# aNotioneer — full content Every blog post and Notion template page from anotioneer.com, as Markdown. --- # Blog posts --- # Setting Up The Record Expenses Apple Shortcut > Record your payments, without opening Notion _Published 2024-05-02 · by Alex Sherwood (aNotioneer)_ Source: https://anotioneer.com/blog/setting-up-the-record-expenses-apple-shortcut --- This Apple Shortcut lets you record your payments, without opening Notion. It's is designed to work with any database, not just the one that's included in my template. ### Setting Up The Shortcuts [Video guide](https://www.youtube.com/watch?v=6FAhX0vk3Yc) First, copy the template from [here](https://anotioneer.notion.site/Record-Expenses-In-Notion-bc070028f7034123b3f1d6a7479d125f). Then you'll need to copy two Apple Shortcuts - the [Settings](https://www.icloud.com/shortcuts/e046447401d34b6b863cb195f00896f7) & the [App](https://www.icloud.com/shortcuts/ae594efd776d4b70b9fac356a573649e). Next, create an Internal Integration Token - [video walkthrough](https://www.loom.com/share/446c8eeec09943faa2808dd1d6cb9506) / [Notion's guide.](https://www.notion.so/help/add-and-manage-connections-with-the-api#install-via-internal-integration-token) Open the Settings app and enter your Internal Integration Token and the ID of your Expenses database. If you rename any of the properties that are listed in the settings table, you can update the labels there to keep the Shortcut working. Make sure that your the App Shortcut is setup to run the Settings Shortcut. You should be prompted to select the Settings Shortcut when you open the App Shortcut for the first time. If your Category property is Multi-Select, rather than Select, then you'll need to record that in the settings too. And that's it 💥 I hope this makes keeping track of your spending a little bit less painful! This Shortcut can be customised to populate additional properties, including linking entries to pages in related databases. If you'd like me to help you to customise the Shortcut, I do work as a consultant - more info [here](/consulting). ‍ --- # Setting Up The Medications Tracker > Keep track of which supplements or medications you need to take and when you last took them, from an Apple Shortcut or by tapping an NFC Tag. _Published 2023-07-22 · by Alex Sherwood (aNotioneer)_ Source: https://anotioneer.com/blog/setting-up-the-medications-tracker --- This Apple Shortcut lets you keep track of which supplements or medications you need to take and when you last took them. You can add items to your shopping list by tapping an NFC tag, from a widget or your homescreen. The Shortcut is designed to work with any database, not just the one that's included in my template. ### Setting Up The Shortcuts [Video guide](https://youtu.be/ZyLKihmCMZg) First, copy the template from [here](https://anotioneer.notion.site/Medication-Tracker-Notion-Template-Apple-Shortcut-954300664066403ca16fb06c010946f0). Then you'll need to copy two Apple Shortcuts - the [Settings](https://www.icloud.com/shortcuts/85cb5aa6811a4cfbba0c10c24bce7cb4) & the [App](https://www.icloud.com/shortcuts/3417657e0d4f42f9b03d27544b6e236d). Next, create an Internal Integration Token - [video walkthrough](https://www.loom.com/share/446c8eeec09943faa2808dd1d6cb9506) / [Notion's guide.](https://www.notion.so/help/add-and-manage-connections-with-the-api#install-via-internal-integration-token) Open the Settings app and enter your Internal Integration Token and the IDs of your Medications & Log databases. If you rename any of the properties that are listed in the settings table, you can update the labels there to keep the Shortcut working. Make sure that your the App Shortcut is setup to run the Settings Shortcut. You should be prompted to select the Settings Shortcut when you open the App Shortcut for the first time. ### Connecting The Shortcut To NFC Tags [Video guide](https://youtu.be/ZyLKihmCMZg?t=429) You can buy NFC Tags from Amazon, they're pretty cheap. Mine are NTAG213s but I don't think it makes much difference which you get, I bought [these](https://amzn.to/3VzE3ZN) (affiliate link) from Amazon in the UK. Once you've downloaded the Shortcuts, entered your settings and connected the App to the Settings Shortcut: 1. Open the Apple Shortcuts app 2. Open the Automations tab 3. Tap the + and choose Create Personal Automation 4. Choose NFC 5. Scan your NFC tag and name it whatever you like 6. Add a Text action and enter the name of your item (this needs to match the name of the item in your Shopping List database and is case sensitive) 7. Add a Run Shortcut action and run the App Shortcut 8. Switch off Ask Before Running 9. Switch on Notify When Run ‍ --- # Ask Siri What's On Your To-Do List > This Apple Shortcut lets you ask Siri for your to-do list or view it from your homescreen. You can filter out completed tasks and tasks that're due in more than X days. You can also choose a priority order for your tasks e.g. by due date or by priority. _Published 2023-07-22 · by Alex Sherwood (aNotioneer)_ Source: https://anotioneer.com/blog/ask-siri-whats-on-your-to-do-list --- This Shortcut lets you ask Siri for your to-do list or view it from your homescreen. You can filter out completed tasks and tasks that're due in more than X days. You can also choose a priority order for your tasks e.g. by due date or by priority. The Shortcut is designed to work with any to-do list database, the template database is only intended to be used for testing :) ### Setting Up The Shortcuts First, copy the template from [here](https://anotioneer.notion.site/Ask-Siri-What-s-On-Your-To-Do-List-a542592154a8425fad860574d0c84fbb), if you want to test the Shortcut using my database. Then you'll need to copy two Apple Shortcuts - the [Settings](https://www.icloud.com/shortcuts/bf3113c64cc0447bb4a9084a25054af8) & the [App](https://www.icloud.com/shortcuts/189a986ec7ef4456bf6019fdb3ae75e7). Next, create an Internal Integration Token - [video walkthrough](https://www.loom.com/share/446c8eeec09943faa2808dd1d6cb9506) / [Notion's guide.](https://www.notion.so/help/add-and-manage-connections-with-the-api#install-via-internal-integration-token) To configure the Settings Shortcut, update the Value column with the following details: - For API Key, enter your Internal Integration Token - For Database ID, enter the name of your To-Dos database - For Sort By, enter the name of the property that you want to sort your to-do list by e.g. Due or Priority - For Sort Type, enter the type of property that your Sort By property is e.g. Date or Select - For Sort Order, enter ascending or descending. This will probably match the sort order of your to-do list in Notion. If you want to see to-dos that are due soonest, choose ascending. If you want to see to-dos that are the highest priority and your highest priority option is at the bottom of your select list, choose descending - If the Title and Date properties in your to-dos database aren't Name and Due, enter the names of those properties for Title Name and Date Name - For Due Within X Days, if you want to filter your to-do list, to exclude to-dos that are due more than X days in the future, enter a number. Changing that entry's type to number will break the shortcut 🙅♂️ - For Done Name, enter the property that you use to record whether a to-do is done or not. This can be a Checkbox, Status or Select property - For Done Type, enter the type of property that your Done property is e.g. Checkbox, Status or Select - For Done Label, enter the label of the option which indicates that a to-do is complete e.g. Complete. You can leave this field blank if your Done property is a checkbox To configure the App Shortcut, open the Shortcut and choose the Settings Shortcut in the first Action. You should