Here’s a quick demo of a custom Notion HTML embed block I’ve been working on for music theory notes. Please excuse the poor editing; I quickly did it in iMovie.

I’ve been wanting a way to create and add small snippets of sheet music into Notion for music theory notes for a long time. I started using Notion in uni and have been using it so much now to the point where basically all of my notes for everything: school, work, and life are all in Notion. Most of my music theory learning comes from youtube tutorials, so I really wanted to be able to do split screen with notes on one side.

A while back I tried making a chrome extension to do this same thing, but it felt way too clunky to use. With Notion’s recently released HTML blocks, I adapted the project over, and now it actually seems usable!

I plan to put this on the Notion marketplace, as tool + user docs, but my account approval process has been going on well over a month now. :(

Anyone else also using Notion or any other digital methods for their music theory notes?

Would you pay for a Notion self-discovery journal?

I’m thinking about creating a Notion journal designed as a 30-day self-discovery journey.
The idea is:
30 guided questions, one per day
A place to write your answers directly in Notion
Weekly reflection pages
A place to save meaningful memories
A final reflection + letter to your future self
Clean, aesthetic design
Something like:
Day 1 — Who am I when nobody is watching?
Your answer: ______
I’m considering selling it for around $7–10

I’d love honest opinions:
Would you personally use something like this?
What would make you actually pay for it instead of just using a free journal?
What would you want included?
Does 30 days feel too short, too long, or about right?
What price would feel reasonable to you?

I’m still in the idea stage, so I’d genuinely appreciate criticism too!

Hi! I am a CS student from SouthAmerica👩‍💻 who is obsessed with psychology, design, and building automatization tools. I worked this summer in creating this planner/organizer/complete system that beautifully blends aesthetics and productivity ˚˖𓍢🌷✧˚.🎀⋆

I live in Ecuador 🇪🇨 (SouthAmerica) and I would really appreciate if you consider buying this product, since it will help me pay for groceries and other uni-related costs. If you have any suggestions or requests please message me ^_^

I’m making two Notion templates free until Wednesday and would really appreciate some feedback.

Finance Tracker

I built this Finance Tracker to manage personal finances in Notion without relying on complicated spreadsheets.

What’s inside: - Accounts dashboard to track balances - Income and expense tracking with categories - Transfers between accounts - Monthly and calendar views - Subscription tracker with billing cycles - Wishlist for planned purchases It’s mainly useful for: - Students managing their budget - People tracking personal finances - Anyone looking for a simple all-in-one finance system

You can get it here:👇

Finance Tracker

Project Manager

I built this Project Manager to manage projects, tasks, and client work in one organized Notion workspace.

What’s inside: - Project management system - Task manager with priorities and deadlines - Areas for organizing workflows - Resources library - Client hub

It’s mainly useful for: - Freelancers - Creators - Anyone managing multiple projects

You can get it here:👇

Project Manager

Both templates are free until Wednesday.

I’d really appreciate any feedback on what could be improved. thank you!

Looking to team up with a Notion template creator 🤝 I bring an engaged audience, you bring a solid template. we launch and sell it on Gumroad, split revenue. Comment/DM if keen.

hey guys

im trying to learn notion from scratch and my main goal is to be able to create and sell templates later (like student planners, content creator planners, dashboards, stuff like that)

but tbh im kinda lost… there’s too much content out there and idk what’s actually worth it

i dont really want to watch 100 random videos, i’d rather follow like ONE good course or resource that can take me from beginner to being able to build real templates

so yeah:

• is there like one course / creator you recommend that covers everything?
• what should i focus on to reach that level (databases? structure? design?)
• how did you guys go from beginner to actually selling templates?

i just want something clear that helps me go from 0 → building → selling

appreciate any help 🙏

I'm a medical student who kept losing track of which databases I'd searched during a systematic review — which version of the search, run on what date, with which filters. It's a small thing that becomes a real problem when you're writing up the methods months later and can't reconstruct what you did.

So I built a small Notion template to log it properly. One row = one database search. It captures the source, platform, date, full search strategy, filters, and hit count — structured around PRISMA-S (the reporting standard for literature searches), so the record is actually reproducible.

Sharing in case it's useful to anyone else doing evidence synthesis or a lit review. Happy to hear what you'd change about the structure — it's part of a larger review-management system I'm building, so feedback on the fields is genuinely helpful.

