When an email with a specific subject is received in Outlook, add an event to your calendar
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Microsoft Outlook
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■Overview
Do you manually add meeting invitations and appointment details received in Outlook to your calendar each time? Not only is this time-consuming, but it can also lead to human errors such as missed entries and incorrect dates or times. This workflow uses AI to read the contents of specific emails received in Outlook and automatically create calendar events. It frees you from tedious manual data entry in Outlook and helps reduce the risk of missing important appointments.
■Who should use this template
- Anyone who manually adds meeting invitations and similar emails received in Outlook to their calendar
- Anyone who finds it inefficient to switch back and forth between checking emails in Outlook and managing their schedule
- Anyone who wants to manage their schedule accurately while preventing missed entries and input errors for important appointments
■Benefits of using this template
- Calendar events are created automatically when specific emails are received in Outlook, reducing the time spent manually copying and entering information.
- AI reads and registers information from the email body, helping prevent human errors such as incorrect dates or times and missed entries caused by manual input.
■Workflow
- First, connect Outlook to Yoom.
- Next, select Outlook as the trigger and set the action to “When an email with a specific subject is received.”
- Then, set up the AI feature’s “Extract data from text” action as an operation to extract appointment details from the received email body.
- Finally, set up Outlook’s “Create an event in my calendar” action as an operation to create an event based on the information extracted by AI.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
- In the Outlook trigger settings, specify the folder where the emails you want to automate are stored, as well as keywords to include in the subject, such as “Meeting” or “Appointment.”
- In the AI text extraction operation, you can specify the information to extract from the email body retrieved by the trigger, such as the event name, start date and time, and location.
- In the Outlook event creation operation, you can freely assign the information extracted by AI, fixed text, and other values to each event field.
■Notes
- Connect Outlook to Yoom.
- Microsoft 365 (formerly Office 365) offers plans for home users and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
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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.
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