FINALLY... TRUE Client Portals in Notion + Get My FREE Make.com Template

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Toni Sian

Күн бұрын

Пікірлер: 41

@RodrigoeBeta 6 күн бұрын

My hero. Thank you! Looking forward to part 2 :)

@toni-sian 6 күн бұрын

Coming soon! 😎

@ceebz_gerard Ай бұрын

I always love when I find a banger video on a small channel... keep up the good work brotha this is exactly what I needed!

@toni-sian Ай бұрын

Thanks bud! Appreciate the support 🙏

@ivynelsonbooks 7 күн бұрын

Adding my voice to the call for a step by step tutorial for this because it seems perfect for my needs but I'm having trouble sorting it all out just from this video and your make template.

@toni-sian 7 күн бұрын

Hey, thanks for the feedback! Yeh I'm getting a bunch of people telling me this, so I'm currently building a Business OS System with this Client Portal installed into it. It's in the QA development stage, so I'll be releasing it very soon. Keep an eye on my channel for updates on it. I'll also ping an email out 👍

@toyjams 13 күн бұрын

This is so good! However, I feel like it would be more useful to see how you're internal Tasks DB is setup as well. I wonder if a lot of the confusion people have would be resolved by seeing all of this built from scratch on both the Notion & Make side. Understandably it would be a much longer video but I have no doubt many would love it.

@toni-sian 13 күн бұрын

Thanks 🙏 Yeh that’s a good idea! See my other comment to you for more details but that’s great to know that showing the Tasks DB could be helpful 👍

@markj2297 2 ай бұрын

Super confusing 😂

@toni-sian 2 ай бұрын

Thanks for the feedback 🙏 I'll try to improve how I present these complex topics, maybe I'll re-record it later.

@markj2297 2 ай бұрын

@@toni-sian Sounds good. Looking forward to it

@CandaceDesignedStore 2 ай бұрын

I just watched a video by Josh Redd that showed how to create a Client Portal that the client can access to fill out and send messages etc. etc. - it sits inside of a Client Database Page which is then linked together by a synced block. You can give the client access to just the Client Portal (aka synced block page)but not the outer Client Database Page that the synced block sits in. It was pretty simple to follow. No .json files requied. 👍

@toni-sian 2 ай бұрын

Hey Candace, thanks for your input🙏 Yeh I've seen Josh's Synced Block solution and I do like it - it's elegant, simple to set up and I think it definitely makes sense for certain use cases. While the solution I'm proposing is more complicated to set up (currently) - it does give a couple of nice benefits that you can't get from the Synced Block solution alone: 🟠Centralised Internal Tasks * With the Synced Block solution you have client Tasks separated into different portals. * While this might be fine for your workflow, it can become a pain if you have multiple clients, each with multiple Tasks. * Because all those Tasks aren't in the same database, it becomes tricky to get an overview of all them across all clients. * This is especially troublesome if you're collaborating in a team. Project Managers work better when they can see all Tasks from one dashboard, for example. 🟠Private/Public "Double Sided" Tasks * While the Synced Block solution does give some areas for private vs public information, it's still global, ie: there's no solution for private vs public information directly inside a Task. * For example, if you create a database of Tasks inside the Synced Block, then the Client will be able to see everything in that Task. No privacy. * In the solution I'm proposing, the Tasks are "Double Sided". So, on the private side you can privately comment with your team, set reminders etc... and on the public side you can publicly talk with the client, share task resources etc. * I find this gives you more control and can help streamline collaboration. For example, it's very easy to assign a Task to a freelancer in the private side of the Task - the client would not be aware of this - and the freelancer could then choose how to display and manage that Task however they wish, seeing as it is connected to your company-wide Tasks DB. All in all, I think it depends on what you're trying to achieve and your specific requirements. I think both solutions have their place, and their pros and cons. Also, stay tuned as I'm working on a 1-Click Setup for this, which will take a lot of the complexity out of the setup 😁

@KatieMostert 26 күн бұрын

Love the video, do you have a template for your notion portal as I love this and would love to create something similar

@toni-sian 26 күн бұрын

Thanks Katie 🙏 I actually don’t have a template online, but seeing as there’s interest I’ll make one and pop it on my channel asap

@toyjams 14 күн бұрын

@@toni-sian Hey Toni, any update on the template or magical one-button solution? So pumped to try this out.

