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"Creating reports, meeting minutes, estimates... There's a mountain of tasks to do, but manually transferring data is a huge burden..."
Have you ever felt this way? When using multiple tools, challenges often arise in the integration of information between them.
That's where the integration of Notion and Google Docs comes in handy!
By automatically linking the data accumulated in Notion to Google Docs, your work efficiency will significantly improve.
With this integration, you can automate tasks such as creating monthly reports, meeting minutes, and even estimates, allowing you to proceed smoothly without hassle. Reduce manual work, save time, and create an environment where you can focus more on core tasks.
In this article, we introduce an easy way to integrate Notion and Google Docs without any coding!
Be sure to check it out until the end and use it as a reference to improve your work efficiency.
By using Yoom, you can easily integrate Notion and Google Docs without any coding.
Yoom provides templates for integrating Notion and Google Docs, so you can start the integration immediately without any API knowledge, just by registering. If you want to try it right away, click "Try it" on the banner below to get started!
By integrating the APIs of Notion and Google Docs, you can automatically sync Notion data to Google Docs!
For example, you can automatically perform data synchronization like the following without manual intervention.
By automating the monthly data retrieval and recording tasks, you eliminate the need to manually transfer data.
This automation supports smooth monthly reporting and data analysis.
By automatically transferring the data recorded in Notion to Google Docs, the effort required to create meeting minutes is significantly reduced.
With this automation, team members can allocate the time spent on creating minutes to more important tasks.
This flow involves creating a quotation in Google Docs using information registered in Notion and automatically sending it via email.
It is expected to prevent human errors from manual input while maintaining the accuracy of the information.
Now, let's create a workflow that integrates Notion with Google Docs!
This time, we'll use Yoom to proceed with the integration of Notion and Google Docs without any coding.
If you haven't used Yoom yet, please register for free here.
If you're already using Yoom, let's log in!
[What is Yoom]
This time, we will create a flow bot that "collects Notion information in bulk every month and records it in Google Docs".
The creation process is broadly divided into the following steps.
First, register the apps you will use with My Apps.
Here, we will integrate Yoom with each app so that operations can be performed in Yoom.
After logging into Yoom, select "My Apps" on the left side of the screen and click "+ Add" displayed on the right side.
From the new connection list in My Apps, click on Notion.
When the following screen appears, click "Select Page" in the red frame.
When the following screen appears, check the page you want to grant access to and click "Allowing Access".
*If you create a page to be used in the flow after registering with My Apps, you will need to reconnect and check it. It is recommended to prepare the page to be used in the flow before registering with My Apps.
Next, register Google Docs with My Apps.
Similarly, from the new connection list in My Apps, click on Google Docs.
Log in to the Google account you want to integrate with Yoom and click "Continue".
If Notion and Google Docs are displayed in My Apps, the integration is complete!
Now, let's start creating the flow!
There is a template available for easy setup, so let's copy it first.
Log in to Yoom and click "Try it" on the banner below.
When you click, the template will be copied to your Yoom management screen and displayed as follows. Press OK to proceed with the setup.
This is the first setup! Click on the red frame of the copied template below.
Clicking will take you to a screen like the one below.
The title is set by default. Please enter the schedule settings according to the notes below the input field.
This time, we have set it so that the flow bot will start at 9:00 AM on the 1st, 8th, 15th, 22nd, and 29th of each month!
Once the setup is complete, click "Save".
Next, click "Operate Database".
The title and execution action are set by default. Please check if the account information to be linked is correct.
Scroll down the screen to display the input screen for the database ID.
When you click on the database ID, candidates will be displayed from the linked account, so please select from them.
Next, select and enter the conditions for the records you want to retrieve.
Click on the input field and select the conditions for the records you want to retrieve. Choose "Is not empty" for the value.
* You can add trigger conditions, so please add them as needed.
Test and confirm that the record information is correctly obtained as output, then save.
* About Output
Output refers to the values obtained when executing "Test" during trigger or operation settings.
The obtained output can be used as a value during subsequent operation settings, and it will be a fluctuating value each time the flow bot is activated. For more details, please refer to here.
* As an example, we created the following data in Notion this time.
Next, please click "Generate Text".
The action selection screen is completed by default, so click "Next".
* AI actions are available only for paid plans. A two-week trial is available for paid plans.
Next, the following screen will be displayed.
Here, set the prompt to be used when generating text with AI.
Refer to the example in the prompt input field and set it up.
For text that can be used as a fixed template each time, enter a fixed value as a template. (For example, "Project Name:" )
For parts where you want to use values that fluctuate according to the data obtained from Notion, set them using the output. (For example, "Record ID", "Minutes", etc.)
Once the setup is complete, perform a test and save it after the test is successful.
Once the text generation setup is complete, click "Record to Document".
Proceed to the next step to display the following screen.
Check if the account information to be linked is correct. The title and execution action are set by default.
Proceed to the next step to display the following screen. Here, set up the API connection.
Enter the document ID according to the notes.
For the text to be added, click on the input field to display the output, and enter it according to the input example.
As before, use the template and the output obtained from the "Generate Text" action setting to set it up.
* Note that the test will not succeed unless Google Docs and Yoom are linked.
Once the input is complete, click "Test" and confirm that it has been correctly added to Google Docs.
Once the information from your Notion data has been updated in the document you specified, click "Save" to complete the setup.
Thank you for your help!
After completing the setup, the following screen will be displayed.
Turn the trigger "ON" and check if the information from Notion is retrieved in bulk and recorded in Google Docs!
This was the method for "Retrieving Notion Information in Bulk Every Month and Recording It in Google Docs"!
This time, we introduced how to link data from Notion to Google Docs, but if you want to link data from Google Docs to Notion, please also use the template below.
Automatically retrieve the minutes created in Google Docs during weekly meetings and organize and record them in Notion.
This automation eliminates the need for manual data entry work and enables centralized information management.
It is possible to automatically save the minutes received by email to Google Docs and automatically sync the content to Notion as well.
This automation allows for centralized management of information while reducing the effort required for managing minutes.
In addition to integration with Google Docs, it is possible to automate various tasks using Notion's API.
If you find something interesting, please give it a try!
You can automatically notify chat tools with Notion data or integrate with various other databases. Additionally, you can sync information from other databases to Notion.
It is also possible to create contracts and quotations in Google Docs and send them automatically, as well as automatically add documents and meeting minutes.
How was it? By using Yoom, integrating Notion and Google Docs can be easily set up by anyone, not just engineers! Why not aim to create an environment where you can automate various tasks such as meeting minutes, reports, and estimates, allowing you to focus more on core tasks?
If you're thinking, "Can it really be set up so easily...?" or "I'm a bit curious...", please try creating a free account first. Registration is completed in 30 seconds! You can experience the automatic integration of Notion and Google Docs immediately after registration.
The flow can be customized, so please create and utilize an integration flow that suits your company's operations!
Make daily tasks <span class="mark-yellow">easier and more efficient</span> with Yoom. Incorporate automation and experience improvements in operational efficiency.
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