This tutorial will show you how to set up a simple automation that will help you stay on top of your personal tasks.
You will receive tasks in a Slack channel every morning at 9.
Here is how the slack message itself will look like:
Slack channel for reminders to go in
Notion Database with tasks
Checkbox property called Complete (you can use any property, but for simplicity we will just go with checkbox here)
Checkbox property called Due Date
First, create a new automation, call it whatever you’d like. We called it “Daily Tasks”.
On the next page, choose the destination channel. This is where your Slack messages will be sent.
It’s always recommended to add some instruction text & basic info about the automation.
Here you will explain the automation, let people know why this was posted and what to do.
+ Text at the bottom of your Slack automation.
Here is our template text that you can use and modify to your own liking:
👋 Hey Vito,
Here is a list of tasks that you can ge on:
+ Items and then choose your source database. You can set up filters, limits and sorting in the next step.
Depending on your set up, you might need to adjust your filters slightly.
For now we will simply set the filters so that it includes all items that are not complete and have a due date in next 2 days.
This is roughly what you should see:
Finally, the interesting part - actions. Actions allow you to have buttons inside Slack. So when you get a reminder in the morning to complete some tasks ou can do it directly from within Slack.
We will set up 2 actions for this use case:
Action To Mark It As Complete
Action to Postpone the Task
That should be most of the work done. You can now make a test run. To do so open the automation menu and press
It's up to you how you want to set up the schedule, I personally have it set up for all the days except for Sundays (everybody needs some time off!).
Simply go into schedue settings, choose repeat "Weekly", tick off all the days except Sunday and save.
You are done
Set up buttons in the Notion template itself with the same modifications. Making your experience seamless no matter if you are in Notion or Slack.
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