How to automatically create an email draft in Outlook every time a row is added in Retable

In this how-to guide

How to automatically create an email draft in Outlook every time a row is added in Retable
1. Set the Retable trigger as “Row added”
2. Add the “Create draft” step in Outlook
3. Activate your playbook
Learn more about integrating with Outlook Mail and Retable
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Relay.app is an automation tool that lets you automate actions across Outlook Mail, Retable, and many other apps. In this guide, we'll show you how to automatically run the “create draft” action in Outlook Mail for each row added in Retable using Relay.app.

Try it in Relay.app

Retable > Outlook Mail

Trigger

Last triggered

Row added

Create draft

Set the Retable trigger as “Row added”

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 is added. Click "Add trigger" in your playbook and choose "Row added" 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 an email draft in Outlook every time a row is added 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 an email draft in Outlook every time a row is added 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.