1.Detects new Services entries
Integrate Notion and database tools to read service title, link, role emails, and date ranges to prepare new projects.
Create project records from new service entries now
Automatically monitor new service entries in Notion across Airtable and Notion. Create and update project records when service fields and role emails landβso you can assign project leads, populate schedules, and queue work without manual setup.
How this automation builds project records in triage
When new service entries appear, delays can stall handoff and planning. This automation pulls service fields and looks up people records and then creates a Project database itemβso your team can start triage quickly.
Notionor swap with your favorite app
2.Finds record for owner
Integrate Airtable and people lookup tools to search your people database by owner email to set the project lead field.
Airtableor swap with your favorite app
3.Finds record for TDM
Integrate Airtable and people lookup tools to search your people database by TDM email to set the TDM people field.
4.Finds record for CSM
Integrate Airtable and people lookup tools to search your people database by CSM email to set the CSM people field.
5.Creates Project database item
Integrate Notion and project databases to create a Project database item and map service fields to project fields to enable immediate handoff.
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