Summarize Outlook emails with AI and add them to Microsoft Excel

  1. Apps
  2. Microsoft Excel
  3. Summarize Outlook emails with AI and add them to Microsoft Excel
Try this Template
No items found.
Try this template
No items found.

■Overview

The "Summarize Outlook Emails with AI and Add to Microsoft Excel" workflow is an automated process that efficiently organizes and digitizes received email content.
It reduces the hassle of data management while maintaining business speed.

‍

■Recommended for

  • Business professionals who want to efficiently manage a large volume of Outlook emails
    • Those who process a vast number of emails daily and face challenges in preventing important information from being overlooked and in streamlining data organization
  • Team leaders who want to automate data management in Microsoft Excel
    • Those who want to reduce the effort of manually entering data into Microsoft Excel for team sharing
  • IT personnel promoting business automation
    • Those who aim to automate everything from email summarization to data addition, enhancing operational efficiency and accuracy

‍

■Benefits of using this template

By automatically summarizing emails and adding them to Excel, the burden of manual work is reduced, and work time is shortened.
Additionally, consistent summarization and automatic input by AI improve data accuracy.
Centralized management of important email information in Excel allows for immediate access when needed, leading to efficient information management.

このテンプレートを試してみる
How to request materials and apply for a demo
Here
More flowbot templates
Retrieve information from Microsoft Excel at a specified date and time and send a template message in Outlook.
Retrieve information from Microsoft Excel at a specified date and time and send a template message in Outlook.
Microsoft Excel
Summarize Outlook emails with AI and add them to Microsoft Excel
Summarize Outlook emails with AI and add them to Microsoft Excel
Microsoft Excel
Read Gmail attachments using OCR and add them to Microsoft Excel.
Read Gmail attachments using OCR and add them to Microsoft Excel.
Microsoft Excel
When a file is posted on Slack, read it with OCR and add it to Microsoft Excel.
When a file is posted on Slack, read it with OCR and add it to Microsoft Excel.
Microsoft Excel
Read the attachments in Outlook using OCR and add them to Microsoft Excel.
Read the attachments in Outlook using OCR and add them to Microsoft Excel.
Microsoft Excel
Read business card images received in Outlook using OCR, register them as contacts in Salesforce, and send a thank-you email via Outlook.
Read business card images received in Outlook using OCR, register them as contacts in Salesforce, and send a thank-you email via Outlook.
Salesforce
Read business card images received in Outlook using OCR and register them as contacts in Salesforce.
Read business card images received in Outlook using OCR and register them as contacts in Salesforce.
Salesforce
Read business card images received in Gmail using OCR, register them as contacts in Salesforce, and send a thank-you email via Outlook.
Read business card images received in Gmail using OCR, register them as contacts in Salesforce, and send a thank-you email via Outlook.
Salesforce
Read the business card image submitted through the form using OCR, register it as a contact in Salesforce, and send a thank-you email via Outlook.
Read the business card image submitted through the form using OCR, register it as a contact in Salesforce, and send a thank-you email via Outlook.
Salesforce
Automatically register inquiry emails received in Outlook as leads in Salesforce.
Automatically register inquiry emails received in Outlook as leads in Salesforce.
Microsoft Outlook
Check the registration status of the qualified invoice issuer for invoices received in Outlook using the Qualified Invoice Issuer Publication System and notify via Slack.
Check the registration status of the qualified invoice issuer for invoices received in Outlook using the Qualified Invoice Issuer Publication System and notify via Slack.
Qualified Invoice Issuer Public Registry
Retrieve customer information from Microsoft Excel and automatically submit it to a Google Form using RPA.
Retrieve customer information from Microsoft Excel and automatically submit it to a Google Form using RPA.
Microsoft Excel
Upload attachments received in Outlook to Microsoft SharePoint
Upload attachments received in Outlook to Microsoft SharePoint
Microsoft SharePoint
When a message is sent in Microsoft Teams, extract the text using AI from the content and add it to Microsoft Excel.
When a message is sent in Microsoft Teams, extract the text using AI from the content and add it to Microsoft Excel.
Microsoft Excel
When a message is sent in Google Chat, extract the text using AI from the content and add it to Microsoft Excel.
When a message is sent in Google Chat, extract the text using AI from the content and add it to Microsoft Excel.
Microsoft Excel
When a message is sent on Slack, extract the text using AI from the content and add it to Microsoft Excel.
When a message is sent on Slack, extract the text using AI from the content and add it to Microsoft Excel.
Microsoft Excel
Request approval and send it via Outlook when the Salesforce opportunity object is updated to the specified status.
Request approval and send it via Outlook when the Salesforce opportunity object is updated to the specified status.
Salesforce
Extract email addresses from a PDF received in Outlook using OCR and add them to Microsoft Excel.
Extract email addresses from a PDF received in Outlook using OCR and add them to Microsoft Excel.
Microsoft Excel
Extract email addresses from PDFs received in Gmail using OCR and add them to Microsoft Excel.
Extract email addresses from PDFs received in Gmail using OCR and add them to Microsoft Excel.
Microsoft Excel
Extract email addresses from PDFs stored in Dropbox using OCR and add them to Microsoft Excel.
Extract email addresses from PDFs stored in Dropbox using OCR and add them to Microsoft Excel.
Microsoft Excel
Extract email addresses from PDFs stored in OneDrive using OCR and add them to Microsoft Excel.
Extract email addresses from PDFs stored in OneDrive using OCR and add them to Microsoft Excel.
Microsoft Excel
Extract email addresses from a PDF received through a form using OCR and add them to Microsoft Excel.
Extract email addresses from a PDF received through a form using OCR and add them to Microsoft Excel.
Microsoft Excel
Extract email addresses from PDFs received via Google Forms using OCR and add them to Microsoft Excel.
Extract email addresses from PDFs received via Google Forms using OCR and add them to Microsoft Excel.
