Send an email in Outlook when a record is deleted in Attio

■Overview

Do you manually share information with relevant departments via Outlook whenever you delete a record in Attio, your customer management tool?
Manual communication can lead to missed notifications and delayed responses.

With this workflow, deleting a record in Attio triggers an automatic email notification to relevant stakeholders via Outlook. Automate information sharing between Attio and Outlook to streamline communication and improve reliability.

■Who Is This Template For?

• Anyone who manually shares updates to data managed in Attio via Outlook
• Team leaders who want to connect Attio and Outlook to prevent gaps and delays in information sharing
• Anyone considering automating routine communication tasks, such as managing changes to customer data

■Benefits of This Template

• Emails are sent automatically when a record is deleted in Attio, reducing the time previously spent on manual communication.
• Prevent human errors such as forgetting to send notifications or entering the wrong recipient details.

■Workflow

1. First, connect Attio and Outlook with Yoom.
2. Next, select Attio as the trigger and set the action to “When a record is deleted.”
3. Finally, set Outlook’s “Send an email” action as the operation and create the email containing the information you want to share.

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

■Customizing This Workflow

• In Outlook’s “Send an email” action, configure the recipients, subject, body, and other settings as needed.
• Insert information from the Attio record that triggered the workflow, such as the company name or contact person, into the email subject or body to automatically create clear, informative notification emails.

■Notes

• ‍‍Make sure to connect both Attio and Outlook with Yoom.
• Microsoft 365 (formerly Office 365) offers plans for home use and plans for businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.