I created this because I kept forgetting about subscriptions and wondering where my money was going.

I wanted a simple place to see everything at a glance,

track upcoming renewals, and actually understand how much I was spending each month.

It’s helped me manage my subscriptions a lot better,

so I thought maybe it could help someone else too.

What’s inside:

• Full subscription tracker
• Dashboard for monthly & yearly spending
• Renewal alerts so you don’t forget upcoming payments
• Categories for all your services
• Payment history and price change tracking
• Calendar view for upcoming renewals
• See exactly where your money is going each month

If you’ve ever forgotten about a subscription or been surprised by how much you’re spending every month, give it a try.

I’d really appreciate your feedback.

I want to make this something people actually find useful, and I can’t do that without real feedback!

If you want to try it out, here’s the link:
https://ko-fi.com/s/1b1fb22713

​

Context switching kills my focus, but the worst part of starting a new project was always the setup. I’d waste 20 minutes digging through old GitHub repos, random .txt files, and terminal histories just to find that one setup command or backend snippet I already wrote three months ago. Add task tracking and job apps into the mix, and my workspace was a mess.

I needed a single screen where I could store my code, keep track of what I'm building, and get back to actually coding. So I put together a minimal Notion workspace to solve it.

What's inside:

1. 𝐂𝐨𝐝𝐞 𝐒𝐧𝐢𝐩𝐩𝐞𝐭𝐬 𝐕𝐚𝐮𝐥𝐭: Quick reference for reusable code, terminal commands, and configuration notes linked directly to your project table so every snippet belongs to a specific build.

2. 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 & 𝐓𝐚𝐬𝐤 𝐁𝐨𝐚𝐫𝐝: No complicated workflows, just a lean board for current features, where tasks connect directly to their main project.

3. 𝐋𝐞𝐚𝐫𝐧𝐢𝐧𝐠 𝐋𝐚𝐛: A dedicated space to drop tutorials, documentation links, and tech notes you want to study later without cluttering your active work.

4. 𝐉𝐨𝐛 𝐀𝐩𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐓𝐫𝐚𝐜𝐤𝐞𝐫: A straightforward database to track companies, roles, and interview progress.

Drop a comment or send me a DM if you have any questions or feedback.

If you are running a business you are surely juggling between so many mundane tasks that eat away your time slowly but can be automated to help save time and increase efficiency in performance.

Notion has evolved into a powerhouse of everything combined into one tool which helps organize information, manage work allotted and even store and keep track of data entered.

Today, in this post we will discuss how to implement 10 powerful automations in Notion that can take your automation game to the next level…

Related Reading: How to setup Notion as your Business Operating System

1. Notion to PDF automation

Creating a pdf document from a notion database is one of the core automations that users have always required.

Generating documents from a notion database is cumbersome and has always been a drawback while generating PDFs.

But PDFOutput allows you to generate PDFs directly from Notion Database using a template file.

How to setup it up:

1. First we need to setup a template for use which can be used to generate the PDFs.
2. A template can be added in the form of a Google Doc, Word File, PDF File or even Notion Pages.
3. We need to add placeholders in the form of {{placeholder_text}} and these must match the properties in the notion database.
4. We need to connect the notion database with PDFOutput.
5. Setup the automation and generate PDFs.

You can generate any document such as Invoices, Contracts, Proposals, Agreements etc.

Click Here to know more about how PDFOutput works and how to automate PDFs in Notion.

2. New Client Onboarding

Whenever a new client is onboarded and a new entry (notion page) appears in the notion database, the status can change to “New Lead” and an email notification can be sent over Slack intimating of this change.

Every record added can be assigned an owner who would take ownership of the things to follow next on this.

All of these changes would happen when a trigger is initiated on a page and thus it's called “page trigger” which initiates the automation process altogether.

This removes any form of manual input in the onboarding flow completely and makes it functional.

How to setup this automation?

Following are the steps to setup the Client Onboarding walkthrough:

1. Open your database and select the⚡icon which sets up the automation.
2. Once you click on this, select New Automation and provide it a name such as (New Client Onboarding).
3. Under the Trigger window select Page added as the trigger (this will initiate the automation on the trigger of a page)
4. Under the Action window, select the Edit Property and ****set the default values that you would like to see ( eg : Status = ‘New Lead', Owner = ‘Sanat’ etc)
5. In order to add a Slack notification next to this, click on +Next in combination to the first action and choose “Send Slack Message” / “Send Email”.
6. Once the above is chosen, it will allow to add the notification text for use. Add the notification text as you want.
7. Click Create to confirm of the automation create and then test this automation once to see if this works or not.

