When the specified schedule arrives, obtain the billing list from the board, create a new page in Notion, request the person in charge to respond, and send an email.

■Overview

This flow involves retrieving the billing list from the board at the specified schedule, creating a new page in Notion to reflect the billing list, and then requesting the person in charge to handle it by sending an email.

‍
■Recommended for‍

1. Those who need to manage and process forms from client companies

・Sales assistants or accounting staff

・Administrative staff or office managers

・Department heads or leaders who are in a position to approve forms

2. Companies using Notion for task management or form management

・Administrative staff who manage schedules using digital tools

‍

3. Those who want to reduce manual input tasks and automate processes

・Owners of small and medium-sized enterprises aiming for business automation

・Administrative staff who want to enhance data accuracy

■Benefits of using this template

・Automatically completes routine tasks at the specified schedule, reducing manual effort and improving work efficiency.

・Prevents task omissions through the automation of routine tasks.

‍

■Notes

・Please integrate Yoom with both Notion and the board.