration menu, advanced settings, self-referential relation, filter, API, task completion, automated update, task status, notion database, task tracking, task organization, parent-child relationship, notion API, user interface, UI settings, subtask relation, task hierarchy.
A system that can help you achieve anything you want
2024-05-05
weekly review, knowledge work, organizing tools, planning, prioritizing, Notion, daily basis, tasks, projects, action items, calendar, tasking box, inbox processing, objectives, direction, expansive awareness, alignment, destination, realigning, reflecting, reviewing, progress, scheduling, gentle awareness, focused, maintaining flow
Coda features spotlight (custom holidays, dependencies, multi-grouping)
2024-04-28
Coda, project management, task management, custom holiday settings, Kanban boards, dependencies, team plans, working days, automation, timeline view, table groupings, responsible person, start date, end date, checkbox column, task dependencies, swim lane effect, holiday calendar, timeline display, date formatting, drag-and-drop, task completion, workload management, filter options.
Overview of Notion AI and Coda AI as of April 2024
2024-04-27
The race to incorporate artificial intelligence (AI) in software tools has been particularly prominent in the past 2 years. Notion and Coda have been developing their native AI features with consistency over time. The features offered by their AI tools evolve a lot in short timeframes. This video breaks down some key AI-based features in Notion databases and Coda tables as of April 2024 to provide an overview of the state of AI within those software tools. In a highly variable and novel environment that is artificial intelligence in software tools, this video and written summary aim to cut through the noise and provide a short and useful overview of the available AI features. NOTION AI PROPERTIES These are properties (columns) in a Notion database, filled out automatically by Notion AI using an out-of-the-box option (e.g., AI summary), or a custom prompt written by you. * AI Summary: Automatically summarizes content within a database page, ideal for quick reviews of meeting notes or extensive data. * AI Translation and AI Keywords: Facilitates multilingual database management and keyword generation from content. * AI Custom Autofill: Allows users to create a custom AI prompt to fill out a property in the database automatically. CODA AI COLUMNS Similar to Notion AI properties, Coda AI columns provide a way to use AI to fill out columns based on relevant context from the table or any variable within the Coda doc. That is a powerful feature of Coda AI columns—you can reference any column value or variable within your Coda doc as part of the AI prompt. In addition, Coda AI columns can be of any data type available in Coda (including relations). * Summarize: Automatically summarize content from the table or any specific combination of variables you select * Find action items: Outputs action items from the row of reference or any variable included in the prompt * Find key insights: Provides key points of value from the row of reference or any variable included in the prompt * Custom prompt: Allows users to write their prompt AI CHATBOTS Besides AI in a database, you can also use Notion AI and Coda AI on pages and within a native chatbot experience. Below are two videos exploring the capabilities of each chatbot (Notion AI Q&A and Coda AI). They were recorded some months ago, which makes them seem obsolete to some degree. The principles and foundations behind how the two AIs work remain relevant. Coda AI overview Notion AI Q&A FEATURED TEMPLATES * (Coda) Living location decision journal [https://coda.io/@simo/living-locations] * (Notion) Living location decision journal [https://tinyurl.com/living-location] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Welcome! Please confirm your subscription via email. SIMILAR ARTICLES AFFILIATE LINKS * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Automate your processes with AI (Bitskout) [https://www.bitskout.com?via=simone] * Build your website with Notion and Super [https://super.so?via=simone57]
Current state of Notion AI and Coda AI (focused on databases/tables)
2024-04-22
Notion AI, Coda AI, productivity tools, knowledge management, data management, artificial intelligence, AI tools, AI chat, AI properties, CRM use case, data validation, database properties, text type property, AI summary, AI custom autofield, AI translation, AI keywords, AI prompt, data summarization, Coda tables, code AI columns, AI Q&A, Coda AI chat, AI assistant, work productivity, database integration, AI chat panel, AI customization, prompt engineering, AI application, AI in productivity, notion pages, Coda docs, AI table integration, AI usage, April 2024 AI updates.
