Guide

How to add new rows in a Coda table for new Outlook emails

Learn how to set up a Relay playbook that effortlessly saves each received email in Outlook to a new row in a Coda table, enhancing your record-keeping and organization without extra manual effort. Whenever you receive a new email in Outlook, a new row will be created in your Coda table instantly.
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1

Create your playbook

To automate this workflow, you'll create a Relay playbook that runs automatically every time an email is received in Outlook.

Get started by signing up at Relay.app and clicking "New playbook." Give your new playbook a unique name and emoji.

2

Add the Outlook trigger

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

Click "Add trigger" and select "Email received" under Outlook. Then, add the necessary details/filters. If this is your first time using a Outlook integration in Relay, you'll be prompted to connect your Outlook account.

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

3

Add the Coda "Add row to table" automation

Now all new emaila received in Outlook that contain the word "security" will automatically create a new row in a Coda table. Add a new step and select "Add row to table" from the list of Coda automations.

Connect Coda 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.

4

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 an email is received in Outlook. You can also click "Check now" to do a manual check whenever you'd like.

Get started with Relay.app

Sign up now and get started with your playbook today