Keep Notion in sync via Automations

Purpose

Notion automations let you control how your tasks in Notion should be updated when you import or complete a task.

Walkthrough

How to use · 0:10

To add automations, click on the Automations tab at the top of the Notion panel and click "Add an automation step" for when you import a task or complete it in Sunsama.

The automations you add will apply only to the selected database.

Import Automations · 0:36

Import automations control how Sunsama updates your Notion tasks, inside Notion, when you import a Notion task into Sunsama. There are two types of import automations:

Update in Notion · 0:57

Select which supported property of the task to update in your Notion database and configure how you'd like that property updated.

You can add multiple automation steps, each with distinct possibilities depending on that property type.

Update in Sunsama · 1:26

Channel Automation

This type of automation will assign a channel to the imported task. Click on the #channel to select which channel the task should be assigned to.

You can set up multiple steps for this update, each with conditions to determine if that channel should be assigned. This way you can correctly assign the appropriate channels to different tasks in your database based on certain property conditions.

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If you set up multiple steps in this automation, know that Sunsama will work from the first step down to assign a channel. Therefore it's important to keep this order of operations in mind while creating these steps.

Completion Automations · 3:10

Completion automations control how Sunsama updates your Notion tasks, inside Notion, when you check off an imported task inside Sunsama.

Update in Notion · 3:18

Select which supported property of the task to update in your Notion database and configure how you'd like that property updated.

You can add multiple automation steps, each with distinct possibilities depending on that property type.