All 10 Notion Automations for System Design (Complete Guide)
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- čas přidán 1. 08. 2024
- In this video, I demonstrate how to use all 10 internal no-code Notion automations. These are easy to implement quick-to-add automations for all aspects of your Notion Life OS system. Each automation covered is separated by a chapter marker.
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See the BTS of making this video on my @CreateAndBuild Channel: • How I Outline & Record...
⌚ Index Timestamps ⌚
0:00 Intro
5:32 1 Filtered View Database Entry
9:23 2 "Do Date" Auto Progression
13:59 3 Database Template Auto Formatting
20:50 4 Default Templates
22:50 5 Recurring Templates
28:54 6 Page Button Blocks
36:39 7 Database Property Buttons
42:14 8 Database Property Triggers
1:01:56 Needed Automation Enhancements
1:07:29 9 Database AI Properties
1:13:50 10 AI Page Blocks
1:18:00 Closing Thoughts
More from August Bradley 😎
- Twitter: / augustbradley
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- Courses + Coaching/Consulting: www.yearzero.io - Jak na to + styl
See the behind-the-scenes of making this video on my Create & Build channel: czcams.com/video/qP2Jx2xNQw4/video.html
The full BTS channel is at: www.youtube.com/@CreateAndBuild
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It's so good to have you back August!
It's great to be back. Thanks for your support, Damien!
Talk about an honest, thoughtful and efficiently empathetic intro! I subbed before it was even finished. Having just found your channel, I'm looking forward to exploring your content!
Thanks, Jeff. Awesome to hear our paths have crossed. I call it like I see it and have a lot more insights to share soon. Thanks for joining the journey!
The recurring items not appearing until the day they're scheduled is why I gave up using that functionality, so I'm glad you've been telling Notion we need to see them in advance! (I also landed on the same workaround of just rescheduling the recurring task to the next time it's due.)
Yeah, I keep telling them over and over again. Sooner or later, we'll get it. I'm hoping it’s sooner - we'll see!
Hi August, found your page years ago while overwhelmed and trying to find a system to help me sort things out. I remember the excitement of actually finding content that matched the vison in My brain- unfortunately i was too overwhelmed to implement. Now im in a much better place and prepared to dedicate the time and attention needed to use your system.
Not sure when i will catch up to this video - but Im going back to vids 4 years ago to get the fundamentals.
Thanks again for prioritizing quality
That's awesome, Shelly! Life is multi-dimensional and has some complexity, so the systems we use to manage it will inevitably have some complexity as well if they're going to be effective. Obviously, we want to minimize that.
Learning a new system also does take time and effort, but it pays off in big ways - so you're on the right track. Keep up the awesome work, just one piece at a time, brick by brick, not all at once.
In a few months, we'll be launching a more structured training program with a lot of support; if that's of interest. It will address the same topics here but more comprehensively, and in more depth - with a community, and with access to me and my team for guidance.
Regardless, everything here on the CZcams videos conveys the same principles and approach. Keep making things happen!
I am BEYOND excited for this. Super stoked to have you back August.
Thank you so much! It's amazing to be back, and I'm grateful for your support and the passion of this community. Onward! 🚀
Love the list of 'Needed Automation Enhancements'. Notion is already a powerful tool, but with those enhancements, it can become scary powerful.
I completely agree Mike, and I'm confident that we will get there at some point. Notion has a very aggressive feature roadmap in development. Step by step, and we'll take things to a new level!
Such a great video, August! I'm SOOO happy to see you back and can't wait to see what else you publish :)
I'm super excited to be back too! Thank you so much for your support and enthusiasm here, it means a lot to me. I have so many ideas and things in the pipeline - can't wait to share them. Onward! 🚀
great to see content again, the best on Notion for me, thank you as always!
Right on! Yes, a bunch of Notion-focused content is coming soon, and then we'll broaden the scope. There's so much in the pipeline. I really appreciate your support, and I'm glad that you find it valuable. Onward! 🚀
Thanks. I have already used a ton of these in my system. Appreciate the pace and the structure to help the viewer speed sections as needed.