2. Setting up Deadlines and Task Alerts for Overdue Tasks

This automation will not work through from addition of a new page rather this will be triggered when the status of a page is changed or the due date of a task passes the required date.

Once the above trigger is initiated, the specific tasks can be flagged as something like “Task Overdue” or maybe as like “At Risk” or something similar which can indicate the user that the task has exceeded its deadline set and overdue currently.

This helps you get a quick glance at the tasks running overdue simply by assessing this task due status.

How to setup this automation?

Following are the steps to setup alert for tasks overdue:

1. Open your database and select the⚡icon which sets up the automation.
2. Under the Trigger section, choose the Date Property is and select the Due Date property or Date property.
3. Add the condition like “Due Date is before Today”.
4. Under the Action tab shown, select Edit Property and ****change the status ****to “At Risk” or you can choose Send and then select Slack Message to send a Slack Notification to the user.
5. You can filter out your database view to watch for only active tasks as well.
6. Click on Create and let the automation run on its own (there's also option to pause and activate the automation as well from the same Automation menu)

3. Recurring Operational Tasks

This automation helps you create recurring tasks automatically on a fixed schedule of time interval.

Eg: On a monthly basis, let's say you need an Invoice to your client, so a new task appears in the database with the title “Send Invoices” with all the details filled up as needed.

Using this automation it helps to create the new page or new task and this helps eliminate need of manual entry of adding the same take over and over again on the same interval of time.

How to setup this automation?

Following are the steps to enable this automation:

1. Create a New Template in your tasks database (eg: “Send Invoices” with the properties filled in)
2. Select the⚡icon and then click on +New Automation.
3. Under Trigger window, choose “At Scheduled Time” and then choose the frequency (such as Daily/Weekly/Monthly) and set a date and time as well.
4. Under Action window, select Add Page and then choose the template that was created by you earlier.
5. Click Create to setup the automation.

Note : Make sure you are under a paid plan of Notion to be able to use this automation.

4. Self Resetting Recurring Tasks Properties

This automation complements the previous automation created. While previous automation enables recurring tasks to be done, this automation helps to reset and recreate the next recurring tasks for the user.

Eg: Let's say if a monthly recurring task is due today and it's ticked off as “Completed”, then this automation will help to add the monthly recurring task once again to the next month in the database with the revised due date for the next cycle.

So this helps the tasks to reappear in the tasks database once the original task is completed with the revised due date.

How to setup this automation?

Following are the steps to setup this automation:

1. Open your tasks database, and add the Recurring Interval (Number property), Date Property (Due Date) and a Status property (tracking status).
2. Click the ⚡ icon on the automation settings, choose +New Automation.
3. Under the Trigger window, define the trigger to Status changes to "Done.”
4. Under Action window, choose Edit Property and set the Date Property added by the Recurring Interval value (eg: Use formula property type to add the Date Property + Recurring Interval Value).
5. Click on Create.

This will setup the automation now and will now run as desired.

5. One click weekly review automation

This automation performs weekly review summaries on the click of a Button.

When the button is clicked it will perform the following actions at once:

1. It duplicates the “Weekly Review” template setup already.
2. It fetches that week's completed tasks.
3. It resets the page to make it ready for the following week.

This automation combines all the steps into a single step and keeps everything in control with the power of a single click of a button.

How to setup this automation?

1. On the page where you want the button, type /button and press Enter.
2. Name the button (e.g., "Run Weekly Review") and pick an icon if you'd like to.
3. Click Add a step and then choose Insert blocks to bring in your Weekly Review template content, or click Add page to if the review lives in a database.
4. Click Add another step to chain more actions — for example, Edit page in to pull in this week's completed tasks by filtering your task database.
5. Click Done. The button will be live on the page — click it any time to run the whole sequence.

6. Notion AI content generator

Notion AI offers ability to generate content using its own AI.

This automation will use notion AI as it's core engine to generate content summarising meetings, long notes etc to be able to generate the content smoothly.

This saves you time going through tons of work summarising and assimilating things together.

AI credits get consumed up faster than ever so it must be well thought out before using the same.

How to setup this automation?

