Take Your Notion Game to the Next Level with These Time-Saving Rules

Maximise Your Efficiency with These Advanced Notion Automation Techniques

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Notion is a powerful productivity tool that allows users to create and manage their databases, pages, and tasks. One of the features that makes it even more helpful is the ability to set up automation, which are rules that automatically perform certain actions based on specific triggers.

In this article, we’ll go over how to create automation in Notion and give some examples of how they can be used.

Setting Up an Automation in Notion

Creating an automation in Notion is easy and only requires a few steps:

1. Go to the page where you want to create the automation.
2. Click the “More Options” button (the three dots) in the top-right corner of the page.
3. Select “Automation” from the menu.
4. In the “Automation” pane on the screen’s right side, click the “Add Rule” button.
5. In the “Add Rule” window that appears, choose the trigger for the automation. This can be something like “When a property changes” or “When a page is created.”
6. Choose the action you want to perform when the trigger occurs. This can be something like “Move to database” or “Send a notification.”
7. Repeat the process to add additional rules to your automation, if desired.
8. Click the “Save” button to create the automation.

Examples of Automation in Notion

Here are a few examples of how automation can be used in Notion:

• Moving pages to a specific database: If you have a database for tasks in progress, you should set up an automation that moves a page to that database when you mark it with a specific tag. This way, you can keep track of your current tasks without moving them manually.
• Sending notifications: If you’re collaborating with others on a project in Notion, you might want to set up an automation that sends you a notification whenever someone comments on a page you’re following. This can help you stay up-to-date on any changes or updates to the project.
• Updating properties: If you have a database of clients, you might want to set up an automation that updates a page's “Status” property whenever the “Deadline” property is changed. This way, you can quickly see which tasks are overdue and which ones are coming up.

Editing or Deleting an Automation

If you want to make changes to automation that you’ve already created, you can do so by following these steps:

1. Go to the page where the automation is set up.
2. Click the “More Options” button (the three dots) in the top-right corner of the page.
3. Select “Automation” from the menu.
4. Click the “Edit” button next to the rule you want to modify.
5. Make the desired changes to the trigger or action.
6. Click the “Save” button to update the automation.

To delete an automation, click the “Delete” button next to the rule you want to remove.

Conclusion

Automations in Notion are a great way to streamline your workflow and save time by automating repetitive tasks. With just a few clicks, you can set up rules that will perform actions based on specific triggers, allowing you to focus on more important things. Whether working on a personal project or collaborating with a team, automation can help you get more done in less time.

In this article, we went over how to create automation in Notion and gave some examples of how they can be used. We also covered how to edit or delete automation if you need to make changes. With these tools at your disposal, you can customise your Notion experience to suit your needs better and work more efficiently.

In summary, automation in Notion allows you to set up rules that perform specific actions based on triggers. These can be useful for moving pages to particular databases, sending notifications, and updating properties. To create an automation, click the “More Options” button on a page, select “Automation,” and then follow the prompts to set up a trigger and action. Likewise, you can edit or delete automation by following similar steps and clicking the “Edit” or “Delete” button.