Don't you want to make the invoice issuance process more efficient? The flow we introduce this time allows you to create an invoice with one click from a Notion page and send it via email. By incorporating this automation, you should be able to reduce manual errors and significantly lighten the workload. This is especially useful for those who want to reduce the burden of invoice processing and require accurate processing. It's easy to set up without any coding, so please give it a try!
Recommended for
Those who create invoices based on information from Notion.
Those who want to automatically create invoices in Google Sheets based on information from Notion.
Those who want to integrate Notion and Google Sheets to prevent invoice creation errors.
Those who want to automate the process of creating invoices based on Notion information and sending them via email.
For those who want to try it right away
In this article, we introduce how to integrate using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve this.
You can start immediately with the template below, so please give it a try!
Create an invoice using information from the Notion database and send it via email.
This time, we will introduce how to set up a template for "Creating an invoice using Notion database information and sending it via email." By using the template, you don't need to set up automation from scratch, which is convenient.
You can set it up in the following 4 steps.
Register Notion and Google Sheets as My Apps
Open the template
Set triggers and actions
Verify the automation operation
If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in.
Step 1: Register Notion and Google Sheets as My Apps
Please connect Notion and Google Sheets to Yoom by registering them as My Apps. Registering My Apps first makes automation setup easy. First, let's register Notion as My App. Click "My Apps" → "New Connection" on the left side of the Yoom screen. Search for Notion from the app list or search by "App Name".
When the following screen is displayed, click "Select Page".
Next, when the following screen is displayed, check the page you want to allow access to and click "Allow Access".
Next, since Google Sheets will be used to create invoices, register Google Sheets as My App. Select Google Sheets in the same way as before. When the following screen is displayed, please log in to Google Sheets.
If Notion and Google Sheets are displayed in My Apps, registration is complete.
Step 2: Open the Template
To set up automation, click "Try it" on the banner below.
Create an invoice using information from the Notion database and send it via email.
The following screen will be displayed, so check the "Title" and "Description". If you want to make changes, do so on the following page. First, select and launch the page on the database, so click "Select and launch the page on the database".
Step 3: Set Triggers and Actions
When the following screen is displayed, check the setup method. To use the Chrome extension trigger, please check here. If you have not installed the Chrome extension, please install it from here.
* By using triggers with the Chrome extension, you can directly activate triggers from Notion.
When the following screen is displayed, check the settings.
"Title" → Set optionally
"Account information linked with Notion" → Verify if correct
"Action when launching from the extension" → Select and launch the page on the database
Check the following setup method.
Scroll and set the "Sample URL of the launch page". After setting, click "Test" → "Test Successful" → "Save".
Next, to set up retrieving records in Notion, click "Retrieve Records (ID Search)". The following screen will be displayed, so check the settings.
"Title" → Set optionally
"Account information linked with Notion" → Verify if correct
"Execute Action" → Retrieve Records (ID Search)
Scroll and set the "Database ID". For testing purposes, please register billing information in Notion.
When the following screen is displayed, set the "Conditions for the record you want to retrieve". Use the output of "Select and launch the page on the database" and set it as follows. Click the arrow in the red frame to select the output. After setting, click "Test" → "Test Successful" → "Save".
Next, to set up issuing documents with Google Sheets, click "Issue Document". The following screen will be displayed, so check the settings.
"Title" → Set optionally
"Account information linked with Google Sheets" → Verify if correct
Scroll and set the "Spreadsheet File ID". Refer to here for the template document setup method.
Next, set the "Issued Document".
"Google Drive Folder ID for Storage" → Set optionally
"Output File Name" → Set using output By using the date and Notion's output, you can automatically set the file name. The content set in Notion will be displayed as output.
When the following screen is displayed, check the setup method.
Scroll to display the "String to be Replaced" and set the "String after Replacement".
Set the "String after Replacement" using Notion's output. Set the string that matches the item. After setting, click "Test" → "Test Successful" → "Save".
Next, to set up sending emails, click "Send Email". The following screen will be displayed, so check the "Title" and change it if you want to.
Scroll and set the "Email Content". "To" → Set optionally Set using Notion's output.
Next, set the "Subject", "Body", and "Attachments". The body is convenient to set using Notion's output.
When the following screen is displayed, check the "Email Sending Content". After confirming, click "Test" → "Test Successful" → "Save".
Step 4: Verify Automation Operation
Finally, click "Turn on Trigger" to complete the automation setup. Check if the flowbot starts correctly.
Here is the template used this time.
Create an invoice using information from the Notion database and send it via email.
Other Automation Examples Using Notion and Google Sheets
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Notion and Google Sheets.
If you find something interesting, please give it a try!
Automation Examples Integrating Notion and Google Sheets
You can create invoices in Google Sheets based on information from Notion databases and then send them via Gmail or Outlook. Additionally, it is possible to set up an integration that adds information to Google Sheets when new data is added to a Notion database.
Create an invoice using information from the Notion database and send an email via Gmail.
■Overview When managing tasks and sharing information in Notion, manually notifying Google Chat for each update is time-consuming and carries the risk of missed notifications. If important information sharing is delayed or overlooked, it can often hinder business operations. By using this workflow, when information is added or updated in a Notion database, a notification is automatically sent to Google Chat, resolving these information-sharing challenges.
■Recommended for ・Those who manually notify Google Chat each time for information managed in Notion ・Those who want to eliminate mistakes such as missed notifications or delays caused by manual notifications ・Managers who want to make information sharing within the team smoother and keep projects moving smoothly
■Notes ・Please connect both Notion and Google Chat with Yoom. ・For the trigger, you can choose activation intervals of 5, 10, 15, 30, or 60 minutes. ・The minimum activation interval varies by plan, so please note. ・Integration with Google Chat is only available for Google Workspace. For details, see below. https://intercom.help/yoom/en/articles/6647336 ・Branching is a feature (operation) available on the Mini plan and above. On the Free plan, operations configured for 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
This is a flow to store survey results received in Gmail into Google Spreadsheet.
■ Notes ・Please connect both Gmail and Google Spreadsheet with Yoom. ・The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval differs depending on the plan. ・AI operation is a feature available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, operations of the flow bot you set will result in errors, so please be cautious. ・Paid plans such as Team Plan and Success Plan can be tried for free for two weeks. During the free trial, you can use restricted apps and AI features (operations).
This is a flow to store survey results received in Outlook into Google Sheets.
■Notes ・Please connect both Outlook and Google Sheets to Yoom. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval may vary depending on your plan. ・Microsoft365 (formerly Office365) has home plans and business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the business plan. ・AI operations are features available only in the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations set in the flowbot will result in errors, so please be aware of that. ・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).
■Overview Based on the information managed in Google Sheets, the task of manually creating a folder in OneDrive each time is not only labor-intensive but also tends to cause omissions and naming mistakes. By leveraging this workflow, simply adding a new row to Google Sheets will automatically create the specified folder in OneDrive, enabling you to improve operational efficiency while maintaining accuracy in file management.
■Recommended for ・People who manage projects or customer information using Google Sheets and OneDrive ・People who want to eliminate the effort of manual folder creation and mistakes such as omissions ・People who want to automate file management tasks and create an environment that allows them to focus on core work
■Notes ・Please connect both Google Sheets and OneDrive with Yoom. ・Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・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.
When creating and sending invoices manually, human errors such as incorrect content, amount mistakes, or misdelivery can occur. To solve this problem, automating the creation and sending of invoices based on Notion database information is effective. For example, by registering billing details in Notion in advance, monthly billing processes can be carried out smoothly. This way, you can prevent troubles caused by billing errors and achieve accurate billing operations.
Benefit 2: Reduce Workload
By automating invoice creation and sending, you can reduce the time spent on tasks and lighten the load on the person in charge. For instance, if the person in charge manually creates invoices from the Notion database, they need to open various tools, which is inefficient. However, by automating the invoicing process, if you can reduce the time spent on tasks, the person in charge can focus more on projects and customer interactions. This automation is especially recommended for small and startup companies looking to improve efficiency with limited resources.
Conclusion
Automating invoice creation and sending by combining Notion and email can reduce workload and prevent human errors. This reduces manual mistakes and allows for accurate billing processes. As a result, it may lead to increased customer trust and company growth.
Yoom's automation is attractive because it is easy for anyone to use and does not require complex code input. Try using the template introduced here to help improve work efficiency!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
Having transitioned from a career in child welfare to working as a writer, I am currently blogging for Yoom. I am continually amazed by the efficiency improvements Yoom enables and am eager to share this excitement with others to contribute to society. I will be sharing insights on app integrations and automation that even someone like me, with zero programming knowledge, can accomplish.
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