Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Remove work labels from client emails when linked tasks finish.
Keep your shared inbox in step with completed tasks. Finished email conversations lose their work label, and you get a confirmation.
Move labeled client requests into a shared task list without duplicates.
Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.
Give each approved client engagement a linked shared folder by project ID.
Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.
File engagement documents by project and flag unclear filenames.
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
Create missing client engagement folders for active projects.
Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.