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Do you find yourself constantly copying and pasting data or manually entering prompts in your AI tools? Wouldn’t it be great if you could automate this process? If you’re using Perplexity and Notion to manage and edit your data, you can make your workflow more efficient by linking the two together.
With this powerful integration, you can automate various tasks such as summarizing Notion pages with Perplexity, categorizing data, or even generating new content directly from Notion and automatically updating.
In this article, we’ll show you the powerful capabilities of Perplexity Notion integration and provide step-by-step instructions on how to set it up.
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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 Gemini and Gmail to create a Flowbot that automatically generates responses to inquiry form submissions with Perplexity and tracks Q&A history in Notion.
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
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
By integrating Perplexity with Notion, 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!
Perfect for customer support teams looking to automate the inquiry response process and manage a clear, organized history of Q&A data in Notion.
■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
Recommended for content creators and teams using Notion for writing. This flow helps to automatically draft articles and ensures content ideas are efficiently captured and organized.
■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
Let's walk through how to set up a flow that automatically generates responses to inquiry form submissions with Perplexity and Track Q&A history in Notion.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
If you don’t have a Yoom account yet, register now from this registration form!
■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
Let’s start with connecting Perplexity and Notion in Yoom first.
After logging into Yoom, go to "My Apps" from the left side menu and click "+ 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.
Next, let's connect Notion.
As before, click on My Apps → Add.
⚠️ Note: 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.
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".
Now, app registration is complete :)
Click the "Try It" button to copy the pre-built template into your project.
■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
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 start by setting up the form trigger. Click on the "Inquiry Form".
The form must include at least one question item, while other items can be added optionally. For this example, we added questions to collect “Responsible Person” (Person in Charge), and “Inquiry”.
Enter the form title in the "Form" field. If needed, click on "Add Form Description" to include an optional description
Click "Add" to add more question items.
Once the settings are complete, click "Next".
Enter sample values for each "Retrieved Value" that will be used in the subsequent actions.
Once the settings are complete, click "Save".
Next, click "Generate Text".
Set the action title (optionally). Confirm the setting, and click “Next”.
Select the text you want to generate a response for. In this example, we’ve selected ”Inquiry Content” from the previous step. This means Perplexity use the submitted form’s inquiry content to generate a response.
It’s recommended to use the retrieved value from the previous step. By doing so, you can reference the information obtained from the form.
📚 Reference: For more details on retrieved values and how to set it up, see the guide here.
You can also rewrite the instructions if needed.
Click "Test". When the test is successful, the generated response will be added to the “Retrieved Data”.
This is the final item.
Click "Add Record".
Give your action a title (optional) and confirm the pre-configured settings. Then click “Next”.
Select the Database ID from the displayed options. (This is where you specify which database you want to update.)
Once set, click “Next”.
You should see the items in the Notion record. Use the corresponding retrieved value for each item to set them up.
For this example, we’ve entered “Person in Charge”, “Inquiry Content”, and “Response”.
For the Response field, select "Message Content" from the retrieved value from Perplexity.
Once you've done this, click “Test”. If the record is registered in Notion, save it.
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 Notion data to Perplexity. Here are some useful templates :)
Recommended for those who want to automate summarization tasks and manage large amounts of information 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
Perfect for those looking to automate the process of searching for information and generating answers.
■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
Recommended for content creators looking to automate article requests and keep everything organized within Notion.
■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.
It is Many tasks can be achieved by combining Perplexity with other tools.
■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.
You can link Notion with calendar apps, CRM, task management tools, and more.
■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
Integrating Perplexity with Notion makes tasks like adding and editing content more efficient by automating the process. In this article, we focused on how to automatically generate responses to inquiry form submissions using Perplexity. AI-powered task automation can allow you to broaden the range of tasks you can automate.
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!
