Harvest and Notion automations

Ready-made scenarios where Harvest and Notion work for you: pick one — a copy appears in your account and runs on its own.

55 scenarios

New items in Notion — tasks in Harvest
Tasks from Harvest become entries in база знаний
Harvest entries — records in база знаний
A new client in your base — appears in time tracking right away
Text from chat photos, straight into a sheet
Accounting invoices — in a sheet on their own, in real time
Lead scoring and routing: hot leads straight to sales
Win back abandoned Shopify carts by email and in CRM
Form feedback turned into tasks across your trackers
Requests from Notion — into Harvest tasks with a team notice
Tickets prioritized by importance, tasks created for you
Contacts tagged by role and seniority — automatically
Leads from a post's likes and comments — straight to your CRM
Data-load failure monitoring with tasks and alerts
Resumes from a folder into a candidate card and a hiring task
Stuck tickets, followed up automatically
Feedback sorted by sentiment — and every complaint becomes a ticket
Topic legislation tracker with tasks
Urgent emails from key clients, turned straight into tasks
Scoring and routing leads from form submissions
New-issue triage: task, notification, reply to the author, and a logged row
Capture and route leads from every channel
Meeting attendance: a log, the late list and a summary in your chat
Stripe invoices from your wholesale orders table
Contacts from your base into your address book, grouped
Failed-login detection with tickets and alerts
Data-quality watch that alerts only on real issues
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Invoice intake with reading, risk checks and approval
Incident response — ticket, alert, and report in seconds
Your agency's real profit — in chat every day
Content ideas from your audience's real pain points
Release notes from closed tasks — published everywhere at once
Route change requests by the rules — no manual triage
Reorder recommendations from your stock table — automatically
Change request routing: tickets, audit trail and notifications
A morning traffic summary for your site — in plain words
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
Customer feedback sorted into themes, tasks and a weekly report
Automatic scenario check with an error report
Auto-booking demos for high-intent leads
A full new-client welcome after the form
Lead verification, enrichment and sorting — automatically
Feedback from every channel into a prioritized queue
Personal emails to new contacts — built from their own socials
Emailed invoices — into your books, automatically
Tester feedback triage: tickets, knowledge base and a reply to the author
Action-emails — straight onto your to-do list
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
An AI assistant over your CRM in any messenger
Two-way task sync between your knowledge base and Todoist