How to build a client portal in Notion with the new Notion Home
2024-04-15
With the release of Notion Home [https://simonesmerilli.com/business/notion-home-tasks-centralization], you can implement a more effective centralized client portal system in Notion compared to before Notion Home was released. Notion Home is a central native page in your Notion workspace that shows all the Tasks assigned to you (i.e., the user looking at Notion Home). Read (or watch) all the details about Notion Home here [https://simonesmerilli.com/business/notion-home-tasks-centralization]. A client portal is a system to manage projects, tasks, and other information for your clients, while giving the clients access to their content for visibility and/or collaboration. You can share access to your client projects directly from the Notion workspace while allowing everyone in your team to see all the Tasks across all your clients in one single place—Notion Home. Before the advent of Notion Home, creating an effective client portal management system would require using the Notion API or accepting siloed tasks residing in client-specific databases. This practice made Notion not a great solution for client portal management because your internal team could not have an easy way to see all their tasks in a centralized location in the Notion workspace, which was seemingly important for many people. With this approach, information other than Tasks would still be siloed in the different portals. For example, if you store documents to share with a client in a Wiki, you would not be able to manage all your documents across all clients in one centralized database. Instead, each Wiki would exist within the dedicated client portal. Notion Home only displays aggregated Tasks, not other types of databases, as of April 2024. HOW TO CREATE A CLIENT PORTAL IN NOTION If you are convinced that a client portal in Notion can be useful for your situation, here is how you can create one while ensuring that all tasks will be visible for people in Notion Home [https://simonesmerilli.com/business/notion-home-tasks-centralization]. In this example, I am only including Projects and Tasks for simplicity. You may include also other elements in the client portal template [https://simonesmerilli.com/life/notion-templates-definition]. 1. Create a database of “Clients”. This will be your central repository of client information. Each page in the client database will be a client portal (applied via a template). 2. Create a template in the “Clients” database. This will be the client portal template with all the components you would like to include. 1. Within the template, create a database named “Projects [client]”. This will be the client-specific database in the portal that will store the projects for each client. When you apply the template to a specific client page, replace [client] with the correct client name. This ensures you use unique database names and can easily find the information you need when searching through the Notion workspace content. 2. Within the template, create a “Tasks [client]” database. Include a Status, Assignee, and Due Date properties at least. Then, turn this database into a Task database from the dedicated option accessible via the three dots at the top right corner of the database, to the left of the “New” button. Turning a database into a Task database ensures that those tasks will appear in Notion Home. Only tasks from Task databases are displayed in Notion Home. You can also add a relation property between the “Tasks [client]” and “Projects [client]” databases so that you can link each task with a specific project. 3. Include any additional sections you like in the client portal template. This can include a section for resources/documentation, quick links, meeting notes, progress updates, and anything that can make you truly satisfied with sharing the portal with your clients while believing that this can truly add value to your project management efforts and centralize information in one place. 4. Set your new client portal template to “default”, so that it gets applied automatically to new client pages you will create in the database. You can do this from the dropdown menu of the “New” button in the “Clients” database, by clicking on the three dots next to the template, and selecting “Set as default”. You are now ready to use the new client portal template. Create a new client page and test it out, if you like. At this point, you may move on to the next construct in this client portal creation journey within Notion: permission settings. How can you effectively share the client portal with your client? HOW TO MANAGE PERMISSIONS To share access to the client portal with your clients, open the client page you created, click on “Share” at the top right corner, and invite your partners via email, with “can edit” access if you want them to also interact with the content in the portal, or “can comment” / “can view” access if no editing capabilities are necessary. This process means that your clients will be free workspace guests [https://www.notion.so/help/add-members-admins-guests-and-groups], having access only to their specific page and nothing else in your Notion workspace. To validate and feel the user experience your clients will navigate when receiving your invitation, you can test the invitation workflow with yourself, by using a different email address other than the one you use for your Notion account, and invite yourself as a guest. Then go through the account creation flow and see how the client portal looks for you as a guest. To remove a guest from your Notion workspace, navigate to “Settings and members” > People > Guests > locate the guest > remove. LIMITATIONS * You cannot white label the client portal unless you do not use an external service such as Super [https://www.super.so]. This can come at the expense of not being able to collaborate effectively with your client because using a frontend tool connected with Notion obscures Notion’s core functionalities and turns your pages into a “website”. Whitelabeling means using your custom domain and branding (i.e., not showing that the portal is developed and managed in Notion). * Guests do not have access to Notion Home (only paid members do). FEATURED TEMPLATE 24 Assets [https://www.simonesmerilli.com/business/24-assets] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Thank you! Please confirm your subscription via email. RESOURCES * Submit interest in getting a client portal template [https://subscribepage.io/notion-client-portal] SIMILAR ARTICLES AFFILIATE LINKS * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Automate your processes with AI (Bitskout) [https://www.bitskout.com?via=simone] * Build your website with Notion and Super [https://super.so?via=simone57]
How to build a client portal in Notion with the new Notion Home
2024-04-15
Notion, client portal, client portal system, Notion home, agency, tasks, centralized tasks, permission levels, templates, client database, projects and tasks, notion workspace, team members, access management, guest access, project management, client projects, Notion features, collaboration, task overview, client portal design, Notion tutorial, digital product, Notion templates, productivity tools, task management.
