Ready to put your weekly and monthly check-ins on autopilot?

Duplicate this Notion page using the Duplicate button on the top right corner.

Then, follow the steps below to “install” our automation template, get your automation up and running, and finally build your weekly and monthly check-in audit.

And if you have any questions or need help as you go through the checklist, feel free to send me a Twitter DM or contact me directly [email protected] - I’ll be happy to help!

Quick Overview

Sunday Weekly Check In

Monthly Check In (last day of the month)

Step 1: Duplicate our Airtable database template

• [ ] Log in or sign up for Airtable
• [ ] Open the Airtable template on a separate tab and click on Copy base to duplicate it to your Airtable account

Once you’re done duplicating our Airtable template to your workspace, move on to the next step!

Step 2: Set up your prefilled Airtable forms

• [ ] Follow these steps to set up your prefilled Airtable forms
• [ ] Complete a (test) Airtable Form submission for Monthly and Weekly