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