Guide

How to create an email draft in Gmail for new Tally form submission

Learn how to configure a Relay playbook to automatically generate email drafts in Gmail when new submissions are received in Tally forms. This seamless integration streamlines your workflow, allowing you to focus on customizing the content and sending personalized responses without the need for manual drafting, thereby enhancing productivity and communication efficiency.
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1

Create your playbook

To automate this workflow, you'll create a Relay playbook that runs automatically every time there's a new form submission in Tally.

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

2

Add the Tally "New form submission" trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "New form submission" under Tally. Then, select the form. This trigger will automatically detect all the new form submissions in Tally to create a new email draft in Gmail.

If this is your first time using a Tally integration in Relay, you'll be prompted to connect your Tally account.

3

Add the Gmail "Create draft" automation

Integrate the Gmail automation into your playbook to ensure the prompt creation of a new email draft in Gmail for every form submission in Tally. Add a new step and select "Create draft" from the list of Gmail automations.

Connect Gmail to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Tally to automatically pass along the right data.

4

Turn on the playbook

Activating your playbook is the final step to automate creating an email draft in Gmail for every new form submission in Tally. Once turned on, it will respond to new form submissions in Tally by creating an email draft in Gmail 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 sent correctly.

Get started with Relay.app

Sign up now and get started with your playbook today