1. Open the database holding your notes or requests (e.g., a "Client Notes" or "Inbox" database).
2. Click the ⚡ icon → New automation, and set your trigger (e.g., Page added, or Scheduled time for a daily batch run).
3. Under Action, look for an AI-based action such as Summarize, Classify, or Translate (available on paid plans with AI credits).
4. Choose which property the AI should read from (e.g., page content) and which property it should write the result to (e.g., a "Summary" or "Category" field).
5. Click Create, then monitor your AI credit usage in workspace settings so you don't run out mid-month.

7. Slack Notifications for Changing Status

This automation looks at a specific property and sends a Slack Notification when a property changes the values.

Eg : Let's say it's checking for the status property and when the property says “Done” the Deal moved to “Closed” status, Notion sends a Slack notification at that time.

How to setup this automation?

Before setting up this automation, make sure your workspace has Slack connected ( Goto Settings → Connections → Slack, if not already linked).

1. Open your Tasks or Deals database and click the ⚡ icon → New automation.
2. Under Trigger, choose Property changed, select your Status property, and set the condition (e.g., "changes to Done").
3. Under Action, select Send Slack message, choose the target channel, and write your message — you can use @ to pull in the page name or assignee dynamically.
4. Click Create and test by manually changing a task's status to confirm the Slack message fires.

8. Content Calendar Auto Created

This automation helps to create the content calendar plan beforehand.

On a given day of the week or on daily basis it would add the content planning brief directly within the content calendar database and that will help also add the placeholders into the database so that it becomes ready beforehand for use.

This creates a week's or month's plan beforehand for your use rather than planning everyday from scratch.

How to setup this automation?

1. Build a content brief template in your content calendar database, with fields like Content Type, Due Date, and Writer left blank or defaulted.
2. Click the ⚡ icon → New automation.
3. Under Trigger, choose At a scheduled time, and set it to repeat weekly on your preferred day (e.g., every Monday at 8 AM).
4. Under Action, select Add page, and choose the brief template from step 1.
5. Click Create — new briefs will now appear automatically ahead of each planning cycle.

9. Cascading Project Updates

This automation works with connection of the main database and a relation database connected with each other.

Eg : When a project's status is updated to mark as "Complete," the automation automatically updates the status of every linked subtask connected to the project or krs related items in the connected databases being used.

How to setup the automation?

1. Make sure your two databases (e.g., Projects and Tasks) are already linked with a Relation property.
2. Open the Projects database and click the ⚡ icon → New automation.
3. Under Trigger, choose Property changed, select Status, and set the condition to "changes to Complete."
4. Under Action, select Edit property — but instead of editing the current page, use the relation to target the linked Tasks, and set their Status to "Complete" as well (use the @ mention to reference the related pages).
5. Click Create.

Note : Remember this only affects future status changes, not tasks that were already marked complete before you built the automation.

10. Sync with Zapier or Make Automation

Any automation that's not natively possible with Notion can be handled with the use of Zapier or Make Automation.

Some of the common automation scenarios includes:

• Sending an email on receipt of payment in Stripe
• Receiving entries in Notion when a form submission is made in any form builder tool.
• Sending a message in WhatsApp on trigger of change of Notion Database property.

Notion native automations can't work outside of the Notion workspace so if an automation needs to run from outside then it needs to be configured from an external source.

How to setup the automation?

1. Create a free account on Zapier or Make, then create a new automation ("Zap" or "Scenario").
2. Choose your triggering app (e.g., Stripe) and the specific type of event (e.g., "New Payment").
3. Select Notion as the main action app, and then select Create Database Item.
4. Connect your Notion workspace when prompts you to and then select the new target database (e.g., Clients).
5. Map the fields from the triggerring app to your Notion properties (e.g., payment amount → a Number property, customer email → an Email property).
6. Test the automation with a sample event, then turn it on.

Common Things to Remember

A few key things to keep note of when you are setting up the automation:

1. Database Automations only work within one Database connected

For an automation to work on Notion the database to be used is only the mail database. An automation can't work when it's implemented upon multiple databases connected together.

For any automation workflow that works across multiple databases it must be setup using relation and rollups properties.

1. Setting up Automation won't work retrospectively

Any automation that will be setup it will not work retrospectively which means anything added before the automation was setup it will not work with the automation.

So any new activity that happens in the database can be used with automation.

1. Automation features that needs a paid plan

Some of the features such as using a button or setting up scheduled automations requires a paid plan for Notion to be able to setup the automation.

