■Overview
This flow involves creating an estimate in Google Docs using information from a Notion database and sending an email via Outlook. By using a trigger with a Chrome extension, you can initiate the trigger directly from Notion.
■Recommended for
1. Companies utilizing Notion for business
・Those who register customer information and deal-related information in the database
・Those who manage data for creating estimates
2. Companies utilizing Google Docs for business
・Those who create templates for forms and use them for business
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 facilitates smooth information sharing within a team and streamlines business processes by centrally managing customer-related data. However, manually entering information registered in Notion to create estimates and sending the created data via email may hinder the overall growth of the organization.
By utilizing this flow, you can automatically add information from Notion to a pre-created template in Google Docs to create an estimate and send the created data via email. Automating the creation of estimates reduces manual effort, allowing you to allocate time to other tasks. By enabling the entire team to focus on core tasks, productivity can be enhanced.
■Notes
・Please integrate Notion, Google Docs, and Outlook with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
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