Send an approval request when a record is added to Airtable, then send an email via Outlook after approval
Send an approval request when a record is added to Airtable, then send an email via Outlook after approval
Launch this workflow to connect
Airtable &
Microsoft Outlook
!
■Overview
Manually requesting approval every time a new record is added to Airtable can be time-consuming and may sometimes lead to missed communications or delays. With this workflow, you can automate the entire process—from triggering an approval request when a record is added to Airtable to sending an email through Outlook after approval—smoothly resolving these challenges.
■Who is this template for?
- Those who use Airtable and Outlook and find approval workflows and notification tasks time-consuming
- Those who want to prevent missed communications and delays caused by manually requesting approvals and sending emails
- Those who want to automate the creation and sending of routine notification emails to improve operational efficiency
■Benefits of using this template
- Automate the entire process from adding a record to Airtable through approval and email delivery in Outlook, reducing the time spent on manual tasks.
- Reduce the risk of human errors, such as incorrect recipients or typos in approval requests and email creation and delivery.
■Flow
- First, connect Airtable and Outlook to Yoom.
- Next, select Airtable as the trigger and set the “When a record is added” action. This setting starts the flow whenever a new record is added to a table in the specified base.
- Next, select Yoom’s “Request approval” feature under Operations and set the “Request approval” action. Here, configure the approvers and request details.
- After approval is granted, select Outlook under Operations and set the “Send an email” action. Configure the recipients, subject, body, and other details to automatically send an email based on the Airtable record information and approval result.
※ “Trigger”: An action that starts the flow. “Operation”: An action that performs processing within the flow after the trigger starts.
■Customization options
- In the Airtable trigger settings, specify the base ID and table ID you want to include in the automation.
- With Yoom’s “Request approval” action, you can dynamically include information from the Airtable record, such as project details, as variables in the request details, or set a fixed request message. You can also specify the approvers.
- With Outlook’s “Send an email” action, you can freely configure the recipients, subject, and body. Use Airtable record information and the approval result as variables to automatically generate email content based on the situation, or set a fixed message.
■Notes
- Connect both Airtable and Outlook to Yoom.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- Microsoft 365 (formerly Office 365) offers plans for home use and business use (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- Airtable outputs can be retrieved using JSONPath. For details, see How to add “Values to retrieve”.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Record Is Created
When a Record Is Updated
When a Specific Subject Email Is Received
When an Email Is Received
When an Event Is Registered in the Calendar
When a Calendar Event Is Added or Updated
When a Task Is Created
When an Email Is Received
Flowbot operations
Retrieve Record
Create Record
Update Record
Delete Record
Attach File to Record
Create Comment
Search Records (Keyword Search)
Get List of Records
Download Record File
Create an Event in My Calendar
Create a Calendar
Create an Event in a Specified User's Calendar
Get Email Attachment Information
Download Email Attachments
Delete Event from a Specific User's Calendar
Update Event in a Specific User's Calendar
Delete Event from My Calendar
Update Event in My Calendar
Flowbot triggers
When a Record Is CreatedWhen a Record Is Updated
Flowbot operations
Retrieve RecordCreate RecordUpdate RecordDelete RecordAttach File to RecordCreate CommentSearch Records (Keyword Search)Get List of RecordsDownload Record File
Flowbot triggers
When a Specific Subject Email Is ReceivedWhen an Email Is ReceivedWhen an Event Is Registered in the CalendarWhen a Calendar Event Is Added or UpdatedWhen a Task Is CreatedWhen an Email Is Received
Flowbot operations
Create an Event in My CalendarCreate a CalendarCreate an Event in a Specified User's CalendarGet Email Attachment InformationDownload Email AttachmentsDelete Event from a Specific User's CalendarUpdate Event in a Specific User's CalendarDelete Event from My CalendarUpdate Event in My CalendarCreate Task (with Reminder Settings)Create a Task (Reminders Not Supported)Search Events in My CalendarSearch Events in a Specific User's CalendarFind Meeting TimesGet Calendar ViewRetrieve Mail MessagesMove MessageRetrieve a Specific MessageSearch Messages in a Specific FolderUpdate MessageFind a Specified User's Free/busy ScheduleRetrieve a Specified User's Calendar ViewRetrieve a Specified Group's Calendar ViewMore inspiration for you
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