# Use Notion to find projects without customer approval

Example: An agency data source uses separate states for team work and customer approval. A project can finish internally while still waiting for a customer.

By Righthand Team · 2026-10-19

Source: https://www.righthand.ai/blog/use-notion-to-find-projects-waiting-for-a-customer-decision

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 uses separate states for team work and customer approval. A project can finish internally while still waiting for a customer.

[Provider documentation](https://developers.notion.com/reference/query-a-data-source). 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](https://docs.righthand.ai/guides/adding-your-first-connection), 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](https://docs.righthand.ai/guides/add-a-connection) 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 data source.
>
> Select records with customer approval unanswered.
>
> Keep internal completion independent from customer approval.
>
> 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. Get each page of query results. One page does not establish the complete source.

One completion property does not establish every project's final approval.

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](https://docs.righthand.ai/security/external-communications).

## An illustrative result and next step

> Four projects have complete internal work. Two of them still have no customer decision.

The account lead selects the permitted follow-up for those two customers.

## Try one account task

1. Give the Righthand one identified source record.
2. Compare its result with that source.
3. Examine the account record after a permitted write.
4. Examine the work in [Activity](https://docs.righthand.ai/guides/working-with-your-righthand).

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.

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