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Scheduled Summaries

Scheduled summaries send a current Notion list to Discord on a daily, weekly, or hourly schedule. Start with one short list people already check: customer follow-ups, due today, unassigned tasks, launch checks, or weekly review queues.

Daily customer follow-ups

Daily Customer Follow-ups

Account Owner Stage Next step
Brightline Co. @Maya Trial Send quote Details
Harbor Studio Alex Kim Renewal Book call Details
Atlas Kitchen @Tom Onboarding Share setup Details
Not scheduled changes
Scheduled summaries rebuild from the items that match right now. Notification-rule Scheduled changes sends what changed since the last run.

Build One Useful List

Open Scheduled Summaries, choose Create summary, then set the source, destination, schedule, and Summary content. Create it, send it once with Run now, then adjust the rows before the first scheduled send.

Decision What to choose
Source Use Database items for database filters, row mentions, and property quick actions. Use All pages or Selected pages for simpler page lists.
Rows Keep Summary content short. Drag selected property field chips to set property row order. Add Details button only when people need the opened item card, richer fields, or quick actions.
Cadence Use Daily or Weekly for recurring reviews. Use Hourly only for fast queues; it requires Team or Pro.
Destination Use a channel for team visibility. Personal-only installs send summaries to the owner DM. Add Additional mentions only when the same channel group should always be pinged.

Limits that affect setup

Plan Scheduled summaries Cadence
Solo 1 Daily or weekly
Team Up to 3 Daily, weekly, or hourly
Pro Up to 10 Daily, weekly, or hourly
Limit What to do with it
10 visible rows per card Keep the first row fields short; people can use Show More when more items match.
Details required for actions Add Details only when people need richer fields or quick actions.
Database-only extras Choose Database items for property-aware filters, row mentions, and Status/Select/People quick actions.
Empty runs Turn on Only send when there are results when an empty summary would just create noise.
Manual sends Run now sends the saved summary immediately, then the same summary has a one-minute cooldown.

Daily and weekly summaries run during the chosen hour in the chosen timezone. Moving one later to a time that has not happened yet can trigger another run in the current day or week.

If quick actions are missing or failing, use Quick actions are missing or failing.

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