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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!
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!
■Overview
This flow extracts tasks due today from the Notion database and notifies them all at once on Discord every day.
■Recommended for
1. Those who manage schedules with Notion
・Project leaders managing project work schedules
・Public relations team members who share tasks with deadlines daily
2. Those who regularly communicate via Discord
・Team members sharing information on Discord
・Those who use Discord for business communication
■Benefits of using this template
When managing tasks in a Notion database, searching for tasks due today can be cumbersome.
Additionally, if there is a sharing omission when sharing tasks with each member, there is a risk of affecting the progress of the entire team.
This template allows you to notify tasks due today from the Notion database to Discord all at once.
By notifying all at once, there is no need to manually notify each member, and the tasks to be done that day become clear among the team.
By receiving task completion notifications from each member regarding the notification content, progress management becomes easier, and the burden of management tasks can be reduced.
■Notes
・Please link Yoom with both Notion and 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]
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.
※ The access token can be obtained from the Discord Developer Portal.
3) Once registered, icons will appear in My Apps.
Please check if the icons for the two registered apps are displayed.
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.
■Overview
This flow extracts tasks due today from the Notion database and notifies them all at once on Discord every day.
■Recommended for
1. Those who manage schedules with Notion
・Project leaders managing project work schedules
・Public relations team members who share tasks with deadlines daily
2. Those who regularly communicate via Discord
・Team members sharing information on Discord
・Those who use Discord for business communication
■Benefits of using this template
When managing tasks in a Notion database, searching for tasks due today can be cumbersome.
Additionally, if there is a sharing omission when sharing tasks with each member, there is a risk of affecting the progress of the entire team.
This template allows you to notify tasks due today from the Notion database to Discord all at once.
By notifying all at once, there is no need to manually notify each member, and the tasks to be done that day become clear among the team.
By receiving task completion notifications from each member regarding the notification content, progress management becomes easier, and the burden of management tasks can be reduced.
■Notes
・Please link Yoom with both 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].
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!
■Overview
This flow extracts tasks due today from the Notion database and notifies them all at once on Discord every day.
■Recommended for
1. Those who manage schedules with Notion
・Project leaders managing project work schedules
・Public relations team members who share tasks with deadlines daily
2. Those who regularly communicate via Discord
・Team members sharing information on Discord
・Those who use Discord for business communication
■Benefits of using this template
When managing tasks in a Notion database, searching for tasks due today can be cumbersome.
Additionally, if there is a sharing omission when sharing tasks with each member, there is a risk of affecting the progress of the entire team.
This template allows you to notify tasks due today from the Notion database to Discord all at once.
By notifying all at once, there is no need to manually notify each member, and the tasks to be done that day become clear among the team.
By receiving task completion notifications from each member regarding the notification content, progress management becomes easier, and the burden of management tasks can be reduced.
■Notes
・Please link Yoom with both Notion and Discord.
To make the most of the integration between Notion and Discord, Yoom offers other useful automation templates.
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.
■Overview
This is a flow that summarizes the contents of meeting minutes registered in the Notion database and notifies them on Discord.
■Recommended for
1. Persons responsible for creating and managing meeting minutes in Notion
・Those who want to streamline information sharing with team members by avoiding the hassle of reading the full minutes
2. Meeting participants and stakeholders
・Those who want to save time reading lengthy meeting minutes
■Benefits of using this template
Notion is a very useful tool for team information sharing and project management, but checking detailed long-form content like meeting minutes every time can be a waste of time and effort.
By implementing this flow, the contents of the meeting minutes registered in the Notion database are summarized and automatically notified on Discord, allowing team members to instantly check and understand the important points without reading the entire minutes, leading to improved operations.
■Notes
・Please link Notion and Discord with each other.
・AI operations are only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This is a flow where a notification is sent to Discord when a quotation approval request page is created in Notion.
■Recommended for
1. Those who use Notion for work
・Sales representatives who create quotations in Notion
・Accounting department staff responsible for form operations
2. Those who use Discord as a communication tool
・Team members who frequently communicate via Discord
・Those who want to automate notifications from Discord
■Benefits of using this template
The advantage of Notion is that it allows you to handle workspaces and databases on a single platform.
However, if you are manually sending approval requests to senior managers via Discord after creating a quotation, it is inefficient and time-consuming.
For those who want to automatically send notifications to Discord after completing tasks in Notion, this template is suitable.
By automatically notifying approvers after creating a quotation approval request page in Notion, you can reduce the time spent on approval requests and improve work efficiency.
