Get notified in Outlook when a record is created in Airtable

■Overview

Do you manually send email notifications from Outlook to relevant team members every time the data you manage in Airtable increases? These routine communications are not only time-consuming but also carry the risk of missed or delayed notifications. This workflow connects Airtable and Outlook to automatically send an email from Outlook to specified recipients whenever a new record is added to Airtable. Eliminate the inefficiencies of manual communication and share information quickly and reliably.

■Who This Template Is Recommended For

• Those who manage tasks or projects in Airtable and manually share newly added information via Outlook
• Those who want to connect Airtable and Outlook to speed up information sharing and prevent missed updates
• Teams and departments looking to reduce manual communication tasks and focus on more important work

■Benefits of Using This Template

• Automatically send emails from Outlook when a record is added to Airtable, reducing the time previously spent on manual notifications
• Prevent human errors such as incorrect recipients or missing information caused by manually creating and sending emails, ensuring accurate communication

■Flowbot Steps

1. First, connect Airtable and Outlook to Yoom
2. Next, select Airtable as the trigger and set the action to “When a record is added”
3. Finally, set Outlook’s “Send an email” action as the operation and configure it to send a notification email containing the information retrieved from Airtable

* “Trigger”: An action that starts the flow. “Operation”: An action that processes information within the flow after the trigger starts.

■Customization Options

• In the Airtable trigger settings, you can select any table to use as the trigger for notifications. You can also retrieve the fields you want to include in the email body
• In Outlook’s email-sending action, you can specify any email addresses as recipients, enter fixed text in the subject and body, and insert information retrieved from Airtable in the previous step as variables

■Notes

• Connect both Airtable and Outlook to Yoom.
• 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.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• For instructions on how to retrieve Airtable record details, see here.