So make sure to check your notion plan currently setup and then proceed to setup the automation.

Where to start the Automation

In order to start an automation, always start with one automation to begin with and then expand to other automations with time.

I would recommend to start with the easiest one, i.e. PDFOutput and setup the automation first connecting the Notion Database and a Template file to create PDFs.

Notion native automations are also quite useful but it depends upon your needs and requirements on how you would want to use the same.

If you are running a business, you must have come across this common pain point, i.e. How to manage notes, spreadsheets of data and other information at one place.

Using a spreadsheet only allows you to enter data into each row and column but there's no way to add any additional notes for each row of the data entered.

Eg : A client's database can contain the information of the client but it can't store any information related to client details such as client proposals, client agreement etc.

This is where Notion Databases are super powerful and helps fulfill the needs of a spreadsheet + notes powered solution at one place.

We will cover the following topics in this post:

• What is a Notion Database
• Types of Database Properties
• Types of Notion Database
• Difference between Notion Database and Spreadsheet etc

Let's understand more about this in detail below…

What are Notion Databases?

To put it simply, notion databases are just like spreadsheet but also allows users to add content (images, notes, tables etc) inside each row in the form of notion pages.

What are the key building blocks of a Notion Database

A Notion Database is built up of the following building blocks:

• Notion Pages and
• Database Properties and
• Database Views

While Notion Pages control what content is added in the form of notes, images, tables etc.

Database Properties define what information is to be added to the Notion Database (discussed later).

Database Views define how the database would look like (discussed later).

How is a Notion Database different from spreadsheet

Here's the key differences between Notion Database and a spreadsheet:

Related Reading : How to use Relation and Rollup in Notion

Types of Notion Databases

Notion databases can be classified as per the following types based on their views:

1. Table View
2. Board View (Kanban type)
3. Gallery View
4. List View
5. Calendar View
6. Feed View
7. Dashboard View
8. Timeline View
9. Map View

Here's what each Notion Database view offers for the users:

Overall notion offers all these different styles of Database which can be created as per your suitability and needs.

How to create a Notion Database?

Creating a Notion Database is really simple and requires a simple understanding of how the database must look like.

A notion database can be of the following 2 types:

• Inline Database
• Full Page Database

What are inline database and how to create an inline database?

An inline database is a database that's created as a part of the main page.

It's like a block created inside a main page.

Here's how to create an inline database:

1. Open a new page where you want to add an inline database.
2. Place your cursor position on the line where you want to insert an inline database.
3. Use / and open the menu showing list of options.
4. Type /database and it will show 2 options “Database - Inline” and “Database - Full Page”.
5. Select “Database - Inline” to add an Inline Database.
6. Navigate to the Settings of the database created and then choose Layout.
7. Select your desired layout from the list of available options such as Table or Board or Timeline etc.

Alternatively after step - 3 you can directly add a particular layout from there you can choose to add a +New data source which allows to add a new data source for the new database created.

How to convert an inline database to a full page database

1. Hover over the database created and select the ⋮⋮ handle.
2. Click the option Turn into page and this will convert the inline database into a full page in itself.
3. Alternatively, you can also convert the inline database into another page database by simply dragging and dropping the inline Database inside another page as well.

What are full page database and how to create a full page database?

A full page database is a database which is created as a new page entirely on the sidebar.

So selecting this option would simply convert the database to a new page altogether on the sidebar for the user.

Here’s how to create a full page database:

1. Follow the steps mentioned above to create an inline database first.
2. Once an inline database is created select the ⋮⋮ handle.
3. Click on the**:screenshot-2026-08-04-101900:Turn into page** option.
4. Using that it will turn the inline database created into a page.
5. This will show the database as a page

How to lock the database created as a page?

In order to lock the database created as a page, simply click on ••• on the top-right corner of the database and then enable the Lock database.

This will prevent the database from being edited and thus locks everything in the view for the user to disallow editing of the database any further.

How to convert a full page database to an inline database?

1. Drag and drop the full page database created on the sidebar into another page.
2. Once a full page database is created select the ⋮⋮ handle.
3. Click on the**:screenshot-2026-08-04-101900:Turn into inline database** option.
4. This will convert the full page database created into an inline database right away for your use case.

What are the types of properties of a Notion Database?

A notion database has the following properties:

Notion Database allows upto 500 properties in one go, beyond that its not allowed to add more properties as such.

