Add information to Microsoft Excel when a page is created in Note PM.

Try this Template

Click here for a detailed explanation article >

■Overview

This flow adds information to a Microsoft Excel database when a page is created in Note PM.

‍

■Recommended for

1. Team members using Note PM

・Those who want to quickly grasp comments added to Note PM

・Those who want to quickly share comment information from Note PM with team members

‍

2. Team leaders/managers

・Those who want to utilize additional information from Note PM for team progress management

・Those who do not want to miss important comments added to specific projects or pages in Note PM

■Benefits of using this template

Note PM is an excellent tool for streamlining project management, but if information is scattered across multiple platforms, it can become difficult for the entire team to coordinate, potentially reducing work efficiency.

By implementing this flow, information is automatically added to a Microsoft Excel database when a page is created in Note PM, allowing for centralized management of project information and ensuring all team members have access to the same information. Additionally, it eliminates the need for manual data entry, saving time and preventing human errors such as transcription mistakes.

‍

■Precautions

・Please integrate Note PM and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Once the page is created in Note PM, add the information to the Google Spreadsheet.

When a page is created in Note PM, information is added to the Google Sheets database. Project members no longer need to check both Note PM and Google Sheets, allowing them to efficiently share the latest information.

See details

Note: Notify on Telegram when a comment is added in PM.

This is a flow where a notification is sent to Telegram when a comment is added in Note PM. It enables prompt responses and discussions, enhances team communication, reduces the risk of missing important comments, and contributes to the overall efficiency of the project.

See details

Add information to Microsoft Excel when a page is created in Note PM.

This is a flow where information is added to a Microsoft Excel database once a page is created in Note PM. It allows for centralized management of project information, enabling all team members to access the same information. Additionally, it eliminates the need for manual data entry, saving time and preventing human errors such as transcription mistakes.

See details

Notify on Discord when a comment is added in Note PM.

This is a flow where a notification is sent to Discord when a comment is added in Note PM. The automatic notification from Note PM's comment addition to Discord promotes asynchronous communication, allowing project-related information to be shared regardless of location and time.

See details

Notify Google Chat when a comment is added in Note PM.

This is a flow where a notification is sent to Google Chat when a comment is added in Note PM. By eliminating the need to manually check Google Chat each time a comment is added, it enables rapid information sharing and quick responses, allowing you to always keep track of project progress and work efficiently.

See details

Once a page is created in Note PM, add it to the Notion database as well.

When a page is created in Note PM, it is also added to the Notion database. This flow ensures that project members do not need to check both Note PM and Notion, allowing them to always access the latest information. It improves work efficiency by eliminating the need for manual transcription and reducing errors.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

NotePM

Yoom allows you to integrate with NotePM's API without any coding, enabling you to automate various tasks related to NotePM. For example, you can automatically add pages to NotePM or add comments to pages.

Related apps

NotePM

Confluence

NotePM

Templates using

View all related templates

Microsoft Excel

Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.

Related apps

Notion