@toni-sian 13 күн бұрын

@toyjams Hey 👋 The template is in the QA stage 🎉 Doing lots of testing to make sure it’s waterproof. The One Click is still in the works. I’m seeing a tonne of interest on this and so I’m cooking up a way where I can teach this kinda stuff in a more digestible way. Possibly a Skool community. So stay tuned and thanks for the interest!

@toyjams 13 күн бұрын

@@toni-sian Right on! Thanks mate!

@Shawbslol Ай бұрын

How did you add the "Add Meetings", "Add Documents", "Add Prompts" to your client page? It's all grayed out at the top of the page under the properties. If you click on them does it bring up a database where you can add a new line item, but also have it show up as a direct link on this page?

@toni-sian Ай бұрын

Hey 👋 Yeh that's a nice little Notion feature. It's just an alternate way to view properties of the type "Relation". There are 2 ways to choose this view. 1) Click a Relation property, eg: "Meetings", Click "Show as", "As section" 2) To customise many properties at once, click any property, then "Customize page" and you can select and re-order there And to answer your last question - yes, once you've set this up, you can add database items right there on the page and they will be automatically linked. Hope that helps 👍

@CloudifyBiz 2 ай бұрын

Your notion API key is in make template you have shared

@toni-sian 2 ай бұрын

Oh lordy 😬Thanks so much for letting me know! Will sort that now.

@KeepItNotion Ай бұрын

Hi Toni! Thank you so much for this great information, it's definitely a bit confusing but worth it. I have a question, in make, the second and third part: update and delete after finding the synchronized version, the page ID does not work, you have 19. Data [ ]: ID, but mine just shows 19. Data. The error says: BundleValidationError Validation failed for 1 parameter(s). The value of the required parameter 'page' is missing. Please help me 😥

@toni-sian Ай бұрын

Hey 👋 I thiiink I know what's happening here, but to be sure, can you send me a quick Loom recording? My email is in my KZbin account details. Send me what the Task Properties are looking like on both the Internal and your Client Tasks & then run the Make scenario, let it error and show me the Input/Output bundles for the initial Notion module and the module where it's failing 👍 Hopefully I can help ya!

@KeepItNotion Ай бұрын

@@toni-sian thank you so much for answering my question, yes! I'll send you right now the video, again thank you so so much!

@carlo3042 27 күн бұрын

what was the solution to this?

@toni-sian 27 күн бұрын

@@carlo3042 Hey - I updated the first paragraph of the video description, which ensures authorisation is set up properly

@carlo3042 27 күн бұрын

I mean, why do you need the HTTP modules there in the first place? Can’t the scenario look up the client DB using the ID and then the client task with the other ID?

@danielbattersby 2 ай бұрын

What are the odds you can make a tutorial for this? I'm having a hard time figuring out how to map everything properly.

@toni-sian 2 ай бұрын

Hey Daniel - yeh that's a good idea. Seem like this is a topic ppl are interested in, but is definitely hard to follow. Thanks for suggestion I'll get on it asap

@danielbattersby 2 ай бұрын

@@toni-sian Hugely looking forward to it man! I had already seen Matthias' video and came across yours after and you are a super genius for making it dynamic! But yeah, needless to say, I can't seem to reverse engineer what you did :s

@toni-sian 2 ай бұрын

@@danielbattersby Haha too kind! But much appreciated. Yeh I'm the process of rolling out a new video for my "Life OS" template in Notion, and then I will get onto this 👍

@himfrfr1187 24 күн бұрын

@@toni-sian Would greatly appreciate a tutorial, I get what you're showing here but setting it up from scratch leaves me completely confuzzled.

@toni-sian 24 күн бұрын

@@himfrfr1187 I hear ya! This is being requested quite a bit now so will get on it