Have you ever wished you could connect Notion with an AI tool to make your workflow more efficient? Imagine automatically summarizing pages or getting insights in just a few clicks. With Yoom, the no-code tool, you can easily integrate Notion with Claude and automate tasks like summarizing content or organizing data.
In this article, we’ll show you how to set up these time-saving workflows with Yoom and give you some examples to try out.
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 Notion, Claude, 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 automatically summarize a newly created page in Notion using Claude, and save the summary back in Notion.
✔️ For Those Who Want to Try It Now
Yoom offers ready-made templates for easy setup in integrating Notion and Claude. 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.
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).
🙌 What You Can Do by Integrating Notion and Anthropic (Claude)
By integrating Notion with Claude, you can automatically link Notion data with Claude.
Here are some practical, ready-to-use templates that use Notion and Claude to streamline your workflow. Just click on the "TryIt" button to get started quickly!
Summarize in Anthropic (Claude) when a page is created in Notion and record it in Notion
Automatically summarize the content of new pages created in Notion and save the summary in Notion.
Perfect for those who manage information in Notion and want to organize and share large amounts of data efficiently.
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 This workflow allows you to automatically capture Notion updates in Claude and efficiently share them with your team every day. This automation reduces the effort required for daily information gathering and sharing, supporting you in keeping track of the latest data without missing anything. With Yoom, you can easily connect applications without the need for programming.
■Recommended for - Team leaders who use Notion and Claude daily and spend too much time on information sharing - Project managers who want to always stay updated with the latest information - IT personnel at companies who find manual information aggregation cumbersome and wish to improve work efficiency - Business executives who want to enhance team productivity by automating workflows using Yoom
■Points to Note - Please connect Notion, Claude, and Slack with Yoom. - You need to create an item in Notion in advance to record summaries. - Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes. - Note that the shortest trigger interval varies depending on the plan.
🚀 Let's Create a Flowbot to Integrate Notion and Claude
Let's walk through how to set up a Flowbot that automatically summarizes a newly created page in Notion using Claude, and saves the summary back in Notion.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
A free Yoom account
Access to Notion & Claude
If you don’t have a Yoom account yet, register now from thisregistration form!
⚠️ Note: The branch command function is only available on Yoom’s paid plans. If you’re using the Free plan, the Flowbot may face errors due to limited access. But don’t worry - all plans have a 2-week free trial! You can try all features without restrictions. For more info about Yoom and its plans, visit our Yoom Help Center.
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).
After logging into Yoom, go to "My Apps" from the left side menu and click "+ Add".
Integrate 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.
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".
Return to the Yoom screen, and if the following notification appears, the integration is complete!
Integrate Anthropic (Claude)
Similarly, 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 in this guide.
Once all the required fields are filled, click "Add" to complete registration.
Once both apps are connected, you’ll see them listed under “My Apps”.Now, you’re ready for automation :)
Step 2: Copy Template
Click the "TryIt" button to copy the pre-built template into your project.
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).
Click "OK" and give the Flowbot a name to recognize.
The template will be copied to your "MyProject".
Step 3: Notion App Trigger Settings
Select "When a page in a specific database is created or updated".
In the next screen, verify that your correct account is connected, then hit "Next".
Make sure to prepare a Notion database in advance for the upcoming test action. For this test, we’ve created a database like the one shown below.
Once your Notion database is ready, return to Yoom.
Trigger Interval
Set your trigger interval (frequency of sync) on how frequently Yoom checks Notion for updates.
It can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
We recommend setting the trigger to the shortest activation interval available for your plan.
⚠️ Note: The trigger interval varies depending on your Yoomplan. Be sure to check your current plan’s limit.
Database ID
Enter the Notion Database ID you created earlier.
This is where you want Yoom to check for updates.
Once you've completed the settings, run a test after creating a new page in Notion. If the test is successful, the retrieved value will get updated as below. If the retrieved value matches the information in Notion, then click "Save".
Step 4: Branch Condition
Select "Command Operation".
This time, we will set up a branch trigger for when a new page is created in Notion.
So click on the input field, and select “last updated date” from the options. You can also customize the branch conditions according to your needs.
Once all settings are done, click “Save”.
Step 5: Retrieve Record by ID
Select "Retrieve Record (ID Search)".
Select the Notion database from which you want to retrieve records. Click the input field and select the Database ID set in Step 3. Then, click “Next”.
Set the conditions to retrieve a single record that matches the specified criteria from the Notion database. For this example, we selected the Object ID, as shown below.
Only records that match the “Record Condition” in Notion with the retrieved “Object ID” will be fetched.
Once the setup is complete, run a test.
If the test is successful, the retrieved values will get updated. Finally, click "Save" and proceed to the next step.
Step 6: Generate Text with Claude
Select "Generate Text". The screen will transition, but since the settings such as the title will be the same as those set in Step 1, so you can just click "Next".
In this case, we selected “content” from Notion’s retrieved value, instructing to summarize within 500 characters.
📚 Reference: For more details on retrieved values and how to set them up, see the guide here.
Once the settings are complete, run a test. If the test is successful, the retrieved data will be displayed.
Although the test operation image below does not show the retrieved data, the content instructed in Claude will be reflected in the actual retrieved results.
Hit "Save".
Step 7: Update Record with Notion
Select "Update Record (ID Search)" .
Specify the Notion database for updating records. When you click the input field, as shown in the image below, a list of available options will appear. Select the Database ID set in Step 3. Once the setting is complete, click “Next”.
Now let's set up the detailed settings.
Set the conditions for updating the record.
In this case, the condition is record ID (serving as the unique key).
Specify what data to add to Notion.
When you click on the content field, you will see the available options.
In this case, we want to add the summarized content from Claude into Notion. So we will select "ResponseContent" to quote Claude output in Notion database.
Once the setup is complete, click "Test". If the test is successful, the summary generated by Claude will get added into Notion.
Once confirmed, don't forget to click "Save"!
Step 6: Activate the Flowbot
Toggle the "Trigger On" button to activate your flow! Check if the Flowbot you set up is working properly.
That’s it! Your Flowbot is complete!
🔁 Want to Link Claude Data to Notion Instead?
You can also go the other way around, send Claude data to Notion.
Organize Form Questions with Claude and Record in Notion in Q&A Format
Recommended for those who want to automatically organize form questions.
Claude can analyze and organize the responses, and the results can be recorded in Notion in a structured Q&A format. This flow is useful for those collecting large amounts of data through forms.
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.
💡 Other Automation Examples Using Notion and Claude
You can try out more automations by utilizing Notion and Claude with Yoom. Here are some examples you can explore for your next automation!
Automation Examples Using Notion
Automatically add data to Notion from Gmail, Google Forms, and Salesforce. You can also set up automatic notifications to chat tools when the progress is updated, streamlining communication and data management :)
■ 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.
You can use Claude to implement automated responses in Microsoft Teams and Slack, generate responses for Zendesk tickets, or create product descriptions in Google Sheets and Notion.
Use Anthropic to create product descriptions based on the product information added to Google Sheets and update them in Google Sheets.
■ 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.
Now you know how to create practical integration flows without any coding :) By integrating Notion and Claude, organizing and sharing information becomes easier. 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 approximately eight years of experience in sales and administration at an insurance agency. While handling customer interactions, I have coordinated operations across various branches, striving for efficiency and standardization. In addition to my primary responsibilities, I will continue to disseminate various content using company-designated tools to contribute to the operational efficiency of all stakeholders.
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