When you have to complete predetermined tasks at set times every day, preparation and resource management are crucial. As a result, you might find yourself pressed for time or needing to interrupt your work. To solve these issues, we introduce an app integration that allows you to automatically send emails at predetermined times every day. This integration enables automated email sending using Outlook, reducing workload and improving efficiency. We highly recommend it for those looking to enhance their productivity. Please make use of it.
Recommended for
Those who send emails at set times using Outlook
Those who want to automate routine tasks of sending emails at set times with Outlook
Leaders who encourage task management and routine work through emails
Teams with data that needs to be checked by members at least once a day, such as goal confirmations
For those who want to try it immediately
This article introduces the integration method using the no-code tool "Yoom". No complex settings or operations are required, making it easy for non-engineers to implement. You can start right away using the template below, so please give it a try!
Send an email at a specified time every day in Outlook
This is a flow bot that automatically sends emails with Outlook at a fixed time every day. Please use it for sending standard emails such as internal notifications.
Now, let's explain how to "send an email at a specified time every day using Outlook" with the no-code tool Yoom.
How to Send an Email at a Specified Time Every Day Using a Schedule Trigger in Outlook
First, activate Yoom's schedule trigger on the specified day and time. Then, using Outlook's API, you can send a pre-created message from Outlook. Generally, programming knowledge is required to achieve such integration, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.
The integration flow this time is broadly divided into the following processes.
Integrate Outlook with My Apps
Set up Yoom's schedule trigger activation
Set up sending from Outlook
Turn on the trigger button and confirm the integration operation between the schedule trigger and Outlook
Step 1: Integrate Outlook with My Apps
After completing the registration with Yoom, select "My Apps" from the menu on the left.
Next, click the new connection button at the top right.
Integration of Outlook and Yoom
1. Log in Log in to Microsoft365. By logging into Microsoft365, the integration with My Apps will be completed quickly.
*Note: If you are not subscribed to the general corporate plan (Microsoft365 Business) for Microsoft365 (formerly Office365), authentication may fail.
2. Search
Click the Outlook icon.
3. Integration Complete
The screen will switch immediately. If the above display appears, the integration is complete.
Step 2: Copy the Template
Next, please copy the template to be used this time.
Send an email at a specified time every day in Outlook
This is a flow bot that automatically sends emails with Outlook at a fixed time every day. Please use it for sending standard emails such as internal notifications.
1. Click "try it" on the top banner 2. If you haven't registered with Yoom yet, please register ※ If you have already registered, the login screen will be displayed, so please log in.
Since you will transition to a page like the image, let's proceed with detailed settings.
Step 3: Setting to Activate Schedule Trigger
1. Select App Trigger
Click "When the specified schedule is reached". Since the title and other settings are complete, please scroll down.
2. Set the Trigger
Set the time to activate every day. In the image, it is set to activate at 10 AM every day. If you have any preferences, you can change it as desired, so please specify the time and date. Once the settings are complete, press save.
Step 4: Setting to Send from Outlook
1. Integrate with the App
Select "Send Email" from the Outlook icon. Scroll down.
2. Set Required Items
Set each item.
Enter any text for the subject and body.
Also, enter any recipient for the destination. Once the settings are complete, press next.
【Supplementary Information】 By utilizing Yoom's data connect feature, it is possible to reuse recipients from other app databases.
By performing data connect, you can insert addresses already stored in Yoom's database with a click. For more information on Yoom's data connect, please check About Data Connect Feature.
3. Confirm Created Email
When you move to the next page, a confirmation screen for the created email will be displayed as shown in the image. If you want to perform a test send, click the "Test Button". ※ Please note that the email will actually be sent.
Finally, click save.
4. Turn ON the Trigger
When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.
Flowbot template used this time Send an email with Outlook at a specified time every day
Send an email at a specified time every day in Outlook
This is a flow bot that automatically sends emails with Outlook at a fixed time every day. Please use it for sending standard emails such as internal notifications.
In addition to the flow introduced this time, you can achieve various business automations by using Outlook's API. All of them can be used with simple settings, so if you find something interesting, please give it a try!
Send an email in Outlook when a row is added or updated in Google Spreadsheets
When information is added or updated in Google Spreadsheets, send an email in Outlook quoting the content to facilitate information sharing.
Send an email in Outlook when a row is added in Google Sheets.
Issue documents in Microsoft Excel using information from input forms and send them via Outlook
There is no need to manually transfer data to Microsoft Excel and issue PDFs; all processes can be carried out automatically just by filling out the form.
Create an invoice from a Microsoft Excel template and send it via Outlook.
■Overview ・Using the content entered in the form, a document will be issued using an Excel quotation template. ・The issued document will then be sent to the recipient via email. ・In addition to Excel, documents can also be issued using Google Sheets and Google Docs.
■Preparation ・Prepare a template document (Excel) for issuing documents.
■Excel currently in use (view-only access. Please copy if you wish to use it) https://yoominc-my.sharepoint.com/:x:/g/personal/demo_yoominc_onmicrosoft_com/EVC6m0E6HSlNmdXypTevGXEB1fgCihZnzjGnTgAbsWqTsw?e=nOQHGw
■Creation Method ①Create a new Flowbot and select 'Create from scratch'.