By adding an approval operation after this flow, you can speed up the approval process.
■Notes
・Please integrate Notion and Discord with Yoom respectively.
■Overview
This is a flow that notifies Discord of new records posted in Notion.
By integrating Notion and Discord, you can stay updated and prevent any information sharing omissions without having to manually create and send messages by accessing Discord.
■Notes
・Please integrate both Notion and Discord with Yoom.
・Feel free to replace the Discord notification destination and message content with any desired values.
When a web meeting ends, add the meeting transcript to Notion
When a meeting ends on Google Meet or Zoom, the meeting transcript is automatically added to Notion.
◼️Overview
After a meeting ends on Zoom, the meeting content is automatically transcribed and the transcription data is saved to Notion.
Please change the settings of each action as needed.
◼️Notes
・It is necessary to link accounts with both Zoom and Notion through Yoom.
・Please note that if a meeting is not recorded, it will result in an error.
・AI operations are only available with the Team Plan and Success Plan. For the Free Plan and Mini Plan, the operation of the set flowbot 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 restricted apps and AI features (operations).
Add responses submitted to forms to Notion
Automatically add responses submitted via Google Forms etc. to Notion.
■Overview
When a response is submitted via Google Forms, the response content is automatically registered in the Notion database.
It can be used for various purposes such as surveys and inquiry forms.
■Setup Instructions
・Connect both Google Forms and Notion apps with Yoom. (My App Connections)
・Set the form ID with the trigger "When a response is submitted to the form" and run a test.
・Once the test is successful, you can retrieve the form response information. Select the information you want to retrieve from the response information using the [+] button and store it in the output.
・In Notion's "Store form responses" operation, set the target database and property information based on the response content obtained from Google Forms.
■Notes
・Google Forms and Notion account integration is required.
・Please adjust the question content in Google Forms and the column settings in the Notion database as needed.
When a page is created in Notion, create a folder in cloud storage
When a page is created in Notion, a folder is automatically created in Google Drive, OneDrive, etc.
■Overview
This is a flow where a folder for each client is created in OneDrive when a client is registered in Notion.
■Recommended for
1. Companies using Notion as a core database
・Those managing client information in Notion
・Those who want to streamline information management
2. Companies using OneDrive as a tool for managing electronic documents
・Sales administration staff who create folders every time a new client is added
・Those who want to eliminate the task of folder creation
■Benefits of using this template
By using this template, folders in OneDrive are automatically created in conjunction with client information registered in Notion.
Sales administration staff who manually create folders every time a client is registered can eliminate this task.
This will reduce working hours and allow you to focus on other tasks.
Additionally, reducing manual tasks decreases human errors.
It reduces mistakes such as creating duplicate folders or forgetting to create a folder, allowing for more accurate file management.
■Notes
・Please link both Notion and OneDrive 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.
■Overview
In this workflow, whenever 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. By using Yoom, you can easily connect apps without any programming.
■Recommended for
■Benefits of using this template
■Overview
This is a flow to create a folder in Box when a new page is created or updated in Notion.
The folder name can be replaced with any value.
By integrating Notion and Box, newly created or updated pages are automatically added to Box, eliminating any gaps or omissions in information management.
■Notes
・Please integrate Notion and Box with Yoom.
・It is possible to change the destination of the folder creation and the folder name to any value.
Notify Discord of content sent to a messaging tool
Messages received via chat tools or emails are automatically notified to Discord.
■Overview
This is a flow for forwarding Gmail messages to a Discord text channel.
■Recommended for
1. Those who use Gmail for communication with client companies
・Sales assistants responsible for communication with client companies
・Customer service department personnel who use it for client interactions
2. Companies that share information internally via Discord
・Personnel from companies that use chat rooms for each department
・Project managers who want to quickly share information from clients with their team
・Administrative personnel managing data using digital tools
3. Those who want to reduce manual input and improve work efficiency
・Owners of small and medium-sized enterprises aiming for business automation
・Personnel in general affairs and administration with a lot of data entry tasks
■Benefits of using this template
・Automatically forwarding received content from Gmail to Discord allows for immediate information sharing with the entire team.
・By quoting the received content from Gmail to send chats to Discord, it prevents errors from manual input.
■Notes
・Please integrate both Gmail and Discord with Yoom.
・For forwarding processes when using Gmail as a trigger after integrating with Yoom, please refer to the following:
■Overview
This flow translates messages posted on Google Chat and posts the translated version to a Discord thread.
