All Microsoft Outlook integrationsIntegration

Microsoft Outlook and Smartsheet

Start a workflow in one and act in the other, with every step on the record. Ask your AI for it, or build it yourself.

Microsoft Outlook steps
62
Smartsheet steps
30

Ideas for Microsoft Outlook and Smartsheet

Each one is a real trigger and action. Ask your AI for any of them, in your own words, and it builds the workflow.

  • WhenNew emailThenCreate sheet
  • WhenNew rowThenSend email
  • WhenNew eventThenCopy sheet
  • WhenRow changedThenCreate draft
  • WhenEvent updatedThenShare sheet
  • WhenNew commentThenSend draft

What each app adds

Microsoft Outlook

Triggers

  • New emailRuns when a new email arrives in a folder of an Outlook mailbox - the inbox unless you choose another - optionally only from one sender or domain. Runs once for each email, with its text.
  • New eventRuns when an event is added to an Outlook calendar, whether someone creates it or accepts an invitation, with its subject, times, location, organizer and guests. Events already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
  • Event updatedRuns when an event on an Outlook calendar changes: its time, subject, place, notes or guests, a guest's answer, or the organizer cancelling it (is_cancelled tells you). Events as they were when the workflow is turned on don't start it. How often it checks follows your workspace plan.
  • Event starting soonRuns a set number of minutes before each event on an Outlook calendar starts, once for each meeting of a repeating series, with its subject, times, place and guests. Times are in UTC. It checks as often as your workspace plan allows, so it can run a little later than the minutes you set, and up to half an hour after the start if a check comes late. Cancelled events, and events already that close when the workflow is turned on, don't start it.
  • New contactRuns when a contact is added to an Outlook mailbox's Contacts, with their name, email, phone numbers and company. Contacts already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
  • Contact updatedRuns when a contact in an Outlook mailbox's Contacts is changed, with their name, email, phone numbers and company as they are now. Contacts as they were when the workflow is turned on don't start it. How often it checks follows your workspace plan.

Actions

  • Send emailSend an email from a mailbox in your organization. Sent means Outlook accepted it; a bounce arrives later in the sender's inbox.
  • List emailsList the emails in a mailbox, newest first. You can narrow it to one folder, to unread emails, or to a search.
  • Get emailRead one email, including its full body.
  • Create draftSave a draft email without sending it, to send later with Send draft. Set 'Reply to email' to draft a reply in that email's conversation, with the original quoted below.
  • Send draftSend a draft email created earlier. Once sent, it moves to Sent Items and the draft's ID stops working.
  • Reply to emailReply to the sender of an email. The reply is saved in Sent Items.
See all 62 on the Microsoft Outlook page

Smartsheet

Triggers

  • New rowRuns when a row is added to a Smartsheet sheet.
  • Row changedRuns when a row in a Smartsheet sheet is changed, once for each change.
  • New commentRuns for each new comment on a Smartsheet sheet or one of its rows, with who wrote it and the row it's on. Comments already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
  • New attachmentRuns for each new file or link attached to a Smartsheet sheet, one of its rows or a comment. Attachments already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.

Actions

  • Get my accountGet the Smartsheet account this connection uses: name, email address, time zone and organization.
  • List workspacesList the workspaces you can open, with your access to each.
  • SearchSearch everything you can open in Smartsheet (sheets, rows, reports, comments and attachments) for some words. Smartsheet may take a few minutes to find something just added.
  • List sheetsList the sheets you can open, alphabetically, optionally only those changed since a date and time.
  • Get sheetGet a sheet with its columns and rows, each row's cells by column name. Large sheets come a page at a time.
  • Create sheetCreate a sheet in a workspace or one of its folders, with the columns you name. Add typed columns (dates, dropdowns) with 'Add column'.
See all 30 on the Smartsheet page

How to connect Microsoft Outlook and Smartsheet

  1. Connect your AI

    Add Lodol to Claude, ChatGPT, Cursor or any MCP tool in one step, or open the editor.

  2. Connect Microsoft Outlook and Smartsheet

    Sign in to each once in your workspace. Their keys are encrypted and used by name.

  3. Describe it, then turn it on

    Say what should happen, and when. Try a run, then turn it on; every run is traced.

Questions about Microsoft Outlook and Smartsheet

Yes. Connect each app once in your Lodol workspace and any workflow can use both: 55 actions and 7 triggers in Microsoft Outlook, and 26 actions and 4 triggers in Smartsheet.

Ask Claude, ChatGPT, Cursor or any AI tool connected to Lodol, in your own words, and it builds the workflow in your workspace. Or add the steps yourself in the visual editor, or start from one of the 1 template that already use both.

Free includes 100 runs a month. Builder starts at $18 a month for 2,500 runs and Pro at $120 for 10,000, and every plan has unlimited seats. A run counts once, however many steps it takes.

Connect Microsoft Outlook and Smartsheet.

Ask for it in Slack, Claude or ChatGPT. Lodol does it every time, and tells you if anything breaks.

Free plan, no credit card