②Select the form trigger from the triggers, configure the following settings, and save. ・Form Title: Assign a title of your choice. This title will be displayed to respondents. ・Each Question Item: Set the information required for document issuance and sending emails to the recipient. ※You can add more questions by pressing 'Add Question'. ・Acquired Values: On the next page, you can input demo values for the questions you set. Enter demo values as they will be used in later tests. ※For form setting methods, please refer here. https://intercom.help/yoom/en/articles/8009267
③Press the '+' mark, select Excel from the operation to issue documents, configure the following settings, and test/save. ・File Storage Location: Select OneDrive or SharePoint where the target Excel is stored. ・Drive ID/Site ID: Select the drive ID for OneDrive or the site ID for SharePoint. ・Item ID: Click and select the Excel template you want to issue from the candidates. ・File Name (Optional): If the item is not displayed in the item ID, enter the file name here and select the item ID again. ・Folder ID for Storage: Select the folder ID to store after issuing the document from the candidates. ・Folder Name for Storage (Optional): If the item is not displayed in the folder ID, enter the folder name here and select the folder ID again. ・Output File Name: Set a file name of your choice. You can also embed the values acquired in ②. (Embedding Output) ・String to Replace: Embed the values acquired in ② for the corresponding string. ※For operation settings to issue documents, please refer here. https://intercom.help/yoom/en/articles/8237765 ※For embedding output, please refer here. https://intercom.help/yoom/en/articles/8223528 ※If the site ID is not displayed in SharePoint, please refer here. https://intercom.help/yoom/en/articles/9003081
④Press the '+' mark, select any email tool from the operation to send emails, configure the following settings, and save. ・To: Click the field and embed the address acquired in the trigger of ②. ・Subject/Body: Enter values of your choice. You can also embed the values acquired in ② as before. ・Attachment: Press 'Add Attachment', use the output, and select the issued document from the candidates. ・Test: You can check the reflected content on the next page and conduct a test. (Please note that it will actually be sent)
■Notes ・Pre-registration (integration) with the app to be used is required. Below is a reference guide for integration. ※There may not be a detailed guide available for apps that can be integrated simply. https://intercom.help/yoom/en/collections/3041779
This is a flow to store survey results received in Outlook into Google Sheets.
■Notes ・Please connect both Outlook and Google Sheets to Yoom. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval may vary depending on your plan. ・Microsoft365 (formerly Office365) has home plans and business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the business plan. ・AI operations are features available only in the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations set in the flowbot will result in errors, so please be aware of that. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
This is a flow to store survey results received in Outlook in Microsoft Excel.
■Notes ・Please link both Outlook and Microsoft Excel with Yoom. ・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・AI operation is a feature available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operation of the flow bot will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan can have a free trial for 2 weeks. During the free trial, you can use restricted applications and AI features (operations). ・Microsoft365 (formerly Office365) has Home Plan and Business Plan (Microsoft365 Business). Authentication may fail if you are not subscribed to the Business Plan.
This is a flow to store the survey results received in Outlook into Salesforce.
■Notes ・Please integrate Yoom with both Outlook and Salesforce. ・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval differs depending on the plan. ・Microsoft365 (formerly Office365) has plans for both home and business (Microsoft365 Business), and authentication may fail if you are not subscribed to the business plan. ・AI operations are only available with the Team Plan and Success Plan. For Free Plan and Mini Plan users, the flowbot operations will result in an error, so please be careful. ・Paid plans like Team Plan and Success Plan can be tried for free for 2 weeks. During the free trial, you can use restricted apps and AI features (operations).
Automatically reply to emails from Outlook when a specific operation is performed
Since the details of the operation will be sent to the specified email address in Outlook, you will be able to respond to customer inquiries more quickly.
Notify in Outlook when a ticket is created in Zendesk
■Overview When an inquiry is submitted from a form on a website created with Wix, opening Outlook for each one to manually compose and send a reply email can be a time-consuming task. There is also a risk of delayed responses or sending errors. By using this workflow, you can automatically send an email with preset content from Outlook triggered by a submission to a Wix form, enabling reliable first responses and helping improve customer satisfaction.
■Recommended for ・Those who operate a site on Wix and spend a lot of time handling inquiries from forms ・Staff who feel manual template email replies using Outlook are inefficient ・Those who want to automate the first response to leads from forms
■Notes ・Please connect Yoom with both Wix and Outlook. ・Wix outputs can be obtained via JSONPath. For retrieval methods, please see the link below. https://intercom.help/yoom/en/articles/9103858 ・Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail.
Document data received in Outlook is read using OCR, and the file name is updated and stored
Document data received in Outlook is renamed to match the content and automatically uploaded to a specified folder, improving the accuracy of data management.
Read the document data received in Outlook using OCR, update the file name, and store it in Box.
■Overview The workflow 'When you receive an email in Outlook, categorize its importance using AI and notify Slack' is a business workflow to streamline email management and quickly share important information.
