How to Send Emails at a Specified Time Every Day with Outlook

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

Try it

---

◼️Overview‍

This is a flow bot that automatically sends emails at a set time every day using Outlook.

Feel free to change the email content and use it for sending routine emails such as internal notifications.

‍

◼️Notes

‍・Please use it by integrating Microsoft Outlook with Yoom.

・You can freely set the time to activate the flow bot and the email content.

・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

See details Try it

[What is Yoom]

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

Try it

---

◼️Overview‍

This is a flow bot that automatically sends emails at a set time every day using Outlook.

Feel free to change the email content and use it for sending routine emails such as internal notifications.

‍

◼️Notes

‍・Please use it by integrating Microsoft Outlook with Yoom.

・You can freely set the time to activate the flow bot and the email content.

・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

See details Try it

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

Try it

---

◼️Overview‍

This is a flow bot that automatically sends emails at a set time every day using Outlook.

Feel free to change the email content and use it for sending routine emails such as internal notifications.

‍

◼️Notes

‍・Please use it by integrating Microsoft Outlook with Yoom.

・You can freely set the time to activate the flow bot and the email content.

・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

See details Try it

Other Automation Examples Using Outlook

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.

Try it

---

■Overview

This is a flow that sends an email via Outlook when a row is added in Google Sheets.

‍

■Recommended for‍

1. Those who use Google Sheets for work

・Leaders who add comments to shared sheets to improve information accuracy

・Field workers who edit sheets while on the go

‍

2. Those who use Outlook for work

・Those who use Outlook email as their main communication tool

・Administrative staff who manage schedules using the calendar

‍

■Benefits of using this template

Google Sheets is an effective tool for smooth information sharing within a team.
However, creating an email in Outlook every time information is added to Google Sheets can cause delays in information sharing.

This flow is effective for those who want to ensure that added information is communicated within the team.
When information is added to Google Sheets, it is quoted and sent via email in Outlook to facilitate smooth information sharing.
Additionally, sending emails with quoted content helps maintain the accuracy of the shared information.

‍

■Notes‍

・Please integrate Google Sheets and Outlook with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.

See details Try it

Send an email in Outlook when a row is updated in Google Sheets.

Try it

---

■Overview

This is a flow that sends an email via Outlook when a row is updated in a Google Spreadsheet.

‍

■Recommended for‍

1. Those who utilize Google Spreadsheets for business

・Sales assistants adding information about client companies

・Leaders adding Q&A directly to the information using the comment feature

‍

2. Those who utilize Outlook for business

・Those who use Outlook emails as their main means of communication

・Administrative staff managing schedules using the calendar

‍

■Benefits of using this template

Google Spreadsheets are effective as a tool for centrally managing information related to project progress.
However, manually notifying every update in Google Spreadsheets can be a source of stress.

This flow is effective for those who want to create an environment where team members can work without stress.
By automatically sending an email notification to the person in charge when there is an update in Google Spreadsheets, it reduces the communication effort.
Additionally, by entering the content quoted in the email, it prevents errors from manual input.

‍

■Notes‍

・Please integrate both Google Spreadsheets and Outlook with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

See details Try it

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.

Issue a contract using a Microsoft Excel template with the information from the input form and send it via Outlook.

Try it

---

◼️Overview‍

This is a flow bot that automatically creates PDFs of contracts such as application forms from Excel templates using the information entered in the input form.

You can freely create contracts using any Microsoft Excel template.

The created contracts are automatically sent via Outlook email.

‍

◼️Notes‍

・Please integrate Microsoft Excel and Outlook with Yoom.

・Prepare the contract template in Excel Online.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

See details Try it

When a response to the quote is submitted in the form, issue a quotation using Microsoft Excel and send it via Outlook email.

Try it

---

■Overview

Using the content entered in the form, documents are issued using an Excel quotation template.

After that, the issued documents are sent to the recipient via email.

Document issuance can be done not only with Excel but also with Google Sheets and Google Docs.

‍

■Preparation

・Prepare a template document (Excel) for issuing documents.

‍

■Excel currently in use (view-only access. Please make a copy if you wish to use it)

https://yoominc-my.sharepoint.com/:x:/g/personal/demoyoominconmicrosoft_com/EVC6m0E6HSlNmdXypTevGXEB1fgCihZnzjGnTgAbsWqTsw?e=nOQHGw

‍

■Creation Method

① Create a new Flowbot and select "Create from scratch".

② Select the form trigger from the triggers, configure the following settings, and save.

・Form Title: Give it a title of your choice. This title will be displayed to respondents.

・Each question item: Set the information necessary for issuing documents and sending emails to the recipient. *You can add more questions by clicking "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 instructions on setting up the form, please refer here. https://intercom.help/yoom/ja/articles/8009267

③ Click the plus sign, select Excel from the operations 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 documents from the candidates.

・File name (optional): If the item does not appear 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 does not appear in the folder ID, enter the folder name here and select the folder ID again.

・Output file name: Set an arbitrary file name. You can also embed the values obtained in step ②. (Embedding output)

・String to be replaced: Embed the values obtained in step ② for the corresponding string.

