What it does
Automatically generates Notion client portal pages from project management data, creating a beautifully formatted client view with project status, deliverables, timelines, and communication without manual portal creation.
Why I recommend it
Manual client portal updates are tedious and often outdated. Automated generation from project data ensures clients always see current status, improving transparency and reducing status update meetings.
Expected benefits
- Always-current client visibility
- 2-3 hours saved weekly on status updates
- Reduced status meeting frequency
- Professional client experience
How it works
Project milestones or weekly trigger -> fetch project data (tasks, progress, deliverables, timeline) from ClickUp/Asana -> generate formatted Notion page with client-friendly language -> share link with client -> optionally notify of updates.
Quick start
Manually create a client portal template in Notion. Each week, copy project status from PM tool and update the portal. Track time spent. Once you have a good template, automate the data pull and page generation.
Level-up version
Include file deliverables with download links. Add upcoming milestones calendar. Generate client-facing task lists (action items for client). Include project health indicators. Create separate portals per client with branded styling.
Tools you can use
Documentation: Notion
Project management: ClickUp, Asana, Monday.com for source data
Automation: Zapier, Make, n8n
Storage: Google Drive, Dropbox for deliverable links
Also works with
Client portals: Clinked, HoneyBook, Moxie
PM tools: Jira, Basecamp, Teamwork
Documents: Confluence, Coda for alternative portals
Technical implementation solution
- No-code: Weekly Zapier trigger -> ClickUp API fetch project tasks and status -> manually format in Notion template -> share link with client.
- API-based: Scheduled or milestone trigger -> PM tool API fetch project data -> transform to client-friendly format -> Notion API create/update page with sections (status, deliverables, timeline, notes) -> send update email with link.
Where it gets tricky
Translating internal project language to client-friendly terms, determining what information to share vs keep internal, handling confidential tasks or notes, and maintaining portal freshness without overwhelming clients with updates.
