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"Do you want to streamline your work using Notion and Google Sheets but don't know where to start?" Are you struggling with this dilemma? Integrating handy tools like Notion and Google Sheets can be challenging without programming knowledge, making it difficult for non-engineers. This time, I would like to introduce a method that allows even non-engineers to easily integrate these tools! No programming knowledge is required, and it can be completed with simple screen operations, so please refer to it!
This article introduces a method of integration using the no-code tool "Yoom." No complicated settings or operations are required, making it easy for non-engineers to achieve. You can also start immediately using the template below, so please give it a try!
[About Yoom]
First, we will introduce how to embed and connect Google Sheets using Notion's standard features.
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 URL you copied earlier and select "Embed link".
With this, the embedding of Google Sheets into Notion is complete!
However, a disadvantage of this method is that all information on the spreadsheet will be displayed.
While many teams use Notion as a knowledge base accessible to all members, embedding or importing does not allow you to hide information from specific members in Notion.
This time, we will introduce how to connect using Yoom, which allows no-code integration with various apps. With Yoom, you can intuitively and easily connect Notion and Google Sheets, and you can also add settings such as regular execution and importing only specific information, which were not possible with traditional embedding or CSV import.
We will introduce a flow where information is updated in Notion when changes are made in Google Sheets using Yoom. You can use the template below to copy and use the flow. 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 of Google Sheets and Notion
Step 2: Set up a trigger to activate when a row in Google Sheets is updated
Step 3: Set up an action to update Notion page properties
First, prepare the Google Sheets and the Notion database to synchronize the update information.
Step 1: Connect My Apps of 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 up 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 Flow Bot. Select the linked account and action. Change the title as needed 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 up an action to update Notion page properties
Click "Operate Database: Update Page Properties" in the Flow Bot and set up the database connection.
※Reference: Common Errors and Verification Methods Related to Each ID in Notion
Click "Next" and configure the detailed settings for database operations. Perform 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 is Updated in Google Sheets" is complete!
Next, we will explain the setup method focusing on "Adding information to any Notion database and also adding that information to Google Sheets".
Next, we will introduce how to add information to Google Sheets when information is added to Notion using Yoom. You can easily experience automation in the following
3 steps!
Step 1: Connect Notion and Google Sheets 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 Sheets
First, if you do not have a Yoom account, please create one from the Yoom Account Creation Page. You can start in 30 seconds!
For basic operations of Yoom, please refer to Getting Started with Yoom.
Log in to Yoom, click the "New Connection" button on the My Apps page of Yoom, and select "Notion".
Please log in with your account.
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 for Notion, so please specify the desired pages here.
In the image below, all options are checked.
Finally, press the "Allow Access" button at the bottom right to complete the registration of Notion with My Apps!
Log in to Yoom, click the "New Connection" button on the My Apps page of Yoom, 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 your account.
This completes the registration of each app with My Apps!
First, press "Create New Project" and select "Create from Scratch".
Next, you will be asked to set the condition to activate the flowbot, so select "trigger from an app event".
Then, you will transition to a screen to select an 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.
Check if the linked account information is correct, and select the trigger action "When a Page in a Specific Database is Created or Updated".
Once selected, press the "Next" button at the bottom of the screen.
Next, set the API connection settings 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!
Next, select the ＋ mark below the Notion app trigger.
Next, a screen to select an action type will be displayed, so search for "Google Sheets".
Select Google Sheets.
First, check if the linked account information is correct.
For the execution action item, select "Add Record".
For the database linkage items, fill in all the fields according to the description below the input fields.
As a note, you need to register headers in the spreadsheet to add records.
As an example, we have set "No., Title, Date, Start time, Client name" as headers.
Check if the headers are included within the table range, and press 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, press "Save" to complete all the settings!
Well done!
Using templates makes it easier to connect apps, so it's recommended!
In addition to what we introduced today, Yoom offers many examples of automation using Notion and spreadsheets, so here are a few examples.
Templates are available for all of them, so you can start using them right away.
By linking Notion and Google Spreadsheets, you can synchronize data between them and even integrate with other tools like chat tools.
Integrate Notion Data with Various Databases
In addition to spreadsheets, it is also possible to integrate with various databases such as Airtable and Salesforce.
Create documents based on Notion data
It is possible to automatically generate various documents such as estimates and invoices based on the data within Notion.
Sending Emails from Spreadsheet Data
Automatically send emails based on the data within the spreadsheet.
Link information registered in the spreadsheet to various databases
Automatically link information registered in the spreadsheet to various databases such as SPIRAL and Salesforce.
Notion is suitable for task and project management, characterized by its ease of organizing information hierarchically in databases. Its intuitive operation, easy tagging, and filtering within databases, along with its well-organized visuals, make it ideal for team knowledge sharing. However, it is not suited for numerical analysis or detailed data manipulation involving large amounts of data.
Google Sheets excels in managing large amounts of data and performing calculations using functions. It allows for easy graph creation and data analysis, making it perfect for tasks involving data processing. On the other hand, it is not suitable for hierarchical information organization and is less convenient for internal knowledge sharing scenarios.
By integrating both services, efficient data management that leverages the strengths of each becomes possible, eliminating the hassle of switching between multiple applications. Additionally, the automatic integration of both services eliminates the need for manual data entry or copy-pasting, avoiding duplicate entries and improving work efficiency while preventing input errors.
Yoom is attractive for its ability to integrate with various apps and manage them centrally on Yoom, eliminating the need to switch between apps, which is truly convenient.
This article introduced the integration of Notion and Google Sheets, but Yoom also allows for the automation of schedule management by integrating Zoom and Google Calendar. There may already be trigger actions like the ones set up this time available in Yoom, and you can use those templates as they are, so be sure to take advantage of them!
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