*For instructions on setting up the operation to issue documents, please refer here. https://intercom.help/yoom/ja/articles/8237765

*For embedding output, please refer here. https://intercom.help/yoom/ja/articles/8223528

*If the site ID does not appear in SharePoint, please refer here. https://intercom.help/yoom/ja/articles/9003081

④ Click the plus sign, select any email tool from the operations to send emails, configure the following settings, and save.

・To: Click the field and embed the address obtained in step ②.

・Subject/Body: Enter arbitrary values. You can also embed the values obtained in step ② as before.

・Attachment: Click "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. The following is a reference guide for integration.

*There may be no detailed guide available for apps that can be integrated simply.

https://intercom.help/yoom/ja/collections/3041779

‍

See details Try it

Create an invoice from a Microsoft Excel template and send it via Outlook.

Try it

---

■Overview‍

This flow creates an invoice from a Microsoft Excel template using information from a Yoom form and sends it via Outlook.

There is no need to manually transfer the obtained invoice information to Microsoft Excel and issue a PDF, as all processes are automatically completed once the form is filled out.

This not only saves effort but also eliminates management errors such as input mistakes.

■Notes

・Please integrate Microsoft Excel and Outlook with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

See details Try it

Storing survey results received in Outlook

Storing survey results received in Outlook in an information management tool will make survey data management more efficient.

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.

When a form is submitted on Wix, automatically send a reply email from Outlook.

Try it

---

■Overview

This is a flow where an email is automatically sent from Outlook when a form is submitted on Wix.

‍

■Recommended for‍

1. Those who have built a website with Wix and have set up contact forms, etc.

・Those who want to quickly send a reply email to form submitters

・Those who want to reduce the hassle of replying to emails and improve work efficiency

‍

2. Those who want to send personalized replies according to the inquiry content

・Those aiming to improve customer satisfaction

‍

■Benefits of using this template

Collecting inquiries and customer information from forms on Wix plays a very important role in business.
However, every time an inquiry is submitted through a form, opening Outlook to check and manually creating and sending a reply email may lead to delays in response.

By implementing this flow, when a form is submitted on Wix, a reply email is automatically sent from Outlook in real-time.
This not only allows for quick responses to customer inquiries but also reduces the burden on the person in charge, leading to improved work efficiency.

‍

■Notes‍

・Please integrate Wix and Outlook with Yoom.

・Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business), and if you are not subscribed to the general business plan, authentication may fail.

See details Try it

Notify in Outlook when a ticket is created in Zendesk

Try it

---

■Overview‍

This is a flow where a notification is sent to Outlook every time a new ticket is created in Zendesk.

By integrating Zendesk and Outlook, you can customize the created tickets and automatically post the content to Outlook, eliminating any gaps or omissions in information management.

Feel free to change the content sent to Outlook as you wish. ‍

‍

■Notes‍

・Please integrate Yoom with both Outlook and Zendesk.

・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

・Zendesk is an app that can only be used with the Team Plan and Success Plan.

・For the Free Plan and Mini Plan, the operations and data connections of the configured flow bot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.

See details Try it

When a task is completed in Asana, send a completion email notification in Outlook.

Try it

---

■Overview

‍When a task is completed in Asana, an email notification of completion will be sent via Outlook to the specified email address.

The content of the notification and the recipient's email address can be freely customized.

‍

‍■Notes

‍・Integration settings with accounts are required for both Asana and Outlook.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

See details Try it

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.

Receive document data in Outlook, read it with OCR, update the file name, and store it in Google Drive.

Try it

---

■Overview

This is a flow that reads document data received in Outlook using OCR, updates the file name, and stores it in Google Drive.

By using Yoom, you can easily connect apps without the need for programming.

‍

‍■Recommended for

1. Those who use Outlook for business

・Those who want to streamline the management of document data such as invoices, quotes, and contracts received via email

2. Those who use Google Drive for file management

・Those aiming for centralized management and quick sharing of document data

・Those who want to standardize naming conventions when uploading files to prevent decreased search efficiency

‍

■Benefits of using this template

Document data received in Outlook is renamed according to its content and automatically uploaded to a specified folder in Google Drive.

By automatically converting to a pre-set name, systematic file management becomes possible, making file searches easier.

‍

■Notes

・Please connect both Outlook and Google Drive with Yoom.

・Branching is available in the Mini Plan or higher, and AI operations are available only in the Team Plan and Success Plan. In other plans, the set operations will result in an error, so please be careful.

・Yoom's paid plans offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

See details Try it

Read the document data received in Outlook using OCR, update the file name, and store it in Box.

Try it

---

■Overview

This is a flow that reads document data received in Outlook using OCR, updates the file name, and stores it in Box.

With Yoom, you can easily integrate apps without the need for programming.

‍

‍■Recommended for

1. Those who use Outlook for business

・Those who want to improve the efficiency of managing document data such as invoices, quotes, and contracts received via email

2. Those who use Box for file management

・Those aiming for centralized management and quick sharing of document data

・Those who want to standardize naming conventions when uploading files to prevent a decline in search efficiency

‍

■Benefits of using this template

Document data received in Outlook is renamed according to its content and automatically uploaded to a specified folder in Box.

