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?
These concerns might be resolved by implementing automation that smoothly completes writing and transferring data to Notion!
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!
For those who want to try it as soon as possible
Yoom offers templates for automating workflows using Notion! If you want to try it right away, click the banner below to get started!
■Overview The workflow 'Periodically Add Intercom Article Data to Notion' automates the transfer of article information managed in Intercom to Notion. This eliminates the need for manual data transfer tasks, allowing you to always view the latest information on Notion. It's particularly beneficial for companies using multiple SaaS applications or teams who find information management cumbersome, helping to build an efficient business workflow. By leveraging Yoom's API integration capabilities and RPA technology, it maintains data consistency while automating tasks, reducing workload, and improving productivity.
■Recommended for - Those who want to integrate information between Intercom and Notion for centralized management - Personnel looking to automate periodic article data updates - Teams spending too much time on manual data transfers - Companies facing challenges in data integration among SaaS applications - Administrators aiming to streamline business workflows ■Cautions - Please link both Notion and Intercom with Yoom. - Operations between 'repeating the same process' are only available in the Team Plan and Success Plan. In the Free Plan and Mini Plan, operations or data connections set in Flow Bots 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 restricted apps and functions (operations).
Various Methods to Automatically Write and Transfer Data to Notion
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!
Automatically Send and Transfer Data to Notion Regularly
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.
Automatically compile incomplete tasks from Todoist into a Notion page every day.
■Overview The workflow 'Automatically Compile Incomplete Todoist Tasks as Notion Pages Daily' is an automation to seamlessly manage daily tasks. It automatically retrieves incomplete tasks from Todoist daily and compiles them into organized pages in Notion, supporting efficiency in operations.
■Who We Recommend This Template For - People who manage daily tasks in Todoist but find reviewing incomplete tasks cumbersome - Team leaders or project managers who want to use Notion for organizing tasks and sharing information - Business people who want to centralize task progress management and proceed with work efficiently - Individuals looking to leverage automation tools to reduce the burden of daily operations
■Notice - Please link both Todoist and Notion with Yoom. - The operation 'Repeat the same process' is only available in the Team Plan and Success Plan. Operations or data connections set in the Free Plan and Mini Plan will result in errors, so please be cautious. - Paid plans such as the Team Plan or Success Plan can be tested with a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions.
■Overview The workflow 'Periodically Add Intercom Article Data to Notion' automates the transfer of article information managed in Intercom to Notion. This eliminates the need for manual data transfer tasks, allowing you to always view the latest information on Notion. It's particularly beneficial for companies using multiple SaaS applications or teams who find information management cumbersome, helping to build an efficient business workflow. By leveraging Yoom's API integration capabilities and RPA technology, it maintains data consistency while automating tasks, reducing workload, and improving productivity.
■Recommended for - Those who want to integrate information between Intercom and Notion for centralized management - Personnel looking to automate periodic article data updates - Teams spending too much time on manual data transfers - Companies facing challenges in data integration among SaaS applications - Administrators aiming to streamline business workflows ■Cautions - Please link both Notion and Intercom with Yoom. - Operations between 'repeating the same process' are only available in the Team Plan and Success Plan. In the Free Plan and Mini Plan, operations or data connections set in Flow Bots 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 restricted apps and functions (operations).
Automatically Send and Transfer Storage Service Data to Notion
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.
Read files added to Dropbox using OCR and automatically add them to Notion.
■Overview Are you manually copying document information such as invoices and contracts uploaded to Dropbox into Notion one by one? Such routine tasks not only take time but also tend to cause human errors such as input mistakes. By using this workflow, you can automate the process of extracting data via OCR from files added to Dropbox and adding the information to Notion. Eliminate the challenges of data re-entry and improve operational efficiency.
■Who we recommend this template for ・Those who manage documents such as invoices and contracts using Dropbox and Notion ・Operations staff who feel a time burden and effort in data re-entry from documents ・Those who want to automate the entire process from transcribing text in files to data entry
■Notes ・Please connect Yoom with both Dropbox and Notion. ・The OCR AI operation is available only on the Team plan and Success plan. On the Free plan and Mini plan, the operations of the flow bots you configure will result in errors, so please be careful. ・Paid plans such as the Team plan and Success plan offer a two-week free trial. During the free trial, you can use apps and AI features (operations) that are otherwise restricted. ・For the trigger, you can select an execution interval of 5, 10, 15, 30, or 60 minutes. ・The shortest execution interval varies by plan, so please be aware. ・The maximum downloadable file size is 300 MB. Depending on the app's specifications, it may be less than 300 MB, so please be careful. ・For details on the file sizes that can be handled by the trigger and each operation, please refer to the following. https://intercom.help/yoom/en/articles/9413924 ・OCR may fail to read data that exceeds 6,500 characters or when the text is small, so please be aware.
