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"Where did I save the file I added to Dropbox..."
"I want to add file information to Notion, but it's such a hassle..."
If you have these concerns, we recommend integrating Dropbox with Notion!
By integrating Dropbox with Notion, you can automatically add files stored in Dropbox to Notion.
Additionally, you can store files attached to forms in Dropbox and reflect them in Notion.
By utilizing these automations, file information is reliably added to Notion, making document verification convenient!
The automation we introduce this time can be easily set up without any coding, making it attractive for immediate use.
Why not implement this automation today and free yourself from the hassle of organizing files?
By using Yoom, you can easily integrate Dropbox and Notion without any coding.
Yoom provides templates for integrating Dropbox and Notion in advance, so you can achieve integration immediately just by registering, even without API knowledge.
■Overview
The "Add file information stored in Dropbox to Notion" workflow streamlines file information management.
This contributes to increased productivity by reducing manual tasks.
■Recommended for
■Benefits of using this template
By utilizing the flow of adding file information stored in Dropbox to Notion, there is a benefit of rapidly improving work efficiency.
Using this flow automates the task of recording file information, eliminating the need for manual work.
As a result, the overall workflow can proceed quickly, increasing the time available to focus on other important tasks.
Additionally, errors from manual input are reduced, maintaining data accuracy.
Efficient organization of file information leads to smoother management of projects and tasks.
By integrating the APIs of Dropbox and Notion, you can automatically sync data from Dropbox to Notion!
You can immediately experience the integration of Dropbox and Notion by simply clicking "Try it out" on the automation example you're interested in and registering an account.
Registration takes only 30 seconds, so feel free to give it a try!
This is a convenient flow for when you want to organize and consolidate materials and files shared in Dropbox into Notion later.
■Overview
The "Add file information stored in Dropbox to Notion" workflow streamlines file information management.
This contributes to increased productivity by reducing manual tasks.
■Recommended for
■Benefits of using this template
By utilizing the flow of adding file information stored in Dropbox to Notion, there is a benefit of rapidly improving work efficiency.
Using this flow automates the task of recording file information, eliminating the need for manual work.
As a result, the overall workflow can proceed quickly, increasing the time available to focus on other important tasks.
Additionally, errors from manual input are reduced, maintaining data accuracy.
Efficient organization of file information leads to smoother management of projects and tasks.
This flow is recommended for those who want to collectively manage materials received through the inquiry form or eliminate file sharing omissions within the team.
It saves the hassle of manual file management and data addition.
■Overview
This flow uploads to Dropbox and adds text data to Notion when a response is submitted to the Yoom form.
The types of files to be stored can be flexibly customized.
By integrating Notion and Dropbox, you can automatically process file uploads and text data additions without manually entering the response content of the Yoom form, eliminating any gaps or omissions in information management.
You can also create this by changing the Yoom form trigger to a Google form trigger.
Please refer to the following for how to obtain response content when using Google Forms as a trigger.
https://intercom.help/yoom/ja/articles/6807133
■Notes
・Please integrate Yoom with both Notion and Dropbox.
・Replace the storage location and file name with any desired values.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
This is a convenient flow for when you save meeting materials or reports as PDFs and later organize the content in Notion.
■Overview
The workflow "Automatically add files added to Dropbox to Notion using OCR" is a business workflow that streamlines document management.
It helps reduce the burden of daily tasks and supports smooth information sharing.
■Recommended for
■Benefits of using this template
When a new file is uploaded to Dropbox, OCR processing is automatically performed, and the extracted text is registered in Notion.
This eliminates the need for manual file content verification and data entry, achieving time savings and centralized information management.
It is useful for managing various data such as standard format internal documents, contracts and forms exchanged with business partners, business cards, and receipts.
Now, let's create a flow that integrates Dropbox and Notion!
This time, we'll use Yoom to proceed with the integration of Dropbox and Notion without any coding. If you don't have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
The integration flow will be created through the following main processes:
■Overview
The "Add file information stored in Dropbox to Notion" workflow streamlines file information management.
This contributes to increased productivity by reducing manual tasks.
■Recommended for
■Benefits of using this template
By utilizing the flow of adding file information stored in Dropbox to Notion, there is a benefit of rapidly improving work efficiency.
Using this flow automates the task of recording file information, eliminating the need for manual work.
As a result, the overall workflow can proceed quickly, increasing the time available to focus on other important tasks.
Additionally, errors from manual input are reduced, maintaining data accuracy.
Efficient organization of file information leads to smoother management of projects and tasks.
First, log in to your Yoom account.