How to make custom API calls with Notion (and other apps) in Make
2024-04-14
In your journey through automation in Make [https://www.make.com/en/register?pc=simone] (or any other similar software), you may have encountered the need for going beyond the natively available modules because the API endpoint required for your workflow is not natively supported in the trigger/action modules on the platform. This essay explores the “Make an API Call [https://www.make.com/en/use-cases/how-to-make-an-api-call-tutorial]” module in Make, with a particular focus on using the Notion API. The principles explained here apply to any other tool’s “Make an API Call” module. The “Make an API Call” module in Make is available for any app, and it allows you to directly interact with any API endpoints within that app without the need to handle authentication (which is managed by Make). This feature provides you the freedom to finely tune how data is processed and exchanged in your workflows. Whether a necessary module is missing or you simply crave more control over your data handling, custom API calls can be a valid consideration. This concept also applies to Zapier [https://zapier.com/] and Pipedream [https://pipedream.com/], for example. They provide options to make custom API calls either as an available step within the supported apps, or as a fully customizable code-based step (e.g., using Python, JavaScript) — e.g., Code by Zapier [https://zapier.com/blog/code-by-zapier-guide/], or the Pipedream Run Custom Code [https://pipedream.com/docs/code] step. Arguably, Zapier and Pipedream provide even more customizability and ease of making custom API calls compared to Make, as of April 2024, because their interface for creating and managing custom code is more vast and user-friendly compared to Make. UNDERSTANDING CUSTOM API CALLS If you are working with Notion and need to access a specific endpoint not covered by Make's native modules, a custom API call lets you interact with that endpoint directly. This level of interaction ensures you are not limited by the predefined modules within Make, giving you the freedom to execute tasks exactly how you need them. This could mean deleting a block [https://developers.notion.com/reference/delete-a-block] in Notion, updating a specific record with unique parameters, or integrating with a newly released API service that hasn't been natively integrated into Make yet (using the HTTP module [https://www.make.com/en/help/tools/http]). You can find the Make “Make an API Call” module within the available module options after selecting your desired app. Almost every app integrated with Make offers this module, allowing you to make an arbitrary, authorized API call. WHEN TO USE CUSTOM API CALLS You'll find the custom API call module in Make useful in two main scenarios. First, when the specific endpoint you need is not natively supported within Make's built-in modules. For instance, if you're using Notion and require access to an endpoint for deleting blocks—a feature not directly available in Make's Notion module—you would turn to a custom API call to accomplish this task. The second scenario where custom API calls prove invaluable is when you seek greater control over the structure of your API request. For example, while Make’s Notion module might allow you to manipulate data using property names, you might prefer to use property IDs to ensure consistency and reliability in your automation, especially if property names are subject to change. Using custom API calls allows you to precisely format the request body and specify the data types you want to use, giving you a more robust and error-resistant solution. At the same time, if there is a change in the Notion API, you will be responsible for updating the custom API calls within your Make scenarios, if needed. PRACTICAL APPLICATION OF CUSTOM API CALLS When applying custom API calls in Make, let’s use the example of deleting a Notion page, which illustrates the practicality of this feature. Suppose you have a page within a Notion database that you wish to remove. Since Make’s Notion modules currently do not offer a direct way to delete a block or page, a custom API call becomes necessary. To initiate this process, you would access the custom API call module within Make and set up the correct endpoint for deletion, which, according to Notion’s API documentation [https://developers.notion.com/reference/intro], is https://api.notion.com/v1/blocks/{block_id}. In the Make module, you will input only the section starting at /v1, like so: /v1/blocks/{block_id}. You will then replace {block_id} with the correct page ID you intend to delete. Very often, this value is mapped from a previous module within your Make scenario, so that it is dynamic. