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, ClaudeNotionintegration 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!
Meet Yoom: No-Code Automation
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.
🌐 Connect with apps like Claude, Notion, and more.
📖 Use automation templates - no technical setup required
📈 Boost productivity and reduce human errors
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.
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.
✔️ For Those Who Want to Try It Now
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.
Organize the form questions using Anthropic (Claude) and record them in Q&A format in Notion.
■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 and smooth knowledge sharing across the team. By using Yoom, you can easily connect apps without programming.
■Recommended for ・Those responsible for collecting many questions and answers through forms ・Those who want to automate information organization by linking Claude and Notion ・Project leaders who want to streamline knowledge sharing within the team ・Support staff who want to systematically manage recurring questions ・Business owners who want to advance workflow automation and reduce work effort
■Notes ・Please link both Claude and Notion with Yoom.
🙌 What You Can Do by Integrating Anthropic (Claude) with Notion
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!
Organize Form Questions with Claude and Record Them in Q&A Format in Notion
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.
Organize the form questions using Anthropic (Claude) and record them in Q&A format in Notion.
■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 and smooth knowledge sharing across the team. By using Yoom, you can easily connect apps without programming.
■Recommended for ・Those responsible for collecting many questions and answers through forms ・Those who want to automate information organization by linking Claude and Notion ・Project leaders who want to streamline knowledge sharing within the team ・Support staff who want to systematically manage recurring questions ・Business owners who want to advance workflow automation and reduce work effort
■Notes ・Please link both Claude and Notion with Yoom.
■Overview In this workflow, responses from the form 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, making knowledge sharing across the team smoother. By using Yoom, you can easily connect applications without programming.
■Recommended for ・Those in charge who collect many questions and answers through forms ・Those who want to automate information organization by linking Claude and Notion ・Project leaders who want to streamline knowledge sharing within the team ・Support staff who want to systematically manage recurring questions ・Business owners who want to automate workflows and reduce manual work
■Notes ・Please connect both Claude and Notion with Yoom.
■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 and smooth knowledge sharing across the team. By using Yoom, you can easily connect apps without programming.
■Recommended for ・Those responsible for collecting many questions and answers through forms ・Those who want to automate information organization by linking Claude and Notion ・Project leaders who want to streamline knowledge sharing within the team ・Support staff who want to systematically manage recurring questions ・Business owners who want to advance workflow automation and reduce work effort
■Notes ・Please link both Claude and Notion with Yoom.
After logging into Yoom, go to "My Apps" from the left side menu and click "+ Add".
Connect Claude
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 inthis guide.
Once all the required fields are filled, click "Add" to complete registration.
Connect Notion
⚠️ 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".
Step 2: Copy the Template
Click the "TryIt" button to copy the pre-built template into your project.
Organize the form questions using Anthropic (Claude) and record them in Q&A format in Notion.
■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 and smooth knowledge sharing across the team. By using Yoom, you can easily connect apps without programming.
■Recommended for ・Those responsible for collecting many questions and answers through forms ・Those who want to automate information organization by linking Claude and Notion ・Project leaders who want to streamline knowledge sharing within the team ・Support staff who want to systematically manage recurring questions ・Business owners who want to advance workflow automation and reduce work effort
■Notes ・Please link both Claude and Notion with Yoom.
Click "OK" and give the Flowbot a name to recognize.
The template will be copied to your "MyProject".
Step 3: Set Up Form Trigger
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.
Specify the maximum number of tokens allowed in the generated text.
Role (optional)
Set the role (default: 'user'). If no changes are needed, it can be left as is.
Defines the context for the request sent to Claude.
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 theguide here.
Once set, click "Test."
After confirming the text is generated successfully in the retrieved value, click "Save."
Step 5: Add a Record to Notion
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"!
Step 6: Activate the Flowbot
Toggle the "Trigger ON" button to activate your flow!
That's it! 🎉 Your Flowbot is complete!
🔁 Want to Link Notion Data to Claude Instead?
You can also go the other way around, send Notion data to Claude.
Summarize with Claude When a Page is Created in Notion and Record it in Notion
This flow automatically summarizes the Notion page and records the summary in Notion. You no longer need to manually summarize and record.
When a page is created in Notion, summarize it with Anthropic (Claude) and record it in Notion.
■Overview In this workflow, when a new page is generated in Notion, the AI Claude automatically summarizes its content, and the summary can be recorded within the same Notion. This automation makes it easy to grasp vast information concisely, and improves team communication smoothly. By using Yoom, you can easily connect applications without the need for programming.
■Recommended for ・Individuals or teams managing information using Notion ・Those who do not want to spend time on document summarization tasks ・Administrators who want to efficiently organize and share many pages and data ・Those looking to automate their work using AI ・Business people who prioritize information readability and sharing efficiency
■Notes ・Please integrate both Notion and Claude with Yoom. ・It is necessary to create an item in Notion in advance to record the summary. ・You can select the trigger activation interval from 5, 10, 15, 30, or 60 minutes. ・The shortest activation interval differs depending on the plan, so please take note. ・Branching is a feature (operation) available with the Mini plan or higher. In the Free plan, the operations for the flow bot settings will result in errors, so please take note. ・Paid plans like the Mini plan offer a 2-week free trial. During the free trial, you can use the restricted applications or features (operations).
