How to send an email notification via Outlook when a specific row is updated in Retable

Relay.app is an automation tool that lets you automate actions across Outlook Mail, Retable, and many other apps.
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1

Create your playbook and set the Retable trigger as "Row changed"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Row changed" under Retable. Then, select the table and the type of changes you're interested in monitoring. This will allow your playbook to automatically detect the changes in Retable rows and initiate necessary actions.

If this is your first time using a Retable integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Send email" in Outlook automation

Integrate the Outlook automation into your playbook to ensure the prompt sending of an email via Outlook whenever the specific row changes in Retable.

Click the "Add step" button, then locate the "Send email" automation for Outlook and input the mandatory and relevant details.

If your Outlook account isn't already 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 Relay.app playbook

Activating your playbook is the final step to automate the sending of an email via Outlook. Once turned on, it will respond whenever the specific row changes in Retable by sending an email via Outlook without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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