be prompted to do this when you open the Shortcut for the first time. ‍ --- # Adding To Your Shopping List From An Apple Shortcut > Add items to your Notion shopping list using Apple Shortcuts. _Published 2023-07-22 · by Alex Sherwood (aNotioneer)_ Source: https://anotioneer.com/blog/adding-to-your-shopping-list-from-an-apple-shortcut --- This Apple Shortcut lets you select items from your Shopping List database that you need to buy and add new items to your list. You can optionally set an emoji as the item's page icon. You can add items to your shopping list by tapping an NFC tag, from a widget or your homescreen. The Shortcut is designed to work with any database, not just the one that's included in my template. ### Setting Up The Shortcuts [Video guide](https://youtu.be/bLZ4gTfziGM) First, copy the template from [here](https://anotioneer.notion.site/Add-To-Your-Shopping-List-Apple-Shortcut-2ab7c3e121de481da2c897a9aa18b262). Then you'll need to copy two Apple Shortcuts - the [Settings](https://www.icloud.com/shortcuts/aaada1cd75c24013a50998cdc3c63dfc) & the [App](https://www.icloud.com/shortcuts/cdb72c5e83b5470b9f159026a91d0ea6). Next, create an Internal Integration Token - [video walkthrough](https://www.loom.com/share/446c8eeec09943faa2808dd1d6cb9506) / [Notion's guide.](https://www.notion.so/help/add-and-manage-connections-with-the-api#install-via-internal-integration-token) Open the Settings app and enter your Internal Integration Token and the IDs of your Shopping List database. If you rename any of the properties that are listed in the settings table, you can update the labels there to keep the Shortcut working. Make sure that your the App Shortcut is setup to run the Settings Shortcut. You should be prompted to select the Settings Shortcut when you open the App Shortcut for the first time. You can also download this [Apple Shortcut](https://www.icloud.com/shortcuts/da71d3d6b01c402bbe1814f9ec6cb33e) which lets you open your Shopping List Notion page from a widget or your homescreen. ### Connecting The Shortcut To NFC Tags [Video guide](https://youtu.be/bLZ4gTfziGM?t=242) You can buy NFC Tags from Amazon, they're pretty cheap. Mine are NTAG213s but I don't think it makes much difference which you get, I bought [these](https://amzn.to/3VzE3ZN) (affiliate link) from Amazon in the UK. Once you've downloaded the Shortcuts, entered your settings and connected the App to the Settings Shortcut: 1. Open the Apple Shortcuts app 2. Open the Automations tab 3. Tap the + and choose Create Personal Automation 4. Choose NFC 5. Scan your NFC tag and name it whatever you like 6. Add a Text action and enter the name of your item (this needs to match the name of the item in your Shopping List database and is case sensitive) 7. Add a Run Shortcut action and run the App Shortcut 8. Switch off Ask Before Running 9. Switch on Notify When Run --- # Setting Up The Race Training Planner & Tracker > Record your runs and track your progress towards getting ready for your next race with this Notion template and Apple Shortcut. _Published 2023-07-22 · by Alex Sherwood (aNotioneer)_ Source: https://anotioneer.com/blog/setting-up-the-race-training-planner-tracker --- This template lets you set goals for your distance and pace, then record your runs quickly, using an Apple Shortcut. You can see your progress towards your goal, based on your most recent runs and compare it with your expected progress, which checks how long you have left until the race. Optionally, you can report your workouts to an accountability buddy or your personal trainer, using the second version of the Shortcut below and they can reply with comments that're saved in Notion. So if you're lacking motivation, you can read their past comments 🙌 The Shortcut is designed to work with any database, not just the ones that're included in my template. ### Setting Up The Workout Tracker With No Accountability Feature First, copy the template from [here](/product/race-training-planning-tracker-notion-template-apple-shortcut). Then you'll need to copy two Apple Shortcuts - the [Settings](https://www.icloud.com/shortcuts/73573b98db6e4b3f876c68441c906d88) & the [App](https://www.icloud.com/shortcuts/a4aab89145824291ba50f373b680b92d). Next, create an Internal Integration Token - [video walkthrough](https://www.loom.com/share/446c8eeec09943faa2808dd1d6cb9506) / [Notion's guide.](https://www.notion.so/help/add-and-manage-connections-with-the-api#install-via-internal-integration-token) Open the Settings app and enter your Internal Integration Token and the IDs of your Events and Workouts databases. If you rename any of the properties that are listed in the settings table, you can update the labels there to keep the Shortcut working. Make sure that your Settings Shortcut is set up to run the App Shortcut in the last step of the Settings Shortcut That's it, you're ready to go 🥳 ### Setting Up The Workout Tracker With The Accountability Feature [Video guide](https://youtu.be/a4eeveqSsf8) 💡 If you're a personal trainer, you could share this system with your clients and share feedback about their workouts using the commenting Shortcut. First, copy the template from [here](/product/race-training-planning-tracker-notion-template-apple-shortcut). Then you'll need to copy two Apple Shortcuts - the [Settings](https://www.icloud.com/shortcuts/73573b98db6e4b3f876c68441c906d88) (unless you had downloaded the first version of this Shortcut before) & the [App](https://www.icloud.com/shortcuts/19e034bcc6814d9a838ac12ba1a1ea8c). Next, create an Internal Integration Token (IIT) - [video walkthrough](https://www.loom.com/share/446c8eeec09943faa2808dd1d6cb9506) / [Notion's guide.](https://www.notion.so/help/add-and-manage-connections-with-the-api#install-via-internal-integration-token) I'd strongly recommend creating a second IIT for your accountability buddy / PT. The IIT gives anyone who has it access to whichever pages and databases you've shared with the connection. So creating a second IIT means you can make sure that you don't accidentally give the other person access to more of your workspace than you intend to. Don't forget to share your Workouts database with this integration. Open the Settings Shortcut and enter your IIT and the IDs of your Events and Workouts databases. Then open the App Shortcut and select the person who you want to send messages about completed workouts to. If you rename any of the properties that are listed in the Settings table, you can update the labels there to keep the Shortcut working. Make sure that your Settings Shortcut is set up to run the App Shortcut in the last step of the Settings Shortcut. Then ask your accountability buddy / personal trainer to download these Shortcuts - [Settings](https://www.icloud.com/shortcuts/3b356bb044e64e96898dfb31dd498492) & [App](https://www.icloud.com/shortcuts/885a0350645a4f549b1dbac71fee5939) which they'll use to comment on your workouts. You'll need to give them their IIT and the ID of your Workouts database to enter in the Settings Shortcut. If you rename the Date or Comments properties in the Workouts database then make sure you give them the new names of those properties so that they can update the Settings Shortcut. And that's it, you're all set 💪 --- # Tracking Habits In Notion With Apple Shortcuts & NFC Tags > Create entries for today's habits and mark them as complete from your homescreen, a widget or by tapping an NFC Tag. _Published 2024-01-13 · by Alex Sherwood (aNotioneer)_ Source: https://anotioneer.com/blog/tracking-habits-in-notion-with-apple-shortcuts-nfc-tags --- This Apple Shortcut create a new entry in your habit tracking database for today's habits, if there isn't one already and enables you to mark habits as complete, without