For companies to smoothly advance their projects, proper task management becomes crucial. However, frequently checking task statuses and inquiring about progress from project members can be very time-consuming. Therefore, by integrating Notion with Discord, we aim to unify task management and communication to create an efficient work environment. This blog introduces a method to automatically notify Discord of tasks due today by extracting them from Notion using the no-code tool "Yoom". Please use this as a reference for app integration!
Recommended for
Those who are thinking about improving work efficiency with Notion and Discord.
Those who want to manage tasks with Notion and send reminders in Discord.
Those who want to link Notion and Discord to prevent missing tasks.
For those who want to try it immediately
In this article, we introduce a method using the no-code tool "Yoom" for integration.
No complicated settings or operations are required, making it easy for non-engineers to implement.
You can start right away using the template below, so be sure to give it a try!
Extract tasks due today from the Notion database every day and send a batch notification to Discord.
App integration often takes time to set up, but with Yoom, you can easily integrate apps without any knowledge or experience!
[What is Yoom]
How to Create a Notion and Discord Integration Flow
Step 1: Register and Log in to Yoom and Register Apps
First, please access the official Yoom website and create an account. If you already have an account, please log in. Yoom Account Issuance Page
Once logged into your Yoom account, register the apps you will use. 1) Click "My Apps" and select "Add".
2) Select the app you want to register and log in with the account you use for each app. Once the first app is registered, click "Add" again to register the second app. Please refer to this for detailed instructions on registering the Discord app.
＜For Notion＞
・Click "Select Pages".
・Check the box and click "Allow Access" to complete the registration to My Apps.
＜For Discord＞
・Enter the account name and access token, and click "Add" to complete the registration to My Apps.
※ For obtaining the account name and access token, please check the help page here.
3) Once registered, icons will appear in My Apps. Please check if the icons for the two registered apps are displayed.
Step 2: Select a Template and Prepare Storage Location
This time, we will create a flow to 【Extract tasks due today from the Notion database daily and notify Discord in bulk】. By utilizing this flow, you can notify Discord in bulk of tasks due today from the Notion database. Bulk notifications eliminate the need to manually notify each member, making the day's tasks clear among the team. You can also receive task completion notifications from each member regarding the notification content, making progress management easier and reducing the burden of management tasks.
Extract tasks due today from the Notion database every day and send a batch notification to Discord.
Step 3: Setting Up Integration Between Notion and Discord
1) Click the "Try this template" icon of the template introduced earlier to copy it to your project.
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 to make it easier to use.
3) Click "Schedule Trigger: When the specified schedule is reached".
4) Specify the execution time, and if the test is successful, click "Save".
5) Return to the flow and click the "Operate Database: Retrieve Multiple Records (up to 100)" icon.
6) Select the action "Retrieve Multiple Records (up to 100)", enter the database ID, and click "Next".
7) Enter the conditions for the records you want to retrieve, and once entered, click "Test". If the test is successful, click "Save".
8) Return to the flow and click the "Integrate with App: Send Message" icon.
9) Select the action "Send Message" and click "Next".
10) Enter each item. You can reference the output information from Notion integrated earlier, so if you are creating a message, reference it as needed. Once entered, click "Test", and if the test is successful, click "Save".
11) This completes the flow of [Extracting tasks due today from the Notion database daily and notifying them in bulk on Discord].
Step 4: Testing and Verification
12) Once the setup is complete, the following display will appear, so click "Turn on Trigger". Activate the flow bot and check if it works correctly once.
Here is the template used this time!
Extract tasks due today from the Notion database every day and send a batch notification to Discord.
Other Automation Examples Using Notion and Discord
To make the most of the integration between Notion and Discord, Yoom offers other useful automation templates.
Examples of automation using Notion and Discord
When a new record is registered in the Notion database, you can notify Discord of the contents, or when a new page is created in Notion, you can notify Discord. You can also integrate to summarize the contents of meeting minutes registered in the Notion database and notify Discord.
Summarize the contents of the meeting minutes registered in the Notion database and notify Discord.
■Overview After compiling meeting minutes in Notion, are you manually copying and pasting the key points to share them on Discord? This work is time-consuming and may lead to omissions when sharing important information. By leveraging this workflow, registering minutes in a Notion database acts as a trigger for AI to automatically summarize the content and notify a specified Discord channel, making streamlining and efficiency of information sharing possible.
■Recommended for ・Those who use Notion and Discord and find sharing minutes to be laborious ・Project managers who want to smoothly share decisions and key points from meetings with the entire team ・Those who want to use AI to automate routine tasks and focus on their core work
■Notes ・Please connect Yoom with both Notion and Discord. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan, so please take note. ・Branching is a feature (operation) available on the Mini plan or higher. On the Free plan, the operations set in the flow bot will result in errors, so please be aware. ・Paid plans such as the Mini plan offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.
■Overview Do you find it cumbersome to copy and paste updates from your Notion database to Discord each time to share them with your team? Manual information sharing can lead to mistakes such as missed notifications or incorrect content. By using this workflow, when a new page is created or updated in your Notion database, its contents are automatically notified to Discord, enabling smoother information sharing and reducing workload.
■Recommended for ・Those who share updates made in Notion with their team using Discord ・Those who feel issues such as time lags or missed sharing due to manual notifications ・Those who want to integrate multiple SaaS tools to streamline the information-sharing flow
■Notes ・Please connect Yoom with both Notion and Discord. ・You can choose the trigger interval of 5, 10, 15, 30, or 60 minutes. ・The shortest trigger interval varies by plan, so please be aware. ・Branching is a feature (operation) available on the Mini plan or higher. On the Free plan, operations configured in your flow bot will result in an error. ・Paid plans such as the Mini plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.
