How to automatically create and send an Outlook draft every time a new record is added in Airtable

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Airtable trigger to initiate your playbook's actions every time a new record is added. Click "Add trigger" in your playbook and choose "New record added" from the dropdown menu under Airtable.

If you still need to connect your Airtable account to Relay.app yet, a prompt will guide you through the process.

Integrate the Outlook automation into your playbook to ensure the prompt creation and sending of an Outlook draft every time a new record is added in Airtable.

Click the "Add step" button, locate the “Send 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.

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create and send an Outlook draft every time a new record is added in Airtable 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.