Have you ever experienced important messages in Microsoft Teams getting buried, making it time-consuming to find them later? Manually organizing them in Notion is also a hassle, and it's easy to put it off. By automatically integrating Microsoft Teams with Notion, you can solve this problem instantly. For example, you can automatically create a page in Notion at the time a message is posted. With such automation, information won't be scattered, making it easier to review and share.
In this article, we will introduce in detail what you can do by integrating Microsoft Teams and Notion, as well as specific setup methods. It's recommended for those who want to streamline information management across the entire team while preventing manual transcription work and information omissions.
For those who want to try it quickly
By using Yoom, you can easily integrate Notion and Microsoft Teams without any code. Yoom provides templates for integrating Notion and Microsoft Teams, so you can achieve integration immediately just by registering, even without API knowledge.
Trello and Notion are used by many companies for project and task management. However, if you are using both, wouldn't it be convenient if task registration could be automated?
The solution to this problem is the integration of Trello and Notion.
In this article, we will introduce a method to automatically add a card to Notion whenever one is added to Trello. Use this automation to smoothly manage your projects!
Recommended for
Those who utilize Trello and Notion
Those considering integrating Trello and Notion for improved work efficiency
Those aiming to enhance task management accuracy by integrating Trello and Notion
Those looking to reduce task management oversights by integrating Trello and Notion
For those who want to try it immediately
In this article, we will introduce a method of integration using the no-code tool "Yoom". No complicated settings or operations are required, making it easy for non-engineers to implement. You can start right away using the template below, so please give it a try!
When a card is registered in Trello, add it to Notion.
How to Create a Workflow to Integrate Trello and Notion
So far, we have introduced the benefits. Now, let's quickly integrate the apps we will use this time with Yoom! Once you have completed the registration of My Apps, we will create a flow bot "Add to Notion when a card is registered in Trello".
Step 1: My Apps Integration
By integrating My Apps first, the subsequent settings will proceed smoothly. First, let's integrate Trello and Yoom that you are using. Select My Apps → "+ Add" from the left side of the Yoom page.
Please search for Trello. Please refer to this article for registration.
Next, integrate with Notion. Search by app name in the same way as before and proceed with the integration. Once logged in, don't forget to check the page you want to access. (Later, the page you want to add may not be reflected in the database integration.) This time, we want to register on a page called test1001, so we will check it.
Once the apps integrated with My Apps are displayed, it is complete.
Step 2: Set Triggers and Actions
This time, we will use it. Open the template page and click 'Try it'. If you are using Yoom, log in, and if you are new, please register as a member.
When a card is registered in Trello, add it to Notion.
When you proceed, the template will be automatically copied to your workspace. You can change the template name as needed. Click on My Projects on the left to find the template you just copied. Click the ellipsis (...) on the right and select Edit.
This time, it's just two steps. Let's set it up together!
Now, let's set up the app trigger. Select "When a card is newly created (Webhook)".
You can change the title to make it easier to understand. Check the account information to be linked. Keep the trigger action as it is and proceed to the next step. Please set the required fields.
Test without entering anything on the following screen, and if the Trello card information is reflected in the output, save it.
Next, click "Add Record". Again, check the account information to be linked. Keep the action as it is and link the database.
Proceed to the next step, and select the required fields from the output as follows.
Set the other fields in the same way.
Test this as well, and if there are no issues, save it.
Finally, turn on the app trigger to complete. Thank you for your hard work.
Even someone like me who is not familiar with programming was able to proceed easily. Here is the Flowbot used this time ↓
Extract tasks from Notion until the end of this month and create cards in Trello.
■Overview The workflow 'Extract tasks from Notion until the end of the month and create cards in Trello' is a business workflow designed to make task management more efficient. By automatically extracting tasks managed in Notion until the end of the month and creating them as cards in Trello, visibility of tasks is improved and sharing within the team becomes smoother. This eliminates the need for manual data migration and enhances work efficiency.
■Recommended for ・Those who manage tasks in Notion and want to share information simultaneously in Trello ・Project managers utilizing multiple SaaS tools and facing challenges with task integration ・Team leaders spending too much time on manual task migration ・Companies looking to improve task management efficiency and business processes
■Notes ・Please connect each of Notion and Trello with Yoom. ・The operations between 'repeat the same process' are features available only in the Team Plan and Success Plan. If you are on a Free Plan or Mini Plan, the operations and data connections set in Flowbot will result in an error, so please be aware. ・Paid plans such as the Team Plan or Success Plan offer a two-week free trial. During the free trial, you can use the apps and features (operations) that would normally be limited.
■Overview The "When the status in Notion becomes complete, archive the Trello card and notify Slack" flow integrates task management and communication smoothly as a business workflow. When a task is completed in Notion, the corresponding card in Trello is automatically archived, and the entire team is notified via Slack. This integration realizes centralized information management and real-time sharing, enabling efficient understanding of project progress. ■Recommended for ・Project leaders managing projects using both Notion and Trello ・Those who want to reduce manual operations upon task completion and improve work efficiency ・Project managers who want to share progress with team members in real-time ・Those aiming to streamline communication through the automation of workflows ・Company personnel who want to achieve centralized information management through the integration of Notion and Trello ■Notes ・Please link each of Notion and Trello with Yoom. ・Branching is a feature (operation) available with Mini Plan or higher plans. In the case of the Free Plan, the operation set in the flowbot will result in an error, so please note. ・Paid plans like Mini Plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions.
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Trello and Notion. Both can be used with simple settings, so if you find something that interests you, please give it a try!