opening Notion. Optionally, you can connect it with [personal automations](https://support.apple.com/en-gb/guide/shortcuts/apd690170742/ios) that run when you tap NFC Tags or enter / leave a certain location. I've created a simple [Notion template](https://anotioneer.notion.site/Mark-A-Habit-As-Complete-Apple-Shortcut-4ccb74121254414babc70ad83ec369af) so that you can try this out but the Shortcut is design to work with any habit tracker database. ### Setting up the Shortcut [Video guide](https://youtu.be/9HzTZXGY-ec) First you'll need to set up an Internal Integration Token ([video walkthrough](https://www.loom.com/share/446c8eeec09943faa2808dd1d6cb9506) / [Notion's guide](https://www.notion.so/help/add-and-manage-connections-with-the-api#install-via-internal-integration-token)), to enable the Shortcut to connect with your Habits database, via Notion's API. Then you'll need to share the database with the connection that you've created. Then you can can download the Apple Shortcut from [here](https://www.icloud.com/shortcuts/aad0e6ce047f439f91c4ca4c47001698). Configure the Shortcut's settings and you're ready to go! ### Connecting the Shortcut to NFC Tags You can buy NFC Tags from Amazon, they're pretty cheap. Mine are NTAG213s but I don't think it makes much difference which you get, I bought [these](https://amzn.to/3DMN9u5) (affiliate link) from Amazon in the UK. Here's a short [video guide](https://youtu.be/mtYd_WWXf8s) which explains how to create the automation. ### Triggering the Shortcut based on location Alternatively you can use a location based trigger for your automation (arriving or leaving somewhere, like the gym) and that will work too. Just add the text action, which I explain in the NFC Tags setup video guide and an action to run the Shortcut and that's it! --- # Setting Up The Save Fits In Notion Apple Shortcut > Set up an Apple Shortcut to save your outfits in Notion, using Dropbox. _Published 2023-07-22 · by Alex Sherwood (aNotioneer)_ Source: https://anotioneer.com/blog/setting-up-the-save-fits-in-notion-apple-shortcut --- To set this Shortcut up, you’ll need a [Dropbox](https://www.dropbox.com/) account and an API Key for your Notion account, which you can create [here](https://tally.so/r/nWJd9v). Unfortunately Notion doesn't allow us to upload files into a Notion database so we have to store them in Dropbox, then view and organise them in Notion instead Add a folder called ‘Notion Fits’ to your Dropbox homepage (you can specify a different folder path in the Shortcut’s settings). Once you have those, you can copy the Shortcut from [here](https://www.icloud.com/shortcuts/f96d2597323f4483ab014df5c6c321c5) and if you don’t have a database set up for this already, you can copy my Notion template from [here](https://www.notion.so/Outfit-Archive-37a99dfecd504c83b71652cb9e7d37bc). Make sure you share your Notion database with my integration from the ••• in the top right hand corner of the screen > Add Connections > aNotioneer. When you open the Shortcut for the first time, you’ll be prompted to set it up on this screen - ![](/blog/d9cc58-632ef78c96a21b5ba13ae360_Shortcut-Setup.png) Enter your API Key and the ID of your database in the Value column. You can stop the Shortcut from asking you if you want to tag and favourite your fits by changing “Yes” to “No”, next to Use Tags? and Use Favourites? If you’re using your own database and the names of the properties in that database aren’t the same as mine, you can enter the property’s names next to Title Property Name, Photo Property Name, Tags Property Name and Favourite Property Name (the “Property Name” bit of the key’s label might not be visible”. Next, if you want to be able to run the Shortcut easily, tap the down arrow next to the Shortcut’s name and choose Add To Home Screen - ![](/blog/a5e799-632ef7956a137102ab1ce991_Add-To-Home-Screen.png) Or you can add it to a Shortcuts widget instead. The first time you run the Shorcut, you’ll be asked if you want to allow the Shortcut to connect with Notion’s API ([api.notion.com](http://api.notion.com)) and to connect your Dropbox account, you’ll only be asked to do this once. Approved the connection request and sign into your Dropbox account and then you’ll be ready to go! ‍ --- # 5 Reasons To Use Make Not Zapier For Your Notion Automations > 5 reasons to use Make (previously known as Integromat), instead of Zapier for your Notion automations _Published 2023-07-22 · by Alex Sherwood (aNotioneer)_ Source: https://anotioneer.com/blog/5-reasons-to-use-make-not-zapier-for-your-notion-automations --- I’ve also covered the contents of this blog post in a YouTube video, which you can watch [here](https://youtu.be/Q9cjQqgAk50). ![](/blog/a327e2-63289c606334b23c3f18df17_Glossary-1-.png) *Terminology* Most of the companies that I work with use Zapier — they’re better known and the tool integrates well with lots of different apps. But Zapier’s Notion integration has some significant shortcomings; you can’t access relations or files in Zaps and your options for triggering automations are limited. When you compare Zapier to Make (previously known as Integromat), you also discover that it’s much easier to use Make to manage several different scenarios within the same automation and in most cases, Make’s a lot cheaper to use. In this blog post I’ll explain those limitations in more detail and share previews of Make’s functionality so that you can make an informed decision about which is the better tool for you. If you decide to try Make out, I’d appreciate it if you click through to their site using this [affiliate link](https://www.make.com/en/register?pc=anotioneer), to help support my work, even if you’re not planning to subscribe. Whether I had that link or not though, I’d still be recommending Make over Zapier. The main reason I’m writing this post is so that I can share it with my clients when they ask me which tool is better! As far as I’m aware, the only significant benefit that Zapier has vs Make, is it’s the more intuitive tool to use. Make exposes more of the technical complexity when it comes to managing automations, whereas Zapier hides some of it in the background. So in the same way that learning to use Notion takes longer than learning to use Google Docs, it’ll probably take you longer to do some things for the first time in Make. But it’s worth that up-front investment of your time because once you’ve got the hang of Make, you’ll run into less limits when setting up your automations and probably save some money too. ## 1\. You can update and view relations 🔗 [YouTube video chapter](https://www.youtube.com/watch?v=Q9cjQqgAk50&t=124s) I have a feeling that one of the reasons why Zapier supports fewer types of databases properties is because they’ve been slower to update their platform whenever Notion’s updated their API. When Notion’s API first launched for testing, you couldn’t access relation properties through the API. But — and this gives you a sense of how slow Zapier is here — they added support for relations about [a year ago](https://developers.notion.com/changelog/relation-and-rollup-properties-can-now-be-created-in-databases) and now you can both update and view the contents of relation properties in Make. Obviously this functionality’s pretty important, here’s a few common uses for it: - Linking new tasks to projects - Linking new contacts to companies - Linking new meetings contacts When creating new tasks using an automation, using Make will enable you to link those tasks to projects. ![](/blog/570ced-6328a099893c4b1215deeb54_Projects-2-.png) ![](/blog/eb273c-63289f5ab5508cec9b55f781_Tasks.png) ![](/blog/be313c-6328a7646334b20f07194b90_Task-Automation.png) ## 2\. You can access files 🔗 [YouTube video chapter](https://www.youtube.com/watch?v=Q9cjQqgAk50&t=361s) Let’s say you want to send a tweet from Notion and you want to include an image that tweet. I’d generally recommend storing that image in a Files & Media property, to make it easier to work with. But unfortunately if you do, you won’t be able to access that file in Zapier. Whereas in Make, we can download the file from Notion’s servers and send attach it to our tweet. ![](/blog/032c9b-6328a683e72ddc6a4c34115d_Tweets.png) ![](/blog/b3a7d4-6328a7c69d4859aaadeeb597_Zapier-Working-w.