Guide

How to 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.
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1

Create your playbook

To automate this workflow, you must create a Relay playbook that will run automatically once a new Outlook email is received.

Get started by signing up at Relay app and then click "New playbook." You can give your new playbook a unique name and emoji to quickly identify it.

2

Add the Outlook 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 "Email received" under Outlook. Then, choose data like sender and recipient content and whether to trigger incoming replies. 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.

3

Add the Airtable "Add record" automation

Now, you can add a new record in Airtable for the relevant customer. Add a further step and select "Add record" from the list of Airtable automations.

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

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

Get started with Relay.app

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