How to automatically send an email via Outlook when a new row is added in Retable

Every playbook starts with a trigger. The trigger detects changes in your connected apps and responds to your playbook.

Click "Add trigger" and select "Row added" under Retable. Then, select the table you want to monitor. If this is your first time using a Retable integration in Relay, you'll be prompted to connect your Retable account.

Every time a new row is added in Retable, your playbook will run automatically.

Now, you can send an email via Outlook. Add a new step and select "Send email" from the list of Outlook automations.

Connect Outlook to Relay if you haven't already, then fill out the details like to, cc, bcc, subject, body, and attachments. You can reference fields from Retable to pass along the correct data automatically.

When you are done with the playbook, it's time to turn it on.

The playbook will run automatically whenever a new row is added in Retable. You can also click "Check now" to manually check whenever you'd like.