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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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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.
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.
■Overview
This workflow automatically sends pages created or updated in Notion to Perplexity using Yoom, generating summaries. This automation allows you to easily grasp vast amounts of information, facilitating smooth information sharing across the team.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
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!
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.
■Overview
This workflow automatically sends pages created or updated in Notion to Perplexity using Yoom, generating summaries. This automation allows you to easily grasp vast amounts of information, facilitating smooth information sharing across the team.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
Questions can be matched to the most relevant data and create accurate answers automatically.
Great for support teams wanting to reduce manual work, speed up response time, and strengthen customer experience.
■Overview
In this flow, we automatically generate the best answers to questions received through the form function using Perplexity, based on information accumulated in Notion. This automation enhances the efficiency and quality of support operations.
With Yoom, you can easily integrate apps without the need for programming.
■Recommended for
■Benefits of using this template
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
If you don’t have a Yoom account yet, register now from this registration form!
■Overview
This workflow automatically sends pages created or updated in Notion to Perplexity using Yoom, generating summaries. This automation allows you to easily grasp vast amounts of information, facilitating smooth information sharing across the team.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
⚠️ 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.
Let’s start with connecting Notion and Perplexity in Yoom first.
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 :)
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.
Click the "Try It" button to copy the pre-built template into your project.
■Overview
This workflow automatically sends pages created or updated in Notion to Perplexity using Yoom, generating summaries. This automation allows you to easily grasp vast amounts of information, facilitating smooth information sharing across the team.
With Yoom, you can easily connect apps without the need for programming.
■Recommended for
■Benefits of using this template
Click "Try this template".
Click "OK" and give the Flowbot a name to recognize.
The template will be copied to your "My Project".
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”.
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.
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”.
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
For this example, we select Record ID.
Define New Values to Update
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".
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!
You can also go the other way around, send Perplexity data to Notion. Here are some useful templates :)
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.
■Overview
The flow of "Automatically responding to inquiry form contents with Perplexity and accumulating Q&A history in Notion" is a business workflow that streamlines customer inquiry handling.
When an inquiry is received, Perplexity automatically generates a response, and the interaction is automatically recorded in Notion.
■Who we recommend this template for
■Benefits of using this template
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.
■Overview
The workflow of "Drafting new article requests in Notion using Perplexity and reflecting them in Notion" streamlines the initial stages of article creation and facilitates smooth content management.
It reduces the workload and provides an environment where you can focus on creative tasks.
■Recommended for
■Benefits of using this template
By linking Perplexity and Notion, you can unlock a range of automation possibilities. Here are some examples you can explore for your next automation!
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.
■Overview
The workflow "Create events in Google Calendar based on Notion information" automates the task of creating events.
You can create events in Google Calendar with one click, linked with data on Notion.
■Recommended for
■Benefits of using this template
By integrating Notion with Google Calendar, you can quickly check task and event information.
Using this flow makes task management more efficient and can lead to improved outcomes.
Additionally, the exchange of information between individual systems becomes seamless, making schedule management easier.
Information sharing among members is also promoted, which will enhance overall work efficiency.
This prevents overlooking important tasks and ensures smooth project progress.
■Overview
This flow involves reading receipts received via email using OCR and registering them in a Notion database.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
■Benefits of using this template
With this flow, OCR reading of receipts received via email and adding information to the Notion database are performed automatically.
This eliminates the need for manual verification or transcription of receipt data sent from multiple locations or numerous employees, reducing the workload for expense approvers and accounting personnel.
Additionally, it prevents human errors such as data entry omissions and allows for the swift sharing of expense information, efficiently centralizing expense management in Notion.
■Overview
The workflow "Add tasks to Asana when they are added to Notion" contributes to more efficient task management.
Since information is automatically reflected, the burden of data entry tasks is reduced.
■Recommended for
■Benefits of using this template
By simply adding tasks to Notion, they are also added to Asana, eliminating the hassle of double entry.
Quick information sharing ensures that all team members are aware of the latest task information, preventing delays in response.
Utilizing this flow simplifies task management and improves work efficiency.
Additionally, automating the task addition process reduces the risk of human error, enabling accurate project management.
This will lead to smoother project progress and contribute to overall productivity improvement.
■Overview
The workflow "Add lead information to Salesforce when it is added to Notion" 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 of information.
■Recommended for
■Benefits of using this template
By simply adding lead information to Notion, the data is automatically reflected in Salesforce, eliminating the need for manual entry.
Additionally, automating data synchronization across multiple platforms prevents discrepancies and duplicates, enabling accurate customer management.
This prevents errors that are likely to occur during manual entry and ensures reliable data management.
■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 relevant members through Gmail, triggered by status updates in Notion.
This eliminates the need for manual notification tasks, facilitating smooth information sharing.
By utilizing Yoom, the integration between Notion and Gmail is easily achieved, supporting the efficiency of daily operations.
■Recommended for
■Benefits of using this template
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.
■Overview
The flow "Summarize content received by email with Perplexity and notify Slack" is a business workflow that concisely summarizes received emails using Perplexity's text summarization feature and automatically notifies the summary to Slack.
■Recommended for
■Benefits of using this template
■Overview
The flow of "Summarizing meeting minutes added to the database with Perplexity and notifying Slack" is a business workflow that streamlines the management and sharing of meeting minutes.
■Recommended for
■Benefits of using this template
■Overview
The "Workflow to Summarize Form Responses with Perplexity and Notify on Slack" is an automated process designed to efficiently manage form responses and share them within the team.
■Recommended for
■Benefits of Using This Template
■Overview
The workflow "When a row is added in Google Sheets, summarize it with Perplexity and update the same row" is a business workflow that automates the process from data entry to summarization.
■Recommended for
■Benefits of using this template
By automating data summarization, work time is reduced, leading to more efficient organization and verification of information, and reducing the burden on workers.
Additionally, preventing human errors such as transcription mistakes and missed updates improves data accuracy.
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!
