・
Do you find it time-consuming to manually compile form questions and answers into Notion? Or you feel overwhelmed by summarizing received emails and recording them in Notion, leaving little time for other tasks?
If manual tasks like these are slowing you down, Claude Notion integration is the solution you’ve been looking for! By integrating Anthropic (Claude) with Notion, you can automate the process of organizing form responses, summarizing emails, and automatically recording everything into Notion.
With this integration, you can improve data management, eliminate errors caused by manual input, and free up time to focus on other tasks. The best part? You can set up this automation easily, with no coding required, using Yoom :)
In this article, we'll walk you through the step-by-step guide on how to implement Claude Notion integration using Yoom's templates, allowing you to integrate seamlessly in just a few clicks!
Yoom is a next-generation no-code automation that lets you connect and automate tasks between your favorite apps. Connecting different apps can be challenging for non-engineers, but Yoom makes automation accessible to everyone.
You don't need to go through a complex setup and IT jargon, you can build your automation workflows with just a few clicks :) It's designed for those who want to streamline their daily work and save hours of time and stress from repetitive work.
👉 Sign Up for Yoom Here – Quick and Easy in Just 30 Seconds!
In this guide, you'll learn the step-by-step process of how to use Yoom to create a Flowbot that automatically organizes form questions with Claude and records them in Notion in a Q&A format.
Yoom offers ready-made templates for easy setup in integrating Claude and Notion. Click the "Try it" button to get started now!
We'll also walk you through the step-by-step process of creating this automation flow in the following section of this article.
■Overview
In this workflow, form responses are automatically analyzed and organized by Claude, and the results are automatically recorded in Notion in a Q&A format. This automation enables centralized information management, facilitating smooth knowledge sharing across the team.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
By integrating Anthropic (Claude) with Notion, you can automatically link data between the two apps.
Here are some practical, ready-to-use templates that use Notion and Claude to streamline your workflow. Just click on the "Try It" button to get started quickly!
Perfect for those who manually compile questions and answers after receiving customer inquiries via forms.
This flow automates the process and saves time and improves accuracy.
■Overview
In this workflow, form responses are automatically analyzed and organized by Claude, and the results are automatically recorded in Notion in a Q&A format. This automation enables centralized information management, facilitating smooth knowledge sharing across the team.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
Manually summarizing long emails can be time-consuming. This flow automates the summarization and recording process, ensuring quality and efficiency.
■Overview
This workflow allows you to automatically send received emails to Claude for summarization and record the summary in Notion. This automation enables you to quickly grasp important information, making note-taking and project management smoother.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
Let's walk through how to set up a Flowbot that automatically organize form questions with Claude and records them in Notion in a Q&A format.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
If you don’t have a Yoom account yet, register now from this registration form!
■Overview
In this workflow, form responses are automatically analyzed and organized by Claude, and the results are automatically recorded in Notion in a Q&A format. This automation enables centralized information management, facilitating smooth knowledge sharing across the team.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
After logging into Yoom, go to "My Apps" from the left side menu and click "+ Add".
Search for "Anthropic (Claude)" from the app list and select it.
Enter an account name.
Use a name that's easy to recognize, such as your company name or the person responsible for the account.
To get your access token, follow the instructions in this guide.
Once all the required fields are filled, click "Add" to complete registration.
⚠️ Note: Databases created after registering with Yoom cannot be linked, so make sure to prepare the database you plan to use before registering in My Apps. If you’ve already linked it with Yoom but need to use a new database, you’ll need to register in My Apps again.
Search for Notion in the app list and select it. Make sure to create a database like the one below.
Log in with your Notion account. When the following screen appears, click "Select a Page".
Select the page(s) to grant access to the database and click "Allowing Access".
Click the "TryIt" button to copy the pre-built template into your project.
■Overview
In this workflow, form responses are automatically analyzed and organized by Claude, and the results are automatically recorded in Notion in a Q&A format. This automation enables centralized information management, facilitating smooth knowledge sharing across the team.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
Click "Try this template".
Click "OK" and give the Flowbot a name to recognize.
The template will be copied to your "My Project".
In this step, let's set up a form trigger. Select the trigger action "Form".
Now let’s create a form.
For this example, we created a form as below.
The questions are pre-configured but you can change it to your needs. You can delete questions using the trash icon or add new ones with the “+ Add” button. Customize the questions to gather the necessary information.
When you scroll down the page, you can set what will be displayed after the form is submitted.
If it's not needed, you can just leave it blank.
You can set other optional settings if needed.
Once you've finished your settings, click "Next" to proceed.
Enter the "Retrieved Values" at the bottom of the page.
For this test, we’ve filled it out as below, but once the flow is working the form response will be automatically retrieved.
Once you've finished the settings, click "Save".
Next, click "Organize Question Content".
Set up the settings to instruct Claude.
Model
Maximum Tokens (optional)
Role (optional)
Let's set up the instruction for Claude.
The example sentences are provided. You can use them or modify them.
