8 essential ways to use Database Automations

If you constantly find yourself updating project statuses, tagging team members to review tasks, or sending out reminders on Slack, Database Automations are here to help. These automations can take care of the repetitive, tedious parts of your day, freeing you up for more meaningful work. This collection of 8 templates shows you practical ways to put these automations to use — whether you’re dealing with academics, personal finance, sales, or projects. Just pick a template that fits your needs, add it to your workspace, and let Notion handle the routine tasks for you.

1Projects & Tasks

Track projects of any shape or size, and for any type of team. View projects as a timeline, kanban board, or calendar — whatever works best for you. Then write planning docs, embed designs, and organize meeting notes in the same place.

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2Personal Finance Tracker

Transform your financial management using Notion's Personal Finance Tracker template, empowered by Database Automations. Whenever you input new income or expenses, the system automatically updates the date, helping you maintain an accurate financial journal. The template even nudges you to set aside money for tax on relevant income streams. Track your personal finances with Notion to make better-informed decisions.

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3Product roadmap

This product roadmap template is your strategic partner for outlining project phases and iteration plans with clarity. It's perfect for agile roadmap development, from high-level product strategy to detailed feature roadmaps. Visualize your release plan and strategy map, ensuring alignment on product blueprints and goal mapping across teams. Track launches with precision, view progress by quarter or year, and bring cross-functional collaboration to new heights with customizable filters and views. Get the comprehensive overview or granular detail you need at a glance.

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4Assignment Tracker with Automations

Keep tabs on your academic commitments with Notion's Assignment Tracker, equipped with Database Automations. When you mark an assignment as submitted or add a new course, the template automatically updates relevant details, helping you maintain an organized overview of your academic responsibilities.

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5Reading list

The modern day reading list includes more than just books. We've created a dashboard to help you track all of the articles, videos, podcasts, blog posts, Twitter threads, and — yes, books — you want to read now or later.

With Notion Web Clipper, you can easily save any of this from the web to your Notion workspace so it's right there whenever you need it.

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6Sales Pipeline with Automations

Supercharge your sales process with Notion's Sales Pipeline template, incorporating Database Automations for real-time tracking of deals, contacts, and statuses. With automatic date stamping and team notifications, this template streamlines your sales workflow, ensuring no opportunity slips through the cracks. Implement this template to get a 360-degree view of your sales process without the manual upkeep.

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7Issue Tracker

Track engineering projects of any shape or size with this template. For teams that use the Agile method, you can break down each project into tasks, prioritize your backlog, then organize tasks into sprints. Filter by status, priority, and team to view your work any way you like. Plus, connect your other essential tools like Github, Figma, Slack, and more to truly keep all your work in one place.

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8Applicant Tracker with Automations

Streamline your recruitment process with Notion’s Applicant Tracker template, enabled by Database Automations. This template takes care of date stamping offers and auto-assigning interviewers, letting you focus on evaluating the right talent. This template serves as your virtual hiring assistant, automating routine tasks to make the recruitment journey smoother for both you and the applicants.

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