Retrieve customer information from Notion at the specified date and time, and send a template email via Gmail.

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  2. Gmail
  3. Retrieve customer information from Notion at the specified date and time, and send a template email via Gmail.
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■Overview

This flow retrieves customer information from Notion at a specified date and time and sends a template email via Gmail.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between apps.

‍

‍■Recommended for

  • Sales or customer support representatives at companies that manage customer information with Notion
  • Those who find it burdensome to send regular follow-up emails to customers
  • Corporate sales representatives or assistants who need to send reminder emails to customers based on contract renewal dates or deadlines
  • Those who want to schedule and send announcements, such as coupons, to multiple customers who meet certain criteria

‍

■Benefits of using this template

By implementing this flow, template emails in Gmail will be automatically sent based on customer information managed in Notion and according to the specified schedule.

Automations include sending reminders based on contract renewal dates or deadlines, sending birthday greetings or coupons to individual customers, and campaign announcements based on purchased products or purchase frequency.

Manual information retrieval and email creation/sending are no longer necessary, preventing errors in recipient addresses and missed sends.

Additionally, using templated emails allows for consistent quality communication.

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What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
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Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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