・
タスク管理は業務効率アップの近道ですよね！
特に、チームで1つのプロジェクトを進行している場合、何をすべきか、誰が担当するのかといったタスク管理は重要です。
そういった場合は、オールインワンツールであるNotionが便利です。様々なデータの管理や編集に優れているため、タスクを一覧化し、チームで共同編集できるようにしている企業も多いのではないでしょうか。
では、今回はNotionとDiscordをアプリ連携して、タスクが完了したらDiscordに通知が送信されるようにしてみましょう。
ノーコードで連携できる方法を解説するので、参考にしてみてくださいね！
本記事ではノーコードツール「Yoom」を使用した連携方法をご紹介します。
難しい設定や操作は必要なく、非エンジニアの方でも簡単に実現できます。
下記のテンプレートから今すぐに始めることもできるので、ぜひお試しください！
■Overview
This is a flow that sends notifications to Discord when a specified property in the NotionDB for project management is marked as complete.
■Recommended for
1. Those who organize information using Notion
・Project managers managing project information
・Those who want to notify members of progress status all at once
2. Those who use Discord for work
・Projects sharing progress status on Discord
・Those who use Discord for daily communication
■Benefits of using this template
When managing projects with Notion, manually sending notifications to Discord based on the situation can be cumbersome.
Frequent manual notifications to Discord can decrease work efficiency and hinder productivity.
This template is suitable for those who want to automate notifications to Discord.
If there is a completed status in NotionDB, it can automatically send notifications to Discord, thereby improving work efficiency.
Additionally, you can set members for Discord notifications as desired, allowing customization according to your work needs.
■Notes
・Please connect both Notion and Discord with Yoom.
[About Yoom]
Now, let's introduce the steps to create a flow bot that notifies Discord when a specified property in the NotionDB for project management is marked as complete.
The flow bot process this time consists of 2 steps in total!
By using a template with minimal settings, you can quickly create a flow bot. First, click on "View Details" in the banner of the template below, and proceed with Yoom registration from the "Try this template" button at the bottom of the migrated screen! If you have already completed registration, the login screen will be displayed, so please log in!
■Overview
This is a flow that sends notifications to Discord when a specified property in the NotionDB for project management is marked as complete.
■Recommended for
1. Those who organize information using Notion
・Project managers managing project information
・Those who want to notify members of progress status all at once
2. Those who use Discord for work
・Projects sharing progress status on Discord
・Those who use Discord for daily communication
■Benefits of using this template
When managing projects with Notion, manually sending notifications to Discord based on the situation can be cumbersome.
Frequent manual notifications to Discord can decrease work efficiency and hinder productivity.
This template is suitable for those who want to automate notifications to Discord.
If there is a completed status in NotionDB, it can automatically send notifications to Discord, thereby improving work efficiency.
Additionally, you can set members for Discord notifications as desired, allowing customization according to your work needs.
■Notes
・Please connect both Notion and Discord with Yoom.
Once you have completed the registration for Yoom and copied the template, the screen above will be displayed, and you will be taken to a page called "My Project".
Once this is complete, the next step is to integrate Notion and Discord with Yoom.
This is called "My App Integration".
↓
First, let's integrate Notion with Yoom.
To integrate Notion with Yoom, you need to have a page created at this stage, so please prepare it in advance.
This time, we will use the default SNS posting calendar provided in Notion.
We have added a status on the right side to make it easier to understand the progress.
↓
Once Notion is ready, select My Apps from the menu on the left side of the screen and click New in the upper right corner.
Enter "Notion" in the search box, and the Notion icon will appear, so click it.
You will be taken to a screen like the one above, so click "Select Page".
Select the page you want to integrate with Yoom and click Grant Access to complete the integration!
↓
Next, let's integrate Discord with Yoom.
Enter "Discord" in the search box, and two options, Discord and Discord (v2), will be displayed. Please select Discord (v2).
.png)
Then, check the Discord (v2) My App Integration Details Page in the red frame and proceed with the registration.
Once you have entered the required fields in the image above, click Add in the lower right corner to complete.
