BacklogとOutlookの連携イメージ
How to Integrate Applications

2024/07/08

How to integrate Backlog with Outlook and add the content of emails received in Outlook as tasks in Backlog

a.ohta

OutlookのメールをBacklogに手作業で追加するの、面倒に感じていませんか?
「毎回コピペするのが手間…」「課題に追加し忘れた…」なんてこと、ありますよね。
でも、OutlookとBacklogを連携させれば、受信メールを自動で課題化できるんです!
これなら、手入力の手間がなくなり、抜け漏れも防げます。
さらに、チーム全体で情報共有がスムーズに!
今回は、ノーコードツールを使って簡単にOutlookとBacklogを連携する方法をご紹介します。
業務効率をグンと上げる自動化、試してみませんか?

こんな方におすすめ

  • BacklogとOutlookでの業務効率化を考えている方。
  • Outlookで受信したメールをBacklogに登録したい方。
  • OutlookとBacklogを連携して課題の作成漏れを防ぎたい方。

今すぐに試したい方へ

本記事ではノーコードツール「Yoom」を使用した連携方法をご紹介します。
難しい設定や操作は必要なく、非エンジニアの方でも簡単に実現できます。
下記のテンプレートから今すぐに始めることもできるので、ぜひお試しください!

Benefits of Integrating Backlog and Outlook

1. Project management becomes easier!

With automatic task generation, managing multiple projects simultaneously becomes more manageable.
Additionally, you can view a list of tasks added from your email history without switching between different apps like Backlog and Outlook, making it easy to know when each task was added!

2. Efficiency increases!

If emails received in Outlook are directly added as tasks, you can save time by eliminating the need to manually enter tasks on the Backlog page.
This also reduces the chances of forgetting to add tasks!

3. Enables information sharing across the team!

You can quickly grasp which tasks the team is working on from the Outlook email history.
Understanding the progress of projects other than your own makes it easier to comprehend the overall phase the team is in!
This can also facilitate smoother communication.

What can be automated by integrating Backlog and Outlook?

1. Automatically create tasks!

Emails received in Outlook can be directly created as tasks in Backlog.
This saves the effort of translating email content into tasks and manually entering them into Backlog!
Isn't task creation often postponed? Automation can prevent human errors that lurk in the process of checking and entering.

2. Manage task deadlines!

You can set deadlines when automatically generating tasks.
Whether it's a regular task, a high-priority task, or an urgent task, you can automatically set deadlines, allowing you to work on tasks with a time limit in mind!

3. Notify when a task is completed!

When a task is completed, you need to report it to team members by marking it as "completed" in Backlog.
By integrating Backlog and Outlook, you can receive automatic notifications in Outlook when a task is completed.
This eliminates the need to report manually and allows you to grasp the project's progress without checking Backlog!

How to Integrate Backlog and Outlook Without Coding

Now, let's create a flowbot that "adds the content of emails received in Outlook as tasks in Backlog."
Using the domestic no-code tool Yoom, even those without programming knowledge can easily automate flows!

Register for Yoom here. You can sign up in just 30 seconds!

Official documentation about Yoom is here. Please take a look!

This time, instead of creating a flowbot from scratch, we'll use a pre-built template.
Yoom offers various templates, so you can quickly create the desired flowbot without coding!
Once you've registered with Yoom, click the banner below to proceed.

Next, let's integrate Yoom with each app.
This is called "My App Integration". My App Integration is very easy!

My App Settings for Backlog and Outlook

Click on the template banner, and you'll find a "Try this template" button at the bottom of the screen. Click it.
This will take you to a page called "My Project", where you can select "My Apps" from the menu on the left side of the screen!

     ↓

Click on "Create New" at the top right! Enter "Backlog" in the search box, and the Backlog icon will appear, so click on it.
A page to enter the domain will be displayed, so enter it and press add...

     ↓

You will transition to a screen like the one above, so press "Allow".
Once you return to the Yoom screen, the registration of the Backlog My App is complete!

     ↓

Next is the integration with Outlook.

The My App integration for Outlook is completed instantly if you are logged into Microsoft 365, so make sure to log into Microsoft 365 in advance.

     ↓

Just like with Backlog, search for "Outlook" from My Apps.
The Outlook icon will appear, so click on it. The screen will not change... the integration will be completed in a few seconds. It's really fast!

With these two apps now integrated with Yoom, let's move on to creating a Flowbot!

Setting Up Outlook Triggers

First, let's send an email to the Outlook that will be integrated with Backlog, as it will be needed for testing.
Make sure the email content is the same as when you actually add a task! For simplicity, I've done it as follows:

Once you have sent the test email, click on "Add the contents of the email received in Outlook as a task in Backlog" from My Projects on the left side of the screen!
Press edit in the top right corner.

     ↓

Press "When an email is received" on the Outlook icon.
Since the necessary fields are pre-filled by using the template, just click Next!

     ↓

Specify the email folder ID. You need to enter the Outlook email folder ID used in this flow, but you can simply select it from the list that appears when you click inside the box.
Thanks to the My Apps integration, it's so easy to set up. Isn't it amazing!

     ↓

After selecting the email folder ID, press the test button just below.
‍If you see the blue "Success" message, press save and proceed to the next step.

Backlog Settings

Click on "Add Task" on the Backlog icon!
You will move to a screen to select the linked account and action, but as before, the necessary fields are pre-filled, so just press Next.

     ↓

You will then move to a screen like the one above.
Various fields are already filled in, but these are for the template, so you need to change the content.

That said, you can either click inside the box to select from the list or copy and paste from Backlog!
The task details are set to register the email body as is, so be careful there.

