■Overview
This is a flow to create a quotation in Microsoft Excel 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.
■Recommended for
1. Companies utilizing Notion for business
・Those who register customer and product information in the database
2. Companies utilizing Microsoft Excel for business
・Those who create templates for forms and use them for business
■Benefits of using this template
Notion is a tool that allows you to centrally manage customer information using a database and share it within the team for smooth business operations.
However, manually entering information registered in Notion each time to create a quotation can be time-consuming and may lead to the loss of business opportunities.
By utilizing this flow, you can automatically add information from Notion to a Microsoft Excel template to create a quotation and send it via email.
Since the flow can be activated directly from the Notion database, you can quickly complete the creation and sending of quotations, allowing for speedy responses.
Additionally, by automating the process from creating to sending quotations, you can significantly reduce manual effort and time, allowing you to focus on other core tasks and improve productivity.
■Notes
・Please integrate Notion, Microsoft Excel, and Gmail 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), and if you are not subscribed to the general business plan, authentication may fail.
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