Keep Notion synced to your other tools

Watches your Notion databases and automatically pushes new records to Slack, email, or other tools, or pulls external data back in to keep Notion the source of truth.

Best for: Ops teams and founders tired of manual copy-paste between Notion and their CRM or ticketing system.

Operations / process-automationatomicfor-opsfor-foundersneeds-integration

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Creator's repository · claude-office-skills/skills

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License: MIT

Skill file

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---
name: notion-automation
description: "Notion database automation - sync, templates, workflows, and cross-platform integrations"
version: "1.0.0"
author: claude-office-skills
license: MIT

category: productivity
tags:
  - notion
  - automation
  - database
  - workflow
  - n8n
department: Operations

models:
  recommended:
    - claude-sonnet-4

mcp:
  server: notion-mcp
  tools:
    - notion_create_page
    - notion_update_database
    - notion_query

capabilities:
  - database_automation
  - template_creation
  - cross_platform_sync
  - workflow_triggers
  - content_management

languages:
  - en
  - zh

related_skills:
  - sheets-automation
  - slack-workflows
  - crm-automation
---

# Notion Automation

Automate Notion databases and workflows with cross-platform integrations, templates, and intelligent triggers. Based on n8n's Notion workflow templates.

## Overview

This skill covers:
- Database automation and triggers
- Template and page creation
- Cross-platform sync (Slack, Calendar, CRM)
- Content management workflows
- Team collaboration automation

---

## Core Workflows

### 1. Form → Notion Database

```yaml
workflow: "Form to Notion"
trigger: typeform_submission OR google_form

steps:
  1. capture_data:
      fields: [name, email, company, message, source]
      
  2. enrich_data:
      clearbit: lookup_by_email
      append: [company_size, industry]
      
  3. create_notion_page:
      database_id: "leads_database"
      properties:
        Name: "{name}"
        Email: "{email}"
        Company: "{company}"
        Status: "New"
        Source: "{source}"
        Created: "{timestamp}"
      content:
        - heading: "Contact Details"
        - text: "{message}"
        - divider
        - heading: "Enriched Data"
        - text: "Industry: {industry}, Size: {company_size}"
        
  4. notify:
      slack:
        channel: "#new-leads"
        message: "New lead: {name} from {company}"
```

### 2. Notion → Email Digest

```yaml
workflow: "Weekly Notion Digest"
schedule: "Monday 9am"

steps:
  1. query_notion:
      database: "Tasks"
      filter:
        - property: "Due Date"
          date: this_week
        - property: "Status"
          not_equals: "Done"
          
  2. group_by_assignee:
      method: aggregate
      
  3. generate_digest:
      for_each: assignee
      template: |
        Hi {assignee},
        
        Here are your tasks for this week:
        
        {for task in tasks}
        • {task.title} - Due: {task.due_date}
        {endfor}
        
        Total: {task_count} tasks
        
  4. send_emails:
      to: each_assignee
      subject: "Your Weekly Task Digest"
```

### 3. Slack → Notion Task

```yaml
workflow: "Slack to Notion Task"
trigger: slack_reaction (✅ emoji)

steps:
  1. capture_message:
      extract: [text, author, channel, timestamp, thread]
      
  2. parse_task:
      ai_extraction:
        title: extract_action_item
        due_date: extract_date_if_mentioned
        priority: infer_from_context
        
  3. create_notion_task:
      database: "Tasks"
      properties:
        Title: "{extracted_title}"
        Status: "To Do"
        Source: "Slack - #{channel}"
        Assignee: "{slack_user_to_notion_user}"
        Due Date: "{due_date}"
        Priority: "{priority}"
      content:
        - quote: "{original_message}"
        - text: "Created from Slack message"
        - link: "{slack_permalink}"
        
  4. thread_reply:
      slack:
        thread_ts: "{timestamp}"
        message: "✅ Task created in Notion: {notion_url}"
```

### 4. Calendar Sync

```yaml
workflow: "Google Calendar ↔ Notion"
trigger: bidirectional

google_to_notion:
  trigger: calendar_event_created
  action:
    - create_notion_page:
        database: "Meetings"
        properties:
          Title: "{event.title}"
          Date: "{event.start}"
          Attendees: "{event.attendees}"
          Location: "{event.location}"
          Calendar Link: "{event.link}"

notion_to_google:
  trigger: notion_page_created
  filter: database == "Meetings"
  action:
    - create_calendar_event:
        title: "{page.Title}"
        start: "{page.Date}"
        description: "{page.Notes}"
        attendees: "{page.Attendees}"
```

### 5. Content Pipeline

```yaml
workflow: "Content Publishing Pipeline"

database_structure:
  properties:
    - Title: title
    - Status: select [Idea, Writing, Review, Published]
    - Author: person
    - Due Date: date
    - Platform: multi_select [Blog, LinkedIn, Twitter]
    - Content: rich_text
    
automations:
  status_changed_to_review:
    - notify_slack: "#content-review"
    - assign_reviewer: round_robin
    - set_due_date: 3_days_from_now
    
  status_changed_to_published:
    - post_to_platforms: based_on_Platform_property
    - update_analytics_tracker: add_row
    - archive_after: 7_days
```

