I’m looking to automate the creation of a monthly report for each client in Notion.
Here’s my setup:
Client Database – Linked to their assets
Assets Database – Contains rent price & fee price
Faults Database – Linked to assets, includes fault costs
What I need to automate:
Generate a monthly document for each client
List their related properties with rent & fee prices
Show all faults from that period and their total cost
Has anyone set up a similar automation?