■ Overview The "Add a record to Notion when a file is created in OneDrive" workflow is an operational workflow that reduces the effort of file management and information organization. Whenever a new file is uploaded to OneDrive, related information is automatically recorded to Notion, eliminating the need for manual data entry. This results in improved efficiency and error prevention.
■ Recommended for ・Those who want to streamline file management with OneDrive and information organization with Notion ・Team leaders who are spending time manually entering file information into Notion ・IT personnel who want to automate workflows by integrating multiple SaaS applications ・Executives aiming for centralized information management while promoting digitalization of operations ■ Notes ・Please link each of OneDrive and Notion with Yoom. ・Microsoft365 (formerly Office365) has a family plan and a general business plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.
■Overview The workflow "Store files attached to the form in Box and add file information to Notion" contributes to reducing the effort of information management. Since the tasks of storing files and adding file information are automated, work efficiency is improved.
■Recommended for ・Those who use Box for file management within the company ・Those who want to quickly organize and properly store files for business purposes ・Those who frequently exchange files internally using forms ・Those who use Notion to record and organize business information ・Those who want to smoothly share information with team members ・Those who do not want to spend time and effort on manual data management and information updates
■Notes ・Please link both Box and Notion with Yoom.
Let's Create a Flow to Automatically Write and Transfer Data to Notion
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:
Connect Notion and Intercom with My Apps
Copy the template
Set up triggers in Notion and actions in Intercom
Turn on the trigger and complete the preparation for flow operation
■Overview The workflow 'Periodically Add Intercom Article Data to Notion' automates the transfer of article information managed in Intercom to Notion. This eliminates the need for manual data transfer tasks, allowing you to always view the latest information on Notion. It's particularly beneficial for companies using multiple SaaS applications or teams who find information management cumbersome, helping to build an efficient business workflow. By leveraging Yoom's API integration capabilities and RPA technology, it maintains data consistency while automating tasks, reducing workload, and improving productivity.
■Recommended for - Those who want to integrate information between Intercom and Notion for centralized management - Personnel looking to automate periodic article data updates - Teams spending too much time on manual data transfers - Companies facing challenges in data integration among SaaS applications - Administrators aiming to streamline business workflows ■Cautions - Please link both Notion and Intercom with Yoom. - Operations between 'repeating the same process' are only available in the Team Plan and Success Plan. In the Free Plan and Mini Plan, operations or data connections set in Flow Bots 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 restricted apps and functions (operations).
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.
1. Register Notion in My Apps
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.
2. Register Intercom in My Apps
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!
Step 2: Copy the Template
To set up automation, click "Try it" on the banner below.
■Overview The workflow 'Periodically Add Intercom Article Data to Notion' automates the transfer of article information managed in Intercom to Notion. This eliminates the need for manual data transfer tasks, allowing you to always view the latest information on Notion. It's particularly beneficial for companies using multiple SaaS applications or teams who find information management cumbersome, helping to build an efficient business workflow. By leveraging Yoom's API integration capabilities and RPA technology, it maintains data consistency while automating tasks, reducing workload, and improving productivity.
■Recommended for - Those who want to integrate information between Intercom and Notion for centralized management - Personnel looking to automate periodic article data updates - Teams spending too much time on manual data transfers - Companies facing challenges in data integration among SaaS applications - Administrators aiming to streamline business workflows ■Cautions - Please link both Notion and Intercom with Yoom. - Operations between 'repeating the same process' are only available in the Team Plan and Success Plan. In the Free Plan and Mini Plan, operations or data connections set in Flow Bots 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 restricted apps and functions (operations).
Step 3: Setting to Launch at the Specified Date and Time
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".
Step 4: Retrieve Information from Intercom
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".
Step 5: About Command Operations
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".
Step 6: Update Notion
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!
Step 7: Set the Trigger to ON and Complete the Flow Operation Preparation
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!
Other Automation Examples Using Notion
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.
■ 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 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.
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!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
I worked as a customer support representative at a web marketing company for about three years. I spent a lot of time managing customer information and internal data, which was quite challenging until I discovered Yoom. I strongly feel that I wish I had encountered Yoom, which is easy to use even without programming knowledge, much earlier. I hope it can be of assistance to others who are struggling with similar efficiency issues in their work!
.avif)
