■Overview
This is a flow for creating a quotation in Microsoft Excel using information from a Notion database and sending it via email.
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 and manage customer and deal information in a database
・Those who manage detailed content for issuing quotations
2. Companies utilizing Microsoft Excel for business
・Those who use it to create templates for issuing quotations
■Benefits of using this template
Notion is a tool that can visualize all kinds of information and facilitate smooth sharing within a team.
However, manually entering information registered in Notion to issue a quotation each time may lead to decreased customer satisfaction.
By utilizing this flow, you can automatically add information from Notion to a Microsoft Excel template to create a quotation and send it to clients via email.
Automating the entire process up to sending the quotation significantly reduces the time and effort involved, leading to improved operational efficiency.
■Notes
・Please integrate both Notion and Microsoft Excel 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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