Now that the two apps, Notion and Discord, are integrated with Yoom, let's set up the contents of the flow bot next.
From My Project on the left side of the screen, click "Notify Discord when a specified property is completed in the NotionDB for Project Management [Copy]".
Since the necessary items have been pre-entered by using the template, check that the account information to be linked is correct and click Next.
↓
Set the trigger activation interval and enter the database ID.
The trigger activation interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest activation interval varies depending on the plan.
The database ID is the ID in the URL of the Notion page you want to integrate with Discord.
As shown in the image, the string within the red frame from notion.so to ?v= is applicable.
After pasting, click the Test button at the bottom of the screen, and if "Test Successful" is displayed in blue, the Notion setup is complete.
Don't forget to click Save.
Click "Send a message to the talk room" on the Discord icon.
Again, since the necessary items have been pre-entered by using the template, check that the account information to be linked is correct and proceed to the next step.
↓
Enter the channel ID.
The channel ID is displayed in the URL of the Discord channel, so copy and paste it.
The next step is the final setting. Let's decide on the content to be notified to Discord.
Click inside the message box, and you will be able to select the Notion data that you test-sent earlier, so choose the one you want.
If you select the URL here, you will be able to click on the URL in the message sent to Discord, so it is recommended to include it!
This time, let's select the URL and the last updated date.
Adding a comment or using symbols can improve the layout and make it easier to read.
If you can select as shown in the image, click Test at the bottom of the screen, and if "Test Successful" is displayed in blue, you are good to go.
A notification was also sent to Discord at the same time as the test, right!
Once you have done this, click Save.
↓
When the flow bot is created, the display will appear as shown above.
The trigger is initially set to OFF, so turn it ON.
This concludes the integration of Notion and Discord. Well done!
Yoom offers a wide variety of templates that allow you to create flow bots in a time-saving manner, so be sure to check them out!
■Overview
This is a flow that sends notifications to Discord when a specified property in the NotionDB for project management is marked as complete.
■Recommended for
1. Those who organize information using Notion
・Project managers managing project information
・Those who want to notify members of progress status all at once
2. Those who use Discord for work
・Projects sharing progress status on Discord
・Those who use Discord for daily communication
■Benefits of using this template
When managing projects with Notion, manually sending notifications to Discord based on the situation can be cumbersome.
Frequent manual notifications to Discord can decrease work efficiency and hinder productivity.
This template is suitable for those who want to automate notifications to Discord.
If there is a completed status in NotionDB, it can automatically send notifications to Discord, thereby improving work efficiency.
Additionally, you can set members for Discord notifications as desired, allowing customization according to your work needs.
■Notes
・Please connect both Notion and Discord with Yoom.
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Notion and Discord.
If you find something interesting, please give it a try!
When a new record is posted in Notion, you can notify Discord of its content, or extract tasks due today from the Notion database and notify Discord in bulk. Additionally, it's possible to add records to Notion based on the content posted in Discord.
■Overview
The workflow "Add records to Notion based on Discord posts" helps reduce the hassle of data entry tasks.
Since data registration is completed with operations only on the chat, there is no need to access Notion directly.
■Recommended for
■Benefits of using this template
By integrating Discord with Notion, you can quickly add post content as records.
This allows for smooth organization and management of information, especially useful in situations where quick response is required.
Reducing the time lag in information sharing improves the overall work efficiency of the team.
Additionally, by managing everything centrally in Notion, you can quickly find the necessary information, leading to improved work efficiency.
It reduces data entry errors from manual work and enables accurate information management.
■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.
■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.
Add Events to Notion When Created in Calendar
When an event is registered in Google Calendar or Outlook Calendar, it is automatically added to Notion.
■Overview
This is a flow bot that adds events registered in Outlook to a Notion database.
