Draft a New Article Request in Notion Using Perplexity and Reflect it in Notion
This is a recommended flow for those who use Notion for writing articles and creating content!
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If you are using Perplexity and Notion together, you likely have many opportunities to edit data compiled in Notion using Perplexity. What might feel a bit cumbersome in this process is the series of steps: manually copying and pasting a lot of data from Notion, accessing Perplexity, and inputting prompts.
Especially if you frequently use Perplexity, you might find the increased switching between tabs and moving between tools to be an issue. In such cases, don't you think, "Since these are convenient tools, I want to use them more smartly!"?
If you feel this way, it's recommended to integrate Perplexity and Notion! By utilizing API-based app integration, you can automate the data exchange between Perplexity and Notion! This should eliminate the need for bothersome switching between tools!
Hearing about API integration might sound difficult, but with Yoom, which allows app integration without programming, there's no problem even without specialized knowledge! We provide a step-by-step guide with images on how anyone can easily integrate apps, so take this opportunity to experience automation!
By using Yoom, you can easily integrate Perplexity and Notion without any code. Yoom offers templates for integrating Perplexity and Notion, so even without API knowledge, you can achieve integration immediately just by signing up.
By integrating the APIs of Perplexity and Notion, you can automatically link Perplexity's data to Notion!
For example, you can automatically perform data integration like the one below without human intervention.
This flow is recommended for customer support teams who want to automate their inquiry response process!
This is a recommended flow for those who use Notion for writing articles and creating content!
Now, let's actually
create a flow that integrates Perplexity and Notion!
We will proceed with the integration of HubSpot and kintone using the no-code tool Yoom.
If you don't have a Yoom account yet, you can create one from this registration form.
[What is Yoom]
This time, we will create a flow bot that "automatically responds to inquiry form content with Perplexity and accumulates Q&A history in Notion"!
The creation process is broadly divided into the following steps.
Before setting up the flow bot, let's connect each app with Yoom.
Once logged into Yoom, select My Apps and click on Add.
Select Perplexity from the list of apps.
It's easier to find by searching the app name in the search box.
Enter any name for the account name.
Issue an API key and enter it as the access token.
Now, Perplexity is connected with Yoom.
Next, let's connect Notion.
As before, click on My Apps → Add.
Note: Before registering My App for Notion, make sure to create the database you want to use.
Select Notion from the list of apps.
Click on Select Pages.
Check the pages you want to allow access to and click "Allow Access".
Now, the My App registration for Notion is complete.
There are two ways to create a flow bot in Yoom: starting from scratch or using a template.
Here, we will use the template provided by Yoom to make the setup easier.
Click on the banner below to proceed.
Select "Try this template".
Click "OK".
The copied template is saved in My Projects on Yoom.
Next, let's set up the Flowbot.
Click on the "Inquiry Form" of the template you just copied to set it up.
Let's create a form!
Here, we have set "Person in charge" and "Inquiry content", but feel free to change them.
In addition to text format, you can also choose the format in which you want to receive responses.
Try various things.
You can also add more questions.
Once the form is complete, click Next.
Set the sample values for the form responses.
These sample values will be used in the next action.
Once set, save it.
Next, click "Generate Text".
Set up the Perplexity action.
The title is already entered, but you can change it.
Check the account information linked with Perplexity.
Select "Generate Text" for the action and click Next.
Enter the required fields.
Set the model name.
In the system prompt, write the instructions as shown in the attached image.
In the user prompt, select "Inquiry Details" from the output set in the form trigger.
For those who don't know what output is, it refers to the values obtained from triggers or operations.
The obtained output can be used as a value when setting the next action, and it will change each time the Flowbot is activated.
For more details on output, please check here.
Once set, click Test and save it if the Perplexity information is obtained as output.
This is the final item.
Click "Add Record" to complete the setup.
Set up to add a record to Notion.
The title can be changed.
If you have registered multiple accounts in My Apps, check the account information linked with Notion.
Select "Add Record" for the action.
Select or enter the database ID from the "Candidates" section.
As mentioned during My Apps registration, if you are creating a Notion database, do it before registering My Apps.
Please note that if you create a Notion database after registering My Apps, it will not be reflected in Yoom.
Once set, click Next.
You should see the items of the Notion record.
Use the output for each item to set it up.
This time, enter "Person in Charge" "Inquiry Content" and "Response".
As shown in the attached image, select the Person in Charge and Inquiry Content from the output of the form trigger.
For the Response, select "Message Content" from the output of the text generation.
Once you've done this, click Test.
If the record is registered in Notion, save it.
After saving, turn on the trigger and check the operation.
This time, we introduced how to link data from Perplexity to Notion, but if you want to link data from Notion to Perplexity, please also use the template below.
Recommended for those who want to automate manual summarization tasks or manage large amounts of information more efficiently.
If you want to automate information search and answer creation, please give it a try.
By leveraging the APIs of Perplexity and Notion, various automations can be achieved!
How about the following automations, for example?
It is possible to integrate and manage or notify data summarized by Perplexity with other tools! Depending on the prompts to the AI, a wide range of practical uses can be realized.
Information managed in Notion can be automatically registered in a calendar app. Additionally, you can receive notifications of status changes and integrate with CRM and task management tools.
By integrating Perplexity with Notion, tasks such as adding and editing in Notion can be automated. The smooth operation of tasks using Perplexity will make AI feel more accessible than ever before.
This might allow you to expand the scope of tasks utilizing Perplexity!
Additionally, Yoom offers many templates beyond the automation introduced this time!
Not only integration with AI like Perplexity, but also easy implementation of integration between the apps you regularly use might lead to a stress-free workflow…!
Moreover, since no programming is required for integration, it is easy to implement, and you can set it up smoothly even without specialized knowledge, which is a recommended point.
The system is designed to be user-friendly even for beginners, making it easier for those who have given up on automation to take on the challenge!
Register with Yoom now and implement automation!
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