Create a quotation in Google Docs using information from a Notion database and send an email with Gmail.

■Overview

This is a flow where you create a quotation in Google Docs using information from a Notion database and send an email via Gmail.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.

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■Recommended for‍

1. Companies utilizing Notion for business

・Those who register customer and product information using a database

・Those who register detailed information related to business negotiations

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2. Companies utilizing Google Docs for business

・Those who create templates for forms and utilize them for business

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3. Companies using Gmail as their main communication tool

・Those who use it as a means of communication with client companies

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■Benefits of using this template

Notion is a tool that can streamline operations by centrally managing information related to customers.
However, manually entering information every time you create a quotation using Notion's information can lead to delays in decision-making.

By utilizing this flow, you can automatically add information registered in Notion to a quotation template, create the quotation, and send it via email.
Since the quotation is created by referencing information from Notion, you can create highly accurate quotations.
Additionally, you can optionally set the email for sending the quotation, allowing for quick quotation delivery and improved operational efficiency.

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■Notes‍

・Please integrate Notion, Google Docs, and Gmail with Yoom.

・For instructions on setting up triggers using the Chrome extension, please refer to here.