- How to automatically create a draft email in Outlook every time a record is added in SmartSuite
- 1. Set the SmartSuite trigger as “New record added”
- 2. Add the “Create draft” step in Outlook
- 3. Activate your playbook
- Learn more about integrating with Outlook Mail and SmartSuite
- Related blog posts
- More how-to guides featuring Outlook Mail and SmartSuite
How to automatically create a draft email in Outlook every time a record is added in SmartSuite
SmartSuite > Outlook MailRecord added
Create draftSet the SmartSuite trigger as “New record added”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the SmartSuite trigger to initiate your playbook's actions every time a record is added. Click "Add trigger" in your playbook and choose "New record added" from the dropdown menu under SmartSuite.
If you still need to connect your SmartSuite 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 record is added in SmartSuite.
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 record is added in SmartSuite 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.
What will you automate?
