Retrieve customer information from Notion at a specified date and time and send regular emails via Outlook.
Microsoft Outlook Notion

Retrieve customer information from Notion at a specified date and time and send regular emails via Outlook.

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■Overview

The workflow of "Retrieving customer information from Notion at a specified date and time to send regular emails via Outlook" streamlines routine tasks.
Reducing manual operations also minimizes the risk of human error.

■Recommended for

  • Those who manage customer information using Notion
  • Those who need to send regular emails based on customer information but find manual sending cumbersome
  • Those who want to quickly retrieve customer information and ensure smooth communication
  • Companies using Outlook as an internal tool
  • Those who want to perform regular customer interactions and follow-ups quickly using Outlook
  • Those who manually send emails each time and experience mistakes or forgetfulness

■Benefits of using this template

By utilizing the automation flow between Notion and Outlook, you can smoothly retrieve customer information and send emails.
This enables quick responses to customers.
Quick responses can improve customer satisfaction and strengthen business relationships.

Additionally, as the daily workload is reduced, you will have more time to focus on other important tasks.
Implementing this flow can enhance operational efficiency and contribute to improving the productivity of the entire team.
Furthermore, manual input errors are reduced, allowing for accurate customer information management.

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About the Apps You Use
Microsoft Outlook
Microsoft Outlook
Templates using

This is a flow that is triggered at the end of each month to send an email in Outlook. 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 Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.

This is a business workflow that automatically creates a Salesforce case from support request emails received in Outlook. By automatically converting support emails received in Outlook into Salesforce cases, you can eliminate the need for manual input and allocate valuable time to other important tasks.
Notion
Notion
Templates using

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
Microsoft Outlook
Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
see details
Templates

This is a flow that is triggered at the end of each month to send an email in Outlook. 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 Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.

This is a business workflow that automatically creates a Salesforce case from support request emails received in Outlook. By automatically converting support emails received in Outlook into Salesforce cases, you can eliminate the need for manual input and allocate valuable time to other important tasks.
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 details
Templates

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.
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    When an email is received
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    Update Page Property (Number)
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    Update Page Property (Multi-select)
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Flowbot triggers
    When a specific subject email is received
    When an email is received
    When an event is registered in the calendar
    When a calendar event is added or updated
    When a Task is Created
    When an email is received
Flowbot operations
    Register Event in Own Calendar
    Create Calendar
    Register Event in Specified User's Calendar
    Get Email Attachment Information
    Download Email Attachment
    Delete Event from Specified User's Calendar
    Update Event in Specified User's Calendar
    Delete Event from My Calendar
    Update Event in My Calendar
    タスクを作成する(リマインド設定対応)
    タスクを作成する(リマインド設定非対応)
    Search My Calendar Events
    Search Specified User's Calendar Events
    Find meeting times
    Get calendar view
Flowbot triggers
    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)
    When Database Content is Added or Updated (Webhook)
    When a page in a specific data source is created or updated
Flowbot operations
    Get page details
    Create Page
    Append text to page
    Update Page Property (Text)
    Update Page Property (Number)
    Update Page Property (Select)
    Update Page Property (Multi-select)
    Update Page Property (Date)
    Update page property (Checkbox)
    Update page property (URL)
    Update page property (Email)
    Update page property (Phone number)
    Retrieve block information for a specific page
    List users
    Update page properties (Relation property)
    Add a sub-item to the specified record
    Generate File Upload ID
    Upload file
    Update Page Property (Files & media property)
    Download File
    Retrieve Page Information (List of File Info)
    Search Pages and Databases by Title
    Create Page from Database Template (Title Only)
    Add a Heading and Paragraph to a Page
    Update Data Source Property Name
    Update Page Property (Title)
    Search text within a data source’s formula property
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