notion-automation

Notion 自动化

通过跨平台集成、模板和智能触发器自动化 Notion 数据库和工作流。基于 n8n 的 Notion 工作流模板。

概述

本技能涵盖：

• 数据库自动化与触发器
• 模板与页面创建
• 跨平台同步（Slack、日历、CRM）
• 内容管理工作流
• 团队协作自动化

---

核心工作流

1. 表单 → Notion 数据库

workflow: "表单到 Notion"
trigger: typeform_submission OR google_form

steps:
  1. capture_data:
      fields: [name, email, company, message, source]
      
  2. enrich_data:
      clearbit: lookup_by_email
      append: [company_size, industry]
      
  3. create_notion_page:
      database_id: "leads_database"
      properties:
        Name: "{name}"
        Email: "{email}"
        Company: "{company}"
        Status: "New"
        Source: "{source}"
        Created: "{timestamp}"
      content:
        - heading: "联系方式"
        - text: "{message}"
        - divider
        - heading: "丰富数据"
        - text: "行业: {industry}, 规模: {company_size}"
        
  4. notify:
      slack:
        channel: "#new-leads"
        message: "新线索: {name} 来自 {company}"

2. Notion → 邮件摘要

workflow: "每周 Notion 摘要"
schedule: "周一 9:00"

steps:
  1. query_notion:
      database: "Tasks"
      filter:
        - property: "截止日期"
          date: this_week
        - property: "状态"
          not_equals: "已完成"
          
  2. group_by_assignee:
      method: aggregate
      
  3. generate_digest:
      for_each: assignee
      template: |
        你好 {assignee}，
        
        以下是本周的任务：
        
        {for task in tasks}
        • {task.title} - 截止: {task.due_date}
        {endfor}
        
        总计: {task_count} 个任务
        
  4. send_emails:
      to: each_assignee
      subject: "您的每周任务摘要"

3. Slack → Notion 任务

workflow: "Slack 到 Notion 任务"
trigger: slack_reaction (✅ emoji)

steps:
  1. capture_message:
      extract: [text, author, channel, timestamp, thread]
      
  2. parse_task:
      ai_extraction:
        title: extract_action_item
        due_date: extract_date_if_mentioned
        priority: infer_from_context
        
  3. create_notion_task:
      database: "Tasks"
      properties:
        Title: "{extracted_title}"
        Status: "待办"
        Source: "Slack - #{channel}"
        Assignee: "{slack_user_to_notion_user}"
        Due Date: "{due_date}"
        Priority: "{priority}"
      content:
        - quote: "{original_message}"
        - text: "从 Slack 消息创建"
        - link: "{slack_permalink}"
        
  4. thread_reply:
      slack:
        thread_ts: "{timestamp}"
        message: "✅ 任务已在 Notion 中创建: {notion_url}"

4. 日历同步

workflow: "Google 日历 ↔ Notion"
trigger: bidirectional

google_to_notion:
  trigger: calendar_event_created
  action:
    - create_notion_page:
        database: "会议"
        properties:
          Title: "{event.title}"
          Date: "{event.start}"
          Attendees: "{event.attendees}"
          Location: "{event.location}"
          Calendar Link: "{event.link}"

notion_to_google:
  trigger: notion_page_created
  filter: database == "会议"
  action:
    - create_calendar_event:
        title: "{page.Title}"
        start: "{page.Date}"
        description: "{page.Notes}"
        attendees: "{page.Attendees}"

5. 内容管道

workflow: "内容发布管道"

database_structure:
  properties:
    - Title: title
    - Status: select [想法, 写作, 审核, 已发布]
    - Author: person
    - Due Date: date
    - Platform: multi_select [博客, LinkedIn, Twitter]
    - Content: rich_text
    
automations:
  status_changed_to_review:
    - notify_slack: "#content-review"
    - assign_reviewer: round_robin
    - set_due_date: 3_days_from_now
    
  status_changed_to_published:
    - post_to_platforms: based_on_Platform_property
    - update_analytics_tracker: add_row
    - archive_after: 7_days

---

数据库模板

项目管理

project_database:
  name: "项目"
  properties:
    - Name: title
    - Status: select
        options: [规划中, 进行中, 审核中, 已完成]
    - Priority: select
        options: [P0, P1, P2, P3]
    - Owner: person
    - Team: multi_select
    - Start Date: date
    - Due Date: date
    - Progress: number (百分比)
    - Related Tasks: relation → 任务
    
  views:
    - Board: group_by Status
    - Timeline: gantt chart
    - Calendar: by Due Date
    - Table: all properties
    
  automations:
    - when: all_tasks_complete
      then: set_status "已完成"
    - when: due_date_approaching (3 天)
      then: slack_reminder to Owner

