■Overview
This is a flow where when new project information is registered in Notion, it is also registered in board as project information (recurring billing).
■Recommended for
1. Sales/Accounting teams using both Notion and board
・Those who manage customer information in Notion and manage recurring billing projects in board
・Those who want to automatically register recurring billing projects in board based on customer information registered in Notion
・Those who want to reduce duplicate manual entry of project information and improve operational efficiency
2. Project management teams using both board and Notion
・Those who want to link project information and project management information to achieve smooth information sharing
■Benefits of using this template
・When project information is registered in Notion, recurring billing projects are automatically created in board, eliminating the need for manual entry and significantly improving operational efficiency.
・Since project information can be centrally managed in both board and Notion, the effort to search for information is reduced, improving operational efficiency.
・It prevents errors associated with manual data entry and ensures data accuracy.
・By automating, it prevents omissions in recurring billing in board, ensuring reliable billing operations.
・Since project information entered by the sales department in Notion is automatically linked to board, the accounting department can quickly start the billing process.
・Sharing project information in Notion and board strengthens collaboration between departments such as sales and accounting.
■Notes
・Please link both board and Notion with Yoom.
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