-Files.png) *There’s no sign of the file property from the Tweets here in Zapier* ![](/blog/454ad5-6328a81278b102126f979cd3_Make-Downloading-Files.png) *In Make we can download the file from Notion* ![](/blog/20d18d-6328a84b893c4b629cdf4dfb_Make-Attaching-Images-To-Tweets.png) *And then attach it to our tweet* ## 3\. You can manage different scenarios more easily 🔗 [YouTube video chapter](https://www.youtube.com/watch?v=Q9cjQqgAk50&t=510s) Often when you first set up an automation, it’ll be designed to handle a simple step-by-step process e.g. when an item gets added to my calendar, send it to Notion. But after a while, you’ll want to handle different processes within the same automation - you might want to feed updates to calendar events into Notion too. If you’ve set your automation up in Zapier, you can’t simply add a path action midway through your Zap’s actions. You have to delete everything that would come after the path before you can add it. Paths let you define the criteria for each different path and then the actions that will be completed if the criteria is met. So to use the calendar events example, you would check whether the calendar event is new or if it’s been updated. If it’s new, you’d create a database item in your Notion database and populate it with the event’s details. If the event’s been updated then you’d search for the calendar event in your Notion database and then update it. So you’d need to delete the action in your Zap and recreate it inside your path. Obviously that’s a pretty simple example but if you have a more complicated Zap, with multiple steps and you’re going to use some of those steps for each of your paths, then recreating them again twice can be pretty time consuming. Especially as it’s not possible to copy and paste actions. If you’ve set your automation up in Make instead then adding paths to your automation is much easier. You can add a router — which lets you create multiple paths — to your scenario, then simply copy and paste the modules from your first path, to reuse them as part of the alternative path. This is a big time saver and saves you from having to remember what you set up first time around. ![](/blog/164d66-6328a8d56d122dd983246abc_Zapier-Adding-Paths.png) *In Zapier we have to delete all subsequent steps in our Zap before adding a path* ![](/blog/f25d2b-6328a90fe5ab10af3c211734_ezgif.com-gif-maker.gif) *In Make we can add a router at any point in our scenario and reuse steps in the new path* ## 4\. There's triggers / update options 🔗 [YouTube video chapter](https://www.youtube.com/watch?v=Q9cjQqgAk50&t=723s) Again, when Notion’s API was first released, it only supported database pages. Now though, you can use Make to trigger automations when a page, page content or a database is created. To be honest, this isn’t functionality that I use that often but it’s reassuring to know that the option’s there, in case I ever need it, particularly as Notion continues to evolve. You can also use Make check to see whether a database item has been updated. This is not a great solution for checking whether a particular property has been updated to match certain criteria (you’ll want to use [The:Gist](https://www.thegist.so/) for that) but it can be useful. ![](/blog/5cc21f-6328a9cd5125d43997de7360_Zapier-Triggers-1-.png) *We can only trigger Zaps when a new item is added to a database* ![](/blog/ecfb7e-6328a9e36334b283231965a5_Make-Triggers-1-.png) *In Make we can trigger automations when databases and pages are created and when new content is added to a page* ## 5\. Make is often cheaper 🔗 [YouTube video chapter](https://www.youtube.com/watch?v=Q9cjQqgAk50&t=826s) [Zapier's Pricing](https://zapier.com/app/pricing) | [Make's Pricing](https://www.make.com/en/pricing) I took these screenshots on the 10th September 2022 and I’ve highlighted the matching details in each platform’s pricing in the same colour. Make gives you: - Red - More operations (tasks), at each level of their pricing tier - Yellow - Unlimited scenarios (zaps), which is only available from Zapier’s professional plan - Orange - Doesn’t charge for custom logic (paths), which is only available from Zapier’s professional plan - Blue - Cheaper prices for each tier of their pricing ![](/blog/214e42-6328aa89810271ae58d6c634_Zapier-Pricing-2-.png) *Zapier's pricing* ![](/blog/2075fd-6328aa934207ce5bfa4d3ae5_Make-Pricing-3-.png) *Make's pricing* I hope that gives you a good sense of the differences between the two tools. Please don't forget to use my [affiliate link](https://www.make.com/en/register?pc=anotioneer), if you're planning to try Make out. If you need my help with setting up automations in Notion with Make (or Zapier), you can get in touch with me [here](/consulting). --- # The Pros & Cons of using Notion as a CRM > What to consider when choosing your CRM platform, including a comparison with using Google Sheets and Salesforce as your CRM. _Published 2023-07-22 · by Alex Sherwood (aNotioneer)_ Source: https://anotioneer.com/blog/the-pros-cons-of-using-notion-as-a-crm --- I had written a much longer version of this blog post but to reduce the length, I’ve focused on the key considerations for managers rather than Notion administrators. If you’re the latter, hopefully you’ll still find much of this post relevant but you can also check out my [comparison table](https://anotioneer.com/Comparison-tables-9278c8d63c9d4219a68c3a24977de0f0) for a list of the other considerations. I discussed them in more depth during this [webinar](https://www.crowdcast.io/e/notioncrm/). ## Introduction ### Reasons to be nervous for business app developers I predict that just as a16z say that “software’s eating the world”, Notion will ‘eat’ many software services. Its modular design will enable Notion to be adapted to recreate complex systems which cost businesses hundreds or thousands of dollars in fees a year. For small teams, that prediction’s already a reality. Notion can be used to create powerful systems like; CRMs, project management tools, HR management and of course, wikis. In fact I’ve created several [templates](/templates) which replicate the structure, although not all of the functionality, of some of those systems already. For larger teams it won’t take long to run into shortcomings which prevent the systems that you create from working at scale, for example, managing an entire company’s tasks in a single database becomes impractical. Whereas custom software is able to provide dedicated functionality in order to make specific workflows, like checking for duplicate records, much easier. So in order for my prediction to be fully realised, Notion’s functionality will have to continue to evolve, without becoming clunky and inflexible. The company’s rapid growth and backing from investors mean it’s well placed to attract very good engineers and product managers, so hopefully they will. ### My background and what’s included in this post One of the most common uses for Notion in a business context is creating a CRM. I’ve worked over 3 years as a Salesforce Administrator, initially for a small team and then rolling out the system to other parts of the business. I used that knowledge to create a version of Salesforce in