Once you've finished entering, press the test button below. Then...

It's added to Backlog!

This concludes the creation of the flow bot. Thank you for your hard work!

Integration of Backlog and Outlook [Advanced]

By using templates, the required fields are minimized, making it very easy to create a flowbot.
Since the framework is already completed, you can save the effort of thinking about the flow from scratch, which is a huge advantage!
Yoom offers many templates in addition to the one used this time. If you find something interesting, please give it a try.

For example, how about instantly adding bug inquiries to Backlog and notifying on Slack?

Triggering the addition of tasks to Backlog to create a folder in Google Drive...

You can also change the folder name to match the updates to the Backlog tasks.

With Yoom, you can digitize documents without code, add them to Microsoft Excel, and send them via Outlook!

There is also a flow bot that utilizes Outlook's calendar feature.

When you look for them, there should be many detailed flows that seem automatable and flows that clearly lead to time savings.
As you think about whether there are any automatable flows in the tasks you face daily, please take a look at our template gallery!

Click here for the template gallery

Efficiency improved by integrating Backlog with Outlook!

The flow of checking emails in Outlook while adding tasks to Backlog is a quick job but can be tedious and often gets postponed.
Isn't it these kinds of detailed work flows that are suitable for automation?

Moreover, by integrating Outlook, a communication tool, with Backlog, you can thoroughly share information with the entire team.
This will improve efficiency and ensure the project proceeds smoothly.

It's great to be able to use time efficiently and increase productivity through automation!
Take this opportunity to create a Flowbot with Yoom!

探してみると、自動化できそうな細かいフローや、明らかに時間短縮につながりそうなフローはたくさんあるはずです。
日々向き合うタスクの中に自動化できそうなフローがないか思い浮かべながら、ぜひテンプレートギャラリーをご覧くださいませ!

テンプレートギャラリーはこちら

BacklogとOutlookを連携するメリットとは

1.プロジェクト管理が楽になる!

課題が自動で生成されることにより、複数のプロジェクトを同時進行している場合でも管理がしやすくなります。
また、BacklogとOutlookの異なるアプリを移動しなくてもメールの受信履歴から追加した課題を一覧で見ることができるため、どの課題がいつごろ追加されたのか容易に知ることが可能です!

2.効率が上がる!

Outlookで受信したメールがそのまま課題として追加されれば、Backlogのページを開き手動で課題を入力するというフローがなくなるため、時間の節約ができるようになります。
これなら、課題に追加し忘れるミスも減りますよね!

3.チーム全体で情報共有が可能になる!

Outlookの受信履歴からチームとしてどの課題にとりかかっているのかすぐに把握できます。
自分が担当しているプロジェクト以外の動向も把握できるため、チームが全体がどういったフェーズにいるのか理解しやすくなるでしょう!
これによりコミュニケーションが円滑に運ぶ効果も期待できます。

BacklogとOutlookが連携すると何を自動化ができるのか?

1.課題を自動で作成する!

Outlookに受信したメールをそのままBacklogの課題として作成できるようになります。
これによりメールで届いた内容を課題に落とし込んだり、Backlogに手動入力したりする手間が省けますね!
課題の作成はつい後回しにしがちではありませんか?確認→入力という手間の間に潜むヒューマンエラーも、自動化をすることにより防げるでしょう。

2.課題の期限を管理する!

課題を自動生成する際に期限の設定が可能です。
普通のタスクはもちろん、重要性の高いタスクや急ぎのタスクであっても自動で期限を設定できるため、タイムリミットを意識しながら課題を進めていくことができます!

3.課題をクリアしたら通知する!

課題をクリアした際はBacklogで状態を「完了」にしますが、それをチームメンバーに報告する必要がありますよね。
BacklogとOutlookを連携すれば、課題完了に合わせてOutlookへ自動通知が届くようになります。
自動で通知が来ることにより報告をする手間がなくなりますし、Backlogを確認しにいかなくてもプロジェクトの進行具合を把握できるようにもなりますね!

BacklogとOutlookを連携したら効率がアップした!

Outlookでメールを確認しつつBacklogに課題を追加するというフローは、すぐに終わる仕事だけれども地味であり、つい後回しにされがちなタスクとも言えます。
こうした細かい業務フローこそ自動化に向いているのではないでしょうか。

また、コミュニケーションツールであるOutlookをBacklogと連携することによりチーム全体で情報をくまなく共有できるようになります。
そうすれば効率がアップし、プロジェクトが円滑に運びますよね。

自動化したら時間を効率的に使えて生産性がアップするなんて最高です!
ぜひこの機会にYoomでフローボットを作成してみましょう!‍

The person who wrote this article
a.ohta
After working as a general store manager, I started working from home as an SEO writer. Later, an outsourcing agreement was signed with a marketing startup for about 5 years. Surrounded by students at the University of Tokyo, I held a computer and spent my days studying various business terms and how to use SaaS tools. When I was a general store manager, time was taken over and over again by office work such as sales and inventory management, human resource management, and ordering, etc., and I was unable to serve customers and often missed sales times. Even when outsourcing, there are many detailed tasks such as input, etc., and “can't such monotonous tasks be automated?” I thought so, and I really sympathize with Yoom's vision!
Tags
Automation
Integration
Backlog
Outlook
Notification
Task Management
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
Helpful Materials
I understand Yoom! 3-piece set of materials
Download materials
Understand in 3 minutes! Yoom service introduction materials
Download materials
Find out by Before After! Yoom Case Study Collection
Download materials
See a list of useful materials