■Overview
This is a flow to create invoices using information from a Notion database and send emails 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 who register detailed billing information in the database
・Those who register information about client companies
2. Companies using Outlook as their main communication tool
・Those who use it as a means of communication with client companies
■Benefits of using this template
Notion is a tool that can manage not only data related to customers but also detailed information about invoices.
However, manually entering the information registered in Notion every time to create invoices and sending them via email can be time-consuming and may lead to decreased customer satisfaction.
This flow is suitable for those who want to build a good relationship with client companies through prompt invoice issuance.
By utilizing this flow, you can automatically add information from Notion to a Google Sheets template to create invoices and send them via email.
Automating the series of tasks related to invoices can significantly reduce manual work and improve operational efficiency.
By providing quick customer responses, you can lead to improved customer satisfaction.
■Notes
・Please integrate Notion, Google Sheets, 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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