■Overview
This is a flow where an invoice is created in Misoca and sent via Outlook when the status is updated in Notion.
■Recommended for
1. Those who use Notion for business
・Those who manage billing-related information centrally in Notion
・Those who manage the status of Notion records in business processes
2. Those who manage billing with Misoca
・Those responsible for creating invoices
・Those who want to automate email sending after invoice creation
■Benefits of using this template
Misoca is a cloud service that can streamline billing management.
However, if there are many clients, manually creating invoices can be time-consuming and may reduce work efficiency.
This template allows you to proceed with invoice creation and sending according to the status in Notion, making it possible to streamline billing management tasks.
■Notes
・Please integrate Notion, Misoca, and Outlook with Yoom.
・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.
・Branching is a feature available with the Mini Plan or higher. If you are on the Free Plan, the operations set in the Flow Bot will result in an error, so please be careful.
・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.