“Wait, have the minutes of this meeting been shared already...?”
Even if your team uses Notion for information sharing, you might find yourself bogged down with verification tasks due to delayed notifications or missed status updates. Have you ever experienced this? By integrating Notion with Microsoft Teams, you can significantly reduce these "little hassles." For example, you can send notifications to Microsoft Teams when the status in Notion changes or automatically summarize and share the contents of meeting minutes.
This article will provide a detailed introduction to what you can do by integrating Notion with Microsoft Teams and the specific setup methods. If you're looking to automate your tasks, be sure to read to the end.
For those who want to try it out quickly
By using Yoom, you can easily integrate Notion and Microsoft Teams without any coding.
Yoom offers pre-prepared templates for integrating Notion and Microsoft Teams, so you can achieve integration immediately just by registering, even without any API knowledge.
■Overview The "Notify Microsoft Teams with one click from Notion" workflow is a business workflow that quickly shares updates from Notion to Microsoft Teams. It is useful when you want to smoothly share information within the team or avoid missing important updates. ■Recommended for ・Those who manage projects in Notion and want to quickly share information with the team ・Business users who use Microsoft Teams daily and want to strengthen integration with Notion ・Managers who want to reduce the time lag in information sharing and facilitate team communication ・IT personnel who want to automate manual notification tasks in business workflows ■Notes ・Please integrate Yoom with both Notion and Microsoft Teams. ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. ・Please refer to the following for how to set triggers using the Chrome extension. https://intercom.help/yoom/en/articles/8831921
What You Can Do by Integrating Notion and Microsoft Teams
By integrating the APIs of Notion and Microsoft Teams, you can automatically sync Notion data with Microsoft Teams!
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience the integration of Notion and Microsoft Teams.
Notify Microsoft Teams with One Click from Notion
You can notify Microsoft Teams of Notion page information with just one click. This prevents manual input errors.
■Overview The "Notify Microsoft Teams with one click from Notion" workflow is a business workflow that quickly shares updates from Notion to Microsoft Teams. It is useful when you want to smoothly share information within the team or avoid missing important updates. ■Recommended for ・Those who manage projects in Notion and want to quickly share information with the team ・Business users who use Microsoft Teams daily and want to strengthen integration with Notion ・Managers who want to reduce the time lag in information sharing and facilitate team communication ・IT personnel who want to automate manual notification tasks in business workflows ■Notes ・Please integrate Yoom with both Notion and Microsoft Teams. ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. ・Please refer to the following for how to set triggers using the Chrome extension. https://intercom.help/yoom/en/articles/8831921
Summarize the contents of the minutes registered in the Notion database and notify Microsoft Teams
When summarizing the contents of the minutes, there can be variations and speed differences depending on the person. By using this flow, you can maintain a consistent quality while summarizing, and it automatically handles notifications, making it convenient.
Summarize the contents of the minutes registered in the Notion database and notify Microsoft Teams.
■ Overview The 'Notify Microsoft Teams after changing Notion status' workflow is a business workflow aimed at improving the efficiency of status management.
■ Recommended for: ・Team leaders who frequently use Notion and Microsoft Teams ・Project managers who aim for smooth sharing of project progress and efficient task management ・Sales personnel who want to quickly grasp status updates of customers and deals ・IT personnel in companies aiming to reduce time lags in information sharing and improve business efficiency
■ Notes: ・Please integrate each of Notion and Microsoft Teams with Yoom. ・Branching is a feature (operation) available on Mini plan and higher plans. In the case of the free plan, the operation of the flowbot set will result in an error, so please be careful. ・A two-week free trial is available for paid plans like the Mini plan. During the free trial, you can use apps and features (operations) subject to restrictions. ・There are home plans and general business plans (Microsoft365 Business) in Microsoft365 (formerly Office365). If you do not subscribe to the general business plan, authentication may fail. ・You can choose the interval of trigger activation at 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please be aware that the shortest activation interval varies by plan.
Let's Create a Notion and Microsoft Teams Integration Flow
Let's get started by creating a flow that integrates Notion with Microsoft Teams!
We'll be using Yoom to proceed with the integration of Notion and Microsoft Teams without any coding. If you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we'll create a flow bot that transfers data from Notion to Microsoft Teams with just one click!
The creation process is broadly divided into the following steps:
Integrate Notion and Microsoft Teams with My Apps
Copy the template
Set up triggers in Notion and actions in Microsoft Teams
■Overview The "Notify Microsoft Teams with one click from Notion" workflow is a business workflow that quickly shares updates from Notion to Microsoft Teams. It is useful when you want to smoothly share information within the team or avoid missing important updates. ■Recommended for ・Those who manage projects in Notion and want to quickly share information with the team ・Business users who use Microsoft Teams daily and want to strengthen integration with Notion ・Managers who want to reduce the time lag in information sharing and facilitate team communication ・IT personnel who want to automate manual notification tasks in business workflows ■Notes ・Please integrate Yoom with both Notion and Microsoft Teams. ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. ・Please refer to the following for how to set triggers using the Chrome extension. https://intercom.help/yoom/en/articles/8831921
Connecting My App first will make the subsequent settings proceed smoothly. First, let's connect your current Notion with Yoom. Select My App → "+ Add" from the left side of the Yoom page.
