Create a quotation in Microsoft Excel using information from a Notion database and send an email with Outlook.
Create a quotation in Microsoft Excel using information from a Notion database and send an email with Outlook.
Launch this workflow to connect
Notion &
Microsoft Excel &
Microsoft Outlook
!
■Overview
This is a flow to create a quotation in Microsoft Excel using information from a Notion database and send an email via Outlook.
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 managing customer information in a database
・Those managing detailed contents of quotations
2. Companies utilizing Microsoft Excel for business
・Those using templates for creating forms in business
3. Companies using Outlook as the main communication tool
・Those using it as a means of communication with client companies
■Benefits of using this template
Notion is an effective tool as a platform for centralized management of customer information and transaction-related information.
However, manually entering Notion information each time a quotation is created and sent may hinder employees from maximizing their capabilities.
By utilizing this flow, Notion information is automatically added to a Microsoft Excel quotation template to create forms and send them via email.
By eliminating manual input, it helps avoid human errors.
You can quickly send highly accurate quotations to business partners, leading to increased productivity.
■Notes
・Please integrate Notion, Microsoft Excel, 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), and if you are not subscribed to the general business plan, authentication may fail.
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Microsoft Excel
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Microsoft Outlook
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About the apps you use
Notion
Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.
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Microsoft Excel
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Microsoft Outlook
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No-Code API Actions
Executable API actions
Flowbot triggers
When a page is created or updated
When a database is created or updated
[Deprecated] When a page in a specific database is created or updated
When receiving a Webhook
When a page is created (Webhook)
When page content is updated (Webhook)
When a page is deleted (Webhook)
When Page Properties are Updated (Webhook)
When a Comment is Created (Webhook)
When a Comment is Updated (Webhook)
When a Comment is Deleted (Webhook)
[Deprecated] When database content is created or updated (Webhook)
When a page in a specific data source is created or updated
When data source content is created or updated (Webhook)
When a specific subject email is received
When an email is received
When an event is registered in the calendar
When a calendar event is added or updated
Flowbot operations
Retrieve page information
Create page (deprecated)
Append text to page (deprecated)
Update page property (text property)
Update page property (number property)
Update page property (select property)
Update page property (Multi-select property)
Update page property (Date property)
Update page property (Checkbox property)
Update page property (URL property)
Update page property (Email property)
Update page property (phone property)
Retrieve blocks from a specific page
Retrieve list of users
Update page property (relation property)
Add a sub-item to a specific record
Issue File Upload ID
Upload file
Flowbot triggers
When a page is created or updatedWhen a database is created or updated[Deprecated] When a page in a specific database is created or updatedWhen receiving a WebhookWhen a page is created (Webhook)When page content is updated (Webhook)When a page is deleted (Webhook)When Page Properties are Updated (Webhook)When a Comment is Created (Webhook)When a Comment is Updated (Webhook)When a Comment is Deleted (Webhook)[Deprecated] When database content is created or updated (Webhook)When a page in a specific data source is created or updatedWhen data source content is created or updated (Webhook)
Flowbot operations
Retrieve page informationCreate page (deprecated)Append text to page (deprecated)Update page property (text property)Update page property (number property)Update page property (select property)Update page property (Multi-select property)Update page property (Date property)Update page property (Checkbox property)Update page property (URL property)Update page property (Email property)Update page property (phone property)Retrieve blocks from a specific pageRetrieve list of usersUpdate page property (relation property)Add a sub-item to a specific recordIssue File Upload IDUpload fileUpdate page properties (file property)Download fileGet page details (list file information)Search pages and databases by titleCreate page from template (title only)Append heading and paragraph to page (deprecated)Update database property nameUpdate page property (title property)Search text in a data source’s formula propertyAppend content to a pageRetrieve child blocks of a page or blockRetrieve data sourceRetrieve databaseCreate pageGet page (Markdown)Append content to pageReplace page contentUpdate page properties (user properties)
Flowbot triggers
There is no action.
Flowbot operations
Get worksheet informationGet a specific cell valueGet range by columnGet range by rowAdd worksheetRename sheetGet table listAdd TableEnter Formula in CellEnter Value in CellGet item IDDelete SheetSort a specified range in ascending or descending orderUnprotect WorksheetGet Drive Item ID from Sharing URLCreate Excel SessionList sitesList drives in siteGet worksheet information (SharePoint)Get the value of a specific cell (SharePoint)Get range by column (SharePoint)Get range by row (SharePoint)Add worksheet (SharePoint)Rename worksheet (SharePoint)Get table list (SharePoint)Add table (SharePoint)Set formula in cell (SharePoint)Set value in cell (SharePoint)Delete sheet (SharePoint)Sort a specified range in ascending or descending order (SharePoint)Unprotect worksheet (SharePoint)Create Excel Session (SharePoint)Get Item ID (SharePoint)
Flowbot triggers
When a specific subject email is receivedWhen an email is receivedWhen an event is registered in the calendarWhen a calendar event is added or updatedWhen a Task is CreatedWhen an email is received
Flowbot operations
Register Event in Own CalendarCreate CalendarRegister Event in Specified User's CalendarGet email attachment informationDownload email attachmentsDelete an event from a specified user's calendarUpdate an event in a specified user's calendarDelete an event from your calendarUpdate an event in your calendarタスクを作成する（リマインド設定対応）タスクを作成する（リマインド設定非対応）Search events in my calendarSearch events in a specified user’s calendarFind meeting timesGet calendar viewGet email messagesMove messageGet a specific messageMore inspiration for you
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