■Overview
This is a flow to create invoices and send emails using information from a Notion database.
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 detailed billing information in the database
・Those who register information about client companies
2. Those utilizing Google Sheets for business
・Those who use it to create templates for forms
■Benefits of using this template
Notion is a tool that can be used for centralized management of all information related to transactions.
However, manually entering information registered in Notion to create forms may lead to human errors.
This flow is suitable for those who want to create forms with accurate information and gain trust from client companies.
By utilizing this flow, you can automatically add information from Notion to a Google Sheets template to create invoices and send them via email.
Since the form is created using the referenced information, it avoids human errors from manual work and maintains the accuracy of the information.
You can quickly issue forms with accurate content, leading to improved customer satisfaction.
■Notes
・Please link both Notion and Google Sheets with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
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