How to create new SmartSuite records from new Outlook emails

Every playbook starts with a trigger. This trigger detects all the email received in Outlook.

Click "Add trigger" and select "Email received" under Outlook. You can then select "specific Emails only" and apply a filter e.g. select sender, recipient, and message contents (the word "security" in this example) as your triggers. If this is your first time using an Outlook integration in Relay, you'll be prompted to connect your Outlook account.

Now, every time you receive an email in Outlook that matches your filters, your playbook will run automatically.

Now all new emails received in Outlook that contain the word "security" will automatically create a new record in SmartSuite. Add a new step and select "Create record" from the list of SmartSuite automations.

Connect SmartSuite to Relay if you haven't already, then fill out the necessary details. You can reference fields from Outlook to automatically pass along the right data.

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

The playbook will now run automatically whenever you receive an email in Outlook. You can also click "Check now" to do a manual check whenever you'd like.