That's awesome, Kathy! I'm glad you already have a lot of these up and running. And thank you for the feedback - it means a lot to me and it's super helpful. At this point, we're just catching up on some things from the past year since I've been away from publishing. We'll get to some new things soon. I'm excited about what we have in the pipeline.
I found watching this video to be a valuable investment of my precious time. It serves as a powerful refresher of the incredible power of Notion, after the rapid development of over the last year. I particularly like the way that you always explain every nuance so clearly.
Thanks, Stephen. It makes me super happy to hear that this was of interest to you. I know it was a long one, but I wanted to cover all of this in a single compilation - means a lot to me to hear it was of value. Thank you!
Finally! Thanks August 😀
00:05 Comprehensive guide to ten notion internal no code automations
03:10 Internal no code notion automations are easy to apply and provide streamlining and emotional gratification.
08:58 Automatically applying a preset combination of properties
11:46 Effective task management through specific due dates
17:17 Utilize templates to compile and filter data on specific topics efficiently.
20:00 Automations streamline project setup and daily routines.
25:14 Setting up cadence for recurring tasks in Notion
27:42 Automations provide flexibility and save time in system design.
32:57 Key steps for call preparation and review
Crafted by Merlin AI.
Great video as always! I appreciate you mentioning how automation is not the "holy grail" and tinkering to much with them can become a distraction!
Very much looking forward to the AI video!
Thanks for the feedback, and I'm glad you found it valuable. Yeah, sometimes we just have to be direct about what the level of value is - but there are some gems in there. And yes, I'm excited about getting into AI as well!
1 hour 22 minutes?! OK, I need to set aside some time for this... Thanks August!
Ha! Yes, this is my first feature-film-length Notion tutorial 🙂. But seriously, it's really 10 tutorials in one. The chapter markers break them up so you can jump around to the ones you're interested in, or do each of them in a separate sitting if that helps. It seemed worthwhile to have them all in one place. I don't plan to do this very often, if at all again, but I hope you find it helpful.
It’s quicker if you use the x2 option in CZcams 😂.
Yesss
I have run into every limitation you outline in the 1:02:00 "needed notion enhancements" section. I really want the ability to set future times and the ability to target a change in a rollup or formula. Not having those have really hampered my ability to finish building out my business CRM and management software for my service businesses.
Having automations in its current state is very nice, but having those changes would really be a game changer.
Glad to have you back!!!
Hey August Fans - i've watched a ton of videos of his, August glad you're back and refreshing things! My stuck is probably a VERY simple one haha, currently around all the actions are they more like
A) are all the actions / tasks being are created and sitting in one spot pulled into the WHOLE system from only one master list in the action database linked to projects?
Or B) The actions are created in database/lists near the projects, then they be pulled back across the platform into 1 action list/master list and served up daily?
I feel like understanding this piece is what I'm not * clicking *.to start trying to set up a few things.
Hi Chelsea, all the action items are in a single database. Some of them are added individually, typically in the action zone dashboard. Others are added within the project pages - which are pages inside the projects database.
Ultimately, all of the actions or action items are inside a single database together. They're just sorted and filtered differently depending on what relations they have to other databases and what properties they have. Hope that helps!
@@augustbradley ah thanks! Thats helpful. I’ll try to start tinkering with that insight. Appreciate it.
Hello August! How are you? I’ve been following you since a long time ago. I was mesmerised and inspired by your PPV system, and I honestly have watched your first youtube series a couple of times in order to build my own system. (It has a couple of tweets around since my work isn’t ENTIRELY built on projects, so that nomenclature is a little bit more difficult to build on). Well, apart from this first introduction, I would like to know if I can DM for a couple of doubts and invitation!
Best wishes!
Hi, thanks for the feedback. Glad that you found it valuable and you're well on your way to building out your system. I'm not exactly sure what you're asking regarding DMs (I don't think CZcams has DMs), but feel free to post any replies or questions here.
Super excited about this! Thanks for all the awesome content. I can't wait to get started. Do you have a launch date for the newest version of NLD?
Thanks for the feedback, Karen! I really appreciate that, and I'm very happy you found it valuable. We're doing the biggest reimagining and enhancement of Notion Life Design that we've ever done since its initial launch. It's really going to be more extraordinary than ever.
