If you’re using Notion to manage your data and Perplexity to generate insights, do you find yourself often switching back and forth the apps, copying and pasting data, or manually entering information into your AI tool? There’s an easier way to manage and automate these tasks.
By integrating Notion with Perplexity, you can streamline your process and automate tasks like summarizing Notion pages, categorizing data, and generating new content automatically.
In this article, we’ll show you the powerful capabilities of Notion Perplexity integration and provide step-by-step instructions on how to set it up.
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🌐 Connect with apps like Notion, Perplexity, 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.
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In this guide, you'll learn the step-by-step process of how to use Yoom to connect Notion and Perplexity to create a Flowbot that automatically generates summaries for newly added or updated information in your Notion database using Perplexity.
✔️ For Those Who Want to Try It Right Away
Yoom offers ready-made templates to connect Perplexity and Notion data for effective automation. 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.
Summarize new or updated pages in Notion using Perplexity
■Overview In this workflow, we use Yoom to automatically send pages created or updated in Notion to Perplexity to generate summaries. This automation allows you to easily grasp vast amounts of information and facilitates smooth information sharing across the team. With Yoom, you can connect apps easily without programming.
■Recommended for ・Teams or individuals who use Notion regularly ・Those who face challenges in organizing information due to a large number of page updates ・Users who want to efficiently summarize information using Perplexity ・Project managers aiming for faster and more accurate information sharing ・Business people who want to automate summarization tasks and enhance work efficiency
■Notes ・Please connect Yoom with both Notion and Perplexity. ・The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
🙌 What You Can Do by Integrating Notion and Perplexity
By integrating Notion and Perplexity, you can automate various tasks.
Here are some practical, ready-to-use templates that use Perplexity and Notion to streamline your workflow. Just click on the "Try It" button to get started quickly!
Summarize New or Updated Pages in Notion with Perplexity
Whenever a new record is added or an existing one is updated in your Notion database, Perplexity automatically generates a summary.
Perfect for getting the key information easily and ensures your team can share and access knowledge more efficiently.
Summarize new or updated pages in Notion using Perplexity
■Overview In this workflow, we use Yoom to automatically send pages created or updated in Notion to Perplexity to generate summaries. This automation allows you to easily grasp vast amounts of information and facilitates smooth information sharing across the team. With Yoom, you can connect apps easily without programming.
■Recommended for ・Teams or individuals who use Notion regularly ・Those who face challenges in organizing information due to a large number of page updates ・Users who want to efficiently summarize information using Perplexity ・Project managers aiming for faster and more accurate information sharing ・Business people who want to automate summarization tasks and enhance work efficiency
■Notes ・Please connect Yoom with both Notion and Perplexity. ・The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
■Overview In this flow, we automatically generate the best answers to questions received through the form feature using Perplexity from information accumulated in Notion. This automation improves the efficiency and quality of support operations. With Yoom, you can easily connect apps without programming.
■Recommended for ・Those who use Notion in their work and spend time on information search and answer creation ・Support teams of companies that want to streamline customer support and help desk operations ・IT personnel considering automating operations using AI by linking Perplexity and Notion ・Customer support managers who want to maintain quick responses even during busy periods
■Notes ・Please link both Notion and Perplexity with Yoom. ・By matching the "question topic" in the question form with the "value in the record" in Notion, you can retrieve information from Notion.
🚀 Let's Create a Workflow to Automate Notion Summaries with Perplexity
Let's walk through how to set up a flow that automatically summarizes newly created or updated information in Notion using Perplexity, and then adds the generated summary back into the Notion database.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
A free Yoom account
Access to Notion & Perplexity
If you don’t have a Yoom account yet, register now from thisregistration form!
Set Up Overview
Register Notion and Perplexity in Notion
Copy the template
Set up trigger action
Set up actions to retrieve Notion records, generate a summary with Perplexity, and add records in Notion
Activate the Flowbot
Summarize new or updated pages in Notion using Perplexity
■Overview In this workflow, we use Yoom to automatically send pages created or updated in Notion to Perplexity to generate summaries. This automation allows you to easily grasp vast amounts of information and facilitates smooth information sharing across the team. With Yoom, you can connect apps easily without programming.
