Outlook Online - Automating email processing with rules Tutorial
In this video, you will learn about automating email processing with rules in Outlook Online.
The video covers how to create rules to automatically perform actions on incoming or outgoing messages based on specified conditions.
You can categorize emails, redirect them to specific folders, and perform multiple actions within a single rule.
This will help you organize your inbox faster and make your daily use of Outlook Online easier.
- 2:35
- 1719 views
-
Excel - Create a PivotTable and analyze your data
- 1:35
- Viewed 3818 times
-
Power BI - Recovering your Data from different sources
- 3:26
- Viewed 3933 times
-
Power BI - Creating your Datasets
- 2:26
- Viewed 3489 times
-
Power BI - Introduction to Power BI Building Blocks
- 3:07
- Viewed 3841 times
-
Power BI - Introduction to Power BI Desktop
- 2:52
- Viewed 3811 times
-
Power BI - General Introduction
- 2:54
- Viewed 4823 times
-
Outlook - Manage attachments
- 1:51
- Viewed 2802 times
-
Excel - Use slicers, timelines and PivotCharts to analyze your pivotetable data
- 3:38
- Viewed 2567 times
-
Answering a scheduling poll
- 1:14
- Viewed 6999 times
-
How to recall or replace a sent email in Outlook Web
- 0:53
- Viewed 6045 times
-
Use the scheduling poll dashboard
- 2:42
- Viewed 4229 times
-
Accessing applications from a group
- 1:59
- Viewed 3628 times
-
Customize Action Buttons in Outlook Online
- 2:17
- Viewed 3562 times
-
Creating a group
- 2:38
- Viewed 3490 times
-
How to filter and sort your emails
- 3:03
- Viewed 3078 times
-
Having a conversation within a group
- 3:21
- Viewed 2798 times
-
Introduction to Outlook Online
- 3:10
- Viewed 2440 times
-
How to search in the Outlook Web App
- 0:56
- Viewed 2390 times
-
Reply, reply to all or transfer
- 1:46
- Viewed 2291 times
-
Attachments and sending options
- 1:45
- Viewed 2276 times
-
Out-of-office messages and automatic replies
- 1:54
- Viewed 2144 times
-
Create and embed a signature
- 1:25
- Viewed 2115 times
-
Turning emails into actionable tasks
- 1:35
- Viewed 2031 times
-
Customize your Outlook online
- 1:56
- Viewed 2027 times
-
Creating quick accesses and favorites
- 1:32
- Viewed 2013 times
-
Adding contacts with Outlook Online
- 1:29
- Viewed 1992 times
-
Managing your contacts
- 1:25
- Viewed 1954 times
-
Mastering contact lists and groups
- 2:02
- Viewed 1945 times
-
Creating and using email templates
- 1:02
- Viewed 1927 times
-
Responding to a meeting invitation
- 1:48
- Viewed 1926 times
-
Getting familiar with the calendar features
- 2:06
- Viewed 1919 times
-
Select multiple emails in Outlook Web App
- 1:52
- Viewed 1914 times
-
Managing your tasks with To Do add-in
- 2:04
- Viewed 1914 times
-
Organizing and navigating with categories
- 1:37
- Viewed 1880 times
-
Creating Tasks in Outlook Online
- 2:04
- Viewed 1806 times
-
Setting up a meeting with Outlook Online
- 1:47
- Viewed 1790 times
-
Creating and managing folders
- 1:29
- Viewed 1755 times
-
Setting up and managing calendar shares
- 1:39
- Viewed 1732 times
-
Sharing your calendar in Outlook Online
- 1:37
- Viewed 1655 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 47 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 53 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 62 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 61 times
-
Copilot at the service of project reports
- 02:36
- Viewed 53 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 51 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 83 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 56 times
-
Project mode
- 01:31
- Viewed 58 times
-
Create an agent for a team
- 01:53
- Viewed 101 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 102 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 54 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 101 times
-
Copilot Studio agent settings
- 01:33
- Viewed 57 times
-
Add new actions
- 01:54
- Viewed 96 times
-
Create a first action
- 01:59
- Viewed 98 times
-
Manage topics
- 01:51
- Viewed 83 times
-
Manage knowledge sources
- 01:11
- Viewed 54 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 96 times
-
Access Copilot Studio
- 01:09
- Viewed 95 times
-
Get started with Copilot Studio
- 01:25
- Viewed 53 times
-
Introduction to PowerBI
- 00:60
- Viewed 167 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 158 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 155 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 161 times
-
Introduction to Planner
- 00:56
- Viewed 169 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 158 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 164 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 224 times
-
Introduction to Sway
- 01:53
- Viewed 142 times
-
Introducing to Word
- 01:00
- Viewed 165 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 147 times
-
Create a call group
- 01:15
- Viewed 200 times
-
Use call delegation
- 01:07
- Viewed 128 times
-
Assign a delegate for your calls
- 01:08
- Viewed 200 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 135 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 126 times
-
Manage advanced call notifications
- 01:29
- Viewed 141 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 173 times
-
Block unwanted calls
- 01:24
- Viewed 140 times
-
Disable all call forwarding
- 01:09
- Viewed 141 times
-
Manage a call group in Teams
- 02:01
