#Notion setup tutorial how to

If you’d like to learn more about building no-code automations with platforms like Make and Zapier, check out our blog or our YouTube channel. 2.2 Setting up your workspace: So in this lesson were gonna talk about what a workspace is and how to start setting yours up. The Getting Started Template (a template is just a pre-made page) by Notion is great, but if you want to follow along with this particular article Ive also. Learn the fundamentals of Notion & personal productivity. With automation, you can ensure that your important documents are always created and stored in exactly the same way. Go to the desired database and add/remove Bardeen in the share settings. Automated document creation is a great way to make sure you’re keeping track of important data, and it’s something we use a lot at XRay. Alternatively, you can grant or revoke access to individual Notion databases. Now you’re all set to start creating Notion pages with your Make scenarios. ‍ Establish consistency with automated documents I use Notion to organize my personal life and also run our businesses with the team. This is why we generally prefer to create database items instead, and simply map the information to database properties.īut whichever way you want to go, Make has you covered. You’ll note that you don’t have access to many properties when creating a page, so you’ll have to add most of your information as Content Objects, which can be pretty tedious to set up. With the Create a Page module, you just add the ID of the parent page, and fill in the required fields. To do this, you’ll need to add Make as an integration in Notion.Ĭlick on “Settings & Members”, and select “Integrations”. To use a Notion database in Make, you just need to make sure that Make has access to the database. Here are some tips for creating a setup that works for you: Decide what you need Before building your setup, it’s useful to decide what functionalities you will need. The content of the database isn’t important you can include any fields and information that you’d like. If you don’t have one ready, then make one that you can use as a test. Connecting a Notion Database to Makeįirst, you need a Notion database to add items to. Read on, and we’ll show you how it works step by step. With some simple no-code automation, you can make Notion even more useful.Īutomatically creating documents can be a great way to ensure that you keep your workspace organized and up to date.Ĭreating Notion pages with Make is pretty straightforward, but there are few pitfalls to watch out for. Notion offers plenty of templates right in the software, available at the click of a button, that you can customize to suit your needs. With a robust feature set and easy usability, Notion is a great choice for maintaining key information and content at your company. Begin With Notion Templates and Tutorials Once you’ve considered your current systems, and you’ve determined a plan, look for Notion templates and tutorials to help you build what you need. Notion is an outstanding tool for creating highly customizable documents and databases.