■Recommended for - Business persons who primarily use Outlook and spend significant time on email management - Leaders or managers who want to quickly share important information within the team - IT personnel who want to automate email importance assessment to improve work efficiency
■Notes - Please connect both Outlook and Slack with Yoom. - Microsoft365 (formerly Office365) has both home plans and general corporate plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general corporate plan. - 'Switching destinations' is a feature (operation) available in Mini Plan or higher. If you are on a Free Plan, operations set in the flow bot will result in an error, so please be careful. - Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). - Triggers can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. - The minimum trigger interval varies depending on the plan, so please pay attention.
■ Overview The flow 'When an email is received in Outlook, classify its importance using AI and add it to Microsoft Excel' aims at improving email management efficiency and organizing data.
■ Recommended for - Business professionals who receive many emails in Outlook and spend time sorting important ones. - Administrative staff who want to manage email importance in Microsoft Excel but find manual tasks cumbersome. - Small business owners seeking to automate email management and data organization for operational efficiency. - IT personnel who wish to accurately identify email importance using AI and optimize business processes.
■ Notes - Please connect Outlook and Microsoft Excel with Yoom. - Microsoft365 (formerly Office365) has home and general corporate plans (Microsoft365 Business), and authentication may fail if not subscribed to the corporate plan. - 'Switch the progression path' is a feature (operation) available on plans above the mini-plan. Operations of flow bots set on free plans will result in errors, so please be careful. - Paid plans such as the mini-plan offer a two-week free trial. During the free trial, you can use restricted apps and features (operations). - Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. - Note that the shortest activation interval varies depending on the plan. - For setting operations that manipulate Microsoft Excel databases, please refer to the following. https://intercom.help/yoom/ja/articles/9003081
■Overview The flow 'When an email is received in Outlook, categorize its importance using AI and notify Microsoft Teams' is a workflow to streamline email management.
■Recommended for: ・People who use Outlook to manage a large volume of emails and want to quickly identify important emails ・Those who wish to utilize Microsoft Teams for smooth information sharing within their team ・Business persons looking to reduce time spent on email management and improve operational efficiency ・Individuals wanting to leverage AI or automation tools to reduce daily workloads ・Those overwhelmed by a high volume of emails and wishing to automate priority settings
■Notes ・Please integrate both Outlook and Microsoft Teams with Yoom. ・Microsoft365 (formerly Office365) offers both personal and business plans (Microsoft365 Business). Authentication may fail if you are not subscribed to a business plan. ・'Switch Destination' is a feature (operation) available on plans of Mini Plan or above. In the Free Plan, the operation set in the flow bot will result in an error, so please be careful. ・Paid plans like the Mini Plan offer a 2-week free trial. During the trial, you can use apps and features (operations) that are typically restricted. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies by plan.
Benefits and Examples of Schedule Triggers and Outlook Integration
Benefit 1: Reduces Workload
By implementing this app integration, it becomes possible to automatically send template emails from Outlook at specified days and times. This should reduce the effort and burden associated with routine tasks. For example, when performing routine tasks at specified times, daily resource management becomes important. Because routine tasks must be performed, there may be times when you cannot attend to other work. By implementing this app integration, such burdens may be reduced. It is expected that the effort of tasks will be reduced, making work easier than before.
Benefit 2: Enables Employee Reminders
Since template emails can be automatically sent from Outlook at specified days and times, it can also be used for purposes such as reminders. For example, if Outlook is implemented company-wide, content that needs to be shared with all employees can be sent at specified times. It is possible to send emails at the timing of daily morning meetings or to alert employees on Fridays if there is weekly data to be finalized. If employees are less likely to forget tasks, the overall efficiency of work may improve.
Benefit 3: Avoids Sending Errors
By implementing this app integration, it should be possible to avoid mistakes such as forgetting routine tasks. For example, if emails are sent at specified days and times for reminder purposes, forgetting to send them could disrupt the tasks that need to be reminded. Additionally, there may be times when you are too busy to send emails at the same time. However, with this integration, emails can be sent automatically, potentially preventing errors such as missed sends. This app integration might be effective in ensuring routine tasks are performed reliably.
Conclusion
This integration may offer benefits in creating a more manageable work environment. By automating email sending that must be done at specified times every day, the effort of creating emails should be alleviated. Additionally, there may be no need to adjust resources for performing routine tasks, potentially reducing the workload. Yoom allows app integration without the need for programming, making it easy to try. Please feel free to use the trial to check the usability and make use of the templates.
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
After working as a manager at a general store, I began working from home as an SEO writer. Later, I entered into a freelance contract with a marketing startup for about five years. Surrounded by University of Tokyo students, I spent my days learning various business terminologies and how to use SaaS tools. During my time as a store manager, I was often overwhelmed by administrative tasks such as sales and inventory management, personnel management, and ordering, which frequently prevented me from engaging with customers and caused me to miss sales opportunities. Even during my freelance work, I found myself bogged down with repetitive tasks like data entry and often thought, "Can't these monotonous tasks be automated?" Therefore, I strongly resonate with Yoom's vision!
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