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Notion Tips: Planning To Actionable Database

These messages will be sent to the customer for potential features, newsletters and other updates from the company. The other example turns the same simple linear flow into a webbed database with the ability to edit and track progress of each element inside, thus turning a brainstorm plan into an actionable database.

Example of Linear Planning in Notion

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Step 1: The Sketch

Here’s another example for a freelance website. First, is a rough sketch of the auto-message flow by “days after each m.Tag (step) is triggered.”

Step 2: The Linear Database

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Step 3: The Actionable Database

The days marked in yellow require differentiating from the rest and/or connection with another node in our chart. Let's use different properties to make everything appear more comprehensible and introduce the ability to edit and categorize each message using tags and due dates.

What elements to add via new property (Pre-requisite) →

→ Potential discounts message only sends to those who DO NOT choose the free trial. (Day 2, Job Confirmed)

→ Reminder of discounts message only sends to those who DO NOT choose the free trial. (Day 2, Job Confirmed)

→ Free Trial is determined by free trial confirmation (Day 2, Job Confirmed)

The Outcome

The Properties

  • Day - Day after triggered flow step message will be sent.

  • Message Context - Short headline about message.

  • Pre-requisite - What must happen or NOT happen before message is sent.

  • Flow step - What step this message is under.

  • Reoccurring? - Is the message intended to be sent once or weekly/monthly?

  • Writer - Assigned writer to message

  • Due Date - When message is due

  • Status - What stage of workflow is message in? (ie. Writing, On Deck, Finished)

  • Progress - Takes Status and creates visual progress bar for quick reference in calendar view.

VIEW DATABASE IN NOTION


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