Learn how to set up a complete help desk solution on monday.com that capture incoming emails, extract email addresses, add them to your board and send an auto responder.
Discover how to effortlessly bring your Outlook emails directly into your monday.com boards using the powerful Extract AI app. Learn to automate the extraction of key email information, ensuring your team has immediate access to critical data without manual input.
This video walks you through the entire setup process, from connecting your Outlook account to configuring the AI block to extract specific fields like sender name, email address, and even attached files. We'll show you how to get started quickly, demonstrating how Extract AI manages the integration without needing separate monday.com Outlook automations.
🧾 TL;DR: Manually copying data from Outlook emails into monday.com is slow and error-prone. Extract AI connects your Outlook account to monday.com and automatically extracts sender name, email address, attachments, and more — directly into your board the moment an email arrives.
When leads, support requests, or client emails arrive in Outlook, someone has to open each one and manually enter the details into monday.com. That's a repetitive task that scales badly and introduces errors. Extract AI eliminates it entirely by reading incoming Outlook emails and pushing the extracted data straight into your monday.com board — no automations to build, no zaps to configure.
What you'll learn:
• How to create a new AI block in Extract AI and connect your Outlook account
• How to select a board group as the destination for incoming email data
• How to choose which fields to extract — email address, sender name, attachments, and more
• How to Capture email address and send an auto responder with Extract for monday.com
• How to test the setup by sending a real email and watching it appear on your monday.com board
⏱ CHAPTERS:
0:00 - Introduction to Extract AI
0:15 - How do I extract email address from Gmail and Outlook?
0:47 - Select destination group and choose fields to extract
1:12 - Add custom autoresponder email on monday.com
RESOURCES:
► Full article: https://jetpackapps.io/extract-ai/aut...
► Extract AI landing page: https://jetpackapps.io/email-to-monda...
► Install Extract AI: https://auth.monday.com/marketplace_a...
FREQUENTLY ASKED QUESTIONS:
Q: How do I automatically extract Outlook email data into monday.com?
A: Install Extract AI, open the app, and create a new AI block. Select Outlook, connect your account, choose a destination group on your board, and pick which fields to extract — like sender name, email address, and file attachments. Extract AI handles the rest automatically.
Q: What data can Extract AI pull from Outlook emails into monday.com?
A: Extract AI can extract sender name, email address, file attachments, and additional custom fields you define. You choose exactly which fields to extract when setting up the AI block.
Q: Do I need to set up monday.com automations separately to use Extract AI?
A: No. Extract AI handles the full extraction workflow on its own. You don't need to create any standard monday.com Outlook automations — the AI block takes care of everything once connected.
Q: How long does it take for an Outlook email to appear on my monday.com board after being sent?
A: In most cases, emails arrive on your monday.com board within about a minute of being sent to the connected Outlook account.
Q: Can I extract data from multiple Outlook accounts or add custom fields?
A: Yes. You can connect multiple accounts and add custom extraction fields beyond the default options — giving you full control over what data gets pulled into your monday.com board.
🔗 Connect with Jetpack Apps:
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