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6 ways to automate Microsoft Office 365

Go beyond the productivity suite

By Krystina Martinez · August 9, 2023

If your business uses Microsoft Office 365 at all, then you know how well it plays with other Microsoft products. As a whole, it can be a great addition to your business—and your team's productivity. But even so, you can't use Microsoft exclusively for everything.

You might use other tools to collect form submissions from leads, add specific events to calendars, or create tasks so you can better manage your projects. Without being able to connect these tools to your Microsoft Office account, you could find that manually passing that information from one app to another eats up too much of your day, leaving you with little time to scale your business. 

With Zapier, you can connect Microsoft Office 365 with other apps you use at work to streamline your workflows. You can create automated workflows—what we call Zaps—to help you keep calendars up to date, push deals along, and get notifications about important emails.

New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.

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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Send messages from a spreadsheet

You can use spreadsheets for just about anything, like managing communications and tracking important business information, or even for creating games.

Sometimes you need to send an email based on information in a spreadsheet. For example, perhaps you draft communications to business partners in a spreadsheet to track outreach. Or maybe you use a spreadsheet to manage an internal project, so you need to know if there's been a change in a particular column or a new row added.  

Instead of copying and pasting information or relying on default app alerts, you can try these Zaps, which automatically send an email from Microsoft 365 when there's a specific spreadsheet change.

Send new Microsoft Office 365 emails for new or updated Microsoft Excel rows

  • Microsoft Excel logo
  • Microsoft Office 365 logo
Microsoft Excel + Microsoft Office 365
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    When you have info in a spreadsheet that belongs in an email, this integration can connect your tools. This Zap will automatically send an email from Microsoft Office 365 when there is a new or updated row in a Microsoft Excel spreadsheet. It's never been easier to send an email with details from your spreadsheet.

    Send Microsoft Office 365 emails for new rows in a Google Sheets

    • Google Sheets logo
    • Microsoft Office 365 logo
    Google Sheets + Microsoft Office 365
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      When you have new data added to a spreadsheet, you may need it added to and sent off in an email. This integration helps by automatically sending a Microsoft Office 365 email when there is a new row on a specific Google Sheet. It's never been easier to send data from your spreadsheet via email.

      Send Microsoft Office 365 emails from new records logged in an Airtable view

      • Airtable logo
      • Microsoft Office 365 logo
      Airtable + Microsoft Office 365
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        Sometimes notifying your team of newly-logged info can take up valuable time. This integration helps cut down time spent by automatically sending emails using Microsoft Office 365 when new records are logged in an Airtable view. Now you're freed up to focus on important things.

        Automatically contact new leads

        If managing leads is a part of your job, you likely spend a lot of time making the first contact with a new prospect. You don't want the lead to grow cold so you need to act fast, but how much value are you bringing every time you spend copying a template to send out? 

        You can skip all that by using Zapier to send the initial outreach. These Zaps will automatically send an email from Microsoft 365 to a new lead no matter how they first contacted you. You can personalize the email step based on information in your form, referring to the lead by name and referencing any selections they made.

        Send new Facebook Lead Ads leads in Microsoft Office 365 emails

        • Facebook Lead Ads logo
        • Microsoft Office 365 logo
        Facebook Lead Ads + Microsoft Office 365
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          Long list of incoming leads? Time to let your teammates know about them. We can do that for you with this simple integration. After set-up, new leads from Facebook Leads Ads will be automatically sent in Microsoft Office 365. Keep the right people in the loop with no extra effort.

          Send Microsoft Office 365 emails for new Typeform entries

          • Typeform logo
          • Microsoft Office 365 logo
          Typeform + Microsoft Office 365
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            Make sure that your stakeholders stay up to date about new Typeform submissions, without the need for manual messages. Once you set up this Zap, each Typeform entry will automatically trigger a custom email in Microsoft Office 365 to a specified recipient.

            Send emails in Microsoft Office 365 for new SurveyMonkey response notifications with answers

            • SurveyMonkey logo
            • Microsoft Office 365 logo
            SurveyMonkey + Microsoft Office 365
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              Update your stakeholders to keep your workflows up to date effortlessly! With this Zap in place, you’ll automatically send an email to a specified recipient via Microsoft Office 365 with each new SurveyMonkey response notification with answers.

