- How to automatically create a new email draft in Outlook for a new envelope signed in Signeasy
- 1. Create your playbook and set the Signeasy trigger as "Envelope signed"
- 2. Add the "Create draft" in Outlook automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Outlook Mail and Signeasy
- Related blog posts
- More how-to guides featuring Outlook Mail and Signeasy
How to automatically create a new email draft in Outlook for a new envelope signed in Signeasy
Create your playbook and set the Signeasy trigger as "Envelope signed"
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 set up this playbook, click "Add trigger" and then select "Envelope signed" under Signeasy. Then, select details like the name. This will allow your playbook to automatically detect the newly signed envelope in Signeasy and initiate necessary actions.
If this is your first time using a Signeasy integration in Relay.app, a prompt will guide you through the connection process.
Add the "Create draft" in Outlook automation
Integrate the Outlook automation into your playbook to ensure the prompt creation of a new email draft in Outlook when a new envelope has been signed on Signeasy
Click the "Add step" button, then locate the "Create draft" 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.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new email draft in Outlook. Once turned on, it will respond to each newly signed envelope in Signeasy by creating a new email draft on 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.