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/900e344b-7195-4fa2-a445-7dc9e37d8ee7/makeAPICallModuleFind.gif?format=1000w] For example, if you are syncing Google Calendar events with a Notion database, you may want to also sync event deletion. As part of this workflow, you will have a dedicated route for deleting pages in the Notion database whenever a Google Calendar event is deleted. This can be a three-step process: 1. Retrieve updated events in Google Calendar 2. Include a route with a filter based on the event status = “canceled” 3. Use a “Search Objects” module to retrieve the event page in Notion 4. Use the “Make an API Call” as described above to delete the Notion page NOTE: Sometimes, when using the “delete block” endpoint in Make as shown above, you will get an error message even if the configuration is correct. When this happens, remove the header “Content-Type” from within the module configuration. In another scenario, you might want to create a new page in a Notion database. Although there is a native Make module for creating a page, using a custom API call gives you more control over the request parameters and structure. For this task, you would set up the custom API call to use the POST method, targeting Notion’s endpoint for page creation [https://developers.notion.com/reference/post-page] (/v1/pages). The body of your request would include the necessary details for the new page, such as the database ID where the page will be created, and the properties you want to set for this new page. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/3b491ca0-f14f-4442-ad41-e009ad916e8e/JSON+body+make+api+call+notion?format=1000w] Screenshot of the JSON request body in the Make an API Call module NOTE: The format of the request body must be JSON. I find it much easier to construct the JSON in a text editor before pasting it into the dedicated Make module. Before pasting the request body into the Make module, ensure that there are no extra spaces or hidden characters, because those will output errors and it may feel hard to wrap your head around them before you find out how “basic” the resolution would be (i.e., remove all extra spaces). THE HTTP MODULE Sometimes the app you are using is not supported natively in Make. In this case, you can use the HTTP “Make a request” module. This is a more advanced use case and it requires that you understand and follow the documentation of the app you are using, from the authentication flow through formatting the API request properly according to the rules set in the documentation. All the details of using this module are outside of the scope of this essay. For a short visualization of what this module looks like, watch the last part of the video [https://youtu.be/YMbsudt5AyU?t=1064], and read the official Make documentation [https://www.make.com/en/help/tools/http]. For questions or thoughts about this post, contact me here [https://airtable.com/apphSfqHwYPPjLPtl/paglDbHFUEij11LHV/form?prefill_Subject=Make+API+Calls]. FEATURED TEMPLATE 2024 Science Based Goal Setting Toolkit [https://www.simonesmerilli.com/life/notion-goal-setting-toolkit] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Thank you! Please confirm your subscription via email. RESOURCES * Notion API documentation [https://developers.notion.com/reference/intro] * HTTP module in Make [https://www.make.com/en/help/tools/http] SIMILAR ARTICLES AFFILIATE LINKS * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Automate your processes with AI (Bitskout) [https://www.bitskout.com?via=simone] * Build your website with Notion and Super [https://super.so?via=simone57]
How to make custom API calls with Notion (and other apps) in Make
2024-04-05
Make, API, custom API call, module, endpoint, Notion, HTTP module, REST API, authorization, API request, JSON, GET method, POST method, PUT method, PATCH method, DELETE method, database, block, page, delete block, create page, API documentation, request body, property IDs, property names, dynamic parameters, authentication, notion API, content type, error handling, HTTP request, task database, headers, JSON body, make an API call module.