Other Automation Examples with Trello and Notion
You can extract tasks from Notion until the end of the month and create cards in Trello. Additionally, by integrating with Slack, you can archive Trello cards and send notifications when the status is marked as complete in Notion.
When a card is created in Trello, notify in Slack.
■Overview The "Create a card in Trello when a GitLab Issue is created" flow is a business workflow that streamlines task management for development projects. When a new Issue occurs in GitLab, a corresponding card is automatically created in Trello. This integration makes information sharing between the development team and the project management team easier, enabling efficient task management.
■Who we recommend this template for ・Development teams that use GitLab and Trello together for project management ・Project managers who spend time manually copying tasks ・Those who want to automate business workflows to improve work efficiency ・IT staff who want to strengthen integration between development and project management tools ・Those who want to visualize tasks and improve team productivity
■Notes ・Please connect Yoom with both GitLab and Trello.
Since you can automatically convert routine tasks according to the progress of the deal, there should be no need to request or give instructions for tasks each time.
When a deal is won in Airtable, register a task in Trello.
Extract and notify tasks due today from the Notion database daily
By notifying tasks due today in bulk, there is no need to manually notify each member, and the tasks to be done that day may become clear among the team.
Extract tasks due today from the Notion database every day and notify them all at once in Google Chat.
■Overview This is a flow that extracts tasks due today from the Notion database and notifies them on Google Chat all at once. By using Yoom, you can easily connect apps without programming.
■Who we recommend this template for 1. Those who aggregate information on Notion ・Project managers who centrally manage project tasks ・Those who utilize Notion for progress management 2. Those who share information using Google Chat ・Project leaders who share progress and tasks ・Those who use Google Chat for sharing notifications
■Caution ・Please link each of Notion and Google Chat with Yoom. ・Linking with Google Chat is only available with Google Workspace. Please see below for details. https://intercom.help/yoom/ja/articles/6647336
■Overview While active communication on Discord is helpful for sharing information, important information can easily get buried. Chasing the content afterward or manually compiling it in Notion is time-consuming and can lead to missed information. By using this workflow, AI will automatically summarize messages posted in a Discord channel and add them to a Notion database, allowing you to smoothly resolve these challenges.
■Recommended for ・Those who want to efficiently collect and manage posts from specific Discord channels ・Those who are manually transcribing large volumes of messages to Notion and feel the burden or risk of oversight ・Those who, in community operations, want to automatically organize and record important discussions and announcements
■Notes ・Please connect Yoom with both Discord and Notion. ・For the trigger, you can select a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan.
■ Overview The 'Summarize Gmail Inbox with AI and Add to Notion' workflow is a business workflow designed to streamline email management and information organization. Manually organizing daily incoming Gmail emails can be time-consuming. Especially when handling a large volume of emails, the risk of missing important information increases. By utilizing this workflow, emails received can be automatically summarized using AI and organized and stored in Notion. This allows you to access necessary information quickly, improving work efficiency. ■ Recommended for Business professionals who receive a large volume of emails in Gmail and spend time organizing information. Teams using Notion for project management and information sharing. Administrators who want to efficiently summarize email content and share it with team members. Small business owners looking to advance the digitization and automation of operations.
■ Precautions ・Please link both Gmail and Notion with Yoom.
■Overview The workflow 'Summarize Outlook Emails and Add to Notion' reduces the burden of data entry tasks. By automatically adding email contents from customers, it prevents missing information from being added.
■Recommended for - Those who manage emails using Outlook - Those who want to quickly understand email contents and not miss important information - Those using Notion for managing workflow progress and organizing information - Those utilizing Notion as a team and want to swiftly confirm shared information - Those who do not want to spend time manually summarizing emails or transcribing information
■Notes - Link Yoom with both Notion and Outlook. - You can select a trigger interval of 5, 10, 15, 30, or 60 minutes. - The shortest trigger interval may vary depending on the plan, so please be attentive. - Microsoft365 (formerly Office365) has home and general enterprise plans (Microsoft365 Business), and if not subscribed to the general enterprise plan, authentication may fail.
Reduction of Manual Work and Improvement of Work Efficiency
By integrating Trello and Notion, you can save the effort of manually transferring card information, allowing you to spend more time on other tasks. This should also reduce the risk of human errors such as input mistakes from manual work. In scenarios where multiple projects or tasks are managed, the introduction of this automation contributes to improving the quality and accuracy of work, thus enhancing overall work efficiency.
Real-Time Information Updates and Sharing
When a new card is added in Trello, the information is immediately reflected in Notion, enabling the entire team to quickly grasp the latest task status. This eliminates information time lags, allowing the entire team to act based on the same information, which may help prevent task omissions. Even in projects that require quick decision-making, smooth responses are possible, making it easier to grasp overall tasks and contributing to the smooth progress of the project.
Conclusion
This time, we introduced a flow bot that "adds to Notion when a card is registered in Trello"! By integrating Trello and Notion, you can expect to reduce manual work and achieve real-time information sharing.
Although we integrated with Notion this time, it is also possible to transfer to other apps like kintone. Additionally, by utilizing Yoom, you can easily create automated flows without programming knowledge! Please try integrating Trello and Notion using this article as a reference.
You can register for Yoom for free here. →Get Started
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
I have gained approximately three years of experience in the financial sector since graduating. Due to the nature of the industry, there were many manual tasks, and I often thought that automating them would allow us to focus on other work. It was during this time that I discovered Yoom. As I write blogs, I am continually impressed by the convenience of Yoom. I strive to maintain a clear and understandable structure.
.avif)
