■Overview
This is a flow that adds a new entry to the board when a client is registered in Notion.
■Recommended for
1. Those who manage information using Notion
・Those who manage client information in Notion
・Those responsible for adding or updating the Notion database
2. Those who use the board in their work
・Those responsible for billing operations using the board
・Those who want to streamline operations by integrating Notion and the board
■Benefits of using this template
The board is a tool that can streamline the sharing of back-office operations information.
However, when managing client information across multiple tools like Notion and the board, there is a risk of data inconsistency and lack of coherence.
This template automates the registration of clients on the board when they are recorded in Notion, thereby streamlining management tasks.
By automating client registration on the board, consistency between Notion and the board is maintained, enhancing the accuracy of the information.
It prevents errors from manual input and reduces the need for verification and data correction, leading to smoother business operations.
■Notes
・Please integrate both Notion and the board with Yoom.
・Refer here for the method to integrate with the board's My Apps.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval may vary depending on the plan.
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