How to use the new Notion Inbox (and principles of inbox processing)
2024-03-31
Notifications management, Notion Inbox, knowledge based job, task management, asynchronous work, email notifications, messaging tools, task manager, productivity, workflow, anxiety reduction, system trust, David Allen, Getting Things Done, second brain, PARA method, remote work, notifications settings, task prioritization, integrity, cognitive load, focus, communication tools, work-life balance, notion workspace, productivity software.
How to display relation properties in Notion (3 ways)
2024-03-17
Notion, relation properties, Notion databases, display options, project management, task management, project database, task database, property customization, page section, minimal display, relation picker, database templates, dynamic filter, linked view, customization menu, Notion features, database relation, productivity tool, digital organization
Updates to the Ultimate Personal Finance System in Coda (subscriptions tracking & more)
2024-03-17
personal finance tracking, Coda finance system, account balances, recurring subscriptions, automate transactions, finance management, track expenses, track income, investment tracking, cash flow, onboarding finance app, subscription automation, finance overview, financial dashboard, bank account management, transaction categorization, financial automation, recurring payments, financial planning, personal budgeting
How to do AI-guided data analysis on Notion databases (using CSV)
2024-03-08
Data analytics, Notion, AI, DataMoto, CSV files, database insights, team behavior, internal processes, data cleaning, analytics tool, organization analysis, industry distribution, data visualization, Python code, data analysis, storytelling, data export, data management, CSV import, AI assistant, business intelligence, personal data insights, data-driven decision making, data analyst, database export.
How to see all your tasks in Notion in one place - Notion Home
2024-03-01
Home is rolling out to Notion workspaces over several months, starting from the last week of February. There is no way to anticipate the rollout of Home in your Notion workspace. Home is a figurative place of collective aggregation of different people that meet regularly in what they possibly consider the most comfortable place where they can put their guard down and strip down the multiple masks worn during the day (that is, in a functional family/living environment). In Notion, Home is the collective aggregation of Tasks from multiple databases, each with its context and reason for being. Seeing all your Tasks (from a specific workspace) in one single place can be beneficial particularly when there are restrictions in your Notion workspace, and you and your team are using separate Tasks databases for each project. With Home, each team member (that is a member in the Notion workspace; not a guest can visualize all their tasks in one aggregated list view that essentially aggregates data from multiple databases into one (a new paradigm in the world of Notion). [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/3e327ad7-0058-4607-8e3c-f24ab15fc77d/notionHomeScreenshot.png?format=1000w] A screenshot of Notion Home Home in Notion is currently (March 2024) out-of-the-box and rather fixed in its customization opportunities. As a Notion user, you cannot create “Home” from scratch. It is part of the left sidebar menu, it cannot be hidden or deleted, and you cannot add widgets or blocks freely to it. Rather, you can only use the available widgets provided by Notion. These are greetings, my tasks, recently visited pages, suggested for you, templates, and knowledge articles to learn more about Notion. Later in this article, I will delve deeper into how you can customize Home, to the extent that you can. HOW TO USE HOME You can access Home from the Notion desktop and browser app (not mobile app yet as of March 2024) at the top of the left sidebar (keyboard shortcut to open Home: CTRL/CMD+ALT+H). There, you will find a greeting based on the time of the day, and other widgets including “My tasks” (arguably the most useful and relevant one). To make your Tasks appear in Notion Home, you can turn your Task database(s) into task databases, a special new setting made on purpose for Home. You can turn a Notion database into a task database by opening the database; selecting the three dots at the top right corner next to the “New” button; clicking on “Turn into task database”. When doing so, you will be prompted to map or create three essential properties that make a database a task database: assignee (property of person type), status (property of status or checkbox type), and date. Once this is complete, your tasks will show up in Home. You can directly add new tasks and edit existing ones from Notion Home. To do so, click on the plus/New task button at the top right corner of the My tasks view. When doing so, you can populate the properties as you would do in any Notion database, and you can also select the destination Task database directly from the dropdown menu at the top of the task creation modal. