"I want to streamline my work using Notion and Google Sheets, but I don't know where to start..." Are you facing such a dilemma? Especially when it comes to integrating useful tools like Notion and Google Sheets, it often requires using programming languages such as scripts called GAS (Google Apps Script). However, with Yoom, you can solve such problems and easily integrate apps! This time, we will introduce how to automate Notion and Google Sheets using Yoom!
Features and Integration Benefits of Notion and Google Sheets
Notion is suitable for task and project management, and its feature is that it makes it easy to organize database information hierarchically. Its intuitive operation, easy tagging and filtering within databases, and well-organized visuals make it suitable for team knowledge sharing. However, it is not suitable for numerical analysis involving large data calculations or detailed data manipulation.
On the other hand, Google Sheets excels in managing large amounts of data and calculations using functions. It is ideal for tasks involving data processing, as it allows easy graph creation and data analysis. However, it is not suitable for hierarchical information organization and is less convenient for scenarios like internal knowledge sharing.
By integrating the two, centralized data management becomes possible, eliminating the hassle of switching between multiple apps. Additionally, integration removes the need for manual data entry or copy-pasting tasks. For example, by automatically importing aggregated data from Google Sheets into Notion, you can avoid double entry, preventing errors and improving work efficiency.
How to Integrate Google Sheets with Notion
First, we will introduce how to embed and integrate Google Sheets into Notion.
Step 1: Copy the URL of the Google Sheet
Click "Share" in the upper right corner of the Google Sheet you want to embed in Notion and select "Copy link."
Step 2: Embed in Notion
In an empty block in Notion, type "/ (slash in half-width)" and select "Embed" from the displayed menu, paste the copied URL, and select "Embed link."
With this, embedding Google Sheets into Notion is complete! However, a disadvantage of this method is that all information on the spreadsheet is displayed. While many teams have Notion set up as a knowledge base accessible to all members, embedding or importing does not allow you to hide information you don't want to show to specific members.
Easily Integrate Notion and Google Sheets with No-Code Tool Yoom
This time, we will introduce how to integrate with Yoom, which allows no-code integration with various apps. With Yoom, you can intuitively and easily integrate Notion and Google Sheets, and add settings such as regular execution and importing only specific information, which were not possible with traditional embedding or CSV import.
How to Update Notion Page Properties When a Row in Google Sheets is Updated
We will introduce a flow where information is updated in Notion when changes are made in Google Sheets using Yoom. You can copy and use the flow from the template below. If you haven't issued a Yoom account yet, you will be redirected to the issuance page, so please complete the registration before starting the setup.
You can easily register in the following 3 steps!
Step 1: Connect My Apps for Google Sheets and Notion Step 2: Set a trigger to activate when a row in Google Sheets is updated Step 3: Set an action to update Notion page properties
First, prepare Google Sheets and the Notion database to synchronize the update information.
Step 1: Connect My Apps for Google Sheets and Notion
Select "My Apps" from the left menu, click "+ New Connection" on the right side of the screen, and select Google Sheets and Notion from the new connection list to connect the apps.
Step 2: Set a trigger to activate when a row in Google Sheets is updated
Open the copied template and click "App Trigger: When a row is updated" in the Flowbot. Select the linked account and action. Change the title if necessary and click "Next." You will be redirected to the API connection settings screen for the app trigger, so follow the instructions to set it up.
Step 3: Set an action to update Notion page properties
Click "Operate Database: Update Page Properties" in the Flowbot and set up the database integration.
Click "Next" and configure the detailed settings for database operations. Conduct a test, and if successful, click "Save." Finally, switch the trigger of the saved flow to "ON" to activate it.
With this, the flow "Update Notion Page Properties When a Row in Google Sheets is Updated" is complete!
Next, we will explain how to set up the process of "adding information to a Google Spreadsheet whenever information is added to any Notion database".
How to Add Information to Google Spreadsheet When Added to Notion
Next, we will introduce how to add information to a Google Spreadsheet when it is added to Notion using Yoom. You can easily experience automation with the following 3 steps!
Step 1: Connect Notion and Google Spreadsheet to My Apps Step 2: Set a trigger to activate when information is added to any Notion database Step 3: Set an action to add to Google Spreadsheet
Before Getting Started
First, if you do not have a Yoom account, please create one from the Yoom Account Creation Page. You can start in 30 seconds!