              Want to make it look like it came from a real person? Try a delay step, available on our paid plans. Instead of automatically sending the email as soon as a new lead comes in, a delay will tell Zapier to wait for a specific amount of time first. Learn more about Delay by Zapier

              Note: If your Microsoft account has strict permissions, you may not be able to connect it to Zapier. Check with your account administrator to receive access. 

              Automatically create tasks

              I'll let you in on a little secret: I am terrible at remembering to complete tasks unless they're logged in my project management tool. Yet a lot of the requests I get are via email, and unless I'm monitoring my inbox all day, every day, those tasks can easily slip through the cracks. 

              These Zaps turn the emails you receive into actionable items in your task management tool that you can address right away, without you having to worry about checking your email every ten minutes. 

              Create Akiflow tasks from new Microsoft Office 365 emails

              • Microsoft Office 365 logo
              • Akiflow logo
              Microsoft Office 365 + Akiflow
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                Use this template to create an Akiflow task for every new email received in your Microsoft Office 365 account.

                Create Trello cards from new Office 365 emails

                • Microsoft Office 365 logo
                • Trello logo
                Microsoft Office 365 + Trello
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                  Need a way to turn incoming emails into actionable items? This useful integration between Office 365 and Trello can be set up to watch a particular folder in your email mailbox and create a Trello card for each new incoming email, keeping you organized and your whole team aware of activity the moment it happens, even outside of Trello.

                  Want to set up tasks for another purpose, like creating an agenda ahead of a meeting? These Zaps will automatically create tasks inside your task management tool whenever a new event is added to your calendar.

                  Create Todoist tasks from new Microsoft Office 365 events

                  • Microsoft Office 365 logo
                  • Todoist logo
                  Microsoft Office 365 + Todoist
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                    Do you create tasks on your to-do app from calendar events? If so, this automation is for you. It's triggered by new Microsoft Office 365 events. Say you define "product launch" as your search term for this integration. Each time a new event containing that term appears on your calendar, we'll create a task for it on Todoist.

                    Create tasks in Any.do with new Office365 events

                    • Microsoft Office 365 logo
                    • Any.do Personal logo
                    Microsoft Office 365 + Any.do Personal
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                      Stop wasting time in meetings by making sure everyone has the agenda ahead of time. Use this integration to automatically generate an Any.do task in to set an agenda with each new Office365 event.

                      Send notifications

                      It's hard to keep track of email. You may miss an important message, or perhaps you skimmed an email and missed a crucial detail. 

                      Whether you need to stay on top of your work email or you and your team monitor a shared inbox, you can use Zapier to stay on top of it. These Zaps will automatically alert you in Microsoft Teams or another team chat app whenever you receive a new email. 

                      Send Microsoft Teams messages for new Microsoft Office 365 emails

                      • Microsoft Office 365 logo
                      • Microsoft Teams logo
                      Microsoft Office 365 + Microsoft Teams
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                        Get your emails delivered to where you spend the bulk of your time. This integration connects Microsoft Office 365 and Microsoft Teams. When you get an email on Microsoft Office 365, you get notified on a chosen Microsoft Teams channel. No more wasting time between platforms.

                        Send Microsoft Office 365 emails to a Slack channel

                        • Microsoft Office 365 logo
                        • Slack logo
                        Microsoft Office 365 + Slack
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                          Get your emails delivered to where you spend the bulk of your time: your team chat app. When you receive an email in Microsoft Office 365, you'll get notified in a specific Slack channel. No more wasting time switching between platforms!

                          Need to pass along essential details from an email instead of forwarding it? An email parser may be the solution for you. The Zaps below will automatically send emails from your Microsoft 365 account with the parsed email message.

                          Send Office 365 emails from new Mailparser.io emails

                          • Mailparser logo
                          • Microsoft Office 365 logo
                          Mailparser + Microsoft Office 365
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                            Mailparser.io can pull important data out of your emails, but what do you do with that data? Use this Zapier integration to automatically send an email via Office 365 for new Mailparser.io emails that are processed. It's a great way to send along the new parsed data, or reach back out to new contacts.

