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With the introduction of Notion Automation, Notion databases have become more powerful than ever. Notion Automation provides powerful capabilities to automatically initiate actions based on various triggers and conditions. In this article, we’ll talk about one such action, i.e. sending emails.
Use Case
Let’s start with a simple task management use case. We are looking to automate the following workflow:
Send email to a user when a new or existing Task is assigned to them. Add the task details and task link in the email as relevant context.
Step-by-Step Guide
1. Setting Up Your Automation
To create an email automation:
- Go to your database or page settings
- Click on ⚡ button at the top of the database
2. Configuring Triggers
You can trigger automated emails based on various events like when a new page is added, when a property is edited, when a date arrives, etc.
For our use case, we’ll add two triggers:
- A new page is added
Assigned Toproperty is edited
Choose "any" connector when adding the conditions described above (when "any" triggers occur).
Difference between "any" and "all"
When setting up multiple triggers in Notion Automation, you have two options for connecting them:
"Any" connector: The automation will run if any one of the specified triggers occurs. For example, if you set "new page added" OR "Assigned To property edited" as triggers with "Any" connector, the automation will run when either of these events happens.
"All" connector: The automation will run only if all of the specified triggers occur simultaneously. For example, if you set "Status changed to Done" AND "Due Date is today" with "All" connector, the automation will run only when both conditions are true at the same time.
3. Configuring Send Email Action
Click on the
+ New Action button and select the Send mail to… action.
When setting up a “Send mail to” action for the first time, you will be required to authorize with Gmail.
4. Customize Email Action
When setting up your email automation, you can customize:
- Email recipients - Set this to the
Assigned Toproperty.
- Subject line - Add a subject that suits your requirements.
- Email body content - Add dynamic content from the
Taskproperties to add relevant context to the email.
5. Advanced Features
Some advanced capabilities include:
- Using conditional logic to send different email content (using Formulas in the email content)
- Including database properties as variables
Best Practices
Automations are simple to setup. However, it’s advised to follow these best practices:
- Test your automation with a small group first
- Regularly review and update your automations
Common Use Cases
Some popular applications of email automation in Notion include:
- Sending welcome emails to new team members
- Notifying stakeholders of project updates
- Sending deadline reminders
Troubleshooting
If your email automation isn't working as expected, check:
- Notion is authorized to send emails via Gmail
- Check trigger conditions to ensure that they’re being met
- Check email formatting that could cause data to be hidden/obfuscated
Conclusion
Notion's email automation feature can significantly streamline your workflow and improve communication efficiency. By following this guide and best practices, you can create powerful automated email workflows that save time and reduce manual effort.
Want to take your Notion Database to the next level with NotionApps?
While Notion's built-in automation features are powerful, you can take your Notion database to the next level with NotionApps, a no-code tool that transforms your Notion databases into fully functional applications.
- Create custom interfaces for your Notion databases
- Create public or private apps
- Restrict data based on the user (no need for multiple databases per user)
- Build interactive forms and data entry screens
- Share your apps with team members or clients
NotionApps seamlessly integrates with your existing Notion workspace, allowing you to leverage your database structure while adding powerful functionality without writing any code.
To send emails via Outlook, you should work with the
Webhooks automation action and configure an email sending workflow with a tool like Make/Zapier.
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