Notion, which has been one of my most popular templates, the [Advanced CRM template](/product/advanced-crm-notion-template). ![](/blog/cc3845-62c0b05249a83b4c72f52074_1-vBDbWSRV4dFQjuQ8YhzYBg.png) Seeing clients adopt that template and using it to run my own business has shown me the strengths and shortcomings of using Notion as a relational CRM. I’ll highlight those and compare Notion with some alternatives in this post to help you decide whether or not Notion is the right tool for this purpose, for your business. ### Glossary Notion have their own set of terminology which they use to refer to features in the app. I’ll use the more standard terminology throughout this blog post to save you from translating the terms. ![](/blog/2dd301-62c0b05263e4e8510c28ea2a_1-CB2Hl6iZ70PZ6sps6K2abg.png) ## Strengths ### One of Notion’s most powerful features — relations The piece of functionality that really sets Notion apart from spreadsheets and enables users to replicate the structure of Salesforce is relations. These are one of the more advanced features and probably not one that you’ll discover when you first start using Notion. If you’re not familiar with them then this [guide](https://www.notion.so/Relations-rollups-fd56bfc6a3f0471a9f0cc3110ff19a79) from Notion will give you a good overview of how they work. Like Salesforce’s relation fields, they’re a little bit clunky to use. But the small amount of extra effort is worth it because they make your system far more flexible, your data easier to work with and can speed up your workflow, once you get the hang of them. Recording information in a spreadsheet means that you end up creating multiple copies of the same information in different places for easy reference. This causes several problems: - It’s a waste of time - You’ll end up with conflicting data because you’ll forget to update the information in every location - It’s harder to keep track of who ‘owns’ which prospects / clients Relations are the solution to these problems, they enable you to link every record (company, sales, support), throughout your workspace to a single contact record. This has several benefits: - Whenever you update a record, that change is reflected everywhere in your workspace - It gives you a 360° view of every interaction that you’ve had with each client - You’re more likely to spot duplicate records, since you only have one table to check On top of those benefits, it’s easy to link to the contact whenever you create a new type of record, to manage a new type of process — there’s no second guessing whether duplicating the information is a good idea, just add a relation. This makes handing relationships over to different teams much easier. Not only can they view the complete history of your interactions with the person / company in the past. But they can also add their own databases to use to manage the processes, which are related to that person / company, that they’ll be responsible for going forwards. Dedicated software like Salesforce has a similar relational structure but also has more powerful tools for managing duplicates. ### Reports One of the most valuable outputs of a good CRM system is a collection of reports, which summarise team’s activity in a way that can be understood by the rest of the business. Spreadsheets enable you to create reports of course but it’s usually a very manual process and one that’s prone to human error as a result. Notion has a couple of powerful features in particular which make reporting easier and more flexible — linked databases with filtered views and rollup columns. Linked databases enable you to transform the data in your tables into different formats. For example the board view lets you summarise information based on different groups, like the account owner or the status of a sale, like this: ![](/blog/163d9b-62c0b05267a6a313c7fc44ab_1-td2BTWJHdop0Z5H86FxYLw.png) *Screenshot from my [Advanced CRM template](/product/advanced-crm-notion-template)* Or this: ![](/blog/f529ab-62c0b052ab634e1e8d99a9b8_1-JtS4YxleELW6MAyIWaazzQ.png) *Screenshot from my [Client Tasks & Communication Manager template](/product/client-tasks-communication-manager-notion-template)* Since formulas don’t work in the same way as spreadsheets in Notion, doing calculations sometimes requires some creativity but ultimately there is a way to summarise most data. Rollups are key to creating reports as they let you aggregate information from related databases and also use that data in formulas. They’re explained in Notion’s help guide [here](https://www.notion.so/Relations-rollups-fd56bfc6a3f0471a9f0cc3110ff19a79). You can use multiple linked databases to create dashboards, which display filtered data from the same database in your dashboard page. This view functionality does exist in spreadsheets but it’s a lot more hidden, doesn’t allow you to display data in different formats and it’s also harder to use. The main limitation of Notion, when it comes to reporting, is the lack of support for charts. Spreadsheets let you create charts of course but you need to keep the ranges, for data that should be included in the reports, up to date. Software like Salesforce has the same advantages as Notion in terms of reporting but also makes visualising your data with charts straightforward. ## Limitations Aside from the limitations that I’ve mentioned already, Notion has some pretty significant shortcomings for use as a CRM. You’re likely to run into these as you increase the complexity of the processes that you manage in Notion and/or when you scale your team. ### Lack of automation Notion does include some basic automation features like reminders and the ability to send notifications via email or Slack when changes are made to pages. But the notifications feature is limited, as it’s all or nothing, for each page. It’s not possible to specify that you want to be notified when a change is made to a particular column, for example. There’s also no ability to automate updates to one column when another column is changed, except though formulas. So if you want to record the date and time when a task was marked as complete, for example, then there isn’t a 100% reliable way to do that in Notion at the moment. I’m anticipating this improving a lot when the API is developed further — the technical term for the functionality that’s missing at the moment is webhooks—and it’s on their roadmap. Fingers crossed. ### Risk of data deletion, limited support for backups, imports and sharing permissions I won’t go into these in detail about these in this post but bear in mind that Notion is relatively weak in each of these areas. If any of them are a major concern for you or you need to import data into your CRM regularly, then you may need to use dedicated CRM software instead. ## Additional considerations ### Consolidating your applications Along with the direct benefits, there’s another big benefit to adopting Notion for your business, which I touched on in the section about relations. It enables you to reduce the number of different software services you use. If you start off by only using Notion as your CRM, there’s a good chance that you’ll soon find that members of the team start using it for other purposes too, like organising tasks or writing meeting notes. If you start to roll the CRM out to other teams too, for example the account managers who’ll take care of your customers once they’ve signed up for your services, you’ll see a similar pattern. Eventually, as long as the workspace is well managed and doesn’t become a mess, you’ll see several benefits: - There will be better visibility of what’s going on throughout the business - Easier collaboration, as everyone is working in the same place - Teams can link their databases together, to