                            Send Microsoft Office 365 emails for new emails to a specific mailbox

                            • Email Parser by Zapier logo
                            • Microsoft Office 365 logo
                            Email Parser by Zapier + Microsoft Office 365
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                              When you get email to certain mailbox, you may want to receive email notifications. This integration helps by automatically sending a Microsoft Office 365 emails with details from a new email in a specific mailbox. You'll always know when your mailbox gets a new email.

                              Automate reminders

                              Our brains can only handle so much—and that's why reminders and to-do lists exist. If you often need reminder emails (or send them) regularly, Zapier can do that for you. 

                              Send a weekly reminder email from Microsoft Office 365

                              • Schedule by Zapier logo
                              • Microsoft Office 365 logo
                              Schedule by Zapier + Microsoft Office 365
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                                If you need to send a weekly reminder email to your team or a client, this Zap will automatically take care of it for you. This Microsoft Office 365 integration with Schedule by Zapier makes it easy to automatically send anyone a weekly reminder email with any content you'd like.

                                Need reminders on a more specific schedule, say when a meeting comes up? You can use a Zap to create a to-do item or other preferred reminder method whenever there's a new event on your calendar. 

                                Create Todoist tasks from new Microsoft Office 365 events

                                • Microsoft Office 365 logo
                                • Todoist logo
                                Microsoft Office 365 + Todoist
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                                  Do you create tasks on your to-do app from calendar events? If so, this automation is for you. It's triggered by new Microsoft Office 365 events. Say you define "product launch" as your search term for this integration. Each time a new event containing that term appears on your calendar, we'll create a task for it on Todoist.

                                  Send Microsoft Office 365 calendar event reminders to a Microsoft Teams channel

                                  • Microsoft Office 365 logo
                                  • Microsoft Teams logo
                                  Microsoft Office 365 + Microsoft Teams
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                                    Tired of people showing up late to events on your calendar? Keep your team in the loop with this integration. Whenever a calendar event in Microsoft Office 365 is about to start, this Zap will automatically send a reminder message in a Microsoft Teams channel.

                                    Send upcoming Microsoft Office 365 calendar events to a Slack channel

                                    • Microsoft Office 365 logo
                                    • Slack logo
                                    Microsoft Office 365 + Slack
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                                      Make sure everyone on your team shows up to a meeting with this integration. Whenever a Microsoft Office 365 calendar event is about to start, this Zap will automatically send a message to your team in a Slack channel.

                                      Update work and personal calendars

                                      I've had way too many moments where I forgot to copy appointments from my personal calendar into my work account. It creates awkward situations when someone books a meeting with you, but you have a haircut. 

                                      You can keep your calendars updated with a Zap that automatically copies calendar events into Microsoft 365 and vice versa. 

                                      Create Microsoft Office 365 events for new or updated Google Calendar events

                                      • Google Calendar logo
                                      • Microsoft Office 365 logo
                                      Google Calendar + Microsoft Office 365
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                                        When you have multiple calendar tools, you'll want the events to be coordinated between the two. This integration helps by automatically creating a Microsoft Office 365 event with the details of a new or updated Google Calendar event. It's never been so effortless to coordinate calendars.

                                        Add new Microsoft Office 365 events to Google Calendar

                                        • Microsoft Office 365 logo
                                        • Google Calendar logo
                                        Microsoft Office 365 + Google Calendar
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                                          This integration adds new Microsoft Office 365 events to Google Calendar.

                                          Note: Two-way syncing between apps might result in a "Zap loop," check out this guide on how to avoid them.

                                          If you work with tools not listed here, don't worry! Head to our app directory to search for the one you use.

                                          Do more with automation

                                          You don't have to spend your workday attached to your email or calendar. When you pair Microsoft Office 365 with Zapier, you can count on automation to take care of the tasks that drag you down so you can focus on the work that's important: scaling your business.

                                          New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.

                                          This article was originally published in August 2021. It was most recently published in August 2023 by Elena Alston.

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                                          A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'