---

## Database Templates

### Project Management

```yaml
project_database:
  name: "Projects"
  properties:
    - Name: title
    - Status: select
        options: [Planning, In Progress, Review, Complete]
    - Priority: select
        options: [P0, P1, P2, P3]
    - Owner: person
    - Team: multi_select
    - Start Date: date
    - Due Date: date
    - Progress: number (percent)
    - Related Tasks: relation → Tasks
    
  views:
    - Board: group_by Status
    - Timeline: gantt chart
    - Calendar: by Due Date
    - Table: all properties
    
  automations:
    - when: all_tasks_complete
      then: set_status "Complete"
    - when: due_date_approaching (3 days)
      then: slack_reminder to Owner
```

### CRM Database

```yaml
crm_database:
  name: "Contacts"
  properties:
    - Name: title
    - Email: email
    - Company: text
    - Stage: select
        options: [Lead, Qualified, Proposal, Negotiation, Closed]
    - Value: number (currency)
    - Last Contact: date
    - Next Action: text
    - Owner: person
    - Related Deals: relation → Deals
    
  automations:
    - when: stage_changed
      then: log_activity + notify_owner
    - when: no_contact_14_days
      then: slack_alert "Follow up needed"
```

### Content Calendar

```yaml
content_calendar:
  name: "Content"
  properties:
    - Title: title
    - Type: select [Blog, Video, Social, Newsletter]
    - Status: select [Idea, Draft, Review, Scheduled, Published]
    - Publish Date: date
    - Author: person
    - Platform: multi_select
    - SEO Keywords: multi_select
    - Engagement: number
    
  views:
    - Calendar: by Publish Date
    - Kanban: by Status
    - By Platform: grouped table
```

---

## API Patterns

### Query Database

```javascript
// n8n Notion Query
{
  "database_id": "abc123",
  "filter": {
    "and": [
      {
        "property": "Status",
        "select": {
          "equals": "In Progress"
        }
      },
      {
        "property": "Due Date",
        "date": {
          "on_or_before": "{{$today}}"
        }
      }
    ]
  },
  "sorts": [
    {
      "property": "Priority",
      "direction": "ascending"
    }
  ]
}
```

### Create Page

```javascript
// n8n Notion Create Page
{
  "parent": { "database_id": "abc123" },
  "properties": {
    "Name": {
      "title": [{ "text": { "content": "{{$json.title}}" }}]
    },
    "Status": {
      "select": { "name": "New" }
    },
    "Tags": {
      "multi_select": [
        { "name": "{{$json.tag1}}" },
        { "name": "{{$json.tag2}}" }
      ]
    }
  },
  "children": [
    {
      "object": "block",
      "type": "heading_2",
      "heading_2": {
        "rich_text": [{ "text": { "content": "Overview" }}]
      }
    },
    {
      "object": "block",
      "type": "paragraph",
      "paragraph": {
        "rich_text": [{ "text": { "content": "{{$json.content}}" }}]
      }
    }
  ]
}
```

---

## Integration Recipes

### Notion + Slack + Calendar

```yaml
meeting_workflow:
  trigger: notion_page_created
  database: "Meetings"
  
  actions:
    1. create_calendar_event:
        google_calendar:
          title: "{Title}"
          date: "{Date}"
          
    2. create_slack_channel:
        if: "{Type}" == "Project Kickoff"
        name: "proj-{project_name}"
        
    3. send_invites:
        to: "{Attendees}"
        include: [calendar_link, notion_link, slack_channel]
        
    4. create_meeting_doc:
        notion:
          template: "Meeting Notes Template"
          link_to: original_page
```

### Notion + GitHub

```yaml
github_sync:
  trigger: github_issue_created
  
  actions:
    - create_notion_page:
        database: "Engineering Tasks"
        properties:
          Title: "{issue.title}"
          GitHub: "{issue.url}"
          Labels: "{issue.labels}"
          Assignee: map_github_to_notion("{issue.assignee}")
          
  reverse_sync:
    trigger: notion_status_changed
    to: "Done"
    action: close_github_issue
```

---

## Output Example

**Request**: "Set up Notion automation for a content team"

**Output**:

```markdown
# Content Team Notion Setup

## Database: Content Calendar

### Properties
| Property | Type | Options |
|----------|------|---------|
| Title | Title | - |
| Status | Select | Idea, Writing, Editing, Ready, Published |
| Author | Person | - |
| Publish Date | Date | - |
| Platform | Multi-select | Blog, LinkedIn, Twitter, Newsletter |
| Type | Select | Article, Video, Infographic, Thread |

### Automations

**1. New Content Idea → Slack**
```yaml
trigger: page_created, Status = "Idea"
action: post_to_slack("#content-ideas")
message: "💡 New content idea: {Title} by {Author}"
```

**2. Ready for Review → Assign Editor**
```yaml
trigger: status_changed_to "Editing"
action: 
  - assign_editor (round_robin)
  - set_due_date (+3 days)
  - slack_dm_editor
```

**3. Published → Update Tracker**
```yaml
trigger: status_changed_to "Published"
action:
  - add_to_analytics_sheet
  - post_celebration_slack
  - schedule_engagement_check (+7 days)
```

### Views
1. **Calendar** - See publishing schedule
2. **Kanban** - Track status
3. **By Author** - Individual workload
4. **This Week** - Filtered view

### Templates
- Blog Post Template
- Social Thread Template
- Newsletter Template
```

---

*Notion Automation Skill - Part of Claude Office Skills*