If you haven't used Yoom before, please check out Getting Started with Yoom.
1. Click on My Apps and then click on + Add.
2. You can search by app name in the input field.
Let's register Dropbox as My App! Enter "Dropbox" in the input field, and when the Dropbox icon appears, click on the Dropbox icon.
1. The following screen will appear.
Log in with the account you want to connect.
Click Continue, and you will be prompted for a password.
Once you enter the password, the Dropbox My App registration is complete!
Search for Notion in the same way and click on the icon.
1. The following screen will appear.
Click "Select a Page".
2. The following screen will appear.
Select the page you want to allow access to, then click "Allowing Access".
When My App registration is successful, the following screen will appear.
Check if the Dropbox and Notion icons are displayed on the My Apps screen.
Click "Try it" from the link below.
■Overview
The "Add file information stored in Dropbox to Notion" workflow streamlines file information management.
This contributes to increased productivity by reducing manual tasks.
■Recommended for
■Benefits of using this template
By utilizing the flow of adding file information stored in Dropbox to Notion, there is a benefit of rapidly improving work efficiency.
Using this flow automates the task of recording file information, eliminating the need for manual work.
As a result, the overall workflow can proceed quickly, increasing the time available to focus on other important tasks.
Additionally, errors from manual input are reduced, maintaining data accuracy.
Efficient organization of file information leads to smoother management of projects and tasks.
If the following display appears, the template copy was successful.
The copied template will be stored in My Projects.
First, click the icon at the top that says "When a file is created or updated in a specific folder."
Set the account information to integrate with Dropbox.
Select the trigger "When a file is created or updated in a specific folder." Once the setup is complete, click "Next."
Now, let's configure each item.
If the test is successful, the information retrieved from Dropbox will be displayed as output as shown below.
If you are interested in the details of the output, please check the link below.
About the output
Don't forget to click "Save" once the test is successful!
Finally, click the icon for "Add Record."
Set the account information to integrate with Notion.
Select the action "Send Message."
Set up the database integration.
Database ID will be displayed as a list of suggestions when you click the input field, so please select from there.
Once the setup is complete, click "Next."
Set the values of the records to be added.
For this test, we are using the following database.
Let's configure each item using the output obtained from Dropbox.
After completing the setup, test it and save it if there are no issues.
This completes the flow of [Adding file information stored in Dropbox to Notion].
Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to start the flow bot.
That's how you add file information stored in Dropbox to Notion!
This time, we introduced how to integrate data from Dropbox to Notion, but if you want to integrate data from Notion to Dropbox, please also use the following template.
This flow is useful when you are managing projects in Notion and saving related materials to Dropbox for each new project.
■Overview
This is a flow where a folder is created in Dropbox whenever a new page is created in a Notion database.
■Recommended for
1. Companies or teams using Notion
2. Companies or teams using Dropbox
3. Individuals promoting system integration and process automation
■Benefits of using this template
・Significantly improve operational efficiency by eliminating the hassle of manual folder creation.
・With the integration of Notion and Dropbox, information and related files are centrally managed, ensuring data consistency and accuracy, which facilitates smooth project and information management.
・Enable quick response and effective resource management, leading to an overall increase in productivity.
■Notes
・Please integrate both Notion and Dropbox with Yoom.
This flow is useful if you manage project progress with statuses in Notion and want to create related files in Dropbox according to the progress.
■Overview
By using the workflow "Create a folder in Dropbox when the status is updated in Notion," the task of creating folders becomes more efficient.
Folders are automatically created in conjunction with information from Notion, contributing to a reduction in administrative work.
■Recommended for
■Benefits of using this template
By integrating Notion and Dropbox, folders are quickly created when statuses are updated.
This makes document management smoother and improves project progress efficiency.
Since folders are automatically generated without hassle, all members can easily access the latest information, enhancing collaboration.
Furthermore, since it operates based on set rules, work errors are reduced.
This automated flow reduces the burden of management tasks, allowing more time to focus on other important work.
It is possible to automate various tasks using the APIs of Dropbox and Notion.
If you find something interesting, please give it a try!
Additionally, you can automatically save signed documents and create dedicated folders for each contact.
Furthermore, it is also possible to compress and save form images!
■Overview
This flow compresses images from a form via RPA and saves them to DropBox.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who want to streamline image compression
・Those who regularly compress images but find manual processes cumbersome
・Those who handle various image formats daily and are looking for efficient compression methods
2. Those using DropBox as cloud storage
・Those who manage files centrally using DropBox but spend time on manual uploads
・Those who want to smoothly save large volumes of images to the cloud
■Benefits of using this template
There are numerous benefits to compressing images from a form via RPA and saving them to DropBox.
