Automations
Inside Notion (Buttons & Automations)
1) New Listing Onboarding button (in Listings & Pipeline)
- Button name: Onboard Listing
- Suggested actions:
- Set Status → Pre‑listing Prep
- (Optional) Set Listing Date → today
- Create a related Content & Marketing item (draft Listing Description) linked to this listing
- Create a set of checklist sub‑items (use a template or related tasks database)
2) Deal Movement automation (Status → Closed)
When a listing’s Status changes to Closed:
- Update the related client in Client CRM:
- Set Role → Past Client
- Set Status → Closed (or Inactive, depending on your workflow)
- Create a Post‑Close Tasks item:
- Title: Send Thank‑You Gift & Review Request
- Due date: +7 days
3) Content publication tracker
When a content item Status changes to Published: