Guide

How to create new SmartSuite records from new Outlook emails

Learn how to set up a Relay playbook that effortlessly saves received emails in Outlook to a new record in SmartSuite, enhancing your record-keeping and organization without extra manual effort. Whenever you receive a new email in Outlook that matches your selected filter, a new record will be created in SmartSuite instantly.
Outlook logoOutlook > SmartSuite
Trigger
Last triggered
Outlook logoEmail received
SmartSuite logoCreate record
1

Add the Outlook trigger

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

Click "Add trigger" and select "Email received" under Outlook. You can then select "specific Emails only" and apply a filter e.g. select sender, recipient, and message contents (the word "security" in this example) as your triggers. If this is your first time using an Outlook integration in Relay, you'll be prompted to connect your Outlook account.

Now, every time you receive an email in Outlook that matches your filters, your playbook will run automatically.

2

Add the SmartSuite "Create record" automation

Now all new emails received in Outlook that contain the word "security" will automatically create a new record in SmartSuite. Add a new step and select "Create record" from the list of SmartSuite automations.

Connect SmartSuite 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.

3

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

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