■Overview
This is a flow for creating estimates in Misoca from Notion.
By using Yoom, you can easily connect apps without the need for programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
■Recommended for
1. Those who use Notion for project management or document management
・Those who manage information daily in Notion but find it time-consuming to create estimates
・Those who want to streamline the estimate creation process and reduce effort
2. Those who use Misoca for issuing invoices or estimates
・Those who frequently use Misoca but find the task of transferring information cumbersome
・Those who want to automate estimate creation, reduce errors, and create accurate documents
■Benefits of using this template
By linking Notion and Misoca, you can streamline the estimate creation process.
Automating estimate creation reduces manual input errors, enabling accurate and quick issuance of estimates.
This makes it easier to gain trust from customers.
Additionally, by linking, you can utilize data entered once in other systems, achieving centralized information management.
Avoiding duplication of tasks leads to time and resource savings.
■Notes
・Please link Yoom with both Notion and Misoca.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・If there are multiple recipients, you can use the operation 'Split list-type output into individual outputs' to manipulate data and set only the recipient IDs you want to send to by splitting the target recipient IDs individually.
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