How to log new Outlook emails 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 "Email received" under Outlook. Then, choose details like "Sender contains" and "Recipient contains". If this is your first time using an Outlook integration in Relay, you'll be prompted to connect your Outlook account.

Every time an email is received in Outlook, your playbook will run automatically.

Now, you can add a new row in Retable by selecting "Add row" from the list of Retable automations.

Connect Retable to Relay if you haven't already, then fill out essential details like Table and Values. You can reference fields from Outlook to pass along the correct data automatically.

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

The playbook will now run automatically in Outlook whenever an email is received. You can also click "Check now" to manually check whenever you'd like.