■Overview
This flow involves creating a quotation in Google Sheets using information from a Notion database and sending an email via Gmail.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
■Recommended for
1. Companies utilizing Notion for business
・Those who register customer and product information in the database
・Those who manage detailed quotation content
2. Companies utilizing Google Sheets for business
・Those who create templates for forms and use them in business
3. Companies using Gmail as their main communication tool
・Those who use it as a means of communication with client companies
■Benefits of using this template
Notion is a tool that allows centralized management of information by registering it in a database, enabling smooth business operations.
However, manually entering information registered in Notion every time you create and send a quotation can be time-consuming and may reduce the quality of work.
By utilizing this flow, you can automatically add Notion information to a Google Sheets template to create a quotation and send it via email.
Creating quotations by referencing Notion information prevents human errors from manual entry.
Automating the process from creating to sending quotations significantly reduces manual effort and improves business efficiency.
■Notes
・Please integrate Notion, Google Sheets, and Gmail with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
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