How to automatically send draft emails in Outlook every time a record is added in SmartSuite

Relay.app is an automation tool that lets you automate actions across Outlook Mail, SmartSuite, and many other apps. In this guide, we'll show you how to automatically run the “send draft” action in Outlook Mail for each record added in SmartSuite using Relay.app.
SmartSuite logoSmartSuite > Outlook Mail
Trigger
Last triggered
SmartSuite logoRecord added
Outlook Mail logoSend draft
1

Set the SmartSuite trigger as “New record 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 record is added. Click "Add trigger" in your playbook and choose "New record 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.

2

Add the “Send draft” step in Outlook

Integrate the Outlook automation into your playbook to ensure the prompt sending of draft emails in Outlook every time a record is added in SmartSuite.

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.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send draft emails in Outlook every time a record 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.

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