Click "Try this template".

Click "OK" and assign a name to the Flowbot for recognition.

The template will be copied to your "My Project".

Step 3: Set Up Chrome Extension Trigger 

Let’s set up the Chrome extension trigger.

Click "Install the Extension". Follow the instructions provided on that page to complete the setup.

📚 Reference: To learn more about how to set up triggers using the Chrome extension, check out this guide.

Open the copied template and click on the Chrome extension trigger icon.

The next screen is pre-configured. Check if your account is selected, then click “Next”. 

‍Specify the Notion page containing the data and set up the extension.

Click the "Test" button at the bottom of the screen. If "TestSuccessful" appears, the trigger setup is complete. Don’t forget to save it.

Step 4: Send Email

Click on the action labeled “Send Email”. 

Now let’s enter the required information.

You can reference the retrieved value from the previously linked Notion database. Simply select and insert the relevant data in the field. 

📚 Reference: For more details on retrieved values and how to set them up, see the guide here.

Once you’ve filled in the necessary information, click "Next" to proceed.

Once you've configured the settings, click the "Test" button at the bottom of the screen. If "Test Successful" appears, the setup is complete. Be sure to save your settings.

📚 References: For more details on how to set up the “send email” action, you can refer to the full guide here.

Step 5: Activate the Flowbot

Toggle the "Trigger On" button to activate your flow!

That’s it! 🎉 The Flowbot is now complete!

💡 Other Automation Examples Using Notion

By using Notion with Yoom, you can unlock a wide range of automation possibilities that simplify your workflows. <span class="mark-yellow">Here are some examples you can explore for your next automation</span>!

Automation Examples Using Notion

Organize and Summarize Meeting Minutes with AI 

Add the Answered Content to the Notion Database

Extract and Notify About Tasks Due Today from Notion Database

Save Meeting Transcripts in Notion After the Meeting

Automation Example Using Yoom's Email Functionality

Integrating Yoom's Email Trigger with Slack

Automatically Store Email and Form Attachments in Microsoft SharePoint

👏 Benefits of Integrating Notion with Yoom’s Email Feature

Benefit 1: Streamlined Task Management

Integrating Notion with Yoom’s email feature can help track task progress in real-time by automatically sharing information with your team, speeding up the communication process. For example, <span class="mark-yellow">in project management, automatic email notifications when a task is marked complete keep the team updated, making it easier to move on to the next task without delays</span>.

Benefit 2: Smoother Customer Interactions

By combining Notion with automatic email functions, managing customer data becomes more efficient. For example, <span class="mark-yellow">you can automate sending welcome emails to new customers to ensure they receive immediate communication, preventing any missed contacts</span>. In addition, automating follow-up emails helps build or maintain strong relationships with customers over time.

📖 Summary

In this article, we covered how to use Notion with Yoom’s email function to automatically compose emails using the Notion database. This integration helps facilitate smoother and more efficient customer interactions. Best of all, no technical expertise is needed, and anyone can easily set it up! Ready to simplify your workflows? Sign up for Yoom and try it today!

👉 Create your free Yoom account now