Generate Answers for Questions from Notion Data

Questions can be matched to the most relevant data and create accurate answers automatically. 

<span class="mark-yellow">Great for support teams wanting to reduce manual work, speed up response time, and strengthen customer experience</span>. 

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🚀 Let's Create a Workflow to Automate Notion Summaries with Perplexity

Let's walk through <span class="mark-yellow">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</span>.

⏱️ 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 this registration 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

Before We Start…

⚠️ 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.

To get your Access Token, access here.

Once all the required fields are filled, click "Add" to complete registration.

Now, Perplexity is connected with Yoom.

Step 2: Copy the Template

Click the "Try It" button to copy the pre-built template into your project.

Click "Try this template".

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.

Step 5: Summarize with Perplexity

Click on the Perplexity action item.

Select the Model you want to use from here.

Then enter instructions in the “System Prompt”. 

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. <span class="mark-yellow"> Perfect for simplifying customer support processes by keeping a detailed Q&A history, and ensuring quicker responses and smoother communication</span>.

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.

💡 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.

Automation Example Using Perplexity

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.

📖 Summary

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. <span class="mark-yellow"> There are many other possibilities, such as automatically generating article drafts, creating answers to inquiries, tracking Q&A histories, and more</span>.

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!

👉 Create your free Yoom account now