Step 1: Connect Notion and Google Sheets to My Apps
How to Register Notion to My Apps
Log in to Yoom, click the "New Connection" button on the Yoom My Apps page, and select "Notion".
Please log in with the account you are using.
Next, specify the scope of permissions.
If there are no particular issues, press the blue button "Select Pages".
After the screen transition, you can specify the scope of page access in Notion, so please specify the desired pages here.
In the image below, all options are checked.
Finally, press "Allow Access" at the bottom right to complete the registration of Notion to My Apps!
How to Register Google Sheets to My Apps
Log in to Yoom, click the "New Connection" button on the Yoom My Apps page, and select "Google Sheets".
When you select Google Sheets, you will transition to a screen like the one below.
Press the "Sign in with Google" button in the red frame and log in with the account you are using.
This completes the registration of each app to My Apps!
Step 2: Set a trigger to activate when information is added to any Notion database
First, click on "Create New Project" and select "Create from Scratch".
Next, you will be asked to set the condition to activate the flowbot, select "When a specific app event is received".
Then, you will transition to a screen to select the app.
Here, since we will proceed with the Notion settings, select Notion.
* You can also search for the app name in the search box at the top of the screen.
Verify that the linked account information is correct, and select the trigger action "When a page in a specific database is created or updated".
Once the selection is complete, click the "Next" button at the bottom of the screen.
Next, set up the API connection for the app trigger.
The trigger activation interval can be set as desired. Here, it is set to 5 minutes.
The "Database ID" can be obtained from within the Notion URL.
* The part of the URL "/workspace name/●●●/" is the database ID.
This completes the Notion trigger setup!
Step 3: Set up the action to add to Google Sheets
Next, select the ＋ mark below the Notion app trigger.
Next, a screen to select the operation type will be displayed, select "Operate the database".
This time, since we want to add information to Google Sheets, select Google Sheets.
First, verify that the linked account information is correct.
For the execution action item, select "Add a record".
For the database linkage items, fill in all the fields according to the explanation below the input fields.
As a note, you need to register headers in the spreadsheet to add records.
This time, as an example, we set "Company Name, Contact Name, Email Address, Status, Remarks" as headers.
Ensure that the headers are included within the table range, and click the "Next" button.
Then, you will transition to the detailed settings screen for database operations.
You can confirm that the headers set earlier are registered.
There are also items for detailed settings at the bottom of the screen, which can be set optionally.
Please set them according to the situation.
Finally, click "Save" to complete all the settings!
Well done!
Using templates makes it easier to link apps, so it's recommended!
Advanced Integration Flow of Notion and Google Sheets
So far, we have introduced how to add information to Google Sheets, but actually, you can also set up notifications to Google Chat after adding content to Google Sheets.
By integrating Notion, Google Sheets, and Google Chat, newly added information can be automatically stored in the Google Sheets database and notifications can be sent to Google Chat, eliminating any gaps or omissions in information management.
Please refer to this article and try integrating with Google Chat!
Other Examples of Automation Using Notion and Google Sheets
There are many other examples of automation using Notion and Google Sheets in Yoom, so here are a few introductions.
1. This is a flow that adds information added to NotionDB to Google Sheets as well. For those using Notion databases, you can automate the integration of adding records to Google Sheets by using this template.
2. This flow involves retrieving detailed member information and adding it to the Notion database whenever a new member is registered in Kaonavi. The following template is an example of data integration into spreadsheets or Notion starting from Kaonavi, but it can also be applied to services other than Kaonavi.
3. This flow involves searching for company information on Google using keywords added to Notion, summarizing the search results, and updating Notion. By using it with Yoom, you can automate workflows that combine Google searches.
Summary
Yoom is attractive because it integrates with various apps and allows centralized management on Yoom, making it really convenient as you don't have to switch between apps.
In this article, we introduced the integration between Notion and Google Sheets, but with Yoom, you can also automate schedule management by integrating Zoom and Google Calendar. There are cases where trigger actions like the ones set up this time are already available in Yoom, and you can use those templates as they are, so please make use of them!
I worked as an SV in the BPO division of a listed company for 4 years and experienced editing and writing media articles for about 3 and a half years.
I had the opportunity to use a wide variety of apps due to my job being in charge of outsourced work from other companies.
I still remember getting to know Yoom when I was worried about how to improve work efficiency, and I was moved by being able to easily link apps with each other to create an automated flow!
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