Set Up Extract AI to extract data from Outlook Emails

Imagine you’re part of an IT helpdesk or support team. Customers email you daily through Outlook with urgent requests. Your team uses monday.com to manage tickets—but each time an email comes in, you have to manually:

  • Create a new item in monday.com
  • Copy over the sender’s name, email address, and message content
  • Double-check everything made it in correctly

Do this 20–30 times a day, and suddenly you’re not solving problems—you’re duplicating work.

Why This Problem Is More Costly Than It Seems

Manual data entry from Outlook:

  • Slows down your team’s response time
  • Creates potential for mistakes (missed context, wrong sender, copy-paste errors)
  • Hurts productivity—your people are busy entering data instead of resolving tickets

As request volume grows, this workflow becomes unsustainable.

The Fix: Integrate Extract + Outlook

By integrating Extract with Outlook in monday.com, every email can automatically create a new item in your board—complete with the sender’s name, email address, and full message body.

No touch. No hassle. Just accurate, instant ticket creation.

Step 1: Install the Extract Integration

  1. Go to your monday.com board
  2. Open the board menu → Integrations
  3. Search for Extract and add the recipe:
    “When a new item is created using email, save Sender Name and Email address, Content and File (Outlook Only)”
  4. Make sure the relevant columns (Sender Name, Email, Content, File) are mapped correctly

Step 2: Add the Outlook Integration

  1. Still in the board’s Integration panel, search for Extract
  2. Add the integration:
    “When Outlook email is received, create an item in group”
  3. Connect your Outlook account and follow the on-screen prompts

Now, every time someone emails your Outlook account, Extract will pick it up and push the sender’s details into your board columns—automatically.

Done! What Happens Next?

  • No more forwarding or copy-pasting emails
  • Emails are turned into structured, actionable items in monday.com
  • Extract parses the sender info and message into the right fields
  • Your team stays focused on support, not admin work

Real Benefits, Real Fast

  • Slash time spent entering tickets
  • Reduce errors and improve tracking
  • Enable your team to handle more requests without adding headcount

This is especially powerful for IT, HR, client success, or recruitment teams who rely on Outlook but manage workflows in monday.com.

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