Firstly, compressing images reduces file sizes, allowing for storage savings.
This enables efficient management of DropBox usage capacity.
Additionally, automating file compression with RPA eliminates manual effort and reduces working time.
Furthermore, automatically saving compressed image files to DropBox centralizes data management and reduces the risk of file loss.
Utilizing this flow can enhance operational efficiency and improve data management accuracy.
■Overview
The "Automatically Save Zoom Meeting Recordings to Dropbox After Meeting Ends" workflow leverages the integration between Zoom and Dropbox to streamline the management of meeting recordings.
After the meeting ends, the recording data is automatically saved to Dropbox, reducing the need for manual transfer tasks and easing data management.
■Recommended for
■Benefits of Using This Template
■Overview
This is a flow that creates a folder in Dropbox when a new contact is created in HubSpot.
■Recommended for
1. Sales Department
・Teams that want to create individual folders in Dropbox based on newly registered contact information in HubSpot to manage customer information and related documents
・Teams that want to create folders for each customer to streamline document management
2. Customer Support Team
・Teams that want to automatically generate folders in Dropbox when a new contact is registered in HubSpot to centrally manage customer support materials and communications
3. Marketing Department
・Teams that want to create folders in Dropbox based on lead information obtained in HubSpot to organize campaign materials and marketing documents
4. Project Management Team
・Teams that want to manage new customer or partner information in HubSpot and manage related project materials in Dropbox
5. Data Management Team
・Teams that want to maintain consistency of customer data between HubSpot and Dropbox for consistent customer management
■Benefits of using this template
・Folders are automatically created in Dropbox, allowing for quick organization of materials and documents.
・Real-time sharing of customer interaction progress and related materials reduces miscommunication and enables smooth business operations.
■Notes
・Please integrate Yoom with both HubSpot and Dropbox.
■Overview
This flow involves downloading a certificate and storing it in Dropbox once a document is signed in Docusign.
■Recommended for
1. Companies or teams using DocuSign
2. Companies or teams using Dropbox
3. Those promoting the automation of contract processes
■Benefits of using this template
・By automating the contract process and eliminating the manual task of downloading and saving certificates, you can significantly improve operational efficiency.
・Since certificates are securely stored in Dropbox, data consistency and accuracy are maintained, making the management of legal documents simple and smooth, enabling quick responses, effective resource management, and potentially improving overall business productivity.
■Notes
・Please integrate Docusign and Dropbox with Yoom respectively.
■Overview
This is a workflow that transcribes audio data uploaded to Dropbox and adds it to Google Docs.
It automates the management of audio files and transcription tasks.
■Recommended for
■Benefits of using this template
This flow is suitable for those who want to efficiently document meeting minutes or interview content.
By simply saving audio data to Dropbox, it automatically transcribes and adds the results to Google Docs, eliminating the need for manual transcription and data entry, thereby significantly saving time and effort.
Furthermore, automated transcription prevents manual entry errors and omissions, enabling accurate data management.
This ensures consistency of information, and by adding accurate information to Google Docs, it facilitates smooth information sharing within the team and improves operational efficiency.
You can automatically create pages based on form responses or keep received information as a record.
It's also possible to organize registered lead information and set up automatic notifications triggered by page creation or updates.
■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
When a page is created or updated in Notion, a notification will be sent to the specified Slack channel.
You can specify any Slack channel as the notification destination.
■Setup Instructions
・Connect Notion and Slack with Yoom. (My App Integration)
・Set up the relevant Notion database, etc., with the trigger "When a page is created or updated" in Notion.
・In Slack's "Notify Slack" operation, set the destination channel and message content based on the page information obtained from Notion.
・Once the setup is complete, when a page is created or updated in Notion, the flow bot will be activated and a notification will be sent to the corresponding Slack channel.
■Notes
・It is necessary to set up account information for integration in each app's operation.
・Please replace the Slack channel ID for the posting destination with any desired value.
■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.
By integrating Dropbox and Notion, you can simplify the process of reviewing and transcribing files.
Implementing automation to add files stored in Dropbox or received through forms to Notion should make document management and review easier!
Additionally, you can use OCR to read PDF files and add them to Notion, making it ideal for managing reports and meeting materials.
If you're interested in automation using Yoom, please create a free account here. It takes about 30 seconds to register, so you can set it up during your work!
Conversely, you can create a folder in Dropbox after adding or updating data in Notion.
Let automation handle file organization and create an environment where you can focus on other tasks!
