$0.00+
This is an exported blueprint for a Make automation that can allow you to generate an invoice from a Notion CRM or Project Manager & Draft emails to a client.
I've suggested $5 for the 'pay what you feel' amount if you can support my work - please do. ๐
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Please note I demo this build on this YouTube video: https://youtu.be/MCZtVN-XbJU but we are unable to offer support in adapting this to your own needs. I hope it helps thou!
The Blueprint can be imported into make.com as a scenario, but you will need to workout for yourself how to adapt it to your own Notion databases or workflow.
You can Sign up to Make with 10,000 operations free here: https://tinyurl.com/mhj64tjf
The automation does the following:
Watches A Notion Database For a Trigger Tag Being updated.
Draws client and invoicing data from that database and adds it to a Google Docs Invoice Template.
Drafts an email to notify you it is done
Uses Chat GPT to draft a summary of the project and share the invoice with the client as a Link to the Google Doc to download as a PDF
Included:
Make Automation Blueprint
PDF with the HTML for the email outputs
Gif Demo of how .json to import a blueprint to Make.com
Mock Up Invoice Template
Thanks,
Simon
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