monitor and build on what other teams are working on - You’ll pay for less software services This is one big advantage that Notion has over both spreadsheets and dedicated CRM software — it’s flexible design enables it to be used for a wide range of applications. ### Price Using Google Sheets is free of course and enables real time collaboration too. This is the pricing for Notion and Salesforce’s Sales Cloud service at the moment: ![](/blog/9a8be6-62c0b052f9709882bcf0bd7e_1-YIePiyebwRmqTF9yEBgegw.png) *Screenshot from [here](https://www.notion.so/pricing)* ![](/blog/0b3e55-62c0b052b1aa5daae1406248_1-YuWJN-sP2fAExdNQ6h12vQ.png) *Screenshot from [here](https://www.salesforce.com/editions-pricing/sales-cloud/)* Quite a difference! ## Conclusion To sum up, Notion’s a far more powerful and customisable alternative than spreadsheets. There’s definitely a learning curve involved in getting to grips with the software initially. But once you have, if you’re running a small business, then it will significantly improve your team’s productivity and reporting. When you combine those benefits with the fact that it enables you to consolidate much of your company’s knowledge and activity management into one place, rather than using a range of disconnected tools, it’s even more compelling. But for larger businesses or those with specific workflows which aren’t well supported, dedicated CRM software may be the only feasible solution. Hopefully we’ll see Notion continue to build on the platform’s functionality to close that gap even further in the future. I’ve also made a comparison table, listing the pros and cons of spreadsheets, Notion and Salesforce [here](https://anotioneer.notion.site/Comparison-tables-9278c8d63c9d4219a68c3a24977de0f0). If you work for a company that’s using Notion to recreate other software services at scale, then please do get in touch on [Twitter](https://twitter.com/aNotioneer) or [Instagram](https://www.instagram.com/anotioneer/), I’d love to hear about your experience! You can see a preview of my Advanced CRM template and download it [here](/product/advanced-crm-notion-template). I also offer consultancy services for anyone who’s looking to adopt Notion as their CRM or anything else Notion related, more details [here](/consulting). --- # Templates --- # Eisenhower Matrix | Notion Template > The Eisenhower Matrix is a great way to organise your tasks, to make sure that you work on what's important and not just what's urgent. - Type: Notion template - Collection: Notion at home - Price: Free - Preview / duplicate: https://anotioneer.notion.site/Eisenhower-Matrix-Notion-Template-eb1118338e8c429b84519d2e4fc47a48 - Source: https://anotioneer.com/templates/eisenhower-matrix-notion-template --- The Eisenhower Matrix is a great way to organise your tasks, to make sure that you work on what's important and not just what's urgent. There's a quick explanation of this approach to task management [here](https://jamesclear.com/eisenhower-box). This template enables you to update the status of your tasks by dragging and dropping them into a different section of the matrix ⚡️ Throughout the template you'll see blocks with an ▶ next to them, click the triangle to view an explanation of that section of the page. --- # Simple Project Management System | Notion Template > This template is designed to serve as the foundation of your project management system, including all of the key components that you need for project management but simple enough to customise and connect with other parts of your workspace, to suit your workflows. - Type: Notion template - Collection: Notion at work - Price: $22 USD - Preview / duplicate: https://anotioneer.notion.site/Simple-Project-Management-System-Notion-template-74408d38b227444d872264e8beaf4214 - Buy: https://buy.stripe.com/5kAbJra6c3um45G8xI - Source: https://anotioneer.com/templates/simple-project-management-system-notion-template --- This template is designed to serve as the foundation of your project management system, including all of the key components that you need for project management but simple enough to customise and connect with other parts of your workspace, to suit your workflows. - Based on the classic project management structure - the work is grouped together in projects, which are broken down into tasks to complete. You can also link sub-tasks to parent tasks, using Notion's new sub-items feature. - Record dependencies - using Notion's new dependencies feature - and see an alert in the Projects timeline view if a Task is blocked. - Gantt style Timeline views make it easy to keep track of progress and manage deadlines. - The My Activity page gives team members a filtered view of everything that they're assigned to so that they can focus on their work. ## Feedback ![Feedback on the Simple Project Management System template](/templates/simple-project-management-system-notion-template/testimonial-1.png) --- # House Search Organizer | Notion Template > This template is designed to be useful whether you are renting or buying a property. This is the system which I used to keep track of everything that I needed to record while I was looking for my new flat. It'll help you when you're searching for your new property, scheduling your viewings and arranging all of the paperwork and payments. - Type: Notion template - Collection: Notion at home - Price: $10 USD - Preview / duplicate: https://anotioneer.notion.site/House-Search-Organizer-29958616007c414da72ee6f1ecfdc4f6 - Buy: https://buy.stripe.com/14kbJr7Y49SK59K8xD - Walkthrough video: https://www.loom.com/share/d0aeee2c58594a33af3649a012fc9fa6 - Source: https://anotioneer.com/templates/house-search-organizer-notion-template --- This template is designed to be useful whether you are renting or buying a property. This is the system which I used to keep track of everything that I needed to record while I was looking for my new flat. It'll help you when you're searching for your new property, scheduling your viewings and arranging all of the paperwork and payments. --- # Jira Alternative | Notion Template > I see someone request a system that they can use to replace Jira in Notion almost every day so I collaborated with the CTO of the startup that I work for to create this template. Needless to say, this isn't a full Jira replacement but we were able to replicate a lot of the core structure. You'll have everything that you need here to get up and running, and it'll serve as a solid foundation for you to build on. The beauty of managing your workflow in Notion of course, is that you can customise far more of this system compared to Jira. This template is designed for the Scrum methodology but if you prefer to use Kanban then it can be easily adapted. - Type: Notion template - Collection: Notion at work - Price: $27 USD - Preview / duplicate: https://anotioneer.notion.site/Jira-Alternative-Notion-template-93880ffefbbd4931900ffd11430859fd - Buy: https://buy.stripe.com/5kA8xf3HOgh859K29o - Source: https://anotioneer.com/templates/jira-alternative-notion-template --- I see someone request a system that they can use to replace Jira in Notion almost every day so I collaborated with the CTO of the startup that I work for to create this template. Needless to say, this isn't a full Jira replacement but we were able to replicate a lot of the core structure. You'll have everything that you need here to get up and running, and it'll serve as a solid foundation for you to build on. The beauty of managing your workflow in Notion of course, is that you can customise far more of this system compared to Jira. This template is designed for the Scrum methodology but if you prefer to use [Kanban](https://www.atlassian.com/agile/kanban/kanban-vs-scrum) then it can