Select "Question Content" from the retrieved value. The selected item will be displayed as shown in the red frame. This indicates that the value is being referenced, allowing you to use the value obtained by the trigger action directly.
If you enter fixed question content here, the same result will be generated every time the flow is activated, so make sure to select from the retrieved value instead.
📚 Reference: For more details on retrieved values and how to set them up, see the guide here.
Once set, click "Test."
After confirming the text is generated successfully in the retrieved value, click "Save."
Click "Add Record".
Specify Notion Database ID for adding records.
When you click the input field, as shown in the image below, a list of available options will appear.
Once the setting is complete, click “Next”.
Now let's configure the detailed settings.
For this case, we select "Question Content" from the retrieved value of the forms in the Question field, and the "Response Content" generated by Claude in the Answer field.
By setting it this way, you can automatically use data from previous actions to update to Notion.
Once the setup is complete, click "Test".
If the test is successful, a new record will get added to Notion.
Once confirmed, don't forget to click "Save"!
Toggle the "Trigger ON" button to activate your flow!
That's it! 🎉 Your Flowbot is complete!
You can also go the other way around, send Notion data to Claude.
This flow automatically summarizes the Notion page and records the summary in Notion. You no longer need to manually summarize and record.
■Overview
In this workflow, when a new page is generated in Notion, the AI Claude automatically summarizes the content, and this summary can be recorded within the same Notion. This automation allows you to grasp vast amounts of information concisely, facilitating smooth communication within the team.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
Perfect for those who manage product information in Notion. This flow automatically creates product descriptions using Claude.
With this automation, you can maintain consistent quality across all descriptions, avoiding the variations that can occur with manual input.
■Overview
This is a flow for creating product descriptions using Anthropic based on product information added to NotionDB.
■Recommended for
1. Those who organize data using Notion
・Those in the production department managing product information in Notion
・Internal data management personnel
2. Those who use Anthropic regularly
・Those looking to streamline the creation of product descriptions
・Small and medium-sized enterprises aiming for operational efficiency
■Benefits of using this template
When managing product information in Notion, manually entering product descriptions is cumbersome.
Additionally, if there are many products to input, it is time-consuming and inefficient.
This template allows you to automatically create product descriptions with Anthropic when product information is added to Notion.
It can reduce the time spent on entering and creating product descriptions, thus improving operational efficiency.
You can also set the format of the product descriptions as desired, allowing you to create them in a way that suits your operations and enabling quick verification.
■Notes
・Please integrate Notion and Anthropic with Yoom respectively.
You can try out more automations by utilizing Notion and Claude with Yoom. Here are some examples you can explore for your next automation!
You can automatically generate responses when a message is received via chat tools or emails.
You can also use Claude to summarize task details from other systems and automatically add them as comments.
■Overview
This is a flow where product descriptions are created using Anthropic based on product information added to Google Sheets and then updated in Google Sheets.
■Recommended for
1. Those who conduct business using Google Sheets
・Those who centrally manage product information in Google Sheets
・Those who proceed with sales operations based on information from Google Sheets
2. Those who utilize Anthropic in their business
・Those who use Anthropic regularly in their work
・Those who want to streamline the creation of product descriptions by integrating Anthropic with Google Sheets
■Benefits of using this template
Google Sheets is a tool suitable for centralized data management and collaborative editing within a team.
Additionally, if you manage product information in Google Sheets, you can quickly share added or updated information.
However, if you are creating product descriptions from added product information, you might find it tedious to create them manually each time.
This template allows you to automatically create product descriptions with Anthropic when product information is added to Google Sheets and update them in Google Sheets.
By automating the creation of product descriptions, you can streamline the manual creation process.
■Notes
・Please integrate both Google Sheets and Anthropic with Yoom.
■Overview
The flow of "Automatically generating and responding with Anthropic (Claude) when a message containing specific keywords is received on Slack" is a business workflow that streamlines communication within the team.
■Recommended for
■Benefits of using this template
For those who use Slack as a communication tool, the task of replying can become a cause of work pressure.
By utilizing this flow, messages containing specific keywords on Slack are detected, and Claude automatically generates and sends an appropriate response.
This allows for smooth communication even in situations requiring quick responses, supporting the smooth progress of work.
Furthermore, by incorporating automatic responses, you can reduce the time spent on manual responses and focus on other tasks.
■Overview
This is a flow where messages received on Microsoft Teams are automatically generated and responded to by Anthropic (Claude).
■Recommended for
1. Those who want to enhance internal communication on Microsoft Teams
・Those who want to streamline communication by having AI automatically respond to questions and inquiries from employees
・Those who want to create an environment where employees can easily ask questions and consult, promoting information sharing
2. Those who want to improve the efficiency of internal FAQs and help desk operations
・Those who want to reduce the burden on staff and shorten response times by having AI automatically answer frequently asked questions
・Those who want to contribute to improved employee convenience by enabling 24/7 support
3. Companies utilizing Microsoft Teams as an internal portal
・Those who want to enhance convenience by providing information and support via AI on Microsoft Teams, which employees use regularly
・Those who want to introduce a new form of internal communication using AI to improve employee satisfaction
■Benefits of using this template
It can be challenging for staff to constantly check and respond to messages received on Microsoft Teams due to time constraints and human resources.
