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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
- Duplicate this template into your workspace
- Connect the two Zapier recipes (links below)
- Create a new row with Decision, Options, Stakeholders, Rule, and Deadline
- Zapier sends it to Settle and updates Status to "Sent to Settle"
- 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