■Overview
This flow involves creating a quotation in Google Sheets using information from a Notion database and sending it via email.
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 the database
・Those who manage detailed information for creating documents to submit to business partners
2. Companies utilizing Google Sheets for business
・Those who create and use quotation templates for business
■Benefits of using this template
Notion is a tool that allows you to centrally register all kinds of information in a database, making it visible and easy to understand visually.
However, manually entering information registered in Notion every time you create and send a quotation takes away time from core tasks that should be focused on.
By utilizing this flow, you can automatically add Notion information to the quotation template to create a quotation and send the created data via email, significantly reducing manual work.
Since the quotation is created by referencing the information registered in Notion, it prevents errors and omissions due to manual entry.
Additionally, the time previously spent on manual work can be used for other tasks, accelerating the overall progress of the team's work.
■Notes
・Please integrate Notion and Google Sheets with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
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