By automatically converting to a pre-set name, systematic file management becomes possible, making file searches easier.

‍

■Notes

・Please integrate Yoom with both Outlook and Box.

・Branching is available from the Mini Plan and above, and AI operations are only available with the Team Plan and Success Plan. Operations set in other plans will result in an error, so please be careful.

・Yoom's paid plans offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).

・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

See details Try it

Read the document data received in Outlook using OCR, update the file name, and store it in Microsoft SharePoint.

Try it

---

■Overview

This flow reads document data received in Outlook using OCR, updates the file name, and stores it in Microsoft SharePoint.

By using Yoom, you can easily integrate between apps without programming.

‍

‍■Recommended for

1. Those who use Outlook for business

・Those who want to improve the management efficiency of received invoices, quotes, contracts, etc.

2. Those who use Microsoft SharePoint for business

・Those aiming for centralized management and rapid sharing of document data

・Those who want to standardize naming conventions when uploading files to improve search efficiency

‍

■Benefits of using this template

Document data received in Outlook is renamed according to its content and automatically uploaded to a specified folder in Microsoft SharePoint.

Systematic file management becomes possible, making file searches easier.

‍

■Notes

・Please integrate Yoom with both Outlook and Microsoft SharePoint.

・Branches are available from the mini plan and above, and AI operations are available only in the team plan and success plan. Operations set in other plans will result in errors, so please be careful.

・Yoom's paid plans offer a two-week free trial. During the free trial, you can use restricted apps and features (operations).

・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.

・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 varies depending on the plan.

See details Try it

Use AI to extract and notify information received in Outlook email

AI extracts new content received in Outlook and notifies the results, which helps prevent misunderstandings.

Extract information from Outlook emails using AI and notify via Google Chat.

Try it

---

■Overview

This is a flow where AI extracts information from new emails received in Outlook and notifies the extracted content to Google Chat.

It can be used by forwarding emails from Outlook or Gmail, or by sending emails directly to Yoom's email address.

‍

■Notes

・Please integrate Yoom with both Outlook and Google Chat.

・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.

・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

・AI operations are functions (operations) that are only available with the Team Plan and Success Plan.

・In the case of the Free Plan or Mini Plan, the operations of the flow bot you have set will result in an error, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI functions (operations).

See details Try it

When you receive an email in Outlook, AI will sort the importance and notify/add it

Automation can eliminate the need for manual email sorting, notification, and addition work.

When an email is received in Outlook, categorize its importance using AI and notify in Slack.

Try it

---

■Overview

The workflow "Receive an email in Outlook, categorize its importance using AI, and notify on Slack" is designed to streamline email management and quickly share important information.

‍

■Recommended for

• Business professionals who primarily use Outlook and spend a lot of time managing emails
• Leaders or managers who want to quickly share important information within their team
• IT personnel who want to automate email importance assessment and improve work efficiency

‍

■Benefits of using this template

• Reduction of human error: Automation of categorization and notification prevents transcription errors and missed notifications.
• Enhanced information sharing within the team: Notifications on Slack ensure that important information is shared quickly.
• Improved work efficiency: Automation eliminates the need for manual email sorting and notification tasks, allowing focus on other tasks.
  

See details Try it

When you receive an email in Outlook, use AI to prioritize it and notify Microsoft Teams.

Try it

---

■Overview

The flow "Receive an email in Outlook, prioritize it with AI, and notify Microsoft Teams" is a business workflow that streamlines email management.

‍

■Recommended for

• Those who manage a large number of emails using Outlook and want to quickly identify important emails
• Those who want to facilitate smooth information sharing within the team using Microsoft Teams
• Business professionals who want to reduce the time spent on email management and improve work efficiency
• Those who want to reduce the burden of daily tasks by utilizing AI and automation tools
• Those overwhelmed with handling a large volume of emails and want to automatically set priorities

‍

■Benefits of using this template

• Prevents missing important matters through accurate email categorization by AI.
• Enhances team responsiveness with quick notifications to Microsoft Teams.
• Improves work efficiency through the automation of email management.
  

See details Try it

When you receive an email in Outlook, categorize its importance using AI and add it to Microsoft Excel.

Try it

---

■Overview

The flow "When an email is received in Outlook, categorize its importance using AI and add it to Microsoft Excel" is a business workflow that enhances email management efficiency and data organization.

‍

■Recommended for

• Business professionals who receive a large number of emails in Outlook and spend time sorting important emails
• Administrative staff who want to manage emails by importance in Microsoft Excel but find manual work cumbersome
• Small business owners who wish to automate email management and data organization to improve operational efficiency
• IT personnel who want to leverage AI to accurately determine email importance and optimize business processes

‍

■Benefits of using this template

• Automation of email sorting: AI automatically categorizes Outlook emails by importance, enabling prompt responses.
• Efficiency in data entry: Automatically adds important email information to Microsoft Excel, eliminating the need for manual entry.
• Improved operational efficiency: Centralizes email management and data organization, saving time and effort.
  

See details Try it

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.