■Overview
This is a flow for creating estimates in Google Docs using information from a Notion database and sending emails.
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 information in a database and accumulate information
・Those who register deal information for each business partner
2. Companies utilizing Google Docs for business
・Those who create templates for forms and utilize them for business
■Benefits of using this template
Notion is a tool that allows for the visualization of information by registering deal information in a database, facilitating smooth information sharing within the team.
However, manually entering information registered in Notion each time an estimate is created and sent may lead to inefficient work practices.
By utilizing this flow, you can automatically add registered information from Notion to a Google Docs estimate template to create estimates and send them via email.
By creating estimates by referencing the registered information in Notion, you can prevent human errors due to manual entry and maintain the accuracy of information.
The time previously spent on creating and sending estimates can be used for other tasks, allowing for smooth business operations.
■Notes
・Please integrate Notion and Google Docs with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
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