How to add received Outlook emails to Airtable
Add the Outlook trigger
Every playbook starts with a trigger. The trigger detects changes in your connected apps and responds to your playbook.
Click "Add trigger" and select "Email received" under Outlook. Then, choose data like sender and recipient content and whether to trigger incoming replies. If this is your first time using an Outlook integration in Relay, you'll be prompted to connect your Outlook account.
Every time an email is received in Outlook, your playbook will run automatically.
Add the Airtable "Add record" automation
Now, you can add a new record in Airtable for the relevant customer. Add a further step and select "Add record" from the list of Airtable automations.
Connect Airtable to Relay if you haven't already, then fill out the relevant details like table and fields. You can reference fields from Outlook to pass along the correct data automatically.
Turn on the playbook
When you are done with the playbook, it's time to turn it on.
The playbook will now run automatically in Outlook whenever an email is received. You can also click "Check now" to manually check whenever you'd like.