Outlook Hive Integration
This guide will walk you through a simple yet effective automation that allows you to create Hive action cards directly from your Outlook emails.
The Basic Integration
The fundamental concept is straightforward: you can automatically create Hive action cards by simply dragging emails to a designated Outlook folder. Here's how it works:
- Set up a specific folder in Outlook (e.g., "Add to Project A")
- Drag any email into this folder
- Automatically, a new action card appears in your designated Hive project
- The email subject becomes the card title, and the email body becomes the description
Setting Up the Integration with Hive Automate
To implement this automation, you'll need Hive Automate activated in your Hive instance. Here's the step-by-step setup process:
Basic Setup
- Access Hive Automate
- Create a new recipe (Hive's term for workflow)
- Configure the trigger:
- Select Outlook as the application
- Choose "New Email" as the trigger
- Specify the monitored folder
- Set up the action:
- Select Hive as the application
- Choose "Create Record" as the action
- Connect your Hive account
- Configure the action card details:
- Set the object type as "action"
- Map the email subject to the card title
- Specify the parent project
- Map the email body to the description
Enhanced Integration with AI
For a more sophisticated approach, you can incorporate AI to process the email content more intelligently. This enhanced version:
- Monitors the same Outlook folder
- Uses AI to generate a more concise and clear action card title
- Processes the email content to create a better-structured description
- Creates the Hive action card with the AI-refined content
The result is cleaner, more actionable task cards that maintain the essential information while eliminating unnecessary details.
Requirements and Prerequisites
Before implementing this integration, ensure you have:
- Active Hive Automate in your Hive instance
- Appropriate permissions in both Outlook and Hive
- Access to connect both applications in Hive Automate
Looking for More?
This integration is just one example of how you can automate your workflow with Hive. Similar recipes can be created using Gmail or other email providers, and the possibilities for customization are extensive.
Need Additional Support?
If you need assistance with:
- Setting up Hive Automate
- Creating custom integrations
- Optimizing your workflow automation
Consider reaching out to Connex, an official Hive partner and Hive Automate expert, for a free discovery call to discuss your specific needs and requirements.