■Recommended for
1. People who register events using Outlook
・Those who have subscribed to Microsoft365 services and use Outlook's calendar at work
・Those who comprehensively manage schedules using Outlook, including business meetings and internal meetings
2. People who manage databases with Notion
・Those who list schedule information from Outlook in Notion to manage team schedules
・Those who manually record Outlook schedule information in Notion and find it cumbersome
■Benefits of using this template
Outlook, as part of Microsoft365 services, can be used for various purposes such as email and schedule management. When using Notion as a database, you can record schedules from Outlook in Notion for centralized team information management.
However, if you perform this process manually, there is a risk of errors and incomplete information due to the effort involved in transcription. This template allows you to add events registered in Outlook to a Notion database.
Unlike manual transcription, information is updated automatically, reducing effort and preventing human error.
■Notes
・Microsoft365 (formerly Office365) has both personal and business plans (Microsoft365 Business), and if you are not subscribed to a business plan, authentication may fail.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
The "Add a record to Notion when an event is registered in Google Calendar" workflow is a system designed to utilize schedule information for business management in Notion.
When a new event is added to Google Calendar, its details are automatically reflected in the Notion database.
This facilitates smooth management of schedules and business tasks, making it easier to record work and track progress.
■Recommended for
■Benefits of using this template
Add Form Submissions to Notion
Automatically add submissions from Google Forms and similar services 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.
Create a folder in cloud storage when a page is created in Notion
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 with Meeting Minutes and Recording URL After a Web Meeting
Automatically notify Discord with the meeting minutes and recording URL after a web meeting on Google Meet or Zoom.
■Overview
In this flow, Google Meet audio is automatically transcribed into text, compiled into minutes, and then automatically notified to Discord. This eliminates the need for manual minute-taking and information sharing, allowing you to efficiently share meeting content with your team.
With Yoom, you can easily integrate apps without the need for programming.
■Recommended for
■Benefits of using this template
■Overview
This is a flow to notify the recording URL once a meeting on Zoom has ended.
With this flow, you can seamlessly and reliably share the recording with the entire team.
You can freely arrange the notification recipients and message.
■Notes
・Account integration with each app and Yoom is required.
・Please note that an error will occur if the meeting was not recorded.
Notify Discord When a Lead is Registered
Automatically notify Discord when a lead is registered in HubSpot or similar platforms.
■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 flow that notifies Discord when lead information is registered via Meta Ads (Facebook).
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Marketing and sales personnel using both Meta Ads (Facebook) and Discord
・Those who want to automatically notify Discord of lead information acquired from Meta Ads (Facebook) for prompt response
・Those who want to reduce the hassle of manual notifications and information sharing
・Those who want to share lead information on Discord to strengthen team collaboration
2. Companies or teams utilizing Discord
・Companies that have implemented Discord
・Team members who use Discord daily for internal communication
■Benefits of using this template
Meta Ads (Facebook) is an effective tool for lead acquisition.
However, manually transferring acquired lead information to another system is time-consuming and labor-intensive, and can lead to human errors such as input mistakes or information leaks.
By implementing this flow, when lead information is registered via Meta Ads (Facebook), it will be automatically notified to Discord, freeing sales personnel from manual input tasks and allowing them to focus on more core activities such as approaching leads and conducting business negotiations. Additionally, the risk of data entry errors and information leaks is eliminated, enabling accurate and efficient lead management.
■Notes
・Please integrate Yoom with both Meta Ads (Facebook) and Discord.
・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.
Notify Discord of Content Sent to the Message Tool
Automatically notify Discord of messages received via chat tools or email.
■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.
When the properties of tasks managed in Notion are changed, notifications will automatically be sent to Discord.
If you have been manually sending messages every time a task is completed, incorporating this automation could shorten your workflow and lead to increased efficiency.
When managing various data in Notion, have you ever found yourself unsure of what is being managed on which page?
With this integration, you can send the URL of the Notion page where the status was updated, eliminating the need for the recipient to search for the Notion page.
Additionally, if you can quickly grasp when a task is completed, handovers and other processes can be carried out smoothly.
This should enable better collaboration within the team!
If you can manage tasks smoothly as a team, it will likely become easier to collaborate with members.
Moreover, eliminating manual input will shorten the workflow and save time.
Try automating the processes that can be automated to reduce the workload!
