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How to use this template

This database tracks client decisions through Settle for Teams. The first six columns map directly to Settle's Create Decision fields. When a decision settles or escalates, Zapier updates the row automatically.

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Quick start

  1. Duplicate this template into your workspace
  2. Connect the two Zapier recipes (links below)
  3. Create a new row with Decision, Options, Stakeholders, Rule, and Deadline
  4. Zapier sends it to Settle and updates Status to "Sent to Settle"
  5. When it closes, Status, Winner, Record link, and Settled at update automatically

Connect: settle.ink/teams

Zapier recipes: (add your Zapier invite link here)

Client Decisions — Settle for Teams