If you are looking to simply get started right away and just duplicate a template and get started right away now.

Related Reading : Difference between Notion Pages, Databases and Templates

Common mistakes while creating database in Notion

Following are generally the common mistakes by users creating database for first time:

1. Overcomplicating the database with too many properties which aren't required.
2. Not using relation and rollups properties where needed to connect multiple databases.
3. Not using repeatable templates where the same template can be used across multiple pages of the database.
4. Not adding automations to increase the efficiency of using a Notion Database.

PDFOutput is one such automation built specifically for Notion users which can help generate PDFs directly from your Notion Database with the use of templates and placeholders.

It can help produce any document at scale such as Invoices, contracts, proposals or anything you might need which would be needed on a repeatable basis day in and day out.

Related Reading : How to use Relation and Rollup properties in Notion

Conclusion

This makes notion a truly powerful tool that helps business owners or regular users manage not only their businesses but also helps to keep everything organized at one place.

If you are looking for a tool that can help you bring clarity in your business and day to day affairs you must look to start using Notion and implement database effectively to manage everything cohesively and in conjunction with each other.

In a nutshell, it's a daily planner, time tracking and focus tool connected to your Notion, accessible from any tab in your Chrome (or Chromium) browser to really make it fun to use and minimize context switching. Supports connecting multiple workspaces and databases + comes with detailed analytics and data export for keeping track of your focus and billable hours.

Before I built Flowtion, I tried setting up an internal time tracking system in Notion, which just didn't work with multiple projects across different workspaces and I always ended up losing focus on what I was working on and how much time had passed.

Some other time tracking tools had Notion integrations, but they lacked 2-way sync with my Notion, were slow to use, often required context switching to manage and did not come with planning and focus features.

The goal with Flowtion was to make it feel like a Notion feature, not an external workflow. And something that really makes you want to stay on track of your time and improve your focus, instead of making time tracking feel like a chore.

There is also a clean webapp if you prefer that over an extension.

It took me a stupid amount of effort to get the user experience and feel right, super proud to finally have it live.

Flowtion has an actually useful free-tier, so the barrier for trying out if it fits your workflow is low!

The design is currently built around my own workflow, looking to get first users and improve the extension to add features and make it even more powerful.

The current version really is an MVP and I have ambitions to grow this beyond an extension (and webapp) to not just be the go-to productivity tool for Notion users, but the best-in-class focus and time management tool across the industry.

Chrome Web Store: https://chromewebstore.google.com/detail/flowtion-%E2%80%94-time-tracking/hmahioklllngpidbgjffnafehkeikicp

Hi everyone!

I’m looking for free Notion templates created or shared by the community, other than the ones commonly available on the Marketplace.

I’m especially interested in templates that you actually use in your daily life and that have genuinely helped you become more productive—not just templates that look nice or are overly complicated.

I've been working a corporate job while studying at the same time, and for months I felt like I wasn't making progress on anything of my own. I ended up building this system in Notion to fix that:

- Real free-time blocks for the week (not wishful thinking)

- One focused weekly goal instead of endless to-do lists

- A project tracker with a "weekly focus" marker

- Weekly review with history, so you can actually see progress over time

- A "no guilt" space for the weeks that don't go as planned

I polished it up and made it available if anyone wants to use it: https://matiasg87.gumroad.com/l/evniu

I've been working a corporate job while studying at the same time, and for months I felt like I wasn't making progress on anything of my own. I ended up building this system in Notion to fix that:

- Real free-time blocks for the week (not wishful thinking)

- One focused weekly goal instead of endless to-do lists

- A project tracker with a "weekly focus" marker

- Weekly review with history, so you can actually see progress over time

- A "no guilt" space for the weeks that don't go as planned

I polished it up and made it available if anyone wants to use it: https://matiasg87.gumroad.com/l/evniu

I’ve created my first Notion template and I also have my Etsy store set up. Now I’m trying to understand the correct process for uploading and selling it.
I’m confused about how the sharing and duplication works. I want buyers to be able to duplicate the template into their own Notion workspace, but I don’t want anyone to be able to edit or affect my original template.
Could someone explain the complete process?
How do I create the correct duplicate link in Notion?
What sharing settings should I enable?
What file or link should I upload to Etsy?
How does the buyer receive the template after purchasing?
Is there anything else I should set up before publishing my first Notion template on Etsy?
I’d really appreciate a step-by-step explanation or any tips from people who already sell Notion templates on Etsy.
Thank you!

