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By using the Outlook API, you can create and send emails, retrieve data from emails and email folders, move and delete emails, and more.
For example, by integrating with other app APIs, you can send emails when a database is registered or updated.
Additionally, you can notify chat tools of received emails or register tasks in project management tools.
You can also manipulate calendars using the Outlook API.
You can retrieve, create, update, and delete events, and synchronize events registered in your calendar with other calendars or databases to use them for project team progress management.
・Those who use Outlook for sending and receiving emails and managing schedules
・Those who find sending template emails cumbersome
・Those who want to quickly report work completion or share information about received emails
・Those considering integrating Outlook with project management tools
This time, we will use a service called Yoom to utilize the Outlook API without coding.
[What is Yoom]
If you are already using Yoom, make sure to log in.
※Microsoft 365 (formerly Office 365) has plans for home use and general business use (Microsoft 365 Business). If you are not subscribed to the general business plan, authentication may fail.
1. After selecting "My Apps" from the left menu, click "+ New Connection" on the right side of the screen.
2. Select Outlook from the new connection candidates in My Apps and integrate it.
※You can narrow down the candidates by entering the app name in the search box.
※If you are not logged into Microsoft 365, a login screen will appear.
The integration is now complete. You can now use the API provided by Outlook from Yoom!
Yoom offers many "Flowbot Templates" that you can easily use by simply copying them. For more details on Flowbots, please watch the video below.
From here, we will introduce templates for each actual use case and recommended job type.
Click on the banner of the template you want to automate or are interested in to connect to each introduction page.
If you want to start setting up immediately, click "Try it out."
By using the Outlook API, you can automatically create and send emails in conjunction with the actions of apps used in tasks such as information registration and updates in databases, task registration and updates in project management tools, application and approval in workflow systems, contract conclusion in electronic contract systems, and responses to web forms.
By sending emails to internal stakeholders such as yourself or team members, you can prevent overlooking data registration and updates or use them for instructions for subsequent tasks. Adding notifications in chat tools can also improve the accuracy of information sharing. Examples of email settings for external use include notifying customers of the start of transactions after internal review completion and providing information to leads. You can freely set the recipients and content, so customize them according to the purpose of your work.
By incorporating document issuance actions, you can create documents using pre-made templates or features from other apps, and send them as email attachments. If you have documents such as quotes, invoices, or contracts that need to be issued at specific times, please refer to the following templates.
Using the Google Chrome extension, you can select target data from the app's management screen and send emails. For example, you can send a thank-you template email from a customer database or create and send quotes and invoices when registering order information in an SFA.
Without logging into Outlook to enter contacts or compose messages, the creation of attachments and sending of emails are automatically completed within the app that manages the information. This helps prevent risks such as missed, delayed, or misdirected emails.
With Yoom's schedule trigger, you can send recurring emails on a fixed schedule such as daily, weekly, or monthly. Use this feature when you need to send regular emails, such as reminders for routine work, notifications of task information obtained from schedule management tools, or the creation and sending of monthly closing invoices.
When an email is received, the information contained can be automatically synchronized with other apps. This allows for notifications in chat tools, task registration in project management tools, adding records to databases, and saving attachments to cloud services. It is expected to reduce working time, speed up information sharing, and prevent transcription errors. Additionally, by using Yoom's AI operations or integrating with apps equipped with AI features, information extraction and summarization can be performed.
You can register and update Outlook events in conjunction with the registration and updating of databases, other schedulers, SFA, and more. By using the Outlook API, you can automate the manipulation of events not only for yourself but also for other specified users. This can be useful when managing the schedules of subordinates as a project team leader or department manager.
You can automatically sync schedules registered in Outlook with other calendar tools and databases for management. This can be useful if you are using multiple calendar tools for different tasks or projects, or if you want to check schedules in a database for project progress management.
This time, we introduced what can be done using the Outlook API, how to integrate it with other app APIs, and examples of its use. The Outlook API enables a wide range of tasks, such as automatic email sending, data synchronization of received emails, and schedule synchronization with other apps. Email and schedule management are important for both front and back offices, so you will likely find a way to use it that suits your tasks and department. With Yoom, setup is easy. Register and proceed with automation to improve work efficiency.
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