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