Guide

How to send an email via Outlook for newly created Airtable records

Streamline communication by automatically sending emails from Outlook when new records are created in Airtable. This guide makes it easy to connect and automate these popular tools.
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1

Add the Airtable trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and responds to your playbook.

Click "Add trigger" and select "Record created" under Airtable. Then select a table you want to monitor. If this is your first time using an Airtable integration in Relay, you'll be prompted to connect your Airtable account.

Every time a record is created in Airtable, your playbook will run automatically.

2

Add the Outlook "Send email" automation

Now, you can send an email using Outlook. 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 details like the recipient, CC, BCC, subject, body, and attachments. You can reference fields from Airtable to pass along the correct data automatically.

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

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