How to Use Pabbly Connect to Automate Saving Outlook Emails to Airtable

Learn how to integrate Outlook and Airtable using Pabbly Connect to automatically save your important emails. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the saving of Outlook emails, first access Pabbly Connect. This platform allows you to integrate various applications seamlessly. Ensure you are logged into your Pabbly Connect account or create a free account if you haven’t done so yet.

Once logged in, navigate to the dashboard. Here, you can create a new workflow by clicking on the blue ‘Create Workflow’ button. This sets the stage for connecting Outlook and Airtable through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After initiating your workflow, name it something descriptive like ‘Save Outlook Emails to Airtable Automatically’. This helps in identifying the automation later. Click on the ‘Create’ button to proceed.

• Select Microsoft 365 as the trigger application.
• Choose the trigger event, which is ‘New Email’.
• Connect your Microsoft 365 account to Pabbly Connect.

By selecting Microsoft 365, you enable Pabbly Connect to capture new emails as they arrive. Make sure to authenticate your account to allow access.

3. Connecting Airtable with Pabbly Connect

Next, you will integrate Airtable as the action application. After selecting Airtable, choose the action event as ‘Create Record’. This allows Pabbly Connect to save email details into your Airtable.

To connect Airtable, you will need an API token. Generate this token from your Airtable account settings and paste it into Pabbly Connect. Ensure you select the correct base and table where the email data will be stored.

4. Mapping Email Details to Airtable

Once connected, you will need to map the email fields to the corresponding fields in Airtable. This includes sender name, sender email, date, subject, and body of the email. Mapping allows Pabbly Connect to automatically fill in these details for each new email.

• Select the fields in Airtable where data will be saved.
• Use the mapping feature to link Outlook email details to Airtable fields.
• Test the mapping by sending a sample email to ensure data is captured correctly.

After mapping, click the save button to finalize the integration. Now, every time a new email arrives in Outlook, it will be automatically saved in Airtable through Pabbly Connect.

5. Setting Filters for Specific Emails

To refine the automation, you can set filters in Pabbly Connect. This allows you to save only specific emails based on defined keywords. For instance, you might want to capture emails that contain words like ‘freelance’ or ‘payment’.

By adding a filter step in your workflow, specify conditions such as:

If the subject line contains specific keywords. If the body of the email includes important terms.

This filter will ensure that only relevant emails are saved in Airtable, making your automation more efficient. Once set up, Pabbly Connect will handle the filtering process automatically.

Conclusion

Using Pabbly Connect to automate saving Outlook emails to Airtable is a straightforward process. By following these steps, you can efficiently manage your important emails without manual effort. Automate your workflow today for better productivity!