PerplexityとNotionの連携イメージ

How to Integrate Perplexity with Notion to Automate Q&A Management

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2025-08-27

How to Integrate Perplexity with Notion to Automate Q&A Management

s.ougitani

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, <span class="mark-yellow">we’ll show you the powerful capabilities of Perplexity Notion integration and provide step-by-step instructions on how to set it up</span>.

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🌐 Connect with apps like Notion, Perplexity, and more.

📖 Use automation templates - no technical setup required

📈 Boost productivity and reduce human errors

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 <span class="mark-yellow">create a Flowbot that automatically generates responses to inquiry form submissions with Perplexity and tracks Q&A history in Notion</span>.

✔️ For Those Who Want To Try It Now

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.

🙌 What You Can Do by Integrating Perplexity with Notion 

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.  <span class="mark-yellow">Just click on the "Try It" button to get started quickly!</span>

Respond to Inquiry Forms Submissions with Perplexity and Store Them in Notion

Perfect for customer support teams looking to automate the inquiry response process and manage a clear, organized history of Q&A data in Notion.

Draft New Article in Notion Using Perplexity and Record Them in Notion

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.

🚀 Let's Create a Flow to Integrate Perplexity with Notion for Automated Responses

Let's walk through <span class="mark-yellow">how to set up a flow that automatically generates responses to inquiry form submissions with Perplexity and Track Q&A history in Notion</span>.

⏱️ Setup time: 10 minutes

🔧 What You’ll Need

  • A free Yoom account
  • Access to Notion & Perplexity

If you don’t have a Yoom account yet, register now from this registration form!

Step 1: Register Perplexity and Notion in Yoom

Let’s start with connecting Perplexity and Notion in Yoom first.

Connect Perplexity

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.

Connect Notion

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 :)

Step 2: Copy the Template

Click the "Try It" button to copy the pre-built template into your project.

Click "Try this template"

Click "OK" and give the Flowbot a name to recognize.

The template will be copied to your "My Project".

Step 3: Set Up Form Trigger

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".

Step 4: Generate Text with Perplexity

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”.

Step 5: Add Record to Notion

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.

Step 6: Activate  the Flowbot

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!

🔁 Want to Link Notion Data to Perplexity Instead?

You can also go the other way around, send Notion data to Perplexity. Here are some useful templates :)

Summarize New or Updated Pages in Notion with Perplexity

Recommended for those who want to automate summarization tasks and manage large amounts of information more efficiently.

Generate Answers from Existing Notion Information for User Questions

Perfect for those looking to automate the process of searching for information and generating answers.

Draft New Articles Requests in Notion Using Perplexity and Record in Notion

Recommended for content creators looking to automate article requests and keep everything organized within Notion. 

💡 Other Automation Examples Using Notion and Perplexity

By linking Perplexity and Notion, you can unlock a range of automation possibilities.

Automation Examples Using Perplexity

It is Many tasks can be achieved by combining Perplexity with other tools.

Automation Examples Using Notion

You can link Notion with calendar apps, CRM, task management tools, and more.

📖 Summary

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. <span class="mark-yellow">AI-powered task automation can allow you to broaden the range of tasks you can automate</span>.

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!

👉 Create your free Yoom account now

With Yoom, you can easily build the kind of collaboration
described here without programming knowledge.
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この記事を書いた人
s.ougitani
After being in charge of sales and CA at a human resources company for about 5 years, I have been involved in jobs such as creating job advertisements and scouting sentences at companies that hire engineers. I'm fascinated by Yoom's revolutionary service of “automating office work.” I would like to write so that I can send out information that can be useful to everyone, even a little bit.
Tags
Perplexity
Notion
Integration
Automation
AI
App integration
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