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Outlook is Microsoft’s email and personal information management application that provides email, calendar, contact, and task management capabilities. It’s part of Microsoft Office and offers integration with other Microsoft services for comprehensive business communication and organization.

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1. Add your Outlook access

  1. In the Destinations tab, click on the “Add destination” button located on the top right of your screen. Then, select the Outlook option from the list of connectors.
  2. Click Next and you’ll be prompted to add your access.
    • Microsoft Authentication: Authorize Nekt with your Outlook account. Make sure you are doing it with the email address you want to use to send the email.
    • Recipients: A list of recipient emails separated by comma (,).
    • Email subject: The subject of the email. If you want to add a datestamp to the subject, include the parameter {datestamp} in brackets.
    • Email body: The email body message. If you want to include a preview of the data in the body, use the variable {data_preview} where you want to place it.
    • Maximum preview size: The total number of rows to preview in the message body. Maximum is 100.
    • Attach table data: Whether to send data attached in the email as .csv or .xlsx files. Maximum file size is 150MB.
    • Format of attached file: In case you want to send data attached, decide the file format — CSV or Excel (.xlsx).
    • Filename: The name of the file to be attached in the email. If you want to add a datestamp to the file name, include the parameter {datestamp} in brackets.
    • Apply filter to data preview: Filter the rows that should be sent in the email body.
    • Send email with empty data: Whether the email should be sent in case the input table is empty (due to filtering or other conditions).
    • Email body (empty data): The body message to be used when the input table is empty.
  3. Click Next.

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2. Select your data to send

  1. The next step is letting us know which data you want to attach to the email. Select the layer and then the desired table.
    Tip: The table can be found more easily by typing its name.
  2. Click Next.

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3. Configure your Outlook data destination

  1. Describe your destination for easy identification within your organization. You can inform things like what data it sends, to which team it belongs, etc.
  2. To define your Trigger, consider how often you want this email to be sent to the list of recipients. This decision usually depends on how frequently you need the new table data updated (every day, once a week, only at specific times, etc.).
  3. Click Done.

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Check your new destination!

  1. Once completed, you’ll receive confirmation that your new destination is set up!
  2. You can view your new destination on the Destinations page. Now, for the email to be actually sent, you have to wait for the pipeline to run. You can monitor it on the Destinations page to see its execution and completion. If needed, manually trigger the pipeline by clicking on the refresh icon. Once executed, your email should be sent.
If you encounter any issues, reach out to us via Slack, and we’ll gladly assist you!