Microsoft Excel
Extract text from images received in Outlook and add it to Google Docs.
Extract text from images received in Outlook and add it to Google Docs.
Google Docs
When you receive an invoice PDF in Outlook, use OCR to add the itemized (table) information to Microsoft Excel.
When you receive an invoice PDF in Outlook, use OCR to add the itemized (table) information to Microsoft Excel.
Microsoft Excel
Here are some Similar Templates!
Read business card data using AI-OCR and store it in Excel.
When you upload business card data to the form, the AI operation automatically extracts the necessary information from the business card and stores it in Excel. Then, a workflow is set up to automatically send an email to the specified recipient.
See details
Extract information from the body of the email and store it in Microsoft Excel.
Extract arbitrary information from the body of an email using AI and store the information in Excel.‍
See details
Store responses in a Microsoft Excel database when they are entered and submitted in a Google Form.
This is a flow that adds new responses from Google Forms to a Microsoft Excel database (table). By linking Google Forms with Microsoft Excel, when a form response is submitted, the response content can be added to Microsoft Excel without any omissions or missing information. Additionally, depending on the settings, it is possible to branch the route according to the form response content and add information to another Microsoft Excel based on the response content.‍
See details
Read the PDF file attached to the form using OCR, store it in Microsoft Excel, and notify via Slack.
The flow involves reading PDF files (such as delivery notes and invoices) attached to the Yoom form using OCR, storing them in Microsoft Excel, and notifying via Slack. This process eliminates the need to manually store the information from the obtained PDF data into the Microsoft Excel database, as all steps are automatically performed just by attaching and sending the PDF file through the form.
See details
Create an invoice from the HubSpot contact page using a Microsoft Excel template.
This is a flow for creating invoices based on a Microsoft Excel template from HubSpot's contact page. By launching the flow bot from HubSpot and setting information such as billing items and amounts in the specified locations, invoices are automatically generated. You can use any format for the invoice template. Additionally, it is possible to include a request for confirmation from the person in charge during the flow, allowing for a review of the billing details.‍
See details
Extract specific strings from the PDF filled out in the form, create an invoice in Excel, and send it via email.
Using the responses and file information attached to the form, we will read the file, generate an Excel invoice, and send it via email.‍
See details
See all templates
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.
Learn more about Yoom
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
About the Apps You Use
Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
Related apps
Microsoft Excel
 Templates using
View all related templates
Learn more about Yoom
Microsoft Outlook
Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
Related apps
Microsoft Outlook
Templates using
View all related templates
Learn more about Yoom
Related apps
No items found.
Templates using
No items found.
View all related templates
Learn more about Yoom
About the apps you use
Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
see details
templates
Similar apps
Uniqode
Techulus Push
SectorFlow.AI
Rows
xAI
Cohere
Pushcut
DeepSeek
Raindrop
Mistral AI
Microsoft Outlook
Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
see details
templates
Similar apps
Uniqode
Techulus Push
SectorFlow.AI
Rows
xAI
Cohere
Pushcut
DeepSeek
Raindrop
Mistral AI
see details
templates
No items found.
Similar apps
No items found.
API Actions That can be No-Code
Executable API actions
everything
Microsoft Excel
Microsoft Outlook
Flowbot triggers
    Flowbot operations
      Flowbot triggers
        Flowbot operations
          Flowbot triggers
            Flowbot operations
              Flowbot triggers
                Flowbot operations
                  Tab 1
                  Tab 2
                  Tab 3
                  List of Related Blog Posts
                  I'm explaining in detail how to automate work using the app I used this time!
                  How to Integrate Applications
                  OCR Table Extraction: How to Automatically Record PDF Table Data into Microsoft Excel
                  s.ougitani
                  How to Integrate Applications
                  No Code Guide: How to Extract Data from PDF into Microsoft Excel Automatically
                  s.ougitani
                  2025/04/21
                  How to Integrate Applications
                  How to Connect Excel to Outlook: Automatically Send Emails Using Excel Data
                  y.matsumoto
                  Work Smarter 
                  with Yoom
                  Get started in
                  30 sec!
                  Try for free now!
                  Try for free now!
                  How to request materials and apply for a demo
                  Here
                  Learn More
                  Explore AppsPricingCustomer Review & Success StoriesWorkshops & SeminarsUse CasesBlog
                  Products
                  Action RequestsSummarizationChrome ExtensionsDatabase
                  App IntegrationEmailAI-OCRDocuments
                  FormData ManagementData ConversionBrowser Automation
                  Templates
                  DatabaseFlowbot
                  Service List
                  YoomYoom knowledge
                  Company Overview
                  Terms of use
                  Privacy Policy
                  Security policy
                  Notation based on the Specified Commercial Transactions Act
                  © ️ Yoom Inc.
                  Learn More
                  AppsPricingUser Voicesseminarsuse casesBlogs
                  Functions
                  App IntegrationFormAI-OCRSummarizationDatabaseChrome Extensions
                  EmailAction RequestsData ManagementData ProcessingBrowser ActionsDocuments
                  templates
                  databasesFlowbot
                  List of Services
                  YoomYoom knowledge
                  Company OverviewTerms of useprivacy policysecurity policyNotation based on the Specified Commercial Transactions Act
                  © ️ Yoom Inc.
                  See Details