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How to build an automation

In this video, we will provide an overview of how to build automations and the capabilities that Easyflow offers.

• From the top menu, click the plus button to create a new workflow. Give it a title, We will choose "send receive emails to google sheets"

• In the visual workflow designer, search for Outlook and drag it into the designer canvas. By clicking on the Outlook connector, you can see all the available operation options. We will choose the "list messages" option to start configuring it.

• The first step is to configure the connectivity to MS Outlook. In this demo, We are using the "easyflow.tutorials" email.

• You have the option to rename the step. We will use "List messages from outlook" for this example.

• Next, specify which step should be the starting point for the Easyflow workflow. To do this, right-click on the connector and select the Set as starting point option.

• To view the results of your work, you can either click the Preview Results from the bottom menu, or click the "Run" icon and then select Run and Preview.

From the preview results panel, you will see the results in JSON format for Microsoft Outlook.

In the value array of objects, you will see basic information about each email returned such as "subject" and the "sender".

The next step is to send this information to Google Sheets. To do this:

• Drag the Google Sheets connector to the designer canvas, then choose the "Add a Row" option from the operations panel.

• You will need to configure the settings for this operation. In this example We are using an existing connection to Google Sheets.

• The Spreadsheet Id refers to the file name, and the Range refers to the sheet and location where you want to insert the received email messages.

You can define these values either by choosing them using the folder icon or by typing them.

• In the data text box, you need to map the incoming messages from "Outlook" to the data required by "Google Sheets". To do that, choose the 4 dots icons on the right and the dynamic content panel will appear. Next, locate the "List messages from outlook" and begin mapping its elements to the data required by "Google Sheets".

• Consider adding an additional "date column" to your Google Sheets document by mapping a Now Date function expression from the DateTime Dynamic content tab. This will help you keep track of changes over time.

• Click Apply to save your changes, then link the 2 steps together and press save.

• Now, let's test the result by just clicking on Preview Results from the bottom menu.

As you can see from the results, the response from "Google Sheets" indicates that the data was inserted correctly in "Sheet1" as per our configuration.

Thank you for watching this video.

Please feel free to contact us if you have any questions.