■Recommended for ・Teams or individuals who use Notion regularly ・Those who face challenges in organizing information due to a large number of page updates ・Users who want to efficiently summarize information using Perplexity ・Project managers aiming for faster and more accurate information sharing ・Business people who want to automate summarization tasks and enhance work efficiency
■Notes ・Please connect Yoom with both Notion and Perplexity. ・The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
⚠️ Make sure your database(s) are created in Notion before registering with Yoom.
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.
For this example, we will retrieve ① Minutes as texts to be summarized from Notion, and add the generated summary into ② Summary.
Step 1: Register Notion and Perplexity in Yoom
Let’s start with connecting Notion and Perplexity in Yoom first.
Connect Notion
After logging into Yoom, go to "My Apps" from the left side menu and click "+Add".
Search for Notion in 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".
Notion registration is complete :)
Connect Perplexity
As before, click on My Apps → Add.
Search for Perplexity from the app list and select it.
Enter an account name. Use a name that's easy to recognize, such as your company name or the person responsible for the account.
■Overview In this workflow, we use Yoom to automatically send pages created or updated in Notion to Perplexity to generate summaries. This automation allows you to easily grasp vast amounts of information and facilitates smooth information sharing across the team. With Yoom, you can connect apps easily without programming.
■Recommended for ・Teams or individuals who use Notion regularly ・Those who face challenges in organizing information due to a large number of page updates ・Users who want to efficiently summarize information using Perplexity ・Project managers aiming for faster and more accurate information sharing ・Business people who want to automate summarization tasks and enhance work efficiency
■Notes ・Please connect Yoom with both Notion and Perplexity. ・The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
Click "OK" and give the Flowbot a name to recognize.
The template will be copied to your "My Project".
Step 3: Set Up Notion Trigger
Let’s set up the trigger action to activate when a record in Notion database is created or updated. Click on the Notion trigger action.
Give your trigger a title (optional). Then confirm the pre-configured settings and click “Next”.
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.
Select the Database ID from the displayed options. (This is where you specify which database you want to check for updates.)
Once set, click “Test”.
If the test succeeds, click “Save”.
Step 4: Retrieve Data from Notion
Next, let’s set up to retrieve records from Notion. Click on the Notion action item.
Select the Database ID from the displayed options. (Select the same one as Step 3.)
Once set, click “Next”.
Set the conditions for the records you want to retrieve. From the dropdown menu, select “Object ID” to ensure that only records that have been created or updated are retrieved.
Once you've done this, click “Test”.
If the test succeeds, the retrieved value will be updated. We will use these values in the subsequent actions, so make sure it's correct :) Then hit “Save”.
📚 Reference: For more details on retrieved values and how to set it up, see the guide here.
In the "User Prompt", specify what should be summarized. In this example, we’ve selected ”Minutes” from the previous step. This means Perplexity uses the data from Notion to generate a summary.
The screen should get updated like this after selecting “Minutes”.It will look like the image when entered.
Refer to each annotation and configure the optional settings if needed.
Click "Test". If successful, click “Save”.
Step 6: Update Notion Database
Let’s set up an action to add the generated summary to the Notion database.
Click on the last Notion action item.
Select the Database ID (the same one as Steps 3 and 4), and click “Next”.
Set up the following sections.
Set Conditions to Find Records to Update
Choose the conditions that must be met for the record to be updated.
The tool will find the first matching record and update it. If multiple records match, only the first one in the list will be updated.
For this example, we select Record ID.
Define New Values to Update
Specify the new values for the record you want to update. If a field is left blank, it will not be updated.
For this example, we want to reflect the summarized minutes generated by Perplexity, so we select from the retrieved value as shown below.
Once you’ve completed the entry, click "Test". After a successful test, the Notion record will be updated. Once the update is confirmed, click "Save".
Step 7: 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! Your Flowbot is complete!
🔁 Want to Link Perplexity Data to Notion Instead?
You can also go the other way around, send Perplexity data to Notion. Here are some useful templates :)
Automatically Answer Inquiry Form Questions with Perplexity and Track Q&A History in Notion
This workflow uses Perplexity to automatically generate answers to customer inquiries and record them in your Notion database. Perfect for simplifying customer support processes by keeping a detailed Q&A history, and ensuring quicker responses and smoother communication.
Automatically respond to inquiry form contents using Perplexity and store the Q&A history in Notion.
■Overview The flow 'Automatically respond to inquiry form content with Perplexity and accumulate Q&A history in Notion' is a business workflow to streamline customer inquiries. When an inquiry is received, Perplexity automatically generates a response, and the interaction is automatically recorded in Notion.
