- How to automatically create a draft email in Outlook every time a new form is submitted in Tally
- 1. Set the Tally trigger as “New form submission”
- 2. Add the “Create draft” step in Outlook
- 3. Activate your playbook
- Learn more about integrating with Outlook Mail and Tally
- Related blog posts
- More how-to guides featuring Outlook Mail and Tally
How to automatically create a draft email in Outlook every time a new form is submitted in Tally
Tally > Outlook MailNew form submission
Create draftSet the Tally trigger as “New form submission”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the Tally trigger to initiate your playbook's actions every time a new form is submitted. Click "Add trigger" in your playbook and choose "New form submission" from the dropdown menu under Tally.
If you still need to connect your Tally account to Relay.app yet, a prompt will guide you through the process.
Add the “Create draft” step in Outlook
Integrate the Outlook automation into your playbook to ensure the prompt creation of a draft email in Outlook every time a new form is submitted in Tally.
Click the "Add step" button, locate the “Create draft” automation for Outlook, and input the mandatory and relevant details.
If your Outlook account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Outlook account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a draft email in Outlook every time a new form is submitted in Tally without requiring manual intervention.
To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.
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