How to send an email in Outlook for new SmartSuite records is an automation tool that lets you automate actions across Outlook Mail, SmartSuite, and many other apps. In this guide, we'll show you how to automatically run the “send email” action in Outlook Mail for each record added in SmartSuite using
SmartSuite logoSmartSuite > Outlook Mail
Last triggered
SmartSuite logoRecord added
Outlook Mail logoSend email

Add the SmartSuite trigger

Every playbook starts with a trigger. This trigger detects all new records that has been added in SmartSuite.

Click "Add trigger" and select "Record added" under SmartSuite. Then, select the table. If this is your first time using a SmartSuite integration in Relay, you'll be prompted to connect your SmartSuite account.

Now, every time a record is added in SmartSuite, your playbook will run automatically and proceed to complete the automation.


Add the Outlook "Send email" automation

Now you can automate sending an email to your new customers through Outlook from all the new records in SmartSuite. Add a new step and select "Send email" from the list of Outlook automations.

Connect Outlook to Relay if you haven't already, then fill out the necessary details. You can reference fields from SmartSuite to automatically pass along the right data.


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 a record is added in SmartSuite. You can also click "Check now" to do a manual check whenever you'd like.

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