■Overview
This is a flow where an invoice is created in Misoca and sent via Gmail when a status is updated in Notion.
■Recommended for
1. Those who utilize Notion for business
・Those who use it for managing transactions and customer information
2. Those who use Misoca for accounting tasks
・Those who handle billing management tasks
・Those responsible for issuing regular invoices
■Benefits of using this template
Misoca is an effective tool for streamlining a series of tasks related to invoicing.
However, having to manually input information from Notion for each invoice can negatively impact the productivity of the entire team.
This flow is suitable for those aiming to improve productivity through operational efficiency.
By using this flow, invoices are automatically created and sent when a specified status is updated in Notion, significantly reducing manual work.
Automating invoice creation allows for more time to be allocated to other tasks, leading to improved productivity for the entire team.
Additionally, using referenced information for creation helps prevent human errors.
■Notes
・Please integrate Notion, Misoca, and Gmail with Yoom.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・Branching is a feature available with the Mini Plan or higher (Operation). For the Free Plan, the operation of the set flow bot will result in an error, so please be aware.
・Paid plans like the Mini Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (Operations).
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