Learn how to automate the creation of Google Tasks from Microsoft Outlook emails using Pabbly Connect. Step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below


1. Setting Up Pabbly Connect for Automation

To create Google Tasks from Microsoft Outlook emails, you will first need to set up Pabbly Connect. Start by logging into your Pabbly Connect account. If you don’t have an account yet, you can create a free one in just two minutes.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you will name your workflow. For this tutorial, you can name it ‘Create Google Tasks from Microsoft Outlook Email’. After naming, click on the ‘Create’ button to proceed.


2. Choosing Applications in Pabbly Connect

In this step, you will select the applications for your automation. The first application you need to choose is Microsoft Office 365, which will be your trigger application. This means that whenever a new email is received in Outlook, it will trigger the automation. using Pabbly Connect

  • Select ‘Microsoft Office 365’ as the trigger application.
  • Choose ‘New Email’ as the trigger event.
  • Click on ‘Connect’ to establish a connection with your Microsoft account.

After connecting, Pabbly Connect will allow you to capture the details of the most recent email received in your Outlook account. This is essential for creating tasks in Google Tasks based on that email content.


3. Capturing Email Details in Pabbly Connect

Once you have set the trigger, the next step is to capture the details of the email. Click on the ‘Save and Send Test Request’ button. This action will retrieve the most recent email details, which will be used to create a task in Google Tasks. using Pabbly Connect

For example, if you receive an email stating, ‘Hello Mr Roy, your next meeting is with Mr ABC scheduled for 29th June,’ Pabbly Connect will capture this email’s subject and body content. This data will be crucial for the next steps.

  • Ensure that the email details include subject, body, and sender information.
  • These details will be mapped to create a task in Google Tasks.

With the email details captured, you are ready to apply a filter to determine which emails should create tasks.


4. Applying Filters for Important Emails

To ensure that only relevant emails create tasks in Google Tasks, you will apply a filter in Pabbly Connect. This filter will check the email subject and body for specific keywords.

For instance, you can set conditions to check if the subject contains words like ‘meeting,’ ‘presentation,’ or ‘schedule.’ This way, only emails that meet these criteria will trigger the creation of a task.

Select the ‘Filter’ option in Pabbly Connect. Set conditions based on keywords in the subject and body of the email. Ensure that the filter allows only relevant emails to proceed to the next step.

This filtering process is crucial to prevent unnecessary tasks from being created in Google Tasks.


5. Creating Tasks in Google Tasks with Pabbly Connect

After applying the filter, you will now connect to Google Tasks through Pabbly Connect. Select Google Tasks as the action application and choose the action event ‘Create Task.’ This will enable you to create a task based on the filtered email details.

When prompted, connect your Google account and select the specific task list where you want the new tasks to be created. You can then map the email subject to the task title and add any additional details as needed.

Map the subject of the email as the task title. Optionally add notes or a due date based on the email content. Click ‘Save and Send Test Request’ to create the task.

Once the task is created, you will see it reflected in your Google Tasks, confirming that the automation is working effectively.


Conclusion

Using Pabbly Connect, you can easily automate the process of creating Google Tasks from Microsoft Outlook emails. This integration saves time and ensures that you never miss important tasks again. Set up your automation today for a more efficient workflow.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.