- Viewed 132 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 130 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 123 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 148 times
-
Manage voicemail messages
- 01:55
- Viewed 187 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 205 times
-
Customize your voicemail greeting
- 02:17
- Viewed 125 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 121 times
-
Manage simultaneous calls
- 01:52
- Viewed 131 times
-
Support third-party apps during calls
- 01:53
- Viewed 160 times
-
Add participants quickly and securely
- 01:37
- Viewed 131 times
-
Configure call privacy and security settings
- 02:51
- Viewed 130 times
-
Manage calls on hold
- 01:20
- Viewed 136 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 126 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 131 times
-
Draft a Service Memo
- 02:33
- Viewed 182 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 168 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 250 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 217 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 89 times
-
Other Coaches
- 01:45
- Viewed 181 times
-
Agents in SharePoint
- 02:44
- Viewed 144 times
-
Prompt coach
- 02:49
- Viewed 166 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 162 times
-
Configure a Copilot Agent
- 02:39
- Viewed 152 times
-
Describe a copilot agent
- 01:32
- Viewed 176 times
-
Rewrite with Copilot
- 01:21
- Viewed 151 times
-
Analyze a video
- 01:21
- Viewed 175 times
-
Use the Copilot pane
- 01:12
- Viewed 167 times
-
Process text
- 01:03
- Viewed 155 times
-
Create an insights grid
- 01:19
- Viewed 263 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 167 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 187 times
-
Create an image with Copilot
- 00:42
- Viewed 275 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 181 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 176 times
-
Chat with Copilot
- 00:50
- Viewed 168 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 254 times
-
Data Privacy in Copilot
- 00:43
- Viewed 181 times
-
Access Copilot
- 00:25
- Viewed 276 times
-
Use a Copilot Agent
- 01:24
- Viewed 190 times
-
Modify with Pages
- 01:20
- Viewed 192 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 185 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 178 times
-
Generate the email for the recipient
- 00:44
- Viewed 168 times
-
Action Function
- 04:18
- Viewed 137 times
-
Search Function
- 03:42
- Viewed 186 times
-
Date and Time Function
- 02:53
- Viewed 167 times
-
Logical Function
- 03:14
- Viewed 254 times
-
Text Function
- 03:25
- Viewed 198 times
-
Basic Function
- 02:35
- Viewed 157 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 187 times
-
Introduction to Power Fx
- 01:09
- Viewed 158 times
-
The New Calendar
- 03:14
- Viewed 282 times
-
Sections
- 02:34
- Viewed 169 times
-
Customizing Views
- 03:25
- Viewed 165 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 271 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 184 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 144 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 102 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 171 times
-
Use the narrative Builder
- 01:31
- Viewed 222 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 180 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 193 times
-
Share a document with copilot
- 00:36
- Viewed 182 times
-
Configurate a page with copilot
- 01:47
- Viewed 181 times
-
Use Copilot with Right-Click
- 01:45
- Viewed 891 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 199 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 222 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 289 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 351 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 331 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 390 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 333 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 206 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 348 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 221 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 227 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 404 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 198 times
-
Share Power Automate Flows
- 02:20
- Viewed 192 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 196 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 183 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 195 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 231 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 167 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 360 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 584 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 337 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 327 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 305 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 274 times
-
Discover the “Build Space”
- 02:26
- Viewed 192 times
-
The Power Automate Mobile App
- 01:39
- Viewed 200 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 193 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 281 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 187 times
-
Access Power Automate for the Web
- 01:25
- Viewed 297 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 245 times
Objectifs :
This video aims to teach users how to create and manage rules in Outlook Online to streamline their email organization and enhance productivity.
