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When transferring data managed by other tools to Notion, do you find it surprisingly tedious with repeated copy-pasting and continuous visual checks? If there's a large amount of data to be transferred, not only does it take a considerable amount of time, but there's also a frequent risk of data mix-ups. This isn't very efficient, is it?
<span class="mark-yellow">These concerns might be resolved by implementing automation that smoothly completes writing and transferring data to Notion!</span>
By introducing automation, data additions to Notion can be completed quickly, making it easier to avoid human errors and reducing the chances of data omissions. Moreover, implementing automation using Notion doesn't require difficult knowledge like programming. We provide a detailed explanation with images on how anyone can easily integrate it, so please give it a try!
Yoom offers templates for automating workflows using Notion! If you want to try it right away, click the banner below to get started!
There are several ways to automatically write and transfer data to Notion. We've picked out a few methods for you to check out!
By clicking "Try it out" on the automation example that interests you and registering an account, you can immediately experience Notion automation. Registration takes just 30 seconds, so feel free to give it a try!
This is recommended for those in charge who want to automate regular article data updates or teams spending too much time on manual data transfers.
Recommended for team leaders who want to centralize information management in Notion but find manual updates cumbersome, and IT personnel looking to digitize documents and improve operational efficiency.
Recommended for those who frequently exchange files internally using forms or use Notion for recording tasks and organizing information.
Let's get started by creating a flow to automatically write and transfer data to Notion! This time, we'll use Yoom to proceed with the setup without any coding. If you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
We will create a flow bot that periodically adds article data from Intercom to Notion!
The creation process is broadly divided into the following steps:
Let's register the apps we will use this time in Yoom's My Apps!
Registering in My Apps beforehand will make the later settings smoother.
Log in to Yoom and click "My Apps" on the left side of the screen.
Next, click "Add" on the right side of the screen and enter Notion in the search box.
You will be taken to the Notion access screen, so click "Select pages".
The permission screen will be displayed, so click "Allow access".
Once "Authenticating" is loaded and the Yoom My Apps screen is displayed, the My Apps registration is complete.
Click "My Apps" on the left side of the screen, then click "Add" on the right side of the screen.
Enter Intercom in the search box and click the displayed suggestion.
The following screen will be displayed.
Check here and click "Add" after entering.
Once Intercom is displayed in My Apps, the My Apps registration is complete.
Let's move on to the next step!
To set up automation, click "Try it" on the banner below.
Read the following screen display and click "OK".
Use Yoom's schedule trigger to set up to retrieve information from Intercom at the specified date and time.
This is already set in the template, but let's check it.
Click on the red-framed area below.
The following image will be displayed. It is set to perform this action at 9 am from Monday to Friday.
If you want to change it, make the changes and click "Save".
Set up to retrieve information from Intercom.
Click on the red-framed area below.
In the screen to select the linked account and action, confirm that it is the correct Intercom account to link this time and click "Save"!
Enter the page you want to retrieve and click "Test".
When the test is successful, the information retrieved from Intercom will be displayed in the following retrieved value.
After this, you can use the contents of the retrieved data as input.
For more details about the retrieved data, please check here.
After the test is successful, click "Save".
The operation between "Repeat process" operations is a feature available only in the Team Plan and Success Plan. In the case of the Free Plan and Mini Plan, the operations and data connections of the flow bot you have set will result in an error, so please be careful.
Since it is set to repeat at the specified date and time, let's check it out.
The following screen will be displayed.
It is set in the template to repeatedly retrieve information from Intercom, so scroll down and click "Save".
Let's set up to add the information of the page retrieved from Intercom to Notion!
Click on the red-framed area below.
On the following screen, first confirm that it is the correct Notion account to link this time.
In the database connection section, select the Notion database ID from the candidates displayed below the input field.
After selection, click "Next".
Next, you can set the values of the records to be added to Notion.
As shown in the screen below, select the Intercom content you want to input from the "Retrieved Value" displayed below the input field and proceed with the input!
After input, click "Test" to check if the record is actually added to Notion!
After confirmation, click "Save" and the setup is complete!
By clicking the red-framed part "Set Trigger to ON" on the screen below, the flow bot will automatically start.
Thank you for your hard work on the setup!
Yoom has many other automation templates that utilize Notion!
Please search to see if there are any automation examples with the apps you are familiar with.
If the process of writing and transferring data to Notion is automated, the data entry tasks that were previously done manually will be simplified, reducing the workload!
Additionally, faster data transfer compared to manual methods can be expected, leading to time savings.
Moreover, this automation using Notion can be easily achieved by utilizing Yoom, which requires no programming!
Since it allows for smooth automation implementation without specialized knowledge like that of an engineer, it could be seen as beneficial for those new to app integration.
If you want to implement such automation, register with Yoom now!
Since you can create a free account, you can immediately check the actual usability! Please give it a try!
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