Do you want to streamline your meeting minute tasks with Notion and Microsoft Teams automation?
Managing and sharing meeting minutes can be time-consuming and overwhelming especially on busy days with many meetings. When work gets busy, people may struggle to go through all the meeting details. That’s where Notion and Teams integration comes in :) By integrating these two apps, you can automatically notify your team through Teams when meeting minutes are created in Notion.
In this article, we’ll show you the powerful capability of Notion Microsoft Teams integration and how to set it up easily.
Meet Yoom: No-Code Automation
Yoom is a next-generation no-code automation that lets you connect and automate tasks between your favorite apps. Connecting different apps can be challenging for non-engineers, but Yoom makes automation accessible to everyone.
🌐 Connect with apps like Notion, Microsoft Teams, and more.
📖 Use automation templates - no technical setup required
📈 Boost productivity and reduce human errors
You don't need to go through a complex setup and IT jargon, you can build your automation workflows with just a few clicks :) It's designed for those who want to streamline their daily work and save hours of time and stress from repetitive work.
In this guide, you'll learn the step-by-step process of how to use Yoom to send notifications to Microsoft Teams when new meeting notes are added to Notion.
✨ Recommended for
Teams looking to improve work efficiency using Notion and Microsoft Teams
Those who want to automatically notify their team when meeting minutes are created from Notion to Microsoft Teams
Anyone interested in trying out automation
Teams interested in preventing missed notifications and improving communication flow
✔️ For Those Who Want to Try It Now
Yoom offers ready-made templates for easy setup. Click the "Try it" button to get started now!
We'll also walk you through the step-by-step process of creating this automation flow in the following section of this article.
Notify Microsoft Teams when meeting minutes are created on a Notion page.
🚀 Let’s Set Up a Flow to Automatically Share New Meeting Notes from Notion to Microsoft Teams
Let's walk through how to set up a flow that automatically sends notifications through Microsoft Teams whenever new meeting minutes are created in Notion.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
A free Yoom account
Access to Notion and Microsoft Teams
If you don’t have a Yoom account yet, register now from thisregistration form!
⚠️ Note: "Microsoft 365 (formerly Office 365)" includes both personal and business plans. If you’re using a personal plan, Yoom’s authentication may not work properly. We recommend using a Microsoft 365 Business account for a stable connection.
Step 1: Register Apps in Yoom
Go to "My Apps" from the left side menu and click "+ Add".
Connect Notion
⚠️ Note: Databases created after registering with Yoom cannot be linked, so make sure to prepare the database you plan to use before registering in My Apps. If you’ve already linked it with Yoom but need to use a new database, you’ll need to register in My Apps again.
Search for "Notion" from the app list and select it.
Log in with your Notion account. When the following screen appears, click "Select Pages".
Select the page(s) to grant access to the database and click "Allowing Access".
Now your Notion is connected :)
Connect Microsoft Teams
Search for "Microsoft Teams" from the app list and select it.
Log in with your Microsoft account.
Now your Teams is connected :)
Step 2: Copy the Template
Click the "Try It" button to copy the pre-built template into your project.
Notify Microsoft Teams when meeting minutes are created on a Notion page.
Click "OK" and assign a name to the Flowbot for recognition.
The template will be copied to your "My Project".
Step 3: Set Up Notion Trigger Action
Let’s start with setting up the trigger action. Click "When a page is created or updated in Notion".
Set your trigger interval (how often you want Yoom to check Notion for new updates). It can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. We recommend setting the trigger to the shortest activation interval available for your plan.
⚠️ Note: The trigger interval varies depending on your Yoom plan. Be sure to check your current plan’s limit.
Then click “Test”. If the test is successful and you can see the retrieved value get updated. If the data is correct, click “Save”.
Step 4: Send Notification in Microsoft Teams
Next, let’s set up to send auto-notifications in Microsoft Teams. Click on the Microsoft Teams action.
On the next screen, configure the following items:
Team ID and Channel ID: Select where you want to post the message from the displayed options.
Message: Create a message to send to Teams. This section can be freely adjusted by combining texts and retrieved values!
📚 Reference: For more details on retrieved values and how to set them up, see theguide here.
When you run a test, the summarized result will be sent to Teams. If the message is sent correctly, click “Save”.
Step 5: Activate the Flowbot
Toggle the "Trigger On" button to activate your flow! Check if the Flowbot you set up is working properly.
That’s it! 🎉 The Flowbot is now complete!
Notify Microsoft Teams when meeting minutes are created on a Notion page.
💡 Other Automation Examples Using Notion and Microsoft Teams
By integrating Notion with Microsoft Teams, you can unlock a wide range of automation possibilities that simplify your workflows. Here are some examples you can explore for your next automation!
