Use Notion for a customer preference change decision
Example: A customer data source records an old delivery preference. A new email gives a different preference for one order.
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
A customer data source records an old delivery preference. A new email gives a different preference for one order.
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 identified customer record.
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Compare the supplied order request with the stored preference.
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Prepare an order-specific note for approval.
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Send the owner the result before 3 PM Friday.
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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.
A one-order exception is not necessarily a permanent account change.
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 new request is for one order. The customer's continuing preference remains undecided.
The account owner gives a decision about whether the request should change the continuing preference.
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.