■Overview
This is a flow to create invoices using information from a Notion database and send emails 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 information of client companies
・Those who register detailed billing information in the database
2. Those who use Gmail as their main communication tool
・Those who use it as a means of communication and information transmission with client companies
■Benefits of using this template
By using Notion as a customer management tool, you can centrally manage information and facilitate business progress.
However, manually entering information registered in Notion to create forms hinders business efficiency.
This flow is suitable for those who want to reduce the hassle and time involved in form creation.
By utilizing this flow, you can automatically create invoices using a Google Sheets template based on the information registered in Notion and send them via email.
Automating invoice-related tasks facilitates smooth business progress for the entire team.
Additionally, completing invoice dispatch quickly can lead to improved customer satisfaction.
■Notes
・Please integrate Notion, Google Sheets, and Gmail with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
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