Automation Examples Using Notion
Summarize the contents of the meeting minutes registered in the Notion database and notify Discord.
■Overview After compiling meeting minutes in Notion, are you manually copying and pasting the key points to share them on Discord? This work is time-consuming and may lead to omissions when sharing important information. By leveraging this workflow, registering minutes in a Notion database acts as a trigger for AI to automatically summarize the content and notify a specified Discord channel, making streamlining and efficiency of information sharing possible.
■Recommended for ・Those who use Notion and Discord and find sharing minutes to be laborious ・Project managers who want to smoothly share decisions and key points from meetings with the entire team ・Those who want to use AI to automate routine tasks and focus on their core work
■Notes ・Please connect Yoom with both Notion and Discord. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan, so please take note. ・Branching is a feature (operation) available on the Mini plan or higher. On the Free plan, the operations set in 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 Are you manually reflecting the progress of tasks managed in Asana into project information managed separately in Notion? This double entry is not only time-consuming, but also tends to cause missed updates and transcription errors. By using this workflow, when a task is updated in Asana, the related Notion database information is automatically updated, eliminating these issues and enabling your team to share the latest information at all times.
■Recommended for ・People who use Asana and Notion together to manage project and task progress ・Those who want to prevent missed updates and input errors caused by manual data entry ・Managers who want to streamline information sharing within the team and improve the efficiency of project management
■Notes ・Please connect Yoom with both Asana 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.
■Overview The "Read files stored in Google Drive with OCR and notify Microsoft Teams" workflow is a business workflow that automates document management and information sharing across teams. It converts files saved in Google Drive into text using OCR technology and extracts necessary information. It then automatically notifies Microsoft Teams, eliminating manual data processing and communication and improving operational efficiency.
■Recommended for ・Those who manage many documents using Google Drive ・Those who want to strengthen in-team communication using Microsoft Teams ・IT staff who want to implement OCR to advance document digitization ・Business owners who aim to automate and streamline business processes ・Business users spending time on manual data entry and information sharing
■Notes ・Connect Yoom with both Google Drive and Microsoft Teams. ・Microsoft 365 (formerly Office 365) offers home plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・The OCR AI operation is only available on the Team Plan and Success Plan. On the Free Plan and Mini Plan, the configured flow bot operation will result in an error. ・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the trial, you can use restricted apps and features (operations). ・You can choose trigger intervals of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan. ・The maximum downloadable file size is 300 MB. Depending on the app's specifications, it may be less than 300 MB. ・For details on file size limits for the trigger and each operation, see the following: https://intercom.help/yoom/en/articles/9413924 ・OCR may fail to read data of 6,500 characters or more, or when text is small. ・Branching is available on the Mini Plan or higher. On the Free Plan, the configured flow bot operation will result in an error. ・Paid plans such as the Mini Plan offer a two-week free trial. During the trial, you can use restricted apps and features (operations).
■Overview ・When an issue is registered in Jira Software, the issue details will be notified to a specified channel in Microsoft Teams.
■Notes ・Please integrate both Jira Software and Microsoft Teams with Yoom. ・For the method of integrating Jira Software with My Apps, please refer to the following. https://intercom.help/yoom/en/articles/5700600 ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail. ・The trigger 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 varies depending on the plan.
👏 Benefits of Integrating Notion with Microsoft Teams
Benefit 1: Easy Information Sharing
Sharing meeting minutes quickly and effectively is important. By connecting Notion with Microsoft Teams, you can automate the process of notifying your team whenever meeting minutes are updated. This allows your team to receive up-to-date information quickly, making collaboration smoother and more efficient.
Benefit 2: Save Time & Reduce Errors
Manually sharing meeting minutes to your team through email or chat can take up some time and lead to mistakes, like sending to the wrong person. With the integration of Notion and Microsoft Teams in place, notifications will be automatically sent to the right person whenever meeting minutes are created. No need for manually sending updates, and you can ensure that important information reaches the right people without delay.
📖 Summary
In this article, we walked through how to create a Flowbot that automatically sends notifications in Microsoft Teams whenever meeting minutes are created in Notion page. If you’ve been manually sending them to your team every time, you no longer need to with this Flowbot in place. By integrating Notion with Microsoft Teams, you can quickly and efficiently share important meeting details to the right person.
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!
I have gained approximately three years of experience in the financial sector since graduating. Due to the nature of the industry, there were many manual tasks, and I often thought that automating them would allow us to focus on other work. It was during this time that I discovered Yoom. As I write blogs, I am continually impressed by the convenience of Yoom. I strive to maintain a clear and understandable structure.
.avif)
