How to extract tasks due today from the Notion database every day and notify them all at once in Microsoft Teams

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How to Create an Integration Flow Between Notion and Microsoft Teams

Let's create a flow together using a template to "extract tasks due today from the Notion database and notify them in bulk to Microsoft Teams"!

Before You Start

First, if you do not have a Yoom account, please issue one from the Yoom Account Issuance Page. You can start immediately!
Also, please check Getting Started with Yoom for basic operations.

Step 1: Register and Integrate Notion and Microsoft Teams into My Apps!

(1) After logging into Yoom, select "My Apps" from the left column and choose "+ New Connection".

(2) Click on Notion from the list of new connections in My Apps.

(3) The following content will appear, so click "Select Page".

(4) Check the pages you want to allow and click "Allow Access".

(5) Next, integrate Microsoft Teams. Click on Microsoft Teams from the list of new connections in Yoom, just like in (1).

(6) Sign in to Microsoft Teams.
Once the integration is complete, Microsoft Teams will be registered in Yoom's My Apps.

Now the registration of Notion and Microsoft Teams in My Apps is complete.
Next, let's set up the trigger using a template!

Step 2: Setting Up a Schedule Trigger

(1) We will use the template introduced earlier. Click the banner below and then click "Try it".

Click on "When the specified schedule is reached" for the schedule trigger.

(2) Set the schedule to launch the flowbot from the execution time specification screen.
You can choose from three options for schedule settings: date specification, day of the week specification, and Cron settings for more detailed execution frequency adjustments.
For instructions on how to set up Cron settings, please refer to the following site.
How to set up Cron settings

This time, we set it to execute every morning at 6 AM using Cron settings. Once the setup is complete, click "Save".

Step 3: Operate the Database

(1) Next, operate the Notion database.
Click on "Retrieve multiple records (up to 100)".

(2) From the database integration screen, check if there are any errors in the account information linked with Notion,
and keep the execution action as "Retrieve multiple records (up to 100)".
Select the target data from the candidates for the database ID.
Once the selection is complete, click "Next".

(3) In the detailed settings for database operations, enter the conditions for the records you want to retrieve.
Click "+ Add trigger condition" to increase the conditions for the records you want to retrieve.
Once the input is complete, click "Test", and if there are no errors, click "Save".

Step 4: Integrate with Apps

(1) Next, integrate with Microsoft Teams.
Click on "Send a message to the channel".

(2) From the "Select integration account and action" screen, check if there are any errors in the account information linked with Microsoft Teams, keep the action as "Send a message to the channel", and click "Next".

(3) From the Microsoft Teams API connection settings screen, set the message to be sent to the channel.
Select the required items, team ID, and channel ID from the candidates, and enter the content to be sent to Microsoft Teams in the message.

Other items are not required, so please enter the necessary parts.
Once the input is complete, click "Test" at the bottom, and if there are no errors, click "Save".

(4) Finally, change the email trigger from OFF to ON.

With this, the flowbot "Extract tasks due today from the Notion database every day and notify Microsoft Teams in bulk" is complete. Well done!

Other Automation Examples Using Notion and Microsoft Teams

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Notion and Microsoft Teams. All of them can be used with simple settings, so if you find something interesting, please give it a try!

Automation Example Using Notion

Register a client in Money Forward Cloud Invoicing when a client is registered in the Notion database

This is especially recommended for those who manage customer information using Notion. When you register a client in Notion, the client is automatically added to Money Forward Cloud Invoicing. Additionally, by customizing the flow, you can notify specific users when the registration is complete.

Retrieve Notion information in bulk every month and record it in Google Docs

Once set up, the data will be automatically transferred to Google Docs every month, making it useful as a backup for Notion.

Register Notion data to kintone daily

By automatically transferring the information managed in Notion to kintone every day, you can eliminate the hassle of manual data entry and updates. Automating daily repetitive tasks allows you to focus on other important tasks. If you are using both Notion and kintone, please give it a try.

Automation Example Using Microsoft Teams

Notify Microsoft Teams When an Expense Report is Approved in freee Accounting

When an expense report submitted in freee Accounting is approved, it automatically notifies Microsoft Teams, so you won't need to repeatedly check with the accounting department! This is especially recommended for sales department members or those who frequently submit expense reports due to business trips.

Create a folder in Dropbox based on content posted in Microsoft Teams

In addition to sending notifications to Microsoft Teams, you can also update other tools based on the content in Microsoft Teams. This is perfect for those who want to centrally manage information that can easily get lost in the flow of Microsoft Teams. Customize it to fit the tools you use regularly.

Organize information with ChatGPT and generate a PDF to upload when specific keywords are posted on Microsoft Teams

This is a flow using AI. Since it automatically handles information organization, PDF creation, and uploading, it can significantly reduce manual work. By using ChatGPT for information organization, a consistently formatted PDF is generated, which can also improve the quality of the documents.

Benefits of Integrating Notion and Microsoft Teams

Benefit 1: Streamlined Task Management

For example, if a salesperson and their assistant, who frequently interact with clients, communicate daily work updates verbally or via email, there is a risk of miscommunication or misunderstandings. However, by integrating Notion with Microsoft Teams, it is possible to automatically extract daily tasks and notify them on Microsoft Teams. Moreover, you can freely customize the notification time, day, and content.
This helps prevent missed tasks, allowing both the salesperson and assistant to manage tasks efficiently and smoothly.

Benefit 2: Support for Remote Work

Even when remote work increases and team members are working from different locations, the integration of Notion and Microsoft Teams can be very useful for understanding the team's status.
For instance, for a team leader, integrating Notion with Microsoft Teams means that when a task deadline registered in Notion approaches, it is automatically notified on Microsoft Teams, eliminating the need to check deadlines in Notion. Additionally, members have less hassle reporting to the leader, making it easier to work efficiently even in a remote work environment.

Conclusion

We introduced a method to streamline daily task management by integrating Notion and Microsoft Teams using Yoom. By using this template, you can likely prevent missing important tasks!
It is particularly suitable for remote work environments as it allows timely sharing of the overall team status, even when not in the office.
If this article has piqued your interest, please try out this flow!