How to integrate Notion with Microsoft Excel to add tasks registered in Notion to a Microsoft Excel sheet

Step 1: Integrate Notion and Microsoft Excel with My Apps

Let's start by integrating with Notion.

1. Click "My Apps" at the top left, then "New Connection" → "Notion".

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2. On the access request screen, click "Select Pages".

3. Check the pages you want to access and allow access permissions.

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This completes the registration of My Apps! Next, let's register Microsoft Excel with My Apps.

1. Just like before, select "My Apps" → "New Connection" → "Microsoft Excel".
2. On the account selection screen, choose the account you want to connect.

3. Please enter your password.

This completes the registration of Microsoft Excel with My Apps. Yoom's My Apps registration doesn't require programming, and you can integrate it as long as you know the login information!

Even those who are worried about PC operations can integrate with confidence! Next, we will finally create a Flowbot.
Is everyone ready? Let's start creating!

Step 2: Set Up Notion App Trigger

1. Create from Project

・Select the project you want to create the flowbot for from the list of projects displayed on the left side of the screen.

・Click on "Create New".

・Select "Create from Scratch".

2. Enter Title and Set App Trigger

・The title can be anything! However, it might be helpful to describe the flow so that anyone can understand it.

・For trigger selection, choose "When a specific app event is received" → "Notion".

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3. Select Linked Account and Action

・The app trigger title can also be anything, but it's easier to understand if you include details about the trigger.

・For trigger action, select "When a page in a specific database is created or updated".

3. API Connection Settings for App Trigger

・Here, set the trigger interval to "5 minutes". *The selectable time for the trigger interval varies depending on the plan.

・Enter the database ID you want to link.

・The database ID is the part "/workspace name/●●●/", so please check it.

・Once the input is complete, perform a test.

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・Once the test is complete, you can obtain information from Notion as output.

・If the acquisition is completed without any issues, click save.

4. About Obtaining Output

・Select "Add value to obtain".

・For the output items, please refer to this article.

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This completes the Notion setup.

Step 3: Microsoft Excel Integration and Action Settings

1. Press the + button to set up the operation

・Click "Operate Database" → "Microsoft Excel".

2. Database Integration

・The title can be anything, but as before, it is described as "Add Record" to indicate what it does.

・Select "Add Record" for the execution action.

・Select the file save location.

・Enter the drive ID and file name you want to link.

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・Similarly, enter the item ID, sheet ID, and table range.

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3. Detailed Settings for Database Operation

・The settings you made for the Microsoft Excel sheet have been retrieved. Enter the Notion information here.

・Embed Notion information as output in each item as shown in the image.

・Click Test.

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Once the test is successfully completed, all settings are complete! Thank you for your hard work.

Advanced Integration Flow between Notion and Microsoft Excel

In addition to the flow bot introduced this time, we have prepared many flow bot templates.
Flow bots can be modified, arranged, or customized according to the business content or work content at the time.

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This flow automatically adds information to Microsoft Excel when there is a response to the form.
Without having to check the form responses manually, the response content is automatically added to Microsoft Excel, eliminating any gaps or omissions in information management.

This is a flow for sorting new tasks and adding them to Microsoft Excel.
By using something called "Command Operation," you can easily create a flow that links complex flow bots or forms with Microsoft Excel to transfer information, such as registering only new tasks and excluding updated tasks.

This is a flow that retrieves tasks due today and notifies them in Chatwork.
Since you can specify the date and time to start the flow, it seems that you can improve the accuracy of task management.

This is a flow that extracts data from images and adds the results to Microsoft Excel.
Since there is no need to manually enter business card information, you can prevent input errors and omissions, maintaining the accuracy of the information.

This flow extracts specific keywords from the text of received emails and automatically stores them in Microsoft Excel.
By automatically retrieving desired information from the email content and accumulating it in Excel, you can centrally manage inquiry details and sender information.

Summary

By integrating Notion and Microsoft Excel, we have conveyed that you can "centralize information," "acquire new information," and "reduce errors caused by manual input."
I believe that the benefits gained from this integration can have a positive impact on the entire team. Some people might hesitate to proceed with the integration if it requires complex programming knowledge.
However, by utilizing Yoom, anyone can easily register their own apps and integrate them as long as they can input data. Additionally, I feel that Yoom's remarkable feature is not just integration, but also the ability to create various flow bots tailored to business needs.

Why not take this opportunity to leverage Yoom and enhance your work efficiency?