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Guide 045 minFree

Create a custom workflow

Goal: Create a workflow that saves to a Notion database of your choice, with properties filled automatically. Time: 5 minutes Requires: A Notion database to save to (Filed can create one for you)

Free (1 custom workflow) Pro (unlimited)


Step 1: Open the workflow builder

From the toolbar: Click the workflow selector pill (shows current workflow name + chevron) → click + at the bottom of the dropdown.

From the side panel: Click in the title bar → Manage workflowsNew.


Step 2: Name, icon, and color

Give the workflow a name ("Research", "Job Leads", "Design Swipe File"). Pick an icon from the 1,500+ Phosphor icon library and a color. These appear in the workflow selector every time you save.


Step 3: Choose a destination

Create new database: Filed creates a Notion database inside your workspace, already connected. No manual sharing step. Move it anywhere in Notion afterward.

Link existing database: Search for a database you already have. If Filed shows "not connected", open the database in Notion → ···Connections → toggle Filed on, then retry.


For each Notion property you want Filed to fill automatically, click + Add property then choose a source:

| Source | What it maps | |---|---| | Page title | The title of the webpage | | Page URL | The full URL | | Captured date | Today's date | | Note | Whatever you type in the note field before saving | | Tags | Tags you select before saving | | Fixed value | A literal text you type, always the same | | Page element | Click any element on the live page (see Guide 5) | | Variable | A named value you define once and reuse across properties |


Step 5: Save and test

Click Save workflow. It appears in the workflow selector immediately.

Navigate to a page, select your workflow, and capture. Check that the entry appears in Notion with the correct properties filled.