■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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