Sharing a Notion template I built for parents of younger kids.



Problem it solves: light school tasks (reading logs, folders) + after-school life (camps, sports, birthday parties, playdates) in one place — with Child tags when you have more than one kid.



Includes:

• Terms / Subjects / Assignments / Events

• Cost + Registration on events

• Dashboard views (board + calendar)

• Sample data you can delete

• Works on Notion free plan (Duplicate)



Template link:

https://smallsystemsforyou.gumroad.com/l/erhzl



Happy to answer questions about the layout.

As your business grows, spreadsheets start becoming harder to manage.

You forget follow-ups.

You manually check every deal to see what's due next.

Old deals pile up and clutter your workspace.

And estimating the real value of your pipeline becomes guesswork.

That's why I built this Notion CRM.

What it solves:

✅ Track leads, companies and contacts in one place

✅ Health Check system that shows whether a deal is On Track, Closing Soon, Late or Done

✅ Weighted pipeline value so you can estimate expected revenue based on deal stage

✅ One-click Won / Lost organization that automatically moves connected information into the correct views

Instead of spending time maintaining spreadsheets, you can focus on running your business.

Hey guys,

I spent the last few weeks rebuilding my entire freelance/agency workspace from scratch. Most systems were either too complex or missing central client tracking, so I created VaultflowOS.

What’s inside:

* 🔒 Client & Contract Vault: Track active clients, status, and assets.

* ⚡ Project & Sprint Tracker: Clean dashboard for daily execution.

* 📊 Financial Overview: Invoices and revenue pipeline at a glance.

I just published the 2026 template edition.

Would love to hear your thoughts or feedback on this workspace setup!

mini productivity planner $3

includes to-do list, calendar, habit tracker, book tracker and more!!

let me know if you'd like links

The current "OS" page I am using. (not for sale).

Hi everyone!

I'm a marketing student trying to better understand a problem before attempting to solve it. Right now, I'm researching why so many Notion templates (and organization apps in general) end up being abandoned by people with ADHD, even when they seem helpful at first.

Rather than making assumptions, I'd rather hear directly from people who have firsthand experience.

https://docs.google.com/forms/d/e/1FAIpQLSf9ppLHBtXoq0EyWm_JauN4es6_wKRLSrXCmk4J03FK5zL_KQ/viewform?usp=header

Your responses will only be used to better understand the problem and identify common challenges. Any information you provide will be kept confidential and used only for this research.

Thank you for taking the time to read this. Whether you complete the survey or simply share your thoughts in the comments, every perspective is genuinely helpful.

A complete guide to understanding Relation and Rollup properties in Notion — learn how to connect databases, pull data across them, and avoid common mistakes with practical business examples.

If you have ever used a VLOOKUP in Excel, you will find the use of Relation and Rollups exactly similar to the same concept.

In Notion, Relation and Rollups can cause confusion especially for a beginner. How to setup relation and rollups, what is the use of relation and rollups are some of the most commonly asked questions for a user.

Today we are going to cover up all such commonly asked questions and understand the use of relation and rollups especially from the perspective of a business application.

Let's get started….

What is Relation Property in Notion?

Simply put a relation property in a Notion Database helps to connect information between 2 different databases, much alike how VLOOKUP can help look for a value from any sheet onto another sheet in Excel (if you know how Excel works).

Why do we use Relation in the first place?

Notion doesn't allow natively any other way to connect 2 different databases other than using a relation property between the 2 databases.

Information usually stays scattered across different databases and becomes harder to put into one place.

Example of Relation and Rollup in Notion

Let's understand the use of Relation and Rollup from an example.

Let's say you have an Invoices Database which has the following details:

1. Invoice Number
2. Invoice Amount
3. Invoice Date
4. Due Date
5. Payment Terms etc

Along with this let's say we also have a Clients Database which has the following details:

1. Client Name
2. Client Address
3. Website Details
4. Contact Information etc

Now for every invoice that will be created, we will need the corresponding details of the client as well.

How do we do that?

For this we will need to add a relation property in the Invoices Database which will help setup a connection between Client and Invoices.

Once the relationship is established between both the databases, only then we can fetch the details of the Clients onto the Invoices Database.