be easily adapted. You can automatically generate sequential page IDs for the items in your Tickets database using my [Make and Apple Shortcuts automations](/product/automatically-generate-sequential-page-ids-in-notion). - A cheaper, more flexible and easier to adopt alternative to Jira. - Give other teams in the business visibility of your progress so that customer support can update customers and the marketing team can plan feature launches. - Organise work into manageable sprints, based on estimates which calculate how much work the team can complete before the end of the sprint. - The database orientated structure means that this template will be compatible with the integrations that are created using the Notion API. - Keep track of how many story points your team delivers in each sprint to increase the accuracy of future planning. - A collaboration with an app that adds more of Jira's functionality to Notion is on the way... --- # Link Manager / Reading List | Notion Template > This template works beautifully with Notion's web clipper (& Readwise), to make capturing and organising your links and files in a reading list simple. - Type: Notion template - Collection: Notion at home - Price: $10 USD - Preview / duplicate: https://anotioneer.notion.site/Link-Manager-Reading-List-Notion-Template-ae85c092f0eb4a65a4ed6b749b8fc267 - Buy: https://buy.stripe.com/7sIbJremsaWOdGg15d - Source: https://anotioneer.com/templates/link-manager-reading-list-notion-template --- This template works beautifully with Notion's web clipper (& Readwise), to make capturing and organising your links and files in a reading list simple. --- # Ticket Management System | Notion Template > Manage requests from your team members and keep an eye on where most of your requests are coming from. - Type: Notion template - Collection: Notion at work - Price: $20 USD - Preview / duplicate: https://anotioneer.notion.site/Ticket-Management-System-Notion-Template-0386644297b149aab5ecb4bc8ee0a16c - Buy: https://buy.stripe.com/fZe5l3928e90au429s - Source: https://anotioneer.com/templates/ticket-management-system --- Manage requests from your team members and keep an eye on where most of your requests are coming from. This template is included with the [Sortero](/apps) app, which enables team members to submit requests from a form in Slack. --- # Advanced CRM | Notion Template > This template replicates the type of 'relational' structure that you'd see in a traditional CRM like Salesforce. Although it has a lot less features than that sort of expensive software, this template contains all of the core functionality that you need to manage CRM as a small business, like me. Relational databases make managing your data and adding to your CRM system over time much easier. - Type: Notion template - Collection: Notion at work - Price: $27 USD - Preview / duplicate: https://anotioneer.notion.site/Advanced-CRM-Notion-template-b6f32a15740749a8b5a915be201574e5 - Buy: https://buy.stripe.com/bIY28Rdiod4W31C8xs - Walkthrough video: https://youtu.be/FSM1FXHiK1Y - Source: https://anotioneer.com/templates/advanced-crm-notion-template --- This template replicates the type of 'relational' structure that you'd see in a traditional CRM like Salesforce. Although it has a lot less features than that sort of expensive software, this template contains all of the core functionality that you need to manage CRM as a small business, like me. Relational databases make managing your data and adding to your CRM system over time much easier. - Get a 360° view of all of your interaction with your prospects in one place, by viewing their Account or Contact page - The personal dashboard page is automatically filtered to only display each team member's records, for an uncluttered workspace - The modular structure makes adding new databases to capture extra information straightforward - Avoid duplicating information like company details when adding new records, thanks to the relational design - Keep track of sales, clients, contacts and meetings in an integrated system. - See a summary of your sales conversion metrics and sources of business in dashboard ## Podcast I recently recorded a podcast episode with productivity guru Jenny Blake, where I shared some advice about setting up your CRM, automations that I use and more. You can listen to the episode [here](https://itsfreetime.com/episodes/125). --- # Mileage Calculator | Notion Template > This template is based on Zoho's mileage tracker app and I've managed to replicate most of the functionality from that app. It lets you record travel, save receipts and calculate how much you can claim back from your fuel expenses. The UK version of the template includes some additional functionality which lets you manage VAT claims and keep an eye on how close you are to the 10k miles rate threshold. Both versions are included in the same template. - Type: Notion template - Collection: Notion at home - Price: $10 USD - Preview / duplicate: https://anotioneer.notion.site/Mileage-Calculator-Notion-template-85716ae4020f40d79557a0e65cdd0566 - Buy: https://buy.stripe.com/eVa6p7a6cc0S6dOdS0 - Walkthrough video: https://www.loom.com/share/567755adb03849ffb7647f9a03d0513e - Source: https://anotioneer.com/templates/mileage-calculator-notion-template --- This template is based on [Zoho's mileage tracker app](https://www.zoho.com/expense/mileage-reimbursement-tracker/) and I've managed to replicate most of the functionality from that app. It lets you record travel, save receipts and calculate how much you can claim back from your fuel expenses. The UK version of the template includes some additional functionality which lets you manage VAT claims and keep an eye on how close you are to the 10k miles rate threshold. Both versions are included in the same template. --- # Race Training | Planning & Tracker | Notion Template & Apple Shortcut > I created this template while preparing for an upcoming race. It lets you set goals for your distance and pace, then record your runs quickly, using an Apple Shortcut. You can see your progress towards your goal, based on your most recent runs and compare it with your expected progress, which checks how long you have left until the race. - Type: Notion template - Collection: Notion at home - Price: Free - Preview / duplicate: https://www.notion.so/anotioneer/Race-Training-Planner-Tracker-Notion-Template-Apple-Shortcut-1-2e3f09a1aeed4d8885235b6e1563b63b - Source: https://anotioneer.com/templates/race-training-planning-tracker-notion-template-apple-shortcut --- I created this template while preparing for an upcoming race. It lets you set goals for your distance and pace, then record your runs quickly, using an Apple Shortcut. You can see your progress towards your goal, based on your most recent runs and compare it with your expected progress, which checks how long you have left until the race. Setup guide [here](/blog/setting-up-the-race-training-planner-tracker). --- # Brand Assets | Notion Template > I originally created a page like this one to share the brand assets for the company that I work for with collaborators. I've used Ubuntu's assets in this example. The rest of the content on this page comes from their site. - Type: Notion template - Collection: Notion at work - Price: $12 USD - Preview / duplicate: https://anotioneer.notion.site/Brand-Assets-Notion-template-dd4dd088e292440781a8c07d14c482fa - Buy: https://buy.stripe.com/aEU14N2DK4yqby83dc - Source: https://anotioneer.com/templates/brand-assets-notion-template --- I originally created a page like this one to share the brand assets for the company that I work for with collaborators. I've used [Ubuntu's assets](https://design.ubuntu.com/) in this example. The rest of the content on this page