■Recommended for
1. Multilingual teams using both Google Chat and Discord
・For those who feel challenged by communication due to team members using different languages
2. Companies with frequent collaboration with global enterprises or overseas offices
・For those who want to facilitate communication with team members or partners using different languages
■Benefits of using this template
When team members use different languages, communication barriers can arise, hindering smooth information sharing and collaboration.
By utilizing this flow, messages posted on Google Chat can be automatically translated and the translated version posted to a Discord thread. This allows all team members to communicate smoothly across language barriers.
■Important Notes
・Please integrate both Google Chat and Discord with Yoom.
・AI operations are available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations of the flow bot you set up will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Integration with Google Chat is only possible with Google Workspace. Please refer to the link below for details.
https://intercom.help/yoom/ja/articles/6647336
・For instructions on how to obtain a Webhook URL in Discord, please refer to here.
◼️Overview
When a new message is posted on Slack, a notification is automatically sent to Discord.
The content and destination of the notification can be customized.
◼️Notes
・Integration settings with accounts are required for both Slack and Discord.
・Please replace the Discord notification destination and message content with any desired values.
Notify Discord that a lead has been registered
Automatically notify Discord that a lead has been registered in HubSpot, etc.
■Overview
This is a flow that notifies Discord when a lead is created in Microsoft Dynamics365 Sales.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Departments that manage leads in Microsoft Dynamics 365 Sales and use Discord as an internal communication tool
・Those who want to smoothly share lead information, respond quickly, and strengthen team collaboration
2. Sales representatives who want to improve the speed of response after acquiring leads
・Those who want to quickly grasp the occurrence of new leads via Discord to prevent delays in response and enable rapid customer approach
3. Those who want to automate the manual input of messages into Discord
・Those who frequently use Discord for internal notifications
・Owners of small and medium-sized enterprises aiming for business automation
■Benefits of using this template
When the entire department utilizes Microsoft Dynamics365 Sales, it is important to share information about what kind of leads are being acquired individually with the whole team.
However, constantly checking both Microsoft Dynamics365 Sales and Discord can be cumbersome and may reduce work efficiency.
By utilizing this flow, when a lead is created, lead information is automatically notified in Discord, allowing for quick responses, which can enhance customer satisfaction, build good relationships, and potentially lead to acquiring repeat customers and new customers through word of mouth.
■Notes
・Please integrate Yoom with both Microsoft Dynamics365 Sales and Discord.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
・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.
■Overview
This is a flow that notifies Discord when a lead is registered in HubSpot's contacts.
■Recommended for
1. Marketing professionals using HubSpot
・Those who want to quickly share new lead information with their team
・Those who want to ensure no lead information is missed and achieve prompt follow-up
2. Those who use Discord for business communication
・Those who want to receive information about newly added prospects on Discord
■Benefits of using this template
For marketing professionals, quickly catching up on lead information is extremely important.
If you can immediately grasp lead information, you can promptly follow up and efficiently approach customers.
By using this template, when lead information is added to HubSpot, a notification is automatically sent to Discord, enabling quick information capture.
Additionally, it is effective for information sharing among members, as the entire team can easily check information on Discord, leading to increased transparency.
■Notes
・Please integrate Yoom with both HubSpot and Discord.
・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This is a workflow that automatically sends notifications 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, when a contact is created in Apollo, a message is simultaneously posted to Discord, facilitating smooth information sharing across the team.
■Recommended for
■Benefits of using this template
Notify Discord when an event is updated on your calendar
Automatically notify Discord when an event is updated on your Google Calendar or Outlook Calendar.
■Overview
The "Notify Discord when an appointment is updated in Outlook" flow is a business workflow that streamlines schedule management and team communication.
When an appointment 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
■Benefits of using this template
With this automation, updates to Outlook appointments are immediately notified to Discord, ensuring the latest information is shared accurately.
Additionally, it eliminates the need for manual notification tasks, saving time and effort.
Furthermore, automation reduces the risk of missed notifications or misdelivery, enabling accurate information transmission.
■Overview
The "Notify Discord when an event is updated in Google Calendar" workflow is useful for sharing information when there are changes to events.
Since notifications are sent automatically, it helps prevent missing any updates.
■Recommended for
■Benefits of using this template
By integrating Google Calendar with Discord, you can quickly respond to schedule changes.
This allows for prompt schedule reviews and adjustments, improving work efficiency.
Additionally, the worry of missing notifications is reduced, making schedule management smoother.
Furthermore, since all members can share the same information, the effort required for information sharing is reduced.
This will facilitate smoother communication within the team and strengthen the cooperative framework.
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.
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.
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!