Search for Notion. Before connecting, please create a database like the one below. (Detailed settings such as headers can be changed later.)
Once logged in, please allow access to the page you want to access.
Next, connect with Microsoft Teams. As before, select My App → New Connection from the left side of the Yoom page. When the sign-in screen appears, please enter your email address and password.
※Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business), and if you are not subscribed to the general business plan, authentication may fail.
Once the connection with Notion and Microsoft Teams is complete and displayed in My App, it's OK.
Step 2: Copy the Template
From here, we will create the flow. Open the template page and click 'Try it'.
■Overview The "Notify Microsoft Teams with one click from Notion" workflow is a business workflow that quickly shares updates from Notion to Microsoft Teams. It is useful when you want to smoothly share information within the team or avoid missing important updates. ■Recommended for ・Those who manage projects in Notion and want to quickly share information with the team ・Business users who use Microsoft Teams daily and want to strengthen integration with Notion ・Managers who want to reduce the time lag in information sharing and facilitate team communication ・IT personnel who want to automate manual notification tasks in business workflows ■Notes ・Please integrate Yoom with both Notion and Microsoft Teams. ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail. ・Please refer to the following for how to set triggers using the Chrome extension. https://intercom.help/yoom/en/articles/8831921
As you proceed, the template will automatically be copied to your workspace, and the following screen will be displayed.
Select OK and proceed to the next step. The template will be saved in My Projects. You can change the template name if necessary. Click on My Projects on the left to display the template you just copied. Click on the ellipsis (...) on the right and select Edit.
Step 3: Set Notion Trigger
Now, let's set up the app trigger. Select "Select and launch a page on the database".
You can change the title as you like. Check the account information you just linked and install the Chrome extension trigger. For more details, please refer to here.
Proceed to the next step and set the URL.
For this test, we will use the following database. Hover over the row where you want to activate the flow bot, and enter the URL with the page open as shown below in the sample field.
Return to the flow bot and click Test. If the integration is successful, the message content will be displayed in the output at the bottom of the screen. By quoting this output when setting the next action, you will achieve data integration between Notion and Microsoft Teams!
Please check the displayed content and link the database as shown in the image.
Proceed to the next step and set the conditions for the record you want to retrieve as follows.
Test this as well, and if the output is obtained, save it.
Step 5: Set to Send Message to Microsoft Teams Channel
Next, to notify Microsoft Teams of the information retrieved from Notion, click "Send Message to Channel".
As before, check the linked account information and proceed to the next step. Set the required fields.
Team ID & Channel ID: Please select from the options as shown in the image.
Message Content: Please set it using the output obtained earlier. ※ If you set a fixed page title here, it will be notified every time the flow is activated, so be sure to select from the output. By using the output, you can use the values obtained by the trigger as they are.
Other items can be set as desired. Once the settings are complete, test and save.
Step 6: Turn ON the Trigger to Complete Preparation
When the following image is displayed, turn on the trigger. With this, all settings are complete, so let's check if it is notified to Microsoft Teams with one click from Notion.
This was the method for "Notifying Microsoft Teams with one click from Notion".
If you want to link Microsoft Teams data to Notion
This time, we introduced how to link data from Notion to Microsoft Teams, but if you want to implement data linkage from Microsoft Teams to Notion, please also use the following template.
Create a page in Notion when a message is posted in Microsoft Teams
You can extract the necessary information from the message post content and create a page. It is necessary to inform the message posting format, but page creation should be smooth.
When a message is posted on Microsoft Teams, create a page in Notion.
■Overview The 'Create a page in Notion when a message is posted on Microsoft Teams' workflow is a business workflow designed to streamline communication within the team and centralize information management. By automatically generating a detailed page in Notion when an important message is posted on Microsoft Teams, it prevents information leaks and duplication, allowing smooth information sharing across the entire team.
■Recommended for - Team leaders who use Microsoft Teams and Notion regularly and feel challenges in information management - Business personnel who want to automatically record and organize important conversations and messages within the team - Executives who want to save the trouble of manually transcribing information and improve business efficiency
■Notes - Please link Microsoft Teams, Notion, and Yoom. - Microsoft365 (formerly Office365) has plans for households and general corporations (Microsoft365 Business), and authentication may fail if you have not subscribed to the general corporation plan.
