Daily Task Email Workflow Summary

This workflow, designed in Make, automates the process of compiling and emailing a list of tasks that are due on the current day or are in progress but not finished.

Apps Used:

• Notion
• Google Docs
• GMail

Step 1. Search for Tasks in Notion Database

• Filter:
  1. Task is due today and not complete
  2. Task is not complete
• Details Captured:
  • Due date
  • Team member
  • Project
  • Priority
  • Link to the task in Notion

2. Create List

• Objective: Compile the retrieved task information into a structured list.
• Format: Each task is formatted with relevant details including due date, assigned team member, project, and a direct link to the task in Notion.

3. Schedule

• Objective: Automation is scheduled to trigger at a predefined time each weekday morning.

4. Email Preparation and Sending

• Objective: Send the created task list to the selected recipients via email.
• Tools Used: Gmail
• Process:
  • The HTML list created is inserted into the body of a Gmail email.
  • The email is sent to a predefined list of recipients.