CRM 数据库

crm_database:
  name: "联系人"
  properties:
    - Name: title
    - Email: email
    - Company: text
    - Stage: select
        options: [线索, 合格, 提案, 谈判, 已成交]
    - Value: number (货币)
    - Last Contact: date
    - Next Action: text
    - Owner: person
    - Related Deals: relation → 交易
    
  automations:
    - when: stage_changed
      then: log_activity + notify_owner
    - when: no_contact_14_days
      then: slack_alert "需要跟进"

内容日历

content_calendar:
  name: "内容"
  properties:
    - Title: title
    - Type: select [博客, 视频, 社交, 新闻通讯]
    - Status: select [想法, 草稿, 审核, 已排期, 已发布]
    - Publish Date: date
    - Author: person
    - Platform: multi_select
    - SEO Keywords: multi_select
    - Engagement: number
    
  views:
    - Calendar: by Publish Date
    - Kanban: by Status
    - By Platform: grouped table

---

API 模式

查询数据库

// n8n Notion 查询
{
  "database_id": "abc123",
  "filter": {
    "and": [
      {
        "property": "状态",
        "select": {
          "equals": "进行中"
        }
      },
      {
        "property": "截止日期",
        "date": {
          "on_or_before": "{{$today}}"
        }
      }
    ]
  },
  "sorts": [
    {
      "property": "优先级",
      "direction": "ascending"
    }
  ]
}

创建页面

// n8n Notion 创建页面
{
  "parent": { "database_id": "abc123" },
  "properties": {
    "名称": {
      "title": [{ "text": { "content": "{{$json.title}}" }}]
    },
    "状态": {
      "select": { "name": "新建" }
    },
    "标签": {
      "multi_select": [
        { "name": "{{$json.tag1}}" },
        { "name": "{{$json.tag2}}" }
      ]
    }
  },
  "children": [
    {
      "object": "block",
      "type": "heading_2",
      "heading_2": {
        "rich_text": [{ "text": { "content": "概述" }}]
      }
    },
    {
      "object": "block",
      "type": "paragraph",
      "paragraph": {
        "rich_text": [{ "text": { "content": "{{$json.content}}" }}]
      }
    }
  ]
}

---

集成方案

Notion + Slack + 日历

meeting_workflow:
  trigger: notion_page_created
  database: "会议"
  
  actions:
    1. create_calendar_event:
        google_calendar:
          title: "{Title}"
          date: "{Date}"
          
    2. create_slack_channel:
        if: "{Type}" == "项目启动"
        name: "proj-{project_name}"
        
    3. send_invites:
        to: "{Attendees}"
        include: [calendar_link, notion_link, slack_channel]
        
    4. create_meeting_doc:
        notion:
          template: "会议记录模板"
          link_to: original_page

Notion + GitHub

github_sync:
  trigger: github_issue_created
  
  actions:
    - create_notion_page:
        database: "工程任务"
        properties:
          Title: "{issue.title}"
          GitHub: "{issue.url}"
          Labels: "{issue.labels}"
          Assignee: map_github_to_notion("{issue.assignee}")
          
  reverse_sync:
    trigger: notion_status_changed
    to: "已完成"
    action: close_github_issue

---

输出示例

请求: "为内容团队设置 Notion 自动化"

输出:

# 内容团队 Notion 设置

## 数据库: 内容日历

### 属性
| 属性 | 类型 | 选项 |
|----------|------|---------|
| 标题 | Title | - |
| 状态 | Select | 想法, 写作, 编辑, 就绪, 已发布 |
| 作者 | Person | - |
| 发布日期 | Date | - |
| 平台 | Multi-select | 博客, LinkedIn, Twitter, 新闻通讯 |
| 类型 | Select | 文章, 视频, 信息图, 帖子 |

### 自动化

**1. 新内容想法 → Slack**
```yaml
trigger: page_created, Status = "想法"
action: post_to_slack("#content-ideas")
message: "💡 新内容想法: {Title} 由 {Author}"

2. 准备审核 → 分配编辑

trigger: status_changed_to "编辑"
action: 
  - assign_editor (round_robin)
  - set_due_date (+3 天)
  - slack_dm_editor

3. 已发布 → 更新追踪器

trigger: status_changed_to "已发布"
action:
  - add_to_analytics_sheet
  - post_celebration_slack
  - schedule_engagement_check (+7 天)

视图

1. 日历 - 查看发布计划
2. 看板 - 跟踪状态
3. 按作者 - 个人工作量
4. 本周 - 筛选视图

模板

• 博客文章模板
• 社交帖子模板
• 新闻通讯模板

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*Notion 自动化技能 - Claude Office 技能集的一部分*