- How to automatically create a draft email in Outlook every time a task is created in Todoist
- 1. Set the Todoist trigger as “Task created”
- 2. Add the “Create draft” step in Outlook
- 3. Activate your playbook
- Learn more about integrating with Outlook Mail and Todoist
- Related blog posts
- More how-to guides featuring Outlook Mail and Todoist
How to automatically create a draft email in Outlook every time a task is created in Todoist
Set the Todoist trigger as “Task created”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the Todoist trigger to initiate your playbook's actions every time a task is created. Click "Add trigger" in your playbook and choose "Task created" from the dropdown menu under Todoist.
If you still need to connect your Todoist account to Relay.app yet, a prompt will guide you through the process.
Add the “Create draft” step in Outlook
Integrate Outlook automation into your playbook to automatically create a draft email in Outlook every time a task is created in Todoist.
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 the 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 task is created in Todoist 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.