Hello!
You may know of a better way to accomplish my end goal showing clients the tasks, projects, and meeting notes (filtered db views) related to their account and make absolutely sure data NOT related to their account remains inaccessible. I have been working unsuccessfully for days to set this up. If you know of a better way, I will hire you to implement. If you don’t know of a way to do this, I stumbled on a possible solution listed below. I’m hoping you know of a different way because the workaround is very complex and I’m afraid it won’t be reliable.
I’m hoping you can help me implement the solution outlined on this page https://matthiasfrank.notion.site/Share-Only-Part-of-Your-Notion-Database-c68881992a3741ecb6ba51ad5b37fea8. I want to have client (db #1) dashboards that automatically display all tasks (db #2), projects (db #3), and meeting notes (db #4) relevant to a certain client. The client should only see entries related to them and should not be able to export or search the db.
I have the initial Notion integration set up in Make and have successfully been able to copy over a meeting note from the private to public database. There are still many other steps to take which is where I’m hoping you can help me.
Here’s my integration:
https://tinyurl.com/2b64v4os
Here’s what the final integration looks like:
https://matthiasfrank.de/wp-content/uploads/Share-Part-of-Notion-DB-49-1024×643-1.png
Because I’m syncing 3 dbs (6 if you count public and private) and not just one (meeting notes public and private), I think I need to build 3 Notion: Watch database integrations?
This is what the client portal (client db page template) looks like currently. The Make integration is outlined in purple. https://tinyurl.com/23x5aly4. Ultimately, I want to show three filtered table views–tasks, meeting notes, projects on this page.
Do you have any questions? Is this something you can help me with?
