- How to automatically send an Outlook email every time a comment is added in SmartSuite
- 1. Set the SmartSuite trigger as “Comment added”
- 2. Add the “Send email” step in Outlook
- 3. Activate your playbook
- Learn more about integrating with Outlook Mail and SmartSuite
- Related blog posts
- More how-to guides featuring Outlook Mail and SmartSuite
How to automatically send an Outlook email every time a comment is added in SmartSuite
SmartSuite > Outlook MailComment added
Send emailSet the SmartSuite trigger as “Comment added”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the SmartSuite trigger to initiate your playbook's actions every time a comment is added. Click "Add trigger" in your playbook and choose "Comment added" from the dropdown menu under SmartSuite.
If you still need to connect your SmartSuite account to Relay.app yet, a prompt will guide you through the process.
Add the “Send email” step in Outlook
Integrate the Outlook automation into your playbook to ensure the prompt sending of an email via Outlook every time a comment is added in SmartSuite.
Click the "Add step" button, locate the “Send email” 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 an email via Outlook every time a comment is added in SmartSuite 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.
What will you automate?
