・
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, which can be used for project team progress management.
・Those who use Outlook to send and receive emails or manage schedules
・Those who find sending routine emails cumbersome
・Those who want to quickly share information about completed tasks or 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, please 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 window.
*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!
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 it up immediately, click "Try it out".
By using the Outlook API, you can automatically create and send emails in conjunction with the movements 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 yourself, team members, or other internal stakeholders, you can prevent oversights in data registration and updates or use them for instructions in 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 it according to the purpose of your business.
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 like quotations, invoices, or contracts that need to be issued at specific times, please refer to the following template.
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, you can automatically complete the creation of attachments and sending of emails within the app that manages your information. This helps prevent risks such as missed, delayed, or misdirected emails.
With Yoom's schedule trigger, you can send recurring emails on a set schedule, such as daily, weekly, or monthly. Use this feature for routine work reminders, notifications of task information obtained from schedule management tools, or for creating and sending monthly closing invoices when regular email sending is required.
When an email is received, the information contained can be automatically synced 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. This can lead to reduced working time, faster information sharing, and prevention of 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 database entries, other schedulers, and SFA updates. By using the Outlook API, you can automate the management 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 synchronize schedules registered in Outlook with other calendar tools or 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 with other app APIs, and examples of its application. 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 advance automation to improve work efficiency.
.avif)
.avif)
.avif)
