Those who want to streamline task management in Notion using Slack
Those who want to quickly share information and improve team productivity
Those who want to easily build integration flows using Yoom
Team leaders who want to track project progress in real-time
Corporate personnel who want to reduce the hassle of manual information updates
Features to Leverage in Notion and Slack
Features of Notion
Notion is an excellent tool for accumulating and structuring information, making it ideal for knowledge management. It allows you to organize database documents by person in charge or status, enabling efficient information sharing. However, it is weak in real-time notification functions and communication, so it does not excel in urgent information sharing or emergency response situations.
Features of Slack
Slack excels in real-time communication, offering advantages in quick information sharing and decision-making. However, information tends to flow easily and is not suitable for accumulation, and it is not excellent in searchability, so it does not excel in exchanges or information that may need to be reviewed later.
To leverage Notion's accumulation power and Slack's real-time nature, we introduce a method to notify updates in Slack by integrating with Notion.
Benefits and Use Cases of Integrating Notion and Slack
Benefit 1: Reduce App Switching with Centralized Information Management
By integrating Notion and Slack, you can easily check information through the information aggregated in Slack without switching between multiple apps. For example, updates in Notion are notified in Slack, so you can get the necessary information without directly opening Notion. This aggregation of information improves work efficiency and makes it easier to focus on other tasks, which is the strength of this benefit.
Benefit 2: Grasp Task Progress for the Entire Team
By managing tasks in Notion and setting notifications in Slack, you can visualize task progress in real-time. For example, if there is a change in an important milestone of a project, it is immediately shared in Slack, allowing all members to accurately grasp the progress. This prevents discrepancies in recognition and facilitates smooth project management.
Benefit 3: Speed Up Communication and Reduce Errors
By integrating Notion and Slack, important information related to project progress is appropriately shared in Slack, enabling quick feedback and response. For example, if comments or corrections are added in Notion, notifications come in Slack, allowing members who need to respond to check immediately. This reduces errors in information sharing, activates communication within the team, and smoothens business progress.
How to Integrate Notion with Slack Using Notion's Integration Feature
Let's take a look at how to integrate Notion with Slack. First, we introduce a method to notify Slack whenever someone adds or changes a page in the database using Notion's Slack integration feature.
First, click the "•••" in the upper right of the Notion database and select Automation > New Automation.
You can freely edit the automation name, so give it any notification name you like.
Next, click "Add Trigger" and set triggers such as "Page Added" or "Any Property Edited". This time, we will set triggers for "Page Added" and "Any Property Edited". You can add triggers as needed from "+".
From "Add Action", select "Send Slack Notification..." and choose the channel to notify.
If Slack and Notion are not connected at this point, you will be prompted to connect. You will be redirected to the permission request screen, so select the workspace you want to connect to and allow it.
Next, you will receive an access request from Slack to Notion, so please allow it from "Allow Access".
From the "Execute" section, you can select the channel to notify, so select any channel and click "Create" to complete the setup.
With this, the setup to notify Slack whenever someone adds or changes a page in the database using Notion's Slack integration feature is complete!
You can send notifications to Slack each time an operation set as a trigger is performed, as shown below.
However, with this integration method, you cannot flexibly arrange notification content or mention destinations.
For example, you cannot notify specific members in the channel or add any message text to the notification content.
Next, we will explain how to integrate Notion and Slack using the no-code tool Yoom.
With integration using Yoom, you can set notification content and mention destinations!
Introducing How to Integrate Notion and Slack Using Yoom
You can register for Yoom here. It takes about 30 seconds to register easily! This time, we will introduce a flow of "Notifying Slack when a page is created or updated in Notion" with reference to the actual screen.
How to Create a Slack and Notion Integration Flow
Step 1: Register My App
1. Connect Notion
・Proceed in the order of My Apps displayed on the left → New Connection → Notion. ・On the screen to request access, click Select a page.
・Select the item you want to connect and click Allow access.
2. Connect Slack
・Proceed in the same order as the previous Slack integration: My Apps → New Connection → Slack. ・Once you select Slack, you will see the access restriction screen. Scroll down to find the "Where would you like to post?" section, select the channel you want to post to, and click Allow.
This completes the registration of My App!
Next, copy the template to My Project and create a flow bot. If you haven't copied it yet, please copy the flow bot template from below.
1. Hover over the banner and click "View Details" 2. Click "Try This Template" on the redirected page 3. Register for Yoom ※ If you have already registered, the login screen will be displayed, so please log in.
Step 2: Set Up Slack App Trigger
1. Create from Project
・Select the project you want to create a flow bot from the list of projects displayed on the left side of the screen. ・Click on Create New. ・Select Create from Scratch.
2. Enter Title and Select Trigger
・The title can be anything you like, but it's recommended to include the flow so that it's easy to understand later or for anyone viewing it. ・For trigger selection, click on Receive a Specific App Event and select Notion.
3. Set Up Linked Account and Action
・Make sure the app trigger title is easy to understand in terms of the flow. ・Check if there are any errors in the account information linked with Notion and ensure it's connected to the account you want. ・Select "When a page is created or updated" for the trigger action.
4. API Connection Settings for App Trigger
・Set the trigger activation interval. ・Here, the trigger activation interval is set to "5 minutes." ※ The selectable time for activation interval varies depending on the plan. ・When you test, if the information from Notion can be obtained as output, save it. ・If you want to add items not included in the default "Obtained Value: Output," please refer to this article. ・If you want to add output, you can select it from "Add Value to Obtain."
Step 3: Set Up Slack Integration and Action
1. Press the + Button to Set Up Operation
・Select Integrate with App in the operation type selection and click Slack.
2. Select Linked Account and Action
・The title is written in the same way as before to make the flow easy to understand. ・For the account information linked with Slack, check if there are any errors with the account you want to link. ・Select Send a Message to Channel for the action.
3. API Connection Settings
・Select the channel ID you want to notify. ・Embed the information obtained from Notion as output in the message.
With this, the flow bot is complete! Great job! The flow created this time is as follows.
Advanced Integration Flow of Slack and Notion
In addition to the flow introduced this time, various flow bots can be created by integrating with Yoom! You can easily arrange and modify them, allowing you to create flows tailored to your business needs. In the flow bot below, even complex flows such as "using AI functions to extract text from article data via OCR and add the summarized content to Notion" can be set up easily without requiring difficult knowledge! * AI operations are features (operations) available only in the Team Plan and Success Plan. Please note that operations of flow bots set up in the Free Plan and Mini Plan will result in errors. * 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 AI functions (operations).
There is also a flow bot that sends notifications to Slack triggered by the creation or update of a Notion database!
This is a flow where the content of inquiry emails is extracted by AI and added to the database, followed by a notification on Slack. This eliminates the need to check the email content, saving time.
This is a flow bot that retrieves tasks due today from the Notion database and sends notifications to Slack. It is recommended for those who want to improve the accuracy of task management.
Summary
We have discussed "How to improve work efficiency by integrating Notion and Slack." How did you find it? By integrating, you can centralize information management and create an environment where the entire team can always access the latest information.
When information sharing becomes easier within the team, communication becomes more active, and tasks can be carried out more smoothly. By utilizing Yoom's My App Integration, you can connect without needing complex knowledge like programming. Additionally, anyone can easily create flow bots that suit the situation, allowing for even smoother improvements in work efficiency!
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