How to Create a Backup of Outlook Emails in MS Excel Using Pabbly Connect

Learn how to automate the backup of Outlook emails to MS Excel using Pabbly Connect. Step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Outlook to Excel Integration

To create a backup of Outlook emails in MS Excel, you will first need to access Pabbly Connect. This powerful automation tool allows you to create workflows that connect various applications seamlessly. Start by logging into your Pabbly Connect account. If you don’t have an account, you can create one for free in just two minutes.

Once logged in, click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow. For instance, you can name it ‘New Email Received in Outlook – Auto Add to Excel’. After naming your workflow, click on the ‘Create’ button to proceed.

2. Configuring Trigger and Action in Pabbly Connect

In this section, you will configure the trigger and action for your automation using Pabbly Connect. The trigger will be set to monitor new emails in your Outlook account. Search for the Microsoft 365 application, which encompasses Outlook functionalities, and select the trigger event ‘New Email’.

• Select ‘Microsoft 365’ as your trigger application.
• Choose the trigger event ‘New Email’.
• Click on ‘Add New Connection’ to connect your Outlook account.

After connecting your Microsoft 365 account, you will see a confirmation message indicating that the connection is successful. Click on the button to fetch the most recent email details. This step ensures that Pabbly Connect is correctly pulling data from your Outlook account.

3. Adding Action to Save Emails in MS Excel

Next, you will set up the action to save the email details into MS Excel using Pabbly Connect. Search for the Microsoft Excel application and select the action event ‘Add a Row to Worksheet’. This action will ensure that every new email received is automatically added to your specified Excel sheet.

• Select your Microsoft Excel account by clicking on ‘Add New Connection’.
• Choose the specific workbook where you want to save the email details.
• Map the email data fields to the corresponding columns in your Excel sheet.

After mapping the fields such as sender name, sender email, subject line, and email content, click on the ‘Save and Send Test Request’ button. This action will send the email details to your Excel sheet, confirming that Pabbly Connect is functioning correctly.

4. Filtering Specific Emails for Backup

In this step, you will learn how to filter specific emails that you want to back up in MS Excel using Pabbly Connect. This is particularly useful if you only want to save emails that meet certain criteria. You can add a filter condition between the trigger and action steps.

Define the filter condition based on keywords in the subject line or body of the email. Use the ‘Contains’ condition to specify keywords such as ‘feedback’ or ‘mattress’. Set the filter to allow the automation to proceed only if the condition is met.

This filtering feature allows you to maintain a clean and organized backup of important emails in MS Excel, ensuring that only relevant data is stored. Once the conditions are set, you can click on ‘Save and Send Test Request’ to verify that the filter works as expected.

5. Conclusion: Automate Your Outlook Email Backups with Pabbly Connect

By following these steps, you can successfully automate the backup of your Outlook emails into MS Excel using Pabbly Connect. This integration not only saves time but also ensures that you have a reliable record of important emails without manual effort.

With Pabbly Connect, you can streamline your workflow and focus on more critical tasks while it handles the automation in the background. Start using Pabbly Connect today to simplify your email management and backup processes.