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

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.

Integrate the Outlook automation into your playbook to ensure the prompt sending of an email draft in Outlook every time a row is added in Retable.

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 send 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.