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