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
Notion
Notion
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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.
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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.
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