Chapitres :
-
Introduction to Outlook Online Rules
Outlook Online allows users to create rules that automate actions on incoming or outgoing messages based on specified conditions. This feature is particularly useful for organizing your inbox and managing emails efficiently. -
Understanding Rules
A rule in Outlook Online is an automated action that the platform performs on emails based on criteria you set. One of the most practical rules is the automatic categorization of emails, which helps in organizing your inbox effectively. -
Creating Rules: Method 1
The first method to create a rule is by right-clicking on a message and selecting the 'Create Rule' option. This allows you to redirect emails from a specific sender to a designated folder with just a few clicks. After making your selection, validate and save your choice. You can also choose to apply this rule immediately to your Inbox, affecting emails received before the rule was created. -
Creating Rules: Method 2
The second method involves creating a rule from scratch. To do this, click on 'Settings' at the top right of your screen, then select 'Rules' and click on 'Add New Rule.' Give your rule a name. For example, to categorize emails based on keywords in the subject or body, set the condition to 'Message body includes' and specify the desired keyword in the text field that appears. -
Defining Actions and Exceptions
After setting the condition, define the action Outlook should take. For instance, you can choose to categorize the message under the 'Mark Message' section and select the desired category. You can also perform multiple actions within a single rule, such as moving the message to a specific folder. Additionally, you can add exceptions to the rule, for example, if the message is sent by a specific colleague. -
Prioritizing Rules
When creating rules, it is essential to define your needs clearly. To prioritize a rule, check the 'Stop processing more rules' box. This ensures that only the selected rule is applied to relevant messages, even if they meet the criteria for other rules. Outlook allows multiple active rules, which can sometimes conflict with each other. -
Saving and Managing Rules
Once your rule is defined, click 'Save' to validate it. You will return to the list of rules, where you can see that your rule has been activated. You can modify the rule at any time by clicking on the pencil icon or delete it if necessary. If you wish to disable the rule without deleting it, simply toggle the switch next to its name. -
Conclusion
Creating and managing rules in Outlook Online can significantly enhance your email organization and productivity. By automating actions based on specific criteria, you can ensure that your inbox remains organized and that important messages are easily accessible.
FAQ :
What are rules in Outlook Online?
Rules in Outlook Online are automated actions that the application performs on incoming or outgoing messages based on conditions you set, helping to organize your inbox more efficiently.
How do I create a rule in Outlook Online?
You can create a rule by right-clicking on a message and selecting 'Create Rule' or by going to 'Settings', selecting 'Rules', and then 'Add New Rule' to define your own parameters.
Can I categorize emails automatically?
Yes, you can set up rules to automatically categorize emails based on specific keywords in the subject or body of the email.
What should I do if my rules contradict each other?
If your rules contradict each other, you can check the 'Stop processing more rules' box to ensure that only the selected rule is applied to the relevant messages.
Can I modify or delete a rule after creating it?
Yes, you can modify a rule at any time by clicking on the pencil icon next to it, or you can delete it if you no longer need it.
What happens if I disable a rule?
Disabling a rule will stop it from being applied to incoming or outgoing messages without deleting it, allowing you to reactivate it later if needed.
Quelques cas d'usages :
Organizing Client Emails
A marketing manager can create rules to categorize emails from clients based on specific keywords in the subject line, ensuring that important communications are easily accessible and organized.
Filtering Team Communications
A project manager can set up rules to automatically move emails from team members into designated folders, streamlining the workflow and keeping the inbox uncluttered.
Prioritizing Important Messages
An executive can create rules that categorize emails from key stakeholders, ensuring that these messages are highlighted and addressed promptly.
Managing Newsletter Subscriptions
A user can create a rule to automatically move newsletters into a specific folder, allowing for easier management of promotional content without cluttering the main inbox.
Handling Exceptions for Specific Colleagues
A team leader can set up rules that categorize emails from most team members but create exceptions for messages from a specific colleague, ensuring that important updates are not missed.
Glossaire :
Rule
An action that Outlook Online automatically performs on incoming or outgoing messages based on specified conditions.
Categorization
The process of organizing emails into specific categories for easier management and retrieval.
Inbox
The main folder in an email application where incoming messages are received and stored.
Settings
A section in Outlook Online where users can configure their preferences and manage rules.
Keywords
Specific words or phrases used to filter and categorize emails based on their content.
Action
The operation that Outlook performs on messages when a rule is triggered, such as categorizing or moving emails.
Exceptions
Conditions that exclude certain messages from being affected by a rule, such as messages from specific colleagues.
Stop processing more rules
An option that ensures only the selected rule is applied to relevant messages, preventing conflicts with other rules.