■Recommended for ・Customer support personnel who spend a lot of time handling customer inquiries ・IT personnel in companies looking to automate and streamline operations using Perplexity and Notion ・Team leaders who want to effectively manage Q&A history and enhance their knowledge base
■Notes ・Please integrate Yoom with both Perplexity and Notion.
Create New Article Drafts in Notion with Perplexity and Manage Content
This workflow helps you to generate article drafts using Perplexity and automatically reflect them in Notion. By automating the early stages of creating articles, it reduces the workload and gives your team more time to focus on other creative tasks.
Request to create a new article in Notion, draft it in Perplexity, and reflect it in Notion.
■Summary The workflow 'Request to create a new article in Notion and draft it in Perplexity, reflecting in Notion' streamlines the initial stages of article creation, providing smooth content management. It reduces the workload and offers an environment to focus on creative tasks.
■Recommended for ・Bloggers and writers using Notion for content management ・Those who want to utilize Perplexity for efficient draft creation ・Companies or teams looking to automate workflows by integrating multiple tools ・Editors aiming to review and improve the content creation process for efficiency
■Notes ・Connect both Perplexity and Notion with Yoom. ・Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes. ・Please be aware that the shortest trigger interval depends on the plan.
💡 Other Automation Examples Using Notion and Perplexity
By linking Perplexity and Notion, you can unlock a range of automation possibilities. Here are some examples you can explore for your next automation!
Automation Examples Using Notion
Automatically sync information stored in Notion with your calendar apps, keeping all your events and tasks up to date. You can also set up automated notifications for status changes and integrate easily with CRM or task management tools to ensure smooth workflow management.
Create a schedule in Google Calendar based on information from Notion
■Overview The "Create a schedule in Google Calendar based on Notion information" workflow automates the task of creating schedules. You can create a schedule in Google Calendar with one click, linked to data on Notion.
■Recommended for ・Those who use Notion to organize and manage information ・Those who want to quickly grasp daily schedules ・Those who want to improve work efficiency by linking multiple tools ・Those who manage schedules using Google Calendar ・Those who find manual schedule input cumbersome ・Those who want to smoothly share information within a team
■Notes ・Please link both Notion and Google Calendar with Yoom. ・Please refer to the following for how to set triggers using the Chrome extension. https://intercom.help/yoom/en/articles/8831921
■Overview This is a flow to read receipts received by email with OCR and register them in the Notion database. With Yoom, you can easily achieve this flow without programming, as it allows integration between apps. ■Recommended for ・Those who need to process a large number of expense reimbursements every month and are burdened by data entry of receipts received by email ・Those who have transactions with multiple projects or clients and need to classify and manage expenses ・Those who are advancing the digitization of receipts but are spending time organizing and searching data ・Teams or companies using Notion as an expense management tool ・Those who want to achieve centralized management of receipt information
■Notes ・Please link Notion and Yoom. ・Branches are available from the Mini Plan and above, and the OCR AI operation is only available in the Team Plan and Success Plan. For other plans, the operation of the flow bot set will result in an error, so please be careful. ・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). ・Please note that OCR data may not be readable if it exceeds 6,500 characters or if the text is small.
■Overview If you use both Notion and Asana for task management, do you find it burdensome to manually enter the same information into each tool? This workflow automatically creates a task in Asana based on that information when a new task (page) is added to a Notion database. It eliminates double entry and streamlines information synchronization between project management tools, improving operational efficiency.
■Recommended for ・Those who use both Notion and Asana and want to eliminate the burden of double task entry ・Managers who want to automate information synchronization between project management tools and boost team productivity ・Those who want to prevent manual transcription errors and missed task registrations
■Notes ・Please connect Yoom to both Notion and Asana. ・The trigger interval can be set to 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan. ・Branching is a feature (operation) available on the Mini plan or higher. On the Free plan, any configured flowbot operation will result in an error, 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.
■Summary The 'Add lead information in Notion to Salesforce as well' workflow is a business workflow that streamlines customer management. By adding lead information added to Notion to Salesforce, it is possible to reduce manual data entry and maintain consistency in information.
