Sky Blue Jenny

I help creative professionals who struggle with organizing their ideas and tasks build a flexible system to achieve greater clarity, efficiency, and confidence in sharing their work.

Mar 26 • 1 min read

Notion Quick Win: The Invoice Automation That Saved Me Hours ⏱️


Hi there, Reader!

Have you ever found yourself wasting time on small, repetitive tasks that you know could be automated, but haven't gotten around to fixing?

Last week, I had one of those *gasp* I-have-an-idea moments while preparing client invoices.

For each month on my client project, I've been manually naming each invoice document with the date (2025-03 March), updating the date property separately, and then sorting everything chronologically.

It was death by a thousand paper cuts.

So I built a simple solution in Notion that I want to share with you:

Renaming Pages System

Here's what I did:

  1. Created a "Date" property in my invoice database
  2. Added an automation to automatically take the "Date" property and to format it into year and month (if I want it to look like 2025-03 March then I would put "YYYY-MM MMMM")
  3. Set my view to sort by date

Now when I need to create a new invoice, I just:

  • Create a new database item
  • Update the date property
  • The name will be updated automatically with the right format!

Why This Tiny Change Matters

As professionals, our mental bandwidth is precious. Every minute spent on repetitive administrative tasks is a minute not spent doing meaningful work for our clients.

This small automation:

  • Saves me 2-3 minutes per invoice
  • Creates consistent naming conventions
  • Eliminates sorting headaches
  • Reduces the mental drain of administrative work

What About You?

Is there a small administrative task in your workflow that's stealing your creative energy?

Hit reply and let me know what systems you'd like to improve in your Notion workspace. I might feature your challenge in an upcoming newsletter with a solution!

Wishing you more creative time and fewer administrative headaches,

💙 Jenny

P.S. If you're struggling to set up similar automations in your Notion workspace, I have a few discovery call slots open next week. We can tackle your specific workflow challenges together.


I help creative professionals who struggle with organizing their ideas and tasks build a flexible system to achieve greater clarity, efficiency, and confidence in sharing their work.


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