■ Overview Are you manually copying the contents of customer inquiries or order emails received in Gmail into a Notion database? This task is time-consuming and prone to copy-and-paste mistakes and omissions. By using this workflow, simply receiving specific Gmail messages will prompt AI to automatically parse the content and add it to Notion, reducing the effort of consolidating information and enabling accurate data management.
■ Who we recommend this template for ・Those who manage information received in Gmail with Notion and find manual entry burdensome ・Teams that want to eliminate transcription errors from emails and improve the accuracy of data management ・Those who want to automate the initial steps of inquiry handling and task management, and focus on core work
■ Notes ・Please connect both Gmail and Notion with Yoom. ・You can choose the trigger interval at 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies depending on your plan.
■Overview The "Add Lead Information Registered in Salesforce to Notion" workflow can automate the task of transferring information. Since manual tasks are automated, it helps avoid human errors.
■Recommended for ・Those who use Salesforce for sales activities ・Those who want to quickly reflect lead information registered in Salesforce to Notion ・Those who want to save the trouble of manually entering lead information and manage it quickly ・Those who regularly use Notion and want to promote centralized management ・Those who need to quickly share lead information with team members ・Those who want to prevent information omissions and conduct sales activities efficiently
■Notes ・Please connect both Salesforce and Notion with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview The "Notify Discord on Specific Status Update in Notion" workflow contributes to accelerating information sharing. Notifications arrive on Discord simultaneously with information updates on Notion, allowing immediate awareness of important information.
■Recommended For - Those using Notion for project or task management - Teams using Notion for task management who often miss important status updates - Those who want to quickly grasp task progress and efficiently advance projects - Those using Discord as a communication tool - Regular Discord users who want to quickly check task status updates
■Cautions - Connect both Notion and Discord with Yoom. - Trigger intervals can be set to 5, 10, 15, 30, or 60 minutes. - Note that the shortest trigger interval varies by plan. - Branching is a feature (operation) available in Mini plans and above. In the free plan, operations set in the flow bot will result in errors, so please be careful. - Paid plans like the Mini plan offer a two-week free trial during which restricted apps and features (operations) can be used.
You can automatically notify Microsoft Teams when a record is created in Salesforce, or automatically create a folder in OneDrive based on the message content in Microsoft Teams.
Activate the Flow Bot at the end of each month to notify Microsoft Teams.
■Overview This is a flow where a folder is created in OneDrive based on the message content when a message is posted on Microsoft Teams. Using Yoom, you can easily connect apps without programming.
■Recommended for: 1. Those who use Microsoft Teams to communicate with members ・People who want to efficiently manage daily message content and have quick access to necessary information ・Those who want to organize interactions with members and prevent shared information from being overlooked
2. Those who utilize OneDrive for file management ・People who want to reduce the hassle of manually organizing files and improve work efficiency through automation ・Those who want to automatically create folders based on message content to ensure important information is stored without omission
■Notes ・Please link both Microsoft Teams and OneDrive with Yoom. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has home and general business plans (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview The "Notify Microsoft Teams when a record is created in Salesforce Lead Object" workflow supports rapid response for sales teams. Whenever a new lead is registered in Salesforce, a notification is automatically sent to Microsoft Teams, allowing the entire team to share information in real time. This ensures that you don't miss the timing for lead follow-up, enabling efficient sales activities.
■Recommended for ・Sales representatives managing leads using Salesforce ・Sales managers looking to enhance team communication with Microsoft Teams ・Business owners who wish to automate quick lead follow-ups and improve sales efficiency ・IT personnel looking to easily configure Salesforce and Microsoft Teams integration using Yoom
■Notes ・Please integrate Salesforce and Microsoft Teams with Yoom. ・Triggers can be set at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Microsoft365 (formerly Office365) has personal and business plans (Microsoft365 Business). If you are not subscribed to the business plan, authentication may fail. ・Salesforce is available only with Team Plan and Success Plan. Operations and data connections of Flowbot set on Free Plan and Mini Plan may result in errors. ・Paid plans such as Team Plan and Success Plan offer a two-week free trial. You can use restricted apps during the free trial.
How was it? By integrating Notion with Microsoft Teams, you can potentially solve issues such as "automating the sharing of meeting minutes," "receiving real-time notifications of status changes," and "reducing team coordination errors." Automating information notifications and summaries can save you the hassle of verification tasks and make team information sharing smoother.
With the no-code tool Yoom, you can easily integrate Notion and Microsoft Teams without any programming knowledge! If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration right away.
I have gained approximately three years of experience in the financial sector since graduating. Due to the nature of the industry, there were many manual tasks, and I often thought that automating them would allow us to focus on other work. It was during this time that I discovered Yoom. As I write blogs, I am continually impressed by the convenience of Yoom. I strive to maintain a clear and understandable structure.
.avif)