■Recommended for · Sales representatives who manage customer information using Notion · Business owners who want to centrally manage data from Salesforce and Notion · Team leaders who want to reduce the burden of manual data entry · Companies looking to streamline customer management and automate business processes
■Notes · Please link Yoom with both Notion and Salesforce. · The trigger activation interval can be selected from 5, 10, 15, 30, and 60 minutes. · Please note that the shortest activation interval differs depending on the plan. · 【Salesforce】is an app that can only be used in the Team Plan and Success Plan. In the case of Free Plan and Mini Plan, the operations or data connects set in the flowbot will result in an error, so please be careful. · Paid plans such as Team Plan and Success Plan offer a 2-week free trial, during which the restricted apps can be used.
■Overview The flow 'Send an email via Gmail when the status is changed in Notion' is a business workflow that streamlines project and task management. It automatically sends notification emails to related members via Gmail when a status update in Notion is triggered. This eliminates the need for manual notification tasks and facilitates smooth information sharing. By utilizing Yoom, the integration between Notion and Gmail is easily achieved, supporting the efficiency of daily operations.
■Recommended for ・Those who manage projects in Notion and need automatic notifications when the status is updated ・Business people who want to quickly share information with team members or clients using Gmail ・Administrators who want to reduce the workload of manual email sending and improve operational efficiency ・Those who want to easily set up the integration between Notion and Gmail using Yoom ・Those who want to enhance task management transparency and facilitate communication within the team
■Notes ・Please integrate Yoom with both Notion and Gmail.
You can integrate AI-generated summaries into various tools. Based on the prompts you provide to Perplexity, many tasks can be automated from data processing to automated alerts.
Summarize the content received via email using Perplexity and notify it on Slack.
■Overview The "Flow to summarize received email content using Perplexity and notify on Slack" is a business workflow that concisely summarizes received emails using Perplexity's text summary feature and automatically notifies the summary on Slack.
■Recommended for - Business professionals handling a large number of emails daily - Leaders who want to quickly share email content with their team - Those who want to improve business efficiency using Perplexity's text summary feature - Organizations that wish to effectively communicate information using Slack - Staff spending too much time organizing emails manually
■Notes - Please integrate Yoom with both Perplexity and Slack.
■Overview The flow 'Summarize the minutes added to the database with Perplexity and notify on Slack' is a business workflow that streamlines the management and sharing of minutes.
■Recommended for: - Team leaders who find it time-consuming to share minutes and want to improve efficiency - Project managers who want to quickly convey summary information to the team after a meeting - IT personnel who want to improve business processes through automated information sharing - Operators of companies using multiple SaaS applications in collaboration
■Notes: - Please link Perplexity, Slack, and Yoom respectively.
■Overview The workflow 'Summarize the content answered in the form with Perplexity and notify Slack' is an automated process to efficiently manage and share form responses within the team.
■Recommended for ・Persons in charge of collecting feedback from customers or employees using forms ・Team leaders who want to efficiently organize and share form responses ・Those who are spending time on summarizing and notification tasks ・Those who want to further streamline team communication using Slack
■Notes ・Please integrate Yoom with both Perplexity and Slack.
■Overview The "When a row is added in Google Spreadsheet, summarize with Perplexity and update the same row" workflow automates the process from data entry to summarization.
■Recommended for ・Those who use Google Spreadsheet regularly and spend time on data entry and management ・Those who want to efficiently summarize a large amount of data and grasp it concisely ・Persons in charge who want to reduce human errors associated with manual summarization work ・Team leaders who want to streamline data organization and improve work speed ・Those who want to optimize information management by combining Google Spreadsheet and Perplexity ・Managers who want to automate repetitive daily tasks and focus on creative work
■Notes ・Please link each of Google Spreadsheet and Perplexity with Yoom. ・You can select a trigger activation interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please be aware that the shortest activation interval may vary depending on the plan.
Integrating Notion with Perplexity streamlines tasks like data summarization, saving you time and effort.
Integrating Notion with Perplexity makes tasks like data summarization. In this article, we’ve focused on how to automatically summarize Notion’s data with Perplexity whenever a new record is created or updated. There are many other possibilities, such as automatically generating article drafts, creating answers to inquiries, tracking Q&A histories, and more.
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!
Having worked as a system engineer for four years, I often struggled with manually entering attendance data into Excel and digitizing receipts. I wish I had discovered Yoom sooner. Although I have only just begun using Yoom, I am committed to providing information that will help fulfill everyone's wish for automation.
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