Integrate Notion with Kaonavi to automatically register employee information in Kaonavi when employee information is registered in Notion.

Have you ever wanted to make the manual registration of employee information more efficient?
This time, let's try to automate employee information registration by integrating Notion and Kaonavi.
This automation can free you from manual input and prevent human errors.
Moreover, centralizing employee registration can help streamline the onboarding process.
This article explains the simple app integration and automation setup methods, as well as the benefits of implementation.

Recommended for

Those who are using Notion and Kaonavi and find manual tasks cumbersome
Those who want to centrally manage employee data across systems
Those who want to prevent human errors and automate tasks while maintaining data accuracy

Benefits and Examples of Integrating Notion and Kaonavi

Benefit 1: Prevent Human Errors and Obtain Accurate Data

Manually registering employee information in multiple systems can often lead to duplicate registrations or incorrect entries.
For example, you can automatically reflect employee data registered in Notion into Kaonavi.
This automation reduces the need for manual work, thereby decreasing input errors and aiding in accurate data management.
By improving operational efficiency and preventing errors, it may lead to increased productivity across the company.

Benefit 2: Streamline the Onboarding Process

Integrating Notion and Kaonavi may significantly streamline the onboarding process.
For instance, when a new employee registers their contact information and other data in Notion, it is directly reflected in Kaonavi, saving time and effort.
This simplifies the onboarding process and eliminates the need to register the same data multiple times.
Furthermore, reflecting data registered in Notion into Kaonavi makes it easier to share employee data.

Benefit 3: Centrally Manage Employee Data

Automatically reflecting employee data allows for centralized management of employee data.
For example, when checking employee data, you only need to check one of the systems.
This eliminates the worry of having different employee data registered and ensures that both systems have the same data.
This automation can be particularly effective when optimizing personnel evaluations and placements.

We will introduce the automation method using Yoom by integrating Notion and Kaonavi.

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How to Create a Notion and Kaonavi Integration Flow

This time, we will introduce the setup method for the following template: "Register in Kaonavi when employee information is registered in Notion."
Using this template is convenient as it eliminates the need to set up automation from scratch.

The integration flow is broadly created through the following processes.

Register Notion and Kaonavi as My Apps
Copy the template
Set up the Notion trigger as the starting point of the flow and configure the subsequent Kaonavi operations
Turn on the trigger button and verify the integration between Notion and Kaonavi

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If you are already using Yoom, please log in.

Step 1: Register Notion and Kaonavi as My Apps

Please register Notion and Kaonavi as My Apps to connect them to Yoom.
Registering as My Apps first makes automation settings easy.

Let's register Notion as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.

An app list will be displayed, so search for Notion from there or use "Search by App Name".

The following screen will be displayed, so click the red-framed "Select Page".

When the following screen is displayed, check the pages you want to allow access to as shown below, and click "Allow Access".

Next, let's register Kaonavi as My App.
Search for Kaonavi or find it from the list in the same way as before.

You can check the method of registering My Apps from here.

If Notion and Kaonavi are displayed in My Apps, the registration is complete.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

The following screen will be displayed, so check the "Title" and "Description".
If you want to make changes, you can do so from the screen below.
Since it is done from Notion's settings, click "When a specific database page is created or updated".

Step 3: Setting the Notion trigger that starts the flow and the subsequent Kaonavi operation settings

When the following screen is displayed, check the settings.

"Title" → Can be changed by yourself
"Account information linked with Notion" → Check if there are any mistakes in the account
"Trigger action" → When a specific database page is created or updated

The following screen will be displayed, so please make the settings.

"Trigger activation interval" → Select from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes
※ It varies depending on the plan, so be careful.
"Database ID" → Set as described

Once set, click "Test" → "Test successful" → "Save".

Next, we will set up to retrieve records in Notion, so please click "Retrieve records (ID search)".
When the following screen is displayed, check the settings.

"Title" → Can be changed by yourself
"Account information linked with Notion" → Check if there are any mistakes in the account
"Execution action" → Retrieve records (ID search)

Move to the Notion screen and set the employee information for testing.
※ Be sure to use the table view.
Register dates such as the date of joining and date of birth in the format "2024-11-08".
Set it as follows as an example, and set it as you like.

Return to the Yoom screen and set the Notion database ID.

The following screen will be displayed, so set the "Conditions for the record you want to retrieve".
Since you will use the output of "When a specific database page is created or updated", click the arrow in the red frame.
When the output is displayed, set it as follows.
Once set, click "Test" → "Test successful" → "Save".

When the following screen is displayed, check the settings.

"Title" → Can be changed by yourself
"Account information linked with Kaonavi" → Check if there are any mistakes in the account
"Action" → Register member

When the following screen is displayed, set each item.
Use the output of "Retrieve records (ID search)" to set the matching output.

Set other items using the output as before.
If you set "Last Name" and "First Name" separately in Notion, you can display them as a full name by setting the output as follows.
Once set, click "Test" → "Test successful" → "Save".

Step 4: Turn on the trigger button and check the linkage operation between Notion and Kaonavi

Finally, click "Turn on trigger" to complete the automation settings.
Check if the flowbot starts normally.

Flowbot template used this time
Register employee information in Kaonavi when registered in Notion

Other Examples of Automation Using Notion and Kaonavi

1. This is a flow where when an employee is registered in Kaonavi, they are automatically registered in the Notion employee management table.
Employee data registered in Kaonavi is also reflected in Notion, eliminating the need for manual data entry.
This saves manual registration work and prevents registration errors and omissions.

2. This is a flow where a page is automatically created in Notion when a member is registered in Kaonavi.
When a member is registered in Kaonavi, a page is automatically created in Notion, allowing you to create a page for each member.
It can be utilized when records of interviews with members are needed.

3. This is a flow where when a member is newly registered in Kaonavi, the member's detailed information is automatically retrieved and added to the Notion database.
By simply registering a member in Kaonavi, it will also be reflected in Notion, eliminating the need to access Notion.
You can also use Google Sheets functions to retrieve member details.

Summary

By integrating Notion with Kaonavi, employee information is automatically registered, significantly reducing manual work.
This can lead to a reduction in human errors and an improvement in data accuracy.
Additionally, managing data centrally can facilitate a smoother onboarding process.
Take advantage of this automation to eliminate the hassle of manual registration.

Yoom's app integration and automation require no complex operations or inputs.
If you're interested, please register for free here.