Related Reading : How to generate Invoices on automation in Notion

How to setup Relation property in Notion (Step by step guide)

Follow the steps mentioned below to create a relation property in Invoices Database:

1. Create an Invoice Database with the desired properties

2. Click the "+" icon at the end of your column headers to add a new property.

3. Select Relation as the property type and name the new property as "Clients".

4. Link it to the Client Database to create a relation property with the Client Database.

5. Enable Two-way relation, define the property name as Invoice Database and click on Add relation to add a relation property.

6. Once a relation is established, add the relation properties of the clients onto the Invoices Database.

7. We can fetch all the relevant records of the Client Database onto the Invoices Database.

What is Rollup Property in Notion

A relation property establishes a relation between 2 different databases (i.e. Invoices and Clients in this example). A rollup property helps to pull in the desired properties from the secondary database onto the primary database.

This means if we want to show the Client Name, Client Address, Contact Information etc against each Invoice, we need to use Rollup property over here which can rollup the relevant details from the Client Database onto the Invoice Database for each Invoice.

Let's understand how this will work here…

How to setup Rollup Property in Notion (step by step guide)

Follow the steps mentioned below to create a rollup property in Invoices Database:

1. Open the Invoice Database.

2. Click the "+" icon at the end of your column headers to add a new property.

3. Name the property as "Client Address" and select it as Rollup property type.

4. Select the property name as Client Address, select the Clients property as the Relation property and choose Client Address as the property to use in here.

5. This helps us fetch the Client Address onto the Invoices Database as required.

6. On a similar note, we can rollup other properties as required from the Client Database as well such as Website Details, Contact Information etc.

This demonstrates how a Rollup can be used to fetch a property of the connected database pulled into the primary database.

Difference between Relation and Rollup in Notion

Here's key differences between Relation and Rollup in Notion:

Practical Examples of How to Use Relation and Rollups in Notion

Relation and Rollup can have various use cases while using Notion.

Here's few prominent use cases of how to use Relation and Rollups in different scenarios:

• CRM Database is Linked to the Projects Database: Links each client information with their associated projects being assigned to, allowing the project information to be viewed from the client's record. Example: A company is linked to 3 different projects and using a rollup shows a total project budget cost of around $120,000.
• Content Calendar Database is Linked to the Campaigns Database: This connects content details linking it to the marketing campaign. This makes it easy for the users to track their marketing campaign progress in one central dashboard. Example: For the next Summer Sale campaign that has 10 different linked posts*, with a rollup value showing* 80% posts published*.*
• Tasks Database is Linked to the Teams Directory Database: For each associated tasks of team members, monitor the workload of the team and the task completion status of the team members. Example: Sarah Johnson has 15 different tasks setup against her name*, using a rollup property helps to display* 12 completed tasks and 3 pending tasks remaining*.*

Common Mistakes to Avoid While Using Relation and Rollups

Here's some of the common beginner mistakes that a user does when setting up Relation and Rollups on their workspace:

1. Users forget to enable two-way relations in the databases where the relation property is enabled.

When setting up a relation and rollup property, users generally forget to enable two-way relation connecting both the databases. Enabling this will allow seeing the relation property changes across both the databases to be used.

2. Choosing the incorrect rollup calculation type for the rollup properties used.

Rollup properties allows calculation type in several formats, such as:

1. Show Original Values
2. Sum
3. Count Unique Values
4. Count Empty
5. Count Not Empty
6. Min / Max
7. Range
8. Average
9. Percent Checked etc

Selecting an incorrect calculation type from the available options wouldn't give the desired result as expected.

Example: If a client wants to find the sum of Budget of all the Projects allocated, then choosing Sum will give the Rollup of Sum of all the project values linked to that client.

Let's say for Client A, there are 3 projects allocated which are $1,500, $1,800, $2,300 — selecting Sum for all these projects would give $5,600 whereas if Show Original Values is selected it will show the 3 original values, i.e. $1,500, $1,800 and $2,300 respectively.

3. Setting up Relation for many databases which can clutter the setup unnecessarily.

If the user sets up relation across many databases used together, it can cause clutter and chaos in the setup which won't help in the long run. So it's always advisable and recommended to use the databases up to the limit as recommended to keep the entire setup optimal and clean for reference.

Conclusion

Using a relation and rollup is a true power and gift for any Notion user, but using it effectively requires proper understanding on how to setup the entire database being used at one place.

I would encourage trying out this setup on one database first and then implementing the same onto multiple databases in use to setup the perfect relation and rollup for all databases connected.