![]() ![]() Create a rollup to check the latest interaction with your contact.Your CRM system should consist of a CRM database, an Interaction Log DB, and a Relation between them.Here's to set up this automation: Overview With a bit of formula magic, I set up an automation that will trigger a notification whenever I need to follow up with someone. So I asked myself: how can I get Notion to push reminders to me anytime I should ping someone, either by email or by slack? Setting up reminders to follow-up After we built our CRM in Notion, I kept on forgetting to check on whom I should follow up with and when.Īnd that led to missed opportunities and to an inconsistent interaction schedule. We are religious about getting feedback frequently from our users (I highly recommend reading The Mom Test to learn how to ask your users the right questions).īut, building a strong "user feedback machine" requires building strong habits. The most important activity we do as bootstrapped entrepreneurs is to speak to people about our product and get as much honest feedback as we can.
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