Unlocking new types of automation
Most automation tools work best when the input is clean and structured (a form submission, a fixed payload, a strict database schema). Patina's real workflows aren't like that.
We use Notion extensively, and love how it accommodates our human messiness. But this makes automation difficult and brittle. This custom MCP server enables an agent to read unstructured inputs, make human-like decisions, and then use strongly-scoped tools to take action.
Use case 1: Draft invoices from job notes
We @-comment the agent in Notion on a photo job. It turns unstructured notes into a draft invoice in Xero, then hands it back for review before anything is sent.
Read unstructured job notes (start/end, extensions, additional costs)
Get the contact from the job and search Xero contacts (create if missing)
Search Xero items/products for the best match
Create a draft sales invoice in Xero
Notify us in Notion with a link to review the invoice
Use case 2: Inbox management + drafted replies
New emails are decision-heavy. The agent triages, pulls relevant context, drafts a reply, and then waits for a human approval step before sending.
Watch inbound emails and categorize based on criteria
If it's a client email that needs more than a canned reply, gather recent messages for context
Draft a reply using our email templates/knowledge base
Create a Notion task with the draft reply for review
After a human `@`-comments to approve, send the email and update the knowledge base
Use case 3: Dropbox project folders + archive automation
Folder setup and archiving is easy to automate, but it still requires small judgment calls. The agent uses unstructured Notion job data to create the right folder, in the right place, with the right name—then archives it after delivery.
Date-based trigger creates a Dropbox project folder ready for photo data
Choose the correct parent folder and naming based on unstructured Notion job data
After job completion, archive the folder into long-term storage