We're looking at a few months at this point. My business/creative partner and I are working full stop to get this out and ready as soon as possible. It's going to be incredible. I'm really happy to hear you're interested in it!
What’s NLD and how does it relate to PPV, or are they one and the same?
@@JosefKarthauser Sorry for the confusion. Notion Life Design is the name of the course and membership community that teaches how to apply and implement Pillars, Pipelines, and Vaults (PPV is the Notion system, NLD is the training program). NLD also goes beyond PPV, teaching how to design and identify what you value and find meaningful in life, along with many of the frameworks around PPV. But PPV is at the heart of the NLD Masterclass in Membership. You can find more information about it at www.NotionLifeDesign.com .
@@augustbradley that makes sense. Thanks for clarifying.
hey august! I noticed something else during the video! since your last series on the PPV, I notice some changes in the pillars, in particular, "Personal Performance & Growth". what do you use it for? what kind of value goals do you link to it?
Thank you!
Yes, these demos showed some of the updated PPV. That's just one of the examples of Pillars that we share as a possibility for people to consider. My pillars tend to be more specific, but that's a totally viable one if it resonates with you and the way you want to organize your life.
Ultimately, the Pillars are just categories or segmentations of different parts of your life for the sake of organization. Each person's will be different, though there are some common themes across everybody. That could be a pillar for you, or for someone else. Or, you could break those up into multiple pillars depending on how active that part of your life is. The more active, the more granular you want to break it up into.
The personal performance and growth pillar in my life would be linked to a lot of value goals along the lines of mental clarity, fitness, health, wisdom, philosophy, and well-being. But again, that's just one way to categorize a slice of a person's life. There's no right answer. Do what resonates with you most in terms of breaking your life into 5 to 12 pillar categories. Thanks!
Hope that helps!
Hey, been waiting to be able to do the course for a while. any idea when its going to be available?
This is going to be the biggest reimagining and enhancement to the Notion Life Design program since its initial launch years ago, so it's a great time to join. The launch will be in a few months - the sooner, the better as far as I'm concerned! I can't wait to get this one live and running. I'm excited to hear that you're interested. If you sign up for the update mailing list at this link, you'll be the first to know when the launch date is set - www.NotionLifeDesign.com
Hey August - as always, great content with a lot of valuable information. I will need to go back to the Project Automation section to double check my thoughts. From your presentation it sounds like I could establish a recurring project template with a series of automations for action items. For example, I preach a sermon each week. Am I correct in that understanding? So would I be able to create automations like action 1 - Establish Main Point (assign date) - Action 2 - Establish context ( make this action active after action 1 is checked) - Action 3 - Write first rough draft (assign date) - Action 4 - Edit rough draft (assign date) - Action 5 - Rehearse Sermon... Then each week select Preach Sermon in the Project dropdown template list?
Great to hear! Yes, that should work. You always have to hack around and figure out the nuances, but that sounds like a good approach.
What tool do you use to make this awesome presentation?
Thanks! We used a combination of Adobe Premier, Tella, and After Effects. The screen share is recorded using Tella. Then all of it is assembled in Premiere and the text motion graphics are added there (they were built in After Effects). I'm glad you liked it!
@@augustbradley Yep, your presentation skills are so elegant, love it!
@@eusouoleonardo Thank you, Leonardo, I really appreciate that!
Thank you August. One thing until now (maybe I’ll do pther question seeing alL the video): the solo tasks (no linked project) must have a Do date as you can say, but which status should have? Active? or maybe also future or next up for example
Solo tasks (AKA action items) do not need a status property. Only projects get assigned a status. hope this helps !!
Thanks for the clarifying question. In PPV, all solo tasks need a status, and it will almost all the time be "Active". The only exception is the "Waiting" status - if you've handed it off to someone else and you're waiting for them to do something before you can proceed or you're blocked on it for an other reason.
