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Every 15 minutes

Create a Notion onboarding page when an Airtable lead is won

When a lead is marked Won in your Airtable Clients table, an onboarding page with your checklist is created in Notion and linked back to the record.

Runs
Every 15 minutes
Apps
Airtable, Notion
AI
Not needed
Access
Airtable read+write; Notion insert

Send this to your assistant

Create a ClickRuntime automation: check my Airtable Clients table for records marked Won and create a Notion onboarding page from my template for each one. Write the Notion link back to Airtable and email me.

Paste it into your assistant. It tells you what it will send or change before it runs live.

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A small consultancy tracks its sales pipeline in Airtable and runs client projects in Notion. When a deal is won, someone has to create the onboarding page, copy over the contact details and remember the kickoff checklist. When that slips, a new client waits a week for a welcome they should have had on day one.

This automation connects the two. Every 15 minutes it looks for Airtable records newly marked Won, creates a Notion onboarding page with your checklist and the client's details, writes the page link back into Airtable and sends you an email.

What you get out of it

  • A fast start for every new client

    The onboarding page exists minutes after the deal is marked won. Kickoff can be scheduled the same day.

  • Sales and delivery stay in step

    The Notion link sits on the Airtable record. Sales can see that onboarding has started, and delivery has the client details without asking.

  • The same checklist every time

    Every new client gets your full onboarding checklist. Steps such as the welcome call or access setup are not forgotten.

  • Each client handled once

    Records are marked when their page is created. A record that is edited later does not create a second page.

How it works

What happens, step by step

  1. Every 15 minutes, ClickRuntime checks your Airtable Clients table for records marked Won that do not have a Notion link yet.

  2. For each one, it creates a page in your Notion database with the client's details and your onboarding checklist.

  3. The new page's link is written back to the Airtable record, so the client is not picked up again.

  4. You get an email listing the new onboarding pages.

Before it runs live

  • Connect Airtable
  • Connect Notion and share the database you want it to use

What you get

RunsEvery 15 minutes
Create a Notion onboarding page when an Airtable lead is wontoday, 9:00Succeeded
Email · New clients1 new onboarding page: Northwind Logistics: notion.so/Northwind-Logistics-...

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

  • Act only on the items that match your own rules, and skip the rest
  • Add an AI step, for example to summarize, sort or draft a reply
  • Add another app, for example also send it to Slack
  • Combine it with other Airtable and Notion steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
new_airtable_client_notion_onboarding_page.pyexample
from clickruntime import on_trigger, credentials, http, notify, report_fetched

BASE, TABLE, NOTION_DB = "your-airtable-base-id", "Clients", "your-notion-database-id"
CHECKLIST = ["Send welcome email", "Book kickoff call", "Collect access and logins", "Share project plan"]

@on_trigger
def run(event):
    at = {"Authorization": f"Bearer {credentials.secret('AIRTABLE_TOKEN')}"}
    url = f"https://api.airtable.com/v0/{BASE}/{TABLE}"
    records = http.get(url, headers=at, params={"filterByFormula": "AND({Status}='Won', {Notion URL}='')"}).json()["records"]
    report_fetched(len(records))
    if not records:
        return {"new": 0}
    n = {"Authorization": f"Bearer {credentials.connection('notion', 'work')}", "Notion-Version": "2022-06-28"}
    made = []
    for r in records:
        f = r["fields"]
        todos = [{"object": "block", "type": "to_do", "to_do": {"rich_text": [{"text": {"content": t}}]}} for t in CHECKLIST]
        info = {"object": "block", "type": "paragraph", "paragraph": {"rich_text": [{"text": {"content": f"Contact: {f.get('Contact', '')} {f.get('Email', '')}"}}]}}
        page = http.post("https://api.notion.com/v1/pages", headers=n, json={"parent": {"database_id": NOTION_DB},
                         "properties": {"Name": {"title": [{"text": {"content": f.get("Name", "New client")}}]}}, "children": [info] + todos}).json()
        http.patch(f"{url}/{r['id']}", headers=at, json={"fields": {"Notion URL": page["url"]}})
        made.append(f"{f.get('Name', '')}: {page['url']}")
    notify.email_me(f"{len(made)} new onboarding page(s)", "\n".join(made))
    return {"created": len(made)}

FAQ

Common questions

What does the Airtable table need?
A Status field with a Won option, the client's name and contact fields, and an empty Notion URL field that the automation fills in.
How is the checklist added?
The checklist steps are listed in the script and added as to-do items on the new page. Edit the list to match your own onboarding.
Where in Notion is the page created?
In the Notion database you choose, such as a Clients or Projects database, with the client name as the title.
What permissions does it need?
Airtable read+write; Notion insert. Nothing else in your accounts is used.
Does it need AI?
No. It runs without AI, so it doesn't use your plan's AI allowance.
How many runs does it use?
One run each time it checks. Checks that find nothing new and stop right away aren't counted.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Create a Notion onboarding page when an Airtable lead is won” from your assistant

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