Automatically copy data from email into Smartsheet

Phil Umstead

I am building a Smartsheet that will track work items for a group. One of the ways I need to have work items added to the sheet is via email. I want this to be automatic (fully automated) so that no one has to open the mail account and copy the info into Smartsheet.

I looked at Outlook for Smartsheet plug-in, but it does not seem to support automation. Has anyone else worked on this type of problem?

Andrée Starå

Hi Phil,

As a possible workaround, you could use the third-party service, Zapier, which is an excellent option for this scenario.

Is that an option for you?

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Paul Newcome

You could create a form and email the form out.

Andrée Starå

Hi Phil,

As a possible workaround, you could use the third-party service, Zapier, which is an excellent option for this scenario.

Is that an option for you?

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Phil Umstead

Paul, thanks. I'm not sure I understand your suggestion. I would like for a person to send an email to a particular address, then have the contents of that email be automatically copied into the Smartsheet.

Phil Umstead

Hi Andrée, thanks that is helpful. I am looking into Zapier, but not sure if I will be able to use it because of cost.

Do you know if the Outlook for Smartsheet plug-in can support automation?

Paul Newcome

@Phil Umstead My apologies. I misunderstood what you were looking for. Unfortunately the Outlook Integration is only one way.

Andrée Starå

@Phil Umstead

Happy to help!

How many emails would you want to automate in a month through Zapier?

As far as I know, there isn't any automation in Outlook itself, but have a look at Microsoft Power Automate.

https://flow.microsoft.com/sv-se/connectors/shared_outlook/outlookcom/

https://flow.microsoft.com

Let me know how it goes!