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/f3fb94b9-c9a7-4155-94bd-c80a2e17f3b4/Untitled+-+2024-03-01T071544.958.png?format=1000w] Adding a task from Notion Home, with the selection of the destination Tasks database at the top left corner of the popup HOW TO CUSTOMIZE HOME In Notion Home, you have the chance to make some basic customizations that primarily involve hiding widgets and updating the My tasks view. * You can customize the nickname used in the greetings by clicking on it. * From the three dots at the top right corner, you can Hide/Show widgets (besides recently visited pages as of March 2024). * You can open My tasks view in full screen via the double arrow at the top right. That provides better visibility of your tasks and more space for customization. You can favorite My tasks by clicking on the ⭐ icon at the top right corner. This will place the full-screen My tasks view at the top of your left sidebar menu, under the “Favorites” section. You can also customize My tasks similar to what you can do in any other Notion database view. You can change the layout (e.g., board, table, timeline, calendar), as well as specify filter, sorting, and grouping conditions. This concludes the overview of Notion Home after about one week from its announcement. Home is a powerful concept that may provide one avenue for resolving one of the most requested Notion features to date: the ability to restrict access to Tasks within a specific project, while also maintaining an aggregated view of all the Tasks in one single place. On the other hand, the lack of significant customization is a negative of Notion Home, particularly because it seems to wander off the intense Ikea-effect nature of the wide majority of Notion features that make the software so desirable for many people in the first place. FEATURED TEMPLATE 24 Assets Business Management System [https://www.simonesmerilli.com/business/24-assets] STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Thank you! Please confirm your subscription via email. RESOURCES * Help Center [https://www.notion.so/help/home-and-my-tasks]&Guide [https://www.notion.so/help/guides/give-your-to-dos-a-home-with-task-databases] * Video tutorial [https://www.youtube.com/watch?v=X-hz2ResO1Q] — Notion SIMILAR ARTICLES AFFILIATE LINKS * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Get 20% off any Centered subscription (deep work sessions tracker with AI coaches) by using the discount code SIMONE20 here [https://www.centered.app/]. * Automate your processes with AI (Bitskout) [https://www.bitskout.com?via=simone] * Build your website with Notion and Super [https://super.so?via=simone57]
How to see all your tasks in Notion in one place - Notion Home
2024-03-01
Notion, task management, Notion Home, centralized tasks, project management, notion databases, task aggregation, productivity tools, Notion features, task customization, workspace management, Notion widgets, task database setup, task filtering, Notion Home customization, task visualization, team collaboration, Notion templates, Notion interface, task overview, project oversight, productivity enhancement, digital workspace, task organization.
Import, transform, and use your data from CSVs into Coda
2024-02-23
CSV (comma-separated-value) files are one of the most common formats for storing semi-structured data [https://stackoverflow.com/questions/46327088/is-csv-a-structured-or-semi-structured-data]. CSVs are most often composed of columns and rows, which you can visualize in a spreadsheet (e.g., Google Sheets, Microsoft Excel), downloaded from a database table (e.g., MongoDB, Firebase), or a no/low-code tool for specific use-cases such as Asana, Trello, Jira, and others. Due to its common use, CSV files can be easily manipulated and exported/imported across tools. In this video [https://youtu.be/TzEfblozHQA] some time ago I explored the effectiveness of Notion and Coda at loading and manipulating a relatively large CSV file. This article explores how to effectively import data into Coda from CSV files and other third-party tools. In Coda, there are three ways to import data as of February 2024: CSV imports, the native importers (for some tools—e.g., Notion, Trello, Confluence), and Coda Packs (using the Coda API to get data from third-party tools). HOW TO IMPORT DATA FROM CSV INTO CODA One of the most versatile ways to import data into Coda involves using a CSV file. It is best if the CSV file contains headers on the first row so that we can use those as the columns in the Coda table that will be created from the CSV. To import a CSV file into Coda, type “/import” or select “Insert” at the top right of the page where you would like to create the new table, then navigate to the “Import” menu, and select “CSV” among the available options. This will prompt you to upload the CSV file, decide if you intend to create a new table or import the new data into an existing table, and select whether the CSV has headers in the first row. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/e50e5dec-fe86-4d17-8bcd-2f81250ef197/Untitled+-+2024-02-23T072555.757.png?format=1000w] A screenshot of the CSV import wizard in Coda Once you click “Next”, the data will begin importing, and it will take from a few seconds to a few minutes depending on the quantity of data imported. Once that process is complete, I find that it is a good practice to check for the quality of the data, and the format of the columns. For example, sometimes there may be a column that is of type “email” that may be formatted as simple text through the import. In such a case, you may want to turn that column into an “email” type column. In more advanced cases, you may have imported data from related tables (e.g., “Organizations” and “Contacts” as part of a CRM you are building in Coda). Therefore, in the “Contacts” table, there may be a column of text type named “Organization” that represents this relationship. The import wizard doesn’t recognize the relation property itself, so you will get to do some data cleanup and relate the contacts and organizations in bulk. There is a dedicated section in the video [https://youtu.be/i9QrK2VmW6E] explaining how to do this. These are the main steps, following the example of an Organizations-Contacts relational tables: 1. In the “Organizations” Coda table, set the organization name as the display column (primary key). 2. In the “Contacts” Coda table, turn the “Organization” column into a relation column type. This will automatically turn the values into relational chips (if the column contains the organization name corresponding to the ones in the Organizations table). 3. Quality check the data and ensure all the contacts have their organization turned into a relation value. You can manually adjust the data as needed. In case the steps above do not work, you can create a new relation column in the “Contacts” table that points to the “Organizations” table, and then copy-paste the values from the old “Organization” column of text type to the new “Organization” column of relation type. HOW TO IMPORT DATA FROM OTHER TOOLS/FORMATS INTO CODA Besides the CSV import wizard that makes it easy to add data into Coda, there are also importers for third-party tools specifically developed by the Coda team. The available third-party tool import wizards as of February 2024 are Google Docs, Excel/Sheet (a simple copy-paste), Notion, Confluence, Airtable, and Trello. [https://images.squarespace-cdn.com/content/v1/5e9f110643dda33450579f3b/40b4c814-f248-4616-840b-1c1cb80f141e/Screenshot+2024-02-19+172330+%281%29.png?format=1000w] A screenshot of the Insert menu in a Coda doc with some of the import options You can find these importers from the same “Import” menu where the CSV importer is located. Depending on the tool you select, the import process may differ. For example, for Confluence, Airtable, and Trello, the process involves connecting your account and pulling data from specific boards/tables. For the Notion importer, you would get to upload an HTML document with the Notion data you intend to import. All of these native importers also provide guides to help you understand more details of the import process and what to expect. HOW TO USE CODA PACKS TO SYNC THIRD-PARTY TOOLS Finally, you may use existing Coda Packs or create your custom Coda Pack to send data from a third-party tool into Coda. The Coda Pack ecosystem [https://coda.io/gallery?filter=packs] offers a ton of packs from many third-party software. Coda Packs use APIs [https://aws.amazon.com/what-is/api/] to sync data between different software. The advantage of this approach is that you can very easily sync data from your third-party tool into Coda. The possible drawback is that if you shut down your account on the third-party tool that sends data to Coda via the Pack, the sync will stop working and the data not available anymore. As a consequence, using Coda Packs is a great approach when you do not plan to replace the source software with Coda, but rather integrate it with Coda as part of your overall tools stack and workflow. FAQS AND EDGE CASES * What are some best practices for preparing a CSV file for import into Coda? The most important practice is to structure the CSV file so that the first row is composed of header columns. This will ensure the algorithm accurately recognizes the columns during the import process and creates the corresponding columns. * Can I import data into Coda from the mobile app? No, as of March 2024 * What if I import a CSV file that has multiple tabs (e.g., multiple workbooks in an Excel spreadsheet)? The importer will only import the first workbook (tab) from your spreadsheet. If you intend to import all the workbooks, proceed with one at a time. * What happens when I “import CSV” in an existing Coda table? It depends on the specific situation. In general, there are two main possible scenarios: 1. You use “import