This is a flow that registers inquiries from HubSpot forms to Notion and notifies on Slack.
■Notes - Please link Yoom with HubSpot, Notion, and Slack respectively. - You can select a trigger interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. - Please note that the shortest trigger interval varies depending on the plan.
■Overview Are you manually transferring survey and inquiry responses collected via Google Forms into a Notion database? This task not only takes time but can also result in input errors from copy & paste. By using this workflow, whenever a response is submitted to a Google Form, the data is automatically registered in Notion, eliminating the manual effort and mistakes.
■Recommended for ・People in charge who manually transcribe responses collected via Google Forms into Notion ・Teams that use Notion as a database for customer management or task management ・Those who want to eliminate input errors and missed follow-ups in the process of transcribing form responses
■Notes ・Please connect Yoom with both Google Forms and Notion. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan. ・For how to retrieve response contents when using Google Forms as a trigger, see the following. https://intercom.help/yoom/en/articles/6807133
■Overview In this workflow, when a new page is added in Notion, a corresponding Google Drive folder is automatically generated through Yoom. This automation streamlines information organization and file management, eliminating the need for manual folder creation. With Yoom, you can easily connect apps without programming.
■Recommended for - Teams or individuals who use Notion and Google Drive regularly - Those who want to automatically create a Google Drive folder when a new Notion page is created - IT personnel looking to improve efficiency and reduce manual folder creation tasks - Project managers who want to automate information management processes and maintain consistency - Business owners who want to optimize workflows by connecting multiple SaaS apps
■Notes - Please connect both Notion and Google Drive with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - The shortest activation interval varies depending on the plan, so please be aware. - Branching is a feature (operation) available with Mini Plan or higher. In the case of the Free Plan, operations set in the flow bot will result in an error, so please be aware. - Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
■Overview Automatically sends a notification to Discord when a new message is posted on Slack. The content and destination of the notification can be customized.
■Notes It is necessary to set up account linking for both Slack and Discord. Please replace the Discord notification destination and message content with any desired values.
■Overview This is a workflow that automatically sends a notification to Discord when a new contact is created in Apollo using Yoom. For sales and marketing teams, it is important to quickly share information about new contacts. Especially when using multiple tools, manual notifications can be cumbersome. By using this workflow, a post will be made to Discord as soon as a contact is created in Apollo, facilitating smooth information sharing across the team.
■Recommended for ・Team leaders conducting sales activities using Apollo ・Marketing personnel who want to quickly share information by linking Apollo and Discord ・Sales personnel who want to streamline the management of new contacts and enhance team-wide awareness ・Business process managers who want to automate data integration between multiple tools
■Notes ・Please link Yoom with both Apollo and Discord. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
■Overview The "Notify Discord when an event is updated in Outlook" flow is a business workflow that streamlines schedule management and team communication. When an event is changed in Outlook, a notification is automatically sent to Discord, allowing the entire team to share the latest information in real-time. By utilizing Yoom, you can achieve automatic information updates effortlessly, supporting smooth business operations.
■Recommended for ・Business teams that use Outlook and Discord regularly ・Project managers who want to quickly share schedule changes with their team ・IT personnel who want to enhance business efficiency through automated information sharing ・Executives who want to facilitate smooth team communication
■Notes ・Please link both Outlook and Discord with Yoom. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・Branching is a feature (operation) available with the Mini Plan or higher. If you are on the Free Plan, the operations set in the flow bot will result in an error, so please be careful. ・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
■Overview The 'Notify in Discord when an event is updated in Google Calendar' workflow is helpful for information sharing when there are changes to an event. Notifications are sent automatically, which helps prevent missing updates.
■Recommended for: - Those who use Google Calendar for daily schedule management - Those who want to swiftly recognize updates to events in Google Calendar without missing them - Those who utilize Discord as a team communication tool - Those who want to strengthen information collaboration between different tools - Those who want to centrally manage event update information and efficiently operate a team - Those who want to automatically receive notifications of event updates in Discord and reduce manual notification tasks
■Precautions - Please integrate both Google Calendar and Discord with Yoom. - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Note that the shortest activation interval varies depending on the plan.
For project managers and team leaders, frequently understanding the progress of tasks is extremely important. By integrating Notion with Discord, notifications are automatically sent to Discord when the deadline for tasks registered in Notion approaches. Receiving notifications ensures that all team members do not miss important tasks and can respond quickly. This integration can be particularly effective in remote work environments where tasks are more likely to be overlooked.
Benefit 2: Enhancing Project Transparency
Sharing the progress of a project with the entire team is essential for enhancing transparency. By integrating Notion with Discord, the progress and deadlines of tasks are automatically shared, allowing the entire team to have the same information. Especially in large-scale projects or when multiple teams are involved, communication among members improves, and the project is expected to progress smoothly.
Summary
By integrating Notion with Discord, you can achieve automatic task notifications, which can improve task management efficiency and project transparency. Automation reduces the need for manual work, not only saving time but also reducing errors such as duplication and omissions, and improving the accuracy of information. Furthermore, by using Yoom, you can easily set up integrations without any coding, making it easy to utilize app integrations. We encourage everyone to try integrating Notion and Discord by referring to this blog!
Let's challenge app integration together and aim for more efficient operations!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
While exploring ways to improve operational efficiency in a small to medium-sized enterprise in a region with limited human resources, we discovered Yoom. I was amazed at how much efficiency could be achieved by implementing Yoom, something I had casually wished for. Even without any knowledge or experience in systems or programming, our operations have significantly transformed, and I am writing to share this experience with many others who might feel the same way.
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