How to integrate Notion with a Chrome extension to send emails in Outlook using information from a Notion database

1. Hover over the banner and press "See Details"
2. Press "Try This Template" on the page you navigated to
3. Register for Yoom

* If you have already completed registration, the login screen will be displayed, so please log in.

How to Create a Notion and Outlook Integration Flow

Step 1: Integrate Notion, Outlook, and Google Sheets with My Apps

<span class="mark-yellow">In this integration, we will create an invoice using a template prepared in Google Sheets.
Therefore, let's integrate the three apps: Notion, Outlook, and Google Sheets.</span>

Once registration for Yoom is complete, the Flowbot template will be copied to "My Projects".
If the display appears as in the image, please select "My Apps" from the menu on the left.

Click the new connection button in the top right corner.

Enter the name of the app to integrate into the box.

Integration of Notion and Yoom

1. Prepare Notion
‍In order to integrate Notion and Yoom, you need to prepare Notion at this stage.
This time, we created a page assuming the data necessary for creating invoices.

To send invoices to the "Email Address" on this Notion page, create an email address field.

2. Search
‍Search for Notion and click the Notion icon.

3. Access Request

The access request will be displayed as shown in the image.
Check it and click "Select Page".

4. Select Page

The page you created in Notion will be displayed.
Select the page you prepared earlier and press "Allow Access".‍

5. Integration Complete

The screen will switch, and if the above display appears, the integration is complete.

Integration of Outlook and Yoom

1. Log In
‍Log in to Microsoft 365. By logging into Microsoft 365, the My Apps integration will be completed quickly.

2. Search
‍Enter Outlook in the search box and click the Outlook icon.

3. Integration Complete

The screen will switch immediately. If the above display appears, the integration is complete.

Integration of Google Sheets and Yoom

1. Search
‍Click the Google Sheets icon.

2. Select Account
‍Press the Google account of the Gmail address to integrate with Yoom.‍

3. Log in to Yoom

You will be taken to the page shown in the image, so read the terms and click Next.‍

4. Yoom is Requesting Additional Access to Your Google Account
Press Continue.
When you move to the authentication screen, select <span class="mark-yellow">Allow All Permissions</span>.

5. Integration Complete

The screen will switch, and if the above display appears, the integration is complete.

6. Prepare Google Sheets

If you have not yet created an invoice template in Google Sheets, please prepare it.
This time, we created it as shown in the image.
For more details, please check the page "How to Set Up Document Issuance" and "Prepare Template Documents".

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This completes the My Apps integration for the three tools.
Next, we will create a Flowbot using the template copied to My Projects.
If you haven't copied it yet, please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the page you are redirected to
3. Register for Yoom
* If you have already registered, the login screen will be displayed, so please log in.

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Step 2: Chrome Extension Trigger and Notion Page Settings

1. Open My Project

Open "My Project" from the menu on the left side of the screen.

2. Open the copied template
‍Click on "Create an invoice using Notion database information and send an email with Outlook".‍

3. Select App Trigger

Select "Select and launch a page on the database" from the Chrome extension trigger icon.
Press Next.‍

4. Chrome Extension Settings

There is a page that describes the Yoom Chrome Extension in the red frame part of the image above, so please set it according to the content.
Once the Chrome extension settings are complete, press Next to proceed.

5. Sample URL of the launch page

Enter the Notion page data URL used to create the invoice.
Open the Notion database you are using and insert the URL opened in the side peek.

Hover over the red frame part.
This allows you to open the page in a side peek.

Copy and paste the URL in the state where it is displayed in two screens as shown in the image.　　　

6. Execute the Test

Press the test button at the bottom of the screen.
If "Test Successful" is displayed, the trigger setting is complete. Save it.

Continue with the detailed settings to retrieve Notion data.

1. Operate the Database

Click "Retrieve Record (ID Search)" from the Notion icon.
Scroll down the screen.

2. Database Integration

Set the ID of the database you are using.

Click the box to display a list of linked databases.
Select the database you will use this time. This will be the same as the Notion page you used earlier.
Once selected, press Next.‍

3. Conditions for the Record You Want to Retrieve

Click the empty box on the right.

Select the red frame part.

Notion page data will be displayed. Click "Page ID" from among them.

4. Execute the Test

Once the settings are complete as shown in the image, press the test button at the bottom of the screen.
If "Test Successful" is displayed, the settings are complete. Save it.

Step 3: Setting Up Document Creation in Google Sheets

1. Select App

Select "Issue Document" from the Google Sheets icon.
Scroll down.

2. ID Settings

Enter the file ID of the template you are using.

Next, set the folder ID to store the issued invoice.
Press Next.‍

3. Replace Strings

Link the Notion data with the prepared template data.
For detailed settings, please refer to the page "How to Set Up Document Issuance".‍

4. Execute the Test

Once the settings are complete, press the test button at the bottom of the screen.
If "Test Successful" is displayed, the settings are complete. Save it.

Step 4: Setting Up Invoice Sending from Outlook

1. Send Email

Select "Send Email" from the Outlook icon.
Scroll down.

Since you are using a template, the email content settings are complete.
Only change the recipient.

Click the recipient box and select the red frame.

Insert the address.‍

2. Execute the Test

If there are no issues with the content, press the test button at the bottom of the screen.
If "Test Successful" is displayed, the settings are complete. Save it.

3. Turn ON the Trigger

When the flow bot creation is complete, the display will appear as shown above. The trigger is initially set to OFF, so turn it ON.

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Flow Bot Template Used This Time
Create an invoice using Notion database information and send an email with Outlook

Other Automation Examples Using Notion and Outlook

There are many other examples of automation using Notion and Outlook on Yoom, so here are a few to introduce.

1. Create an Invoice in Google Sheets Using Notion Database Information and Send an Email via Outlook

It is possible to create and automatically send invoices using the same integration method as this time. Automating the flow related to estimates and billing will significantly save time.

2. Create a quotation in Google Docs using Notion database information and send an email with Outlook

It also supports creating flow bots in Google Docs. Since you can integrate apps with familiar tools, automation can be implemented quickly.

3. Create a quotation in Microsoft Excel using Notion database information and send an email with Outlook

If your company is subscribed to Microsoft 365 Business, how about integrating with Microsoft Excel? It saves the hassle of creating a new account.

Summary

With this integration, the routine tasks of creating and sending invoices are automated, leading to a significant improvement in the workflow.
As a result, it should save time and allow for more efficient handling of administrative tasks.
Yoom offers a variety of flow bot templates. If there are any flows that seem automatable, please give them a try.