- How to automatically send a draft email in Outlook every time there's a new submission in Fillout
- 1. Set the Fillout trigger as “New submission”
- 2. Add the “Send draft” step in Outlook
- 3. Activate your playbook
- Learn more about integrating with Fillout and Outlook Mail
- Related blog posts
- More how-to guides featuring Fillout and Outlook Mail
How to automatically send a draft email in Outlook every time there's a new submission in Fillout
Set the Fillout trigger as “New submission”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the Fillout trigger to initiate your playbook's actions every time there's a new submission. Click "Add trigger" in your playbook and choose "New submission" from the dropdown menu under Fillout.
If you still need to connect your Fillout account to Relay.app yet, a prompt will guide you through the process.
Add the “Send draft” step in Outlook
Integrate the Outlook automation into your playbook to ensure the prompt sending of a draft email in Outlook every time there's a new submission in Fillout.
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.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically send a draft email in Outlook every time there's a new submission in Fillout 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.