comes from their site. --- # Company Press Page | Notion Template > You can add this page to your website to give journalists and bloggers all of the resources they need when featuring your company. It also includes a distribution list signup form where they can register to receive news from you, along with space where you can list your contact details. - Type: Notion template - Collection: Notion at work - Price: $20 USD - Preview / duplicate: https://anotioneer.notion.site/Company-Press-Page-Notion-template-2d532907d0b34b9187d1b461aedcc281 - Buy: https://buy.stripe.com/7sIfZH9282qi0Tu7tw - Walkthrough video: https://www.loom.com/share/bc42bcc725dc4f25a1b71592e6c2a499 - Source: https://anotioneer.com/templates/company-press-page-notion-template --- You can add this page to your website to give journalists and bloggers all of the resources they need when featuring your company. It also includes a distribution list signup form where they can register to receive news from you, along with space where you can list your contact details. --- # Customer Journey Map | Notion Template > This template's structure is based on the system that's described in this blog post. It enables you to record a customer / persona's thoughts and feelings as they try out your product or service. You can visualise their feelings as they work their way through that process in the timeline view below. Open each persona's page and view the phases which are related to them to record more details about their experience at that time. Lively Anna is the best example of a complete persona. - Type: Notion template - Collection: Notion at work - Price: $20 USD - Preview / duplicate: https://anotioneer.notion.site/Customer-Journey-Map-Notion-template-9af2c495103548fd9a1b1af6beed6370 - Buy: https://buy.stripe.com/dR600Ja6cfd46dO4hm - Walkthrough video: https://www.loom.com/share/2dc0e8512d9c42c5b456834247465750 - Source: https://anotioneer.com/templates/customer-journey-map-notion-template --- This template's structure is based on the system that's described in this [blog post](https://medium.com/pari-chowdhry/ux-case-study-design-of-a-fitness-app-e644790da19). It enables you to record a customer / persona's thoughts and feelings as they try out your product or service. You can visualise their feelings as they work their way through that process in the timeline view below. Open each persona's page and view the phases which are related to them to record more details about their experience at that time. ‍Lively Anna is the best example of a complete persona: --- # User Research Organizer | Notion Template > This template replicates the system which I used at the startup that I worked for to collect volunteers, record findings and share the results of user research interviews. - Type: Notion template - Collection: Notion at work - Price: $20 USD - Preview / duplicate: https://anotioneer.notion.site/User-Research-Organiser-Notion-template-db5428fa746348b9a673c07f6e44f1fe - Buy: https://buy.stripe.com/28o3cV1zGd4Wby815i - Source: https://anotioneer.com/templates/user-research-organizer-notion-template --- This template replicates the system which I used at the startup that I worked for to collect volunteers, record findings and share the results of user research interviews. - Registration page where volunteers for the user research can submit their details, which are automatically stored in Notion - Project and user interview pages where you'll mange your interviews and record your findings - Scheduling page, which enables you to schedule sessions with volunteers for your team - A findings where you'll summarise the outcome of the user interviews, to be shared with teams throughout the rest of the business --- # Code Snippets Manager | Notion Template > Keep your code snippets organised and easily accessible in Notion. - Type: Notion template - Collection: Notion at work - Price: $20 USD - Preview / duplicate: https://anotioneer.notion.site/Code-Snippets-Manager-19ff5b3e19b54e94a0f4071dca974d3f - Buy: https://buy.stripe.com/4gw7tb4LS5Cu31C6pq - Walkthrough video: https://www.loom.com/share/ff7c33c7497c4efeba2ae23f743ac1f5 - Source: https://anotioneer.com/templates/code-snippets-manager-notion-template --- Keep your code snippets organised and easily accessible in Notion. - Organise snippets by category and subcategory, for easy search. - Quick access to frequently used snippets in the Most Used view. - See the history of past additions in the timeline view. - See when a snippet was added / modified and by who, in case you have questions. - Share your snippets with your team or other collaborators. - Notion supports syntax highlighting for 71 programming languages. --- # Company Knowledge Base / SOPs | Notion Template > Publish guides, resources and SOPs for your team in this knowledge base template. The template has been built using Notion's wiki functionality, which helps your team keep your wiki content up to date. - Type: Notion template - Collection: Notion at work - Price: Free - Preview / duplicate: https://anotioneer.notion.site/350f26f067404349a3da5db325f834b8?v=54fe486f7acd428c945cd1d6286682ee - Source: https://anotioneer.com/templates/company-knowledge-base-sops-notion-template --- Publish guides, resources and SOPs for your team in this knowledge base template. The template has been built using Notion's wiki functionality, which helps your team keep your wiki content up to date. Link content to teams and categories to enable users to view collections of content. - Keep your content up to date with Notion's wiki functionality. - Link SOPs and guides to other databases and include them in templates, to make them easy to access. --- # Company OKRs | Notion Template > This template is based on one of the original guides for creating OKRs, developed and made famous by Google. Objectives and Key Results are stored in the same database, giving you complete flexibility over how you record your company and team objectives, team and individual key results. - Type: Notion template - Collection: Notion at work - Price: $27 USD - Preview / duplicate: https://anotioneer.notion.site/Company-OKRs-Notion-template-9e787e68ab9b4281ac29cf089494752e - Buy: https://buy.stripe.com/28ofZH0vC1me8lW29b - Source: https://anotioneer.com/templates/company-okrs-notion-template --- This template is based on one of the original [guides](https://medium.com/startup-tools/okrs-5afdc298bc28) for creating OKRs, developed and made famous by Google. Objectives and Key Results are stored in the same database, giving you complete flexibility over how you record your company and team objectives, team and individual key results. - Set qualitative company Objectives and then break them down into quantitative Key Results - See an aggregated summary of the overall process towards each objective, based on its linked KRs - KRs are assigned to teams and team members, making it clear who owns which KRs - The KRs can be linked to other databases in your workspace e.g. you could connect them to your Projects database, to calculate a KR's completion - Once the KRs have been created, team members only need to update the Current Result & Status columns to record their progress - The OKRs can be viewed and updated anywhere, thanks to Notion's online storage --- # Company Homepage | Notion Template > Share announcements and highlight goals, key projects and resources in your company homepage. - Type: Notion template - Collection: Notion at work - Price: Free - Preview / duplicate: https://anotioneer.notion.site/Company-Homepage-879ab80c7f2b4bc99dae4f52cb22fba8?pvs=4 - Source: https://anotioneer.com/templates/company-homepage --- Share announcements and highlight goals, key projects and resources in your company homepage. ‍