■ Overview The "Automatically generate and respond with Anthropic (Claude) when a message containing a specific keyword is received on Slack" flow is a business workflow that streamlines communication within the team.
■ Recommended for - Team leaders who use Slack on a daily basis and are considering automating communication - Those looking to introduce automated chatbot responses using Anthropic (Claude) - Support personnel who need prompt responses to specific keywords - Representatives of companies aiming to streamline business workflows by actively integrating AI - IT personnel considering reducing the burden of daily tasks by linking Slack and AI
■ Notes - Please link each of Slack and Anthropic (Claude) with Yoom. - The trigger can be activated at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the shortest activation interval differs depending on the plan.
■Overview The flow "When a ticket is created in Zendesk, generate a response with Anthropic (Claude) and notify Microsoft Teams" is a business workflow to streamline customer support operations. When a new ticket is registered in Zendesk, Anthropic's Claude automatically generates an appropriate response proposal. The generated response proposal 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 ・Customer support personnel using Zendesk who want to speed up ticket handling ・IT administrators who want to try automatic response generation using AI with Anthropic (Claude) ・Team leaders who use Microsoft Teams regularly and want to streamline the notification system ・Business improvement personnel in companies who want to automate operations by linking multiple SaaS applications ・Executives and managers who want to improve the quality of customer response and operational efficiency
■Notes ・Please link Zendesk, Anthropic (Claude), and Microsoft Teams with Yoom. ・Zendesk is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you have set will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions. ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview The flow 'Summarize the Issue Created in GitHub with Anthropic (Claude) and Add as a Comment to the Issue' is a business workflow to streamline communication within the development team.
■Recommended for ・Leaders of development teams managing many Issues using GitHub ・Engineers who want to quickly understand the content of Issues and respond efficiently ・Project managers looking to facilitate communication within the team and improve information sharing ・Those considering integration with GitHub who have already implemented Anthropic (Claude) ・Developers who want to concentrate on other development tasks without spending time on manual Issue management
■Notes ・Please link both GitHub and Anthropic (Claude) with Yoom. ・You can select trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval may vary depending on the plan.
■ Overview Are you manually copying the contents of customer inquiries or order emails received in Gmail into a Notion database? This task is time-consuming and prone to copy-and-paste mistakes and omissions. By using this workflow, simply receiving specific Gmail messages will prompt AI to automatically parse the content and add it to Notion, reducing the effort of consolidating information and enabling accurate data management.
■ Who we recommend this template for ・Those who manage information received in Gmail with Notion and find manual entry burdensome ・Teams that want to eliminate transcription errors from emails and improve the accuracy of data management ・Those who want to automate the initial steps of inquiry handling and task management, and focus on core work
■ Notes ・Please connect both Gmail and Notion with Yoom. ・You can choose the trigger interval at 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies depending on your plan.
■Overview The "Add Lead Information Registered in Salesforce to Notion" workflow can automate the task of transferring information. Since manual tasks are automated, it helps avoid human errors.
■Recommended for ・Those who use Salesforce for sales activities ・Those who want to quickly reflect lead information registered in Salesforce to Notion ・Those who want to save the trouble of manually entering lead information and manage it quickly ・Those who regularly use Notion and want to promote centralized management ・Those who need to quickly share lead information with team members ・Those who want to prevent information omissions and conduct sales activities efficiently
■Notes ・Please connect both Salesforce and Notion with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview In this workflow, when a new file is uploaded to Google Drive, the file information is automatically summarised in Notion. This automation facilitates smooth file tracking and sharing, enhancing information sharing within the team. With Yoom, you can easily connect apps without the need for programming.
■Recommended for ・People managing large amounts of files using Google Drive ・Team leaders who want to streamline information organization or project management in Notion ・Business personnel spending time on manual file information input ・People wanting to use Notion and Google Drive integration to automate business processes
■Notes ・Google Drive and Notion need to be connected to Yoom. ・The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval may vary depending on the plan.
■Overview The "Notify Discord on Specific Status Update in Notion" workflow contributes to accelerating information sharing. Notifications arrive on Discord simultaneously with information updates on Notion, allowing immediate awareness of important information.
■Recommended For - Those using Notion for project or task management - Teams using Notion for task management who often miss important status updates - Those who want to quickly grasp task progress and efficiently advance projects - Those using Discord as a communication tool - Regular Discord users who want to quickly check task status updates
■Cautions - Connect both Notion and Discord with Yoom. - Trigger intervals can be set to 5, 10, 15, 30, or 60 minutes. - Note that the shortest trigger interval varies by plan. - Branching is a feature (operation) available in Mini plans and above. In the free plan, operations set in the flow bot will result in errors, so please be careful. - Paid plans like the Mini plan offer a two-week free trial during which restricted apps and features (operations) can be used.
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!
I have gained approximately three years of experience in the financial sector since graduating. Due to the nature of the industry, there were many manual tasks, and I often thought that automating them would allow us to focus on other work. It was during this time that I discovered Yoom. As I write blogs, I am continually impressed by the convenience of Yoom. I strive to maintain a clear and understandable structure.
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