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:

• Set Publish Date → now