Click "Try this template".

Click "OK" and assign a name to the Flowbot for recognition.

The template will be copied to your "My Project".

Step 3: Set Up Chrome Extension Trigger 

Open the copied template and click on “select and launch a page on the database" from the Chrome extension trigger icon.

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In the image below, you'll find a page that describes the Yoom Chrome Extension in the red-highlighted section. Follow the instructions provided on that page to complete the setup.

Once the Chrome extension settings are finished, click "Next" to proceed.

📚 Reference: To learn more about how to set up triggers using the Chrome extension, check out this guide.

Specify the Notion page containing the data used for creating the invoice.

By hovering over the red-framed area, you can open the page in a side peek.

Copy and paste the URL as shown in the image, where it appears on both screens.

Click the "Test" button at the bottom of the screen. If "Test Successful" appears, the trigger setup is complete. Don’t forget to save it.

Step 4: Set Up Notion Action  

Next, proceed with the detailed settings to retrieve data from Notion.

Select the Database ID from the displayed options.
Select the database you want to use, which should match the Notion page you selected earlier. Once chosen, press "Next" to continue.

Click the empty box on the right.
Select the red frame part.
Notion page data will be displayed. From there, click "Page ID".

📚 Reference: For more details on retrieved values and how to set them up, see the guide here.

Once you've configured the settings as shown in the image, click the "Test" button at the bottom of the screen. If "Test Successful" appears, the setup is complete. Be sure to save your settings.

Step 4: Create a Document in Google Sheets

Select "Issue Document" with the Google Sheets icon.

Enter the File ID of the template you will be using.

Then, specify the Folder ID where the issued invoice will be stored. After completing these steps, press "Next."

Link the Notion data with the prepared template data. For detailed instructions on setting this up, please refer to the "How to Set Up Document Issuance" page.

📚 Reference: To learn more on how to set up Document Creation, check out this guide.

3. Replace Strings

Once the settings are complete, click the "Test" button at the bottom of the screen. If "Test Successful" is displayed, the configuration is complete. Make sure to save your settings.

Step 5: Send Invoice from Gmail

Click "Send Email" with the Gmail icon.

Since a template is being used, the email content settings are already complete. You only need to update the recipient's email address.

Click the recipient box and select the area highlighted in the red frame. Then, insert the email address of the recipient.

Click Test to check if the email is sent successfully. If the test is successful, click Save to finalize the settings.

Step 6: Activate the Flowbot

Toggle the "Trigger On" button to activate your flow!

That’s it! 🎉 The Flowbot is now complete!

💡 Other Automation Examples Using Notion and Gmail

By using Notion and Gmail, you can unlock a wide range of automation possibilities that simplify your workflows. <span class="mark-yellow">Here are some examples you can explore for your next automation</span>!

Automation Examples Integrating Notion and Gmail

Automation Examples Using Notion

Register Notion Tasks to Google Calendar

Automatically add tasks recorded in Notion to Google Calendar to keep your schedule up to date.

Add Submitted Form Content to Notion

Automatically transfer content submitted through Google Forms or other tools to Notion for seamless tracking.

Extract Tasks Due Today from Notion and Notify

Set up daily notifications of tasks due today from Notion via chat tools like Slack, Google Chat, or Discord.

Automation Examples Using Gmail

Send Email Notifications When Workflow is Approved

Automate email notifications through Gmail when a workflow or request is approved.

Forward Files from Gmail to Chat Tools

Automatically forward files received in Gmail to platforms like Slack, Discord, etc.

Save Documents Received in Gmail to Cloud Storage

Automatically save documents from Gmail to services like Dropbox or OneDrive for secure storage and easy access.

👏 Benefits of Integrating Notion with Gmail

Benefit 1. Streamlining Your Workflow and Reducing Manual Work

Manually creating and sending invoices can be time-consuming, especially if you're dealing with large volumes. With the integration of Notion and Gmail, this process can be automated, saving you time and effort :) Instead of creating invoices manually, you can use a Chrome extension that automatically generates invoices based on the data in Notion. Once the invoice is created, it can be sent automatically via Gmail. This automation  <span class="mark-yellow">reduces the workload by eliminating repetitive tasks, and what used to take hours can now be done in minutes</span>.

Benefit 2. Boosting Productivity and Minimizing Errors

Manual data entry is prone to mistakes, such as a typo in an invoice or missing details. By integrating Notion with Gmail, the whole process of creating and sending invoices becomes automated, reducing the risk of human error. For example, <span class="mark-yellow">businesses with monthly invoicing cycles can use this automation to save time and keep consistency</span>.

📖 Summary

Automating repetitive tasks can be a game-changer for businesses. It not only saves time but also increases efficiency and accuracy. By automating invoice creation and sending, you can focus on more important tasks, knowing that the repetitive work is handled seamlessly.
Best of all, no technical expertise is needed, and anyone can easily set it up! Ready to simplify your workflows? Sign up for Yoom and try it today!

👉 Create your free Yoom account now