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Question

How do I automate monthly email reports with combined due dates from two Notion databases?

  • July 3, 2024
  • 3 replies
  • 46 views
P

Hi there,

I'm hoping you can help me automate a process in Notion.

Currently, I have two separate databases:

  • One tracks company names, due dates for bookkeepers and accountants, and filing due dates.
  • Another tracks insurance due dates.

I'd like to set up an automated system that sends me an email report at the beginning of each month. This report should contain a list of all upcoming due dates for that month, pulling data from both of my databases.

Is there a way to achieve this automation?

Thanks in advance for your assistance!

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

MohSwellam
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+8
  • MohSwellamZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • July 3, 2024

Hi @projectsfounthill 

 

The short answer is no you cannot. The long answer answer is you can do that with a few automations, but you will need to save the data in something like Airtable or Google Sheets.

Founder of GeekyAir.com
P

Hi @projectsfounthill 

 

The short answer is no you cannot. The long answer answer is you can do that with a few automations, but you will need to save the data in something like Airtable or Google Sheets.

How can I do this using Google sheets? 

MohSwellam
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+8
  • MohSwellamZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • July 3, 2024

Basically you will need 2 automations: 

 

Automation 1: Whenever a new record is created in Notion, create the same record in Google Sheets

 

Automation 2: Triggers on schedule, uses the Month to look up for rows in Google Sheet (max 500 rows), then use those rows to send the email any way you like

Founder of GeekyAir.com
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