Retrieve customer information from Notion at the specified date and time, and send a template email via Gmail.
Retrieve customer information from Notion at the specified date and time, and send a template email via Gmail.
Launch this workflow to connect
Gmail &
Notion
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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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About the Apps
Templates using
Gmail
This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
Templates using
Notion
When there is a response to a Google Form, this flow adds a record to the Notion database. It saves the effort of manually transferring Google Form responses to the Notion database, leading to significant time savings.
You can add content posted in a specific room on Google Chat to a Notion database. This prevents manual information update omissions, enabling real-time information sharing among teams.
You can add content posted in a specific room on Microsoft Teams to a Notion database. Since the posted content can be automatically added to Notion, manual operations in Notion are no longer necessary, allowing for increased work efficiency.
About the apps you use
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
see detailsTemplates
This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
Activate the flow bot at the end of each month to send an email in Gmail.
This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.
Add Gmail inbox content to Notion
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
Notion
Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.
see detailsTemplates
When there is a response to a Google Form, this flow adds a record to the Notion database. It saves the effort of manually transferring Google Form responses to the Notion database, leading to significant time savings.
Add a record to Notion when there is a response to the Google Form.
You can add content posted in a specific room on Google Chat to a Notion database. This prevents manual information update omissions, enabling real-time information sharing among teams.
Add content posted in a specific Google Chat room to a Notion database.
You can add content posted in a specific room on Microsoft Teams to a Notion database. Since the posted content can be automatically added to Notion, manual operations in Notion are no longer necessary, allowing for increased work efficiency.
Add content posted in a specific room on Microsoft Teams to a Notion database.
No-Code API Actions
Executable API actions
Flowbot triggers
When an email matching specific keywords is received
When an email with a specific label is received
When an email with a specific label is received (Specify Label ID)
When a page is created or updated
When a database is created or updated
[Deprecated] When a page in a specific database is created or updated
When receiving a Webhook
When a page is created (Webhook)
When page content is updated (Webhook)
When a page is deleted (Webhook)
When Page Properties are Updated (Webhook)
When a Comment is Created (Webhook)
When a Comment is Updated (Webhook)
When a Comment is Deleted (Webhook)
[Deprecated] When database content is created or updated (Webhook)
When a page in a specific data source is created or updated
When data source content is created or updated (Webhook)
Flowbot operations
Search emails
Move Message to Trash
Add Label to Specific Message
Remove Label from Specific Message
Retrieve Specific Message
Retrieve page information
Create page (deprecated)
Append text to page (deprecated)
Update page property (text property)
Update page property (number property)
Update page property (select property)
Update page property (Multi-select property)
Update page property (Date property)
Update page property (Checkbox property)
Update page property (URL property)
Update page property (Email property)
Update page property (phone property)
Retrieve blocks from a specific page
Flowbot triggers
When an email matching specific keywords is receivedWhen an email with a specific label is receivedWhen an email with a specific label is received (Specify Label ID)
Flowbot operations
Search emailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific Message
Flowbot triggers
When a page is created or updatedWhen a database is created or updated[Deprecated] When a page in a specific database is created or updatedWhen receiving a WebhookWhen a page is created (Webhook)When page content is updated (Webhook)When a page is deleted (Webhook)When Page Properties are Updated (Webhook)When a Comment is Created (Webhook)When a Comment is Updated (Webhook)When a Comment is Deleted (Webhook)[Deprecated] When database content is created or updated (Webhook)When a page in a specific data source is created or updatedWhen data source content is created or updated (Webhook)
Flowbot operations
Retrieve page informationCreate page (deprecated)Append text to page (deprecated)Update page property (text property)Update page property (number property)Update page property (select property)Update page property (Multi-select property)Update page property (Date property)Update page property (Checkbox property)Update page property (URL property)Update page property (Email property)Update page property (phone property)Retrieve blocks from a specific pageRetrieve list of usersUpdate page property (relation property)Add a sub-item to a specific recordIssue File Upload IDUpload fileUpdate page properties (file property)Download fileGet page details (list file information)Search pages and databases by titleCreate page from template (title only)Append heading and paragraph to page (deprecated)Update database property nameUpdate page property (title property)Search text in a data source’s formula propertyAppend content to a pageRetrieve child blocks of a page or blockRetrieve data sourceRetrieve databaseCreate pageGet page (Markdown)Append content to pageReplace page contentUpdate page properties (user properties)More inspiration for you
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