Other than the "Waiting" instance, all solo active tasks will be "Active". "Future" and "Next up" statuses are only for action items in Projects. It's important, if you're using the "Waiting" status, that in your weekly review, you have a point to check the waiting items to ensure none of them get lost. If the person you're waiting on never addresses them, you need to check in on them at some point. Of course, this only works if you're actually doing weekly reviews, which you should. If you're not doing weekly reviews, then you could put a "Waiting" list toggle in the Action Zone and check that periodically, at least once a week.
But essentially, all active solo Action Items will have an "Active" status. Then the more important thing is what prioritization they get. But that's just about how you prioritize them throughout the day.
Hope that helps!
@@augustbradley perfect, very clear
Second 👍
More of a question than a comment, will your PPV full Notion template be available separately from the course?
No, but with the relaunch the training and membership are going to take a different form and have more accessible price options. The template and the NLD program are deeply integrated. And the results that I'm interested in delivering with this program cannot be achieved with just a template. People put too much faith in templates - templates are limited. Life transformations takes more than a template, but a template can help. So, we have a deeply integrated program that includes template, training, support, and frameworks that go beyond the template. Hope that helps to clarify.
Understood August its just as I am getting a bit old the next life transformation I undergo may lead to a life coach even you cannot rival.😊
Interested to know how people are adding more granularity to the knowledge vault. I have created some useful topics in the vault but sometimes topics have more details that I don’t think creating more topics would be the best solution since they are linked e.g. a topic of gardening could have articles about lawns, trees, summer plants, etc. I considered using sub topics but not sure if that’s the best idea. Anyone doing anything useful here?
Yeah, we've talked a lot about this in the NLD membership. There are a couple of ways to do it. One is to create sub-pages and a dashboard inside the topic that has sub-pages and/or toggles that categorize the sub-elements of the larger topic. The other is to create a hierarchy in the database entries themselves using a parent-child relationship - which Notion does via sub-items (a standard feature in databases now).
The latter is more complex to set up, but it lets you link other elements of your system to the sub-items directly - since each is a database entry. There are pros and cons to each approach. Typically, I'll do the dashboard with sub-pages. Most often, for most people, that's the better solution - certainly simpler and easier and brings more clarity.
For recurring creation of new pages, I actually use the Shortcut-feature on the iPhone to create a new daily note with the help of the Notion API. If I used the Notion way of automatically creating the note, there's no way to set a proper title for the note. With automated shortcut on my phone, it automatically create a new daily note, and gives it the title of that days date. This way when I wake up, I have new daily note waiting for me.
EDIT: This might also work around the limitation with recurring templates and automations.
That's a great thought - it sounds like a savvy approach. I appreciate your sharing it here and perhaps others on the iPhone may be inspired by this. Thanks!
Won’t the page automatically have the day it was created’s date if you use @Today for the title of the template?
I use the shortcut on my iOS too. I have a voice prompt that allows me to transcribe text to voice and then create an action item based on what I said. It’s not perfect because it can’t change some of the properties on the page that creates but at least gives me actions that aren’t associated with the project and so they turn up in a “to be processed list”. It means that as I think of things that need to happen, I can easily get them in the system even if I’m walking or driving.
@@morne.besterI think last time I tried it, the title was @today 😕
As you say, most of these aren’t adding much value. Worse, they’re leading to a pretty brittle systems. Any automations you set up by hand are hidden implementation details. A lot of them likely to break as you refine and change the schema of your tables to support your growth and system development.
A bit less optimistic than you are around notion. They’ve made some breaking changes recently with formulas, recommending using them instead of roll ups, and undermining the value of select and select list types (they are completely incompatible with formulas, and they’re not gonna be able to fix that without breaking people that have used them in this incorrect way).
That said, I do rely on Notion through my PPV system for my life and my every day actions.
I just wish they would focus on supporting roll ups of roll ups, allowing “this page” to be used in templated filters against formulas that produce lists of page names. And also allowing synchronised blocks where the filters are taken from the page that the synchronised block is in rather than from the synchronise block itself.
Those few changes would offer far more power and make the system far less brittle than these buttons and automation.
This summarizes some of what I’ve felt with respect to formulas vs. rollups. The fact that filters treat these two differently is a pain. Improvements to info structuring and consistency would go a long way.
The recurring templates not triggering automations is frustrating as well. Might as well just use buttons.