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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!
■Overview
This workflow allows you to batch retrieve information from Notion every month and record it in Google Docs. This automation helps eliminate the hassle of manually transferring data, facilitating smooth monthly reporting and data analysis.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
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.
■Overview
This workflow allows you to batch retrieve information from Notion every month and record it in Google Docs. This automation helps eliminate the hassle of manually transferring data, facilitating smooth monthly reporting and data analysis.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
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.
■Overview
This workflow significantly reduces the effort of creating meeting minutes by automatically transferring the content recorded in Notion to Google Docs. This automation allows team members to allocate the time spent on creating minutes to other important tasks.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
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.
■Overview
This is a flow for creating estimates in Google Docs using information from a Notion database and sending emails.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
■Recommended for
1. Companies utilizing Notion for business
・Those who register customer information in a database and accumulate information
・Those who register deal information for each business partner
2. Companies utilizing Google Docs for business
・Those who create templates for forms and utilize them for business
■Benefits of using this template
Notion is a tool that allows for the visualization of information by registering deal information in a database, facilitating smooth information sharing within the team.
However, manually entering information registered in Notion each time an estimate is created and sent may lead to inefficient work practices.
By utilizing this flow, you can automatically add registered information from Notion to a Google Docs estimate template to create estimates and send them via email.
By creating estimates by referencing the registered information in Notion, you can prevent human errors due to manual entry and maintain the accuracy of information.
The time previously spent on creating and sending estimates can be used for other tasks, allowing for smooth business operations.
■Notes
・Please integrate Notion and Google Docs with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
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.
■Overview
This workflow allows you to batch retrieve information from Notion every month and record it in Google Docs. This automation helps eliminate the hassle of manually transferring data, facilitating smooth monthly reporting and data analysis.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
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.
■Overview
This workflow allows you to batch retrieve information from Notion every month and record it in Google Docs. This automation helps eliminate the hassle of manually transferring data, facilitating smooth monthly reporting and data analysis.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
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.
■Overview
This workflow automatically retrieves the minutes of meetings created in Google Docs every week and organizes and records them in Notion. This automation eliminates the need for manual data entry and enables centralized information management.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
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.
■Overview
This workflow allows you to automatically save minutes from incoming emails to Google Docs and also automatically sync their content to Notion. This automation enables centralized management of information while reducing the hassle of managing meeting minutes.
With Yoom, you can easily integrate apps without the need for programming.
■Recommended for
■Benefits of using this template
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.
■Overview
When a page is created or updated in Notion, a notification will be sent to a specified LINE chat room.
You can specify any chat room as the notification destination.
■Setup Instructions
1. Connect Notion and LINE with Yoom. (My App Integration)
2. Set up the trigger "When a page is created or updated" in Notion and specify the target database.
3. Set up the operation "Send a message to a chat room" in LINE, and configure the destination chat room and message content based on the information obtained from Notion.
4. When the trigger occurs, the flow bot will activate and a notification will be sent to LINE.
■Notes
・You need to set up account information for integration in each app's operation.
・Replace the LINE chat room ID with any desired value for use.
■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.
◼️Overview
Automatically retrieve employee information registered in SmartHR and store it in a Notion database.
The information to be retrieved includes name, email address, phone number, department, position, etc., and it is possible to automatically register this information in the Notion database.
◼️Setup Instructions
1. Connect both SmartHR and Notion apps with Yoom. (My App Integration)
2. Set the tenant ID in SmartHR using the trigger "When an employee is newly registered".
3. In Notion, use the "Add Record" operation to set the target database and property information based on the information obtained from SmartHR.
4. Once the setup is complete, change the trigger to ON.
◼️Notes
・Integration with Yoom is required for both SmartHR and Notion.
・Please adjust the column settings in the Notion database as needed.
■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.
■Overview
This is a flow that adds information to a Google Spreadsheet when it is added to any Notion database.
By integrating Notion and Google Spreadsheet, newly added information is automatically stored in the Google Spreadsheet database, eliminating any gaps or omissions in information management.
Additionally, since the trigger is activated by registration or update in the Notion database, you can create advanced flows such as using creation or update dates to branch the registration and update routes and notify Google Chat using branching operations.
■Notes
・Please integrate both Notion and Google Spreadsheet with Yoom.
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.
■Overview
This flow involves creating an estimate in Google Docs using information from a Notion database and sending an email via Outlook. By using a trigger with a Chrome extension, you can initiate the trigger directly from Notion.
■Recommended for
1. Companies utilizing Notion for business
・Those who register customer information and deal-related information in the database
・Those who manage data for creating estimates
2. Companies utilizing Google Docs for business
・Those who create templates for forms and use them for business
3. Companies using Outlook as their main communication tool
・Those who use it as a means of communication with client companies
■Benefits of using this template
Notion is a tool that facilitates smooth information sharing within a team and streamlines business processes by centrally managing customer-related data. However, manually entering information registered in Notion to create estimates and sending the created data via email may hinder the overall growth of the organization.
By utilizing this flow, you can automatically add information from Notion to a pre-created template in Google Docs to create an estimate and send the created data via email. Automating the creation of estimates reduces manual effort, allowing you to allocate time to other tasks. By enabling the entire team to focus on core tasks, productivity can be enhanced.
■Notes
・Please integrate Notion, Google Docs, and Outlook with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow that automatically transcribes Google Meet meetings and adds the minutes to Google Docs.
■Recommended for
1. Business professionals who frequently use Google Meet
・Those who want to save the effort of recording and sharing meeting content
・Those who want to shorten the time spent on creating minutes to allocate more time to other tasks
・Those who manage minutes and notes centrally in Google Docs
2. Team leaders and managers
・Those who want to understand the content of team members' meetings to aid in progress management and evaluation
・Those who want to automatically record important meeting content to promote information sharing
3. Minute takers
・Those who want to reduce the burden of transcription and minute creation
・Those who want to share minutes immediately after meetings to promote action
■Benefits of using this template
Google Meet is an excellent tool for conducting online meetings efficiently, but manually creating minutes after meetings and transcribing them into Google Docs can be very labor-intensive, leading to delays in information sharing and potential input errors.
By utilizing this flow, once a Google Meet meeting ends, the content is automatically transcribed and summarized, and appended to Google Docs. This allows meeting participants to save the effort of creating minutes and focus on reviewing the meeting content and the next actions.
■Notes
・Please integrate Yoom with Google Sheets, Google Drive, and Google Docs.
・AI operations are only available 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 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
Based on the information provided in the form, documents are issued using a contract template and then sent via CloudSign.
It is possible to prevent errors in advance by setting up an approval request and adding a double-check.
■Preparation
Please prepare templates for contracts and other documents in a spreadsheet or document in advance.
*This example uses a document.
■Setup Method
① Select the form trigger from the triggers.
② Set the necessary question items for creating the contract.
*Example: Partner company name, name, address, contact information, contract details, etc.
*For how to set up the form trigger, click here https://intercom.help/yoom/ja/articles/7973076
③ On the next screen, enter and save demo data as a sample.
④ Click the + mark under the trigger and select the document from the operation to issue the document.
⑤ Select the document ID of the contract template prepared in advance from the candidates, set the folder ID and file name of Google Drive where the PDF will be stored after the document is issued, and proceed to the next step.
⑥ Click to obtain the target string for replacement, display the list of target strings for replacement, and then input the values answered in the form sample of ③ into the corresponding fields, conduct a test, and save if the PDF is issued correctly.
*For detailed settings on document issuance, click here https://intercom.help/yoom/ja/articles/8237765
*For detailed settings on embedding outputs dynamically, click here https://intercom.help/yoom/ja/articles/8223528
⑦ Click the + mark and select the operation to request approval.
⑧ After selecting an arbitrary approver, embed the output of the issued document in the message field, set it to be viewable, and save.
⑨ Click the + mark, select CloudSign from the app integration, and click the create document action.
⑩ On the next page, enter the required items, including mandatory fields, and test and save.
⑪ Click the + mark, select CloudSign from the app integration, and click the attach file to document action.
⑫ On the next page, embed the document ID obtained in ⑩ into the document ID, set the file issued in ⑥, and test and save.
⑬ Click the + mark, select CloudSign from the app integration, and click the add recipient action.
⑭ On the next page, embed the recipient information obtained in the form sample of ③, and test and save.
⑮ Click the + mark, select CloudSign from the app integration, and click the send document/remind action.
⑯ On the next page, embed the document ID obtained in ⑩ into the document ID and save.
*Please note that conducting a test will actually send the document.
■Notes
・It is necessary to set up account information for integration in each app's operation.
・Please replace the settings information of Google Documents and CloudSign with arbitrary values for use.
■Overview
This is a flow where documents received via email are read and digitized by AI, and automatically transcribed into Google Docs.
■Recommended for
1. Those who want to read and compile content from handwritten documents or image data
・Personnel responsible for customer service tasks, such as administrative staff
・HR department staff managing handwritten resumes
・Professionals managing personal information
2. Those looking to reduce manual data entry by utilizing AI technology
・Owners of small to medium-sized businesses aiming to improve operational efficiency
・Administrative managers interested in workflow automation
3. Those who utilize Google Docs in their work
・Administrative staff managing data using digital tools
■Benefits of using this template
・AI automatically analyzes the data, significantly improving work efficiency by eliminating the need for manual data entry.
・Prevents data entry errors as manual input is not required.
■Notes
・Please integrate Google Docs with Yoom.
・AI operations are only available with the Team Plan and Success Plan. Operations set with the Flow Bot will result in errors if you are using the Free Plan or Mini Plan, so please be aware.
・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 received resumes are read by AI, automatically creating a business consignment contract and sending it via Gmail.
■Recommended for
1. Those who need to conclude multiple business consignment contracts
・Personnel in charge at companies contracting web designers, etc.
・Senior members of HR or recruitment departments with decision-making authority
2. Those looking to reduce manual input work by utilizing AI technology
・Managers of small and medium-sized enterprises aiming for operational efficiency
・Administrative managers interested in workflow automation
3. Those who utilize Google Sheets in their work
・General affairs personnel managing data using digital tools
■Benefits of using this template
・Once a resume is received, the entire process is automated, eliminating manual input and significantly improving operational efficiency.
・AI automatically analyzes the resume data, preventing input errors on the document creation side.
・By adding operations that request branching or approval, it is possible to automate the entire process from recruitment to business consignment contract. (Branching is available with plans above the Mini Plan.)
■Notes
・Please link Google Sheets with Yoom.
・AI operations are only available with the Team Plan and Success Plan. Operations set in the flow bot will result in errors with the Free Plan and Mini Plan, 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 functions (operations).
・Please refer to the following for the template of the Google Document being used. (View only, please copy to use)
https://docs.google.com/document/d/1f3SFWz4zkSNe85MRFWTgFN4CX0bMicazCH2U2O7qdCo/edit?usp=sharing
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 easier and more efficient with Yoom. Incorporate automation and experience improvements in operational efficiency.
