■Overview
This is a flow where you create a quotation in Google Sheets using information from a Notion database and send an email via Outlook.
By using a trigger with a Chrome extension, you can directly initiate the trigger from Notion.
■Recommended for
1. Companies utilizing Notion for business
・Those who register customer and product information in a database
・Those who manage detailed content for quotation creation
2. Companies utilizing Google Sheets for business
・Those who create templates like quotations in Google Sheets
3. Companies using Outlook 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 for smooth information sharing within a team by registering information in a database for centralized management.
However, manually entering information registered in Notion each time a quotation is created and sent may lead to decreased customer satisfaction.
This flow is effective for those looking to streamline the process of creating quotations.
By utilizing this flow, you can automatically add Notion information to a template created in Google Sheets and send the created quotation via email.
You can initiate the flow on the page of the Notion database information and automatically send the quotation, reducing the time it takes to send a quotation.
Quickly sending quotations can lead to improved customer satisfaction.
■Notes
・Please integrate Notion, Google Sheets, and Outlook with Yoom.
・For instructions on setting up a trigger using a Chrome extension, please refer to here.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.
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