Use Notion to select projects with a Current status
Example: An agency data source has a Project status property with Current and Archived values. The manager wants Current projects only.
Keep Notion as the source for its records. A Righthand can use available information for the decision below.
This article is from Righthand. The example and result are illustrative. This guide has no executed integration test.
The customer task
An agency data source has a Project status property with Current and Archived values. The manager wants Current projects only.
Provider documentation. The documentation gives information about querying a data source with filters and sorting. Current documentation separates data sources from the older database-query interface.
Make account access explicit
If Notion is available in Connections, connect the intended account. Give the Righthand access to that connection.
Provider documentation does not establish installed Righthand operations. Examine the connection’s available tools before assigning direct account work.
For direct account work, the connection must have the necessary read or write operation and permission. If that operation is unavailable, supply the information in a message. The owner must make any account change in that case.
Connection Permissions gives information about account access and tool permissions. Give only the access necessary for the identified task.
The request to the Righthand
Read the supplied project source with current-state conditions.
>
Send the selected Project status values with the result.
>
Show uncertain state values.
>
Send the owner the result before 3 PM Friday.
>
Use Pacific time.
Use the provider records for the result
Identify the exact data source and its property meanings. Use filters for the owner's decision. Follow returned pagination so the report does not treat one page as the complete source.
Do not treat every returned record as current work.
For a permitted write, examine the resulting account record. A proposal does not establish a completed change.
For an external message, identify the recipient and permitted task. Ask uses an explicit instruction or approval. Connection tool permissions are another required control. Communications Policy.
An illustrative result and next step
The result covers current projects. One record has an unclear archive state and remains a question.
The manager gets the missing Project status decision before giving acceptance of the report scope.
Try one account task
- Give the Righthand one identified source record.
- Compare its result with that source.
- Examine the account record after a permitted write.
- Examine the work in Activity.
If a direct operation is unavailable, give the source information in a message. This does not establish a direct integration.
When the account tools are sufficient
Use Notion directly when its existing view gives the complete answer and no other conversation is necessary. A person can make the decision from that view.