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Use the New Email Received in Microsoft Outlook trigger to start a Workflow whenever a new email arrives in your connected Outlook account. This is useful for automating email triage, drafting replies, or routing messages based on sender or content.

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Set up the trigger

1

Add the trigger

Create a new Workflow with the New Email Received in Microsoft Outlook trigger, or change an existing Workflow’s trigger type to New Email Received in Microsoft Outlook.
Selecting the New Email Received in Microsoft Outlook trigger
2

Connect your Outlook account

If you haven’t already, connect your Microsoft Outlook account to Cassidy.
Adding a Microsoft Outlook connection in the trigger configuration
3

Select folders to monitor (optional)

Specify the folders in Outlook you want to monitor for new emails. Leave empty to monitor all folders (excluding Sent Items and Drafts).
Configuring folder filters for the Outlook trigger
4

Reference the trigger variables

In subsequent Workflow steps, you can reference the following variables from this trigger:
  • Email ID — the unique identifier of the email message
  • Parent Folder ID — the identifier of the folder containing the email
  • Conversation ID — the identifier for the email conversation thread
  • Conversation Index — the position of the email within the conversation
  • Web Link — the web URL to view the email in Outlook
  • Sent Date — the date and time the email was sent
  • Received Date — the date and time the email was received
  • Labels — any labels or categories applied to the email
  • From (includes Name and Email) — the sender’s name and email address
  • Recipients — the recipient email addresses
  • CC Recipients — the carbon copy recipient names and email addresses
  • BCC Recipients — the blind carbon copy recipient names and email addresses
  • Reply To — the reply-to email address
  • Subject — the subject line of the email
  • Body — the content of the email
  • Attachments — any files attached to the email
Available Outlook trigger variables in the Workflow builder
5

Activate the trigger

In the trigger block, click the toggle switch to turn it on. Once it’s on, Cassidy checks your inbox for new emails every 2 minutes.
Activating the Outlook trigger toggle
This trigger only activates for emails received after the trigger is set up. It does not process existing emails.

Send email with Outlook

Send an email from a Workflow.

Reply to email with Outlook

Reply to an email thread from a Workflow.

Draft email with Outlook

Create a draft email from a Workflow.

Add label to Outlook message

Add a category label to a message from a Workflow.

Outlook for Workflows

See all Outlook Workflow triggers and actions.