By training Claude with past conversation data and FAQs, it can generate more accurate and high-quality responses.
This allows for the automation of responses to frequently asked questions, enabling staff to focus on more complex inquiries.
The integration of Microsoft Teams and Anthropic's Claude not only contributes to improved customer satisfaction by streamlining customer support but also reduces the burden on staff.
■Notes
・Please integrate both Anthropic and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
The flow "When a ticket is created in Zendesk, generate a response draft with Anthropic (Claude) and notify Microsoft Teams" is a business workflow that streamlines customer support operations. When a new ticket is registered in Zendesk, Anthropic's Claude automatically generates an appropriate response draft. The generated response draft is then notified to the responsible team through Microsoft Teams, enabling quick and effective responses. By implementing this workflow, the burden on the support team is reduced, and customer satisfaction is improved.
■Recommended for those who
■Benefits of using this template
■Overview
The workflow "When an issue is created on GitHub, summarize it with Anthropic (Claude) and add it as a comment to the issue" is designed to streamline communication within development teams.
■Who Should Use This Template
■Benefits of Using This Template
In projects where many issues arise simultaneously, manual summarization can become a burden.
By utilizing this workflow, when a new issue arises on GitHub, Anthropic's Claude automatically summarizes its content.
This summary is added as a comment to the issue, allowing team members to quickly grasp the problem's overview.
This eliminates the need for manual summarization, improving the efficiency of information sharing and reducing workload.
You can record email contents and form responses directly in Notion.
You can also notify via chat tools about status updates in Notion.
■Overview
The "Add Gmail Content to Notion" flow is a business workflow that streamlines email management and information organization.
It eliminates the hassle of manually transferring the large volume of Gmail emails received daily to Notion, automatically organizing and saving the necessary information.
This ensures that important email content is managed without omission, facilitating smooth information sharing within the team.
For those using Notion for project management or task tracking, the automatic addition of email content is particularly convenient.
Please take advantage of this workflow to make your daily operations smarter.
■Recommended for
■Benefits of using this template
■Overview
The workflow "Add lead information registered in Salesforce to Notion" can automate the task of transferring information.
Since tasks that are done manually are automated, it helps avoid human errors.
■Recommended for
■Benefits of using this template
By linking Salesforce and Notion, there is an advantage of being able to quickly share lead information.
This enables quick responses to leads.
By maintaining high interest in leads and conducting appropriate follow-ups, customer experience is improved, which can ultimately lead to increased sales.
Additionally, by centrally managing lead information on Notion, information sharing and collaboration among team members can be carried out smoothly.
This will likely lead to improved efficiency and effective teamwork.
■Overview
In this workflow, when a new file is uploaded to Google Drive, the file information is automatically compiled in Notion. This automation facilitates smooth file tracking and sharing, ensuring seamless information sharing within the team.
With Yoom, you can easily integrate apps without the need for programming.
■Recommended for
■Benefits of using this template
■Overview
The workflow "Notify Discord when a specific status is updated in Notion" contributes to faster information sharing.
As notifications are sent to Discord simultaneously with updates on Notion, you can immediately grasp important information.
■Recommended for
■Benefits of using this template
By linking Notion and Discord, there is an advantage of quickly sharing task progress.
This allows members to respond swiftly to changes in the situation.
When a task status is updated, it is promptly notified on Discord, making team communication smoother.
Additionally, speedy sharing reduces unnecessary confirmation work, improving work efficiency.
■Overview
This is a flow that creates a page in Notion when there is a response to a Google Form.
■Recommended for
1. Those who want to centrally manage information in Notion
・For those who want to automatically create and manage various information collected via Google Forms, such as customer information, survey results, and event participant information, as individual pages in Notion
・For those who want to use Notion pages as a place to aggregate information and share it with team members
2. Those who want to streamline operations by linking Google Forms and Notion
・For those who want to eliminate manual data entry and save time
・For those who want to create tasks in Notion or link related information based on response content
3. Marketing personnel, sales personnel, HR personnel, project managers, etc.
・For those who collect information using Google Forms and manage and utilize it in Notion
■Benefits of using this template
・It saves the effort of manually transferring Google Form responses to the Notion database, leading to significant time savings.
・By linking with Notion's database function, you can database the created pages and analyze the response data or utilize it in business operations.
■Notes
・Please link both Google Forms and Notion with Yoom.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
Organizing and recording data from daily tasks can be more time-consuming than you think. Fortunately, many of these tasks can be automated with Yoom :)
Now you know how to create practical integration flows without any coding :) By integrating Claude with Notion, you can automate the process of organizing form responses and recording them efficiently.
Best of all, no coding knowledge is required, so anyone can set it up easily :) Ready to simplify your workflows? Sign up for Yoom and try it today!
