Turning Notion Into Your Automated CRM system

[@JimHardie1]

Thanks, Dani. Appreciate the level of detail and tuition here

[@DanielCanosa]

I want we all win

[@WillJCopp]

Thanks for this video bro! 👊🏻

[@samiraordahi]

Great video!!

[@DanielCanosa]

Glad you enjoyed it

[@keithgetic9157]

Your videos are very informative! What do you use for your workflow visualization tool?👍

[@DanielCanosa]

whimsical

[@rashidsrealm1388]

I have a question. I create a membership database in notion. I have their name, membership start date and some other stuff. The membership end date is being calculated. Then, I have a formula property which returns ‘sent’ if now() is within 30 days of the calculated end date, otherwise it returns ‘not sent’. If the formula turns to ‘sent’, can Zapier read this and then trigger an email to that person (the email is pulled from a roll up)?

[@DanielCanosa]

I don't know in Zapier. For automations related to notion I use Make.com. You can create an automation there that runs daily and that checks for that particular property being not sent, then the automation will continue. You can do this in the free plan btw

[@DIDAC123456]

Porque usas the:gist? desde make no hay una forma de monitorear los cambios en una base de datos de notion directamente? gracias

[@DanielCanosa]

tendrías que hacer que una automatización comience cada X horas. Gastarás muchos triggers cuando no han habido cambios. Además que los triggers nunca serán instantaneos y dependerán de la frecuencia que hayas seteado en Make

[@wyatt486]

🙌

[@NicholasMcGill]

The audio has a high pitched squeel in here - very distracting.

[@DanielCanosa]

Going to look into that... I also hear it. Thanks for pointing it out

[@DarshanShah10]

The screenshare is too zoomed out, can't make out a thing

[@DanielCanosa]

next videos will be done in a smaller screen to make it easier to see on mobile (on desktop they're fine)

[@DrJohnPollard]

@@DanielCanosa You don't this realize but using "Dark mode" makes your videos impossible to watch. You really need to get out of "black smudge Mode" and do your videos in light mode, if nothing else. I want to get your template but I can't tell what the hell you are doing with your accent and black SMUDGE MODE. That's why you have 6 comments on a 100 comment worth video.