Guide

How to send an email in Outlook for new SmartSuite records

Learn how to set up a Relay playbook to stay organized and efficient by integrating your Microsoft Outlook and SmartSuite apps. Whenever a new record is added in SmartSuite, an email will be sent in Outlook instantly.
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1

Create your playbook

To automate this workflow, you'll create a Relay playbook that runs automatically every time a record is added in SmartSuite.

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

2

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.

3

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.

4

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.

Get started with Relay.app

Sign up now and get started with your playbook today