Microsoft Outlook integration with Filter by Nekton
How to Export batches of documents from Rossum when new Microsoft Outlook events start
When a specific event from calendar happens, move all Rossum documents in a confirmed state to exported state.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Export batches of documents from Rossum when new Microsoft Outlook events start" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Microsoft Outlook integrations
When a specific event from calendar happens, move all Rossum documents in a confirmed state to exported state.
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Microsoft Outlook actions
Nekton can use any feature that is available in Microsoft Outlook API.
Using our advanced AI, you can easily create custom automations for Microsoft Outlook.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a new contact.
Send Email
Send an email from your Outlook account.
App Extensions (Beta)
Performs an API call using an App Extension (Beta) entry, which you can select or create, later within this Flow's setup. App Extensions (Beta) can be reused across multiple flows and are managed centrally through the App Extensions (Beta) builder.
Find a Contact
Search for a contact.
Create Event
Create an event in the calendar of your choice.
Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.