Master Automating Email Notifications with Gmail and Notion on Make.com

Hello there! Today, we're going to tackle a common challenge that many Make.com users face: automating the sending of emails via Gmail when a customer database is updated to a specific status, in this case, “Onboarding”. It might seem pretty straightforward, but there can be a few hiccups along the way. Don't worry, though, we're here to guide you through it step by step.

The Problem

Our user started their scenario with “Watch database item” and then added a second step to Gmail “send email”. The idea was to put a filter between the two to condition the sending of emails “if status = onboarding”. However, they ran into a couple of issues. First, they weren't sure if they were on the right track or if there was a Notion integration missing between the two. Second, they had a problem with the filter because they were setting a condition on the “status” property with a text operator: contains, but they couldn’t add the word “Onboarding”.

The Solution

Here's the step-by-step solution to the problem:

  1. Start your scenario with “Watch database item”.
  2. Add a second step to Gmail “send email”.
  3. Put a filter between the two to condition the sending of emails “if status = onboarding”.
  4. If you're having trouble adding the word “Onboarding” in the filter, make sure you're using the correct text operator. If “contains” isn’t working, try using “equals” instead.
  5. If you're still having trouble, check if there's a Notion integration missing between the two steps. You might need to add a Notion step after “Watch database item” and before the filter.

Troubleshooting Tips

If you're still having issues, here are a few troubleshooting tips:

  • Double-check your filter conditions. Make sure you're using the correct operators and values.
  • Check your Notion and Gmail integrations. Make sure they're set up correctly and have the necessary permissions.
  • Try running your scenario step by step to pinpoint where the issue is.

Conclusion

And there you have it! With these steps and tips, you should be able to automate the sending of emails via Gmail when a customer database is updated to “Onboarding” status. Remember, automation is all about trial and error. Don't be discouraged if things don't work out the first time. Keep trying, keep learning, and you'll get there. Happy automating!

You do have further questions?

Ask your question via E-Mail: Richard@make-app.de
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