How to send an email via Outlook for newly created Airtable records

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

Add the Airtable trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and responds to your playbook.

Click "Add trigger" and select "Record created" under Airtable. Then select a table you want to monitor. If this is your first time using an Airtable integration in Relay, you'll be prompted to connect your Airtable account.

Every time a record is created in Airtable, your playbook will run automatically.

2

Add the Outlook "Send email" automation

Now, you can send an email using Outlook. Add a new step and select "Send email" from the list of Outlook automations.

Connect Outlook to Relay if you haven't already, then fill out the details like the recipient, CC, BCC, subject, body, and attachments. You can reference fields from Airtable to pass along the correct data automatically.

3

Turn on the playbook

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

The playbook will now run automatically whenever a record is created in Airtable. You can also click "Check now" to do a manual check whenever you'd like.

More how-to guides featuring Outlook and Airtable

See all how-to guides ➔

Add received Outlook emails to Airtable

Learn how to capture information from newly received emails in Outlook and automatically add it as a record in Airtable. This guide simplifies email management and ensures no critical information is missed.

Create an email draft in Outlook for a newly added record in Airtable

Automate your email drafting process by integrating Airtable with Outlook through Relay.app. This integration enables the automatic creation of an email draft in Outlook whenever a newly added record is created in Airtable. When a new record is added in Airtable, Relay.app triggers the creation of an email draft in Outlook, allowing you to review and customize the draft before sending. This seamless integration streamlines your email workflow and helps you stay organized and efficient.

What will you automate?

Sign up and get started with your first Relay.app playbook today.
Background image