CSV” on a Coda table that does not have any rows yet. In this case, the CSV import will work smoothly and the data get loaded into Coda. 2. You use “merge with CSV” on a Coda table that already has a defined data structure and rows. In this scenario, the CSV data will be added to the Coda table, including potential duplicates. As of February 2024, “import CSV” in Coda does not detect duplicates and is not capable of updating existing pages automatically. You can use conditional formatting to highlight duplicate rows in Coda tables (see this doc [https://coda.io/@codatemplates/find-duplicate-rows/duplicate-row-finder-1] for an example), or use the Coda API to delete duplicates. * Can I automate the CSV upload process? Yes, by using a tool such as Make/Zapier/n8n/Pipedream (or any other API software). In this case, a possible process to achieve a successful automatic import process is the following: 1. Clean up the CSV file data to ensure the appropriate column format 2. Upload the CSV into Google Drive and turn it into a Google Sheets 3. Connect your Google Sheets and Coda accounts in the dedicated API app 4. Develop the automation logic to handle relation columns if needed. You can do this by running the automation on one spreadsheet tab at a time, where each tab corresponds to a different table in Coda. Ensure there is at least one common property value between related entities as part of the import process so that you can include logic in the automation to find related pages and successfully link them. * Can I undo an import if I realize there is a mistake? You can undo an import by hitting CTRL/CMD+Z on your keyboard, or deleting the newly imported table completely. STAY IN THE LOOP Once a week, I will send you my latest essays and three pieces of life-enhancing content from the internet. Email Address Sign Up No spam. Unsubscribe at any time. Thank you! Please confirm your subscription via email. RESOURCES * Overview: Import data into Coda [https://help.coda.io/en/articles/1222498-overview-import-data-into-coda] * Import CSV files into Coda [https://help.coda.io/en/articles/1222498-overview-import-data-into-coda] * Using packs in Coda [https://help.coda.io/en/articles/1222498-overview-import-data-into-coda] SIMILAR ARTICLES AFFILIATE LINKS * Get access to Notion AI [https://affiliate.notion.so/7lay832h3tvy-4y5a7] * Sign up to Notion for free [https://affiliate.notion.so/simo] * Sign up for Coda [https://coda.grsm.io/2kes3a4w0fq0] * Build your web forms with Tally (integrates natively with many tools) [https://tally.so?ref=simo] * Get one free month on the pro plan in Make (automation software) [https://www.make.com/en/register?pc=simone] * Get 20% off any Centered subscription (deep work sessions tracker with AI coaches) by using the discount code SIMONE20 here [https://www.centered.app/]. * Automate your processes with AI (Bitskout) [https://www.bitskout.com?via=simone] * Build your website with Notion and Super [https://super.so?via=simone57]
Import, transform, and use your data from CSVs into Coda
2024-02-23
data import, legacy tools, project management, CRM, content management, CSV file, spreadsheet, database, Coda, native import, Notion, Confluence, Airtable, Trello, Google Sheets, Excel, Koda packs, API sync, data relation, contact management, organization data, data export, data integrity, third-party tools, data manipulation, import wizard, HTML export, data cleaning
(Coda) Goal setting toolkit - Set and track your goals in Coda
2024-02-16
Goal setting, February goals, 12-week cycle, Koda version, Goal management, Goal tracking, Automation, Dashboard, Action tracking, Micro actions, Annual reflection, Goal prioritization, Habit tracking, Progress tracking, Key performance indicators, Random rewards, Task management, Goal template, Success tracking, Goal automation, Goal pursuit.
The new Notion database buttons & overview of Notion buttons and database automations
2024-02-10
Notion, web development, design buttons, user experience, digital system, second brain, task manager, database buttons, database automations, notion API, trigger, event-based, inline button, button property, dynamic variable, create tasks, subtasks, task templates, automation, database view, workflow, edit properties, add pages, confirmation panel, integration, UI, task database, default subtasks, parent task, relational database, user error, notion features, buttons overview.
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ColdIQ

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United After Sport

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Pear the Agency

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2050

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Foothill College

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One Away

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Tech Radar ME

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We Are Museums

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Meraki Media