Demos, • 7/16/25 Notion Demo - Drag and Drop Tasks to Client Portal Next Client Portal Workflow using n8n, Airtable, and Notion You Might Also Like Airtable Demo - Task Templates & Workflows Airtable Demo - Auto Scheduling Reminders with a Human in the Loop Notion Demo - Advisor Wiki Airtable Forms & Automations - New Client Inquiries Survey Airtable Demo - Tracking Centers of Influence & Collaborative Tasks
Demos, • 7/16/25 Notion Demo - Drag and Drop Tasks to Client Portal Next Client Portal Workflow using n8n, Airtable, and Notion You Might Also Like Airtable Demo - Task Templates & Workflows Airtable Demo - Auto Scheduling Reminders with a Human in the Loop Notion Demo - Advisor Wiki Airtable Forms & Automations - New Client Inquiries Survey Airtable Demo - Tracking Centers of Influence & Collaborative Tasks
