How to automatically add new Outlook emails to Monday.com items

Relay.app is an automation tool that lets you automate actions across Outlook, Monday.com, and many other apps. In this guide, we'll show you how to automatically create item in Monday.com for each email received in Outlook using Relay.app.
Outlook logoOutlook > Monday.com
Trigger
Last triggered
Outlook logoEmail received
Monday.com logoCreate item
1

Create your playbook and set the Outlook trigger as "Email received"

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 "Email received" under Outlook. Then, select also trigger for incoming replies. This will allow your playbook to automatically detect the newly received email in Outlook and initiate necessary actions.

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

2

Add the "Create item" in Monday.com automation

Integrate the Monday.com automation into your playbook to ensure the prompt creation of a new item on a specific board for each new specific email received in Outlook.

Click the "Add step" button, then locate the "Create item" automation for Monday.com and input the mandatory and relevant details.

If your Monday.com 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 Monday.com account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new item on a specific board in Monday.com. Once turned on, it will respond to each new specific email received in Outlook by creating a corresponding item to a specific board in Monday.com 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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