How to Automatically Send Emails Using Notion Database Information

[What is Yoom]

How to Create a Workflow for Integrating Notion and Yoom's Email Functionality

Step 1: Register/Login to Yoom and Register an App

First, please visit the official Yoom website and create an account.
If you already have an account, please log in.
Yoom Account Registration Page

After logging into your Yoom account, register the app you will use.
1) Click "My Apps" and select "New Connection".

2) Select the app you want to register and log in with the account you use for each app.

3) Once registered, an icon will appear in My Apps.
Check to see if the icons for the two registered apps are displayed.

Step 2: Select a Template

This time, we will create a flow for [Automatically Sending Emails Using Information from a Notion Database].
By using this template, emails will be automatically created and sent using information from the Notion database as a trigger.

This eliminates the need for manual email creation and sending, reduces the risk of human error, and is expected to enable more accurate information sharing.

Step 3: Setting Up Integration Between Notion and Yoom's Email Feature

1) Click the "Try this template" icon on the template to copy it to My Projects.

2) The following display will appear.

Follow the instructions and click the flow icons with "!" on the right in order to edit them.
You can change the title and details by clicking on them.
Modify them as needed for ease of use.

3) Click "Chrome Extension Trigger: Select and Launch Page on Database".

4) Select "Select and Launch Page on Database" as the trigger action, and click "Next".

5) Enter the URL for testing in the "Launch Page URL Sample".
Refer to this for how to check the URL.
[Chrome Extension Trigger] How to Check Sample URL When Using Notion | Yoom Help Center (intercom.help)

Once the input is complete, click "Test".
If the test is successful, click "Save".

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6) Return to the flow and click the "Send Email" icon.

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7) Enter each item.
In this process, by setting "Send Email" from Yoom, emails will be sent from 'no-reply@yoom.fun'.

You can quote the output information from the previously linked Notion, so please quote and enter from the options as needed.
Once the input is complete, click "Next".

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8) Click "Test", and if the test is successful, click "Save".
For the method of setting "Send Email", please also check this page.

9) With this, the flow of [Automatically Sending Emails Using Notion Database Information] is complete.

Step 4: Testing and Confirmation

‍10) Once everything is set up, the following display will appear, so click "Turn ON Trigger". Start the flow bot and check if it operates correctly once.

Here is the template used this time

Other Automation Examples Using Notion

In addition to the flow introduced this time, you can achieve various business automations by using Notion's API.
All of them can be used with simple settings, so if there is something you are interested in, please give it a try!

Examples of Automation Using Notion

Organize and summarize meeting minutes created in Notion using AI

By utilizing AI, the accuracy of summaries is improved, making it easier to confirm the necessary information.

Extract and notify tasks due today from the Notion database daily

By notifying tasks due today in bulk, there is no need to manually notify each member, and the tasks to be done that day become clear among the team.

Add the Answered Content to the Notion Database

Once the answer is submitted, the necessary information is automatically added to the Notion database, potentially eliminating the need for manual data entry.

Automation Example Using Yoom's Email Functionality

Integrating Yoom's Email Trigger with Slack

By integrating with email triggers, it is possible to reduce manual workload.

Automatically Store Email and Form Attachments in Microsoft SharePoint

By automatically storing attachments in Microsoft SharePoint, it seems possible to streamline business processes and centralize management.

Benefits of Integrating Notion and Yoom's Email Features

Benefit 1: Streamlined Task Management

By integrating Notion with email, you can track task progress in real-time and automatically notify stakeholders. This is expected to speed up the sharing process. For example, in project management, automatic email notifications upon task completion can help the entire team stay updated and smoothly transition to the next step. Eliminating the need for manual notifications may reduce waiting time for information dissemination.

Benefit 2: Smooth Customer Interaction

Managing customer information in Notion and sending emails automatically based on that information should enable smooth customer interactions! For instance, setting up automatic welcome emails for new customer registrations can prevent missed communications and facilitate prompt customer contact. Additionally, automating regular follow-up emails can help continuously strengthen customer relationships.

Conclusion

The integration of Notion and Yoom's email features introduced here can eliminate the need for manual notification tasks and is expected to improve daily work efficiency. Moreover, email automation can lead to smoother customer interactions.

Even if you think, "Programming might be necessary and it seems difficult...", with Yoom, you can easily set it up even for the first time. Use this blog as a reference and challenge yourself to improve work efficiency!