How can I filter for meetings with key clients?

Define criteria to identify key clients in Notion, and DryMerge will ensure only those meeting summaries are transferred to Excel.

Can I include action items in the Excel sheet?

Yes, list the action items you need included, and DryMerge will set up the sheet accordingly.

Who benefits from this automation?

Account managers and client relationship teams use this automation to maintain an organized record of client meeting summaries for follow-up actions and reporting.

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Microsoft Excel + Notion

Transfer Notion Client Meeting Summaries to Excel

Keep a well-organized record of client meeting outcomes by transferring summaries from Notion to an Excel spreadsheet. Each new meeting summary added in Notion will be documented in Excel for easy reference and analysis.

New Notion Meeting Summary

Triggers when a new meeting summary is added in Notion.

Log Summary in Excel

Adds the meeting summary to your Excel spreadsheet.

See more Microsoft Excel to Notion integrations or use AI to customize your automation.

or pick a common variation below

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How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Transfer Notion client meeting summaries to Excel"

Transfer Notion client meeting summaries to Excel

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Microsoft Excel + Notion.

Update Sheet

Updates an existing Excel sheet

List Sheets

Lists all sheets in an Excel workbook

Read Sheet

Reads the contents of an Excel sheet

New Microsoft Excel Workbook

Triggers when a new Excel workbook is created

Added or Updated Microsoft Excel Row

Triggers when a new row is added or an existing row is updated in a Microsoft Excel worksheet

List Databases

Lists all databases

List Pages

Lists all pages in a specified database

Search Pages

Searches through pages based on a query

Search Databases

Searches through databases based on a query

Create Page

Creates a new page within a specified database

Read Page

Reads the contents of a specified page

Edit Page

Edits the contents of a specified page

App details

Microsoft Excel

Microsoft Excel is a spreadsheet program used for data analysis, visualization, and complex calculations. Read, write, and manipulate data for powerful data management and reporting.