How to send an email in Outlook for new SmartSuite records

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.

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.

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.