Create a Column for Outlook Email Drafts in Clay

ishrak h. · 2025-04-11T20:18:17.125Z

how to create a column that generates a link that opens outlook with the email draft generated in clay

Create a Column for Outlook Email Drafts in Clay | Clay

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To create a column in Clay that generates a link to open Outlook with an email draft, you can use the message drafting feature and customize the column data type. Here's how: 1. Open the message drafting feature through Actions > Export > Export Messages to Sequencer. 2. Write your email draft in the Message Drafting Panel. 3. After creating the draft, right-click on the column you want to use for the Outlook link. 4. Select Edit Column > Select Data Type. 5. Choose the appropriate data type for the Outlook link (likely URL or Text). 6. Click Save Settings. To generate the actual Outlook link, you'll need to use a formula that creates a mailto: link with the draft content. This may require additional steps or a custom formula column. Would you like more information on creating custom formula columns in Clay?
Sources: Message drafting overview | Documentation | Clay University Select Column Data Type
ishrak h.
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yes
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To create a custom formula column for a mailto: link in Clay: 1. Add a new column and select "Formula" 2. In the AI Formula Generator box, type: "Generate a mailto: link for Outlook using {{Email}} as the recipient" 3. Click "Generate Formula" 4. Review the sample output 5. Click "Save Formula" if it looks correct The AI will likely generate a formula like: LBKS"mailto:" + {{Email}} + "?subject=Your%20Subject%20Here&body=Your%20message%20body%20here"LBKSYou can modify the subject and body as needed. This formula will create a clickable mailto: link that opens a new Outlook draft with the specified email address. If you need further assistance, click on "Talk to a person" for human support.
Sources: Formulas Formula generator | Documentation | Clay University
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This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in Clay Support.

Channeled
APP
·
·
To create a column in Clay that generates a link to open Outlook with an email draft, you can use the message drafting feature and customize the column data type. Here's how: 1. Open the message drafting feature through Actions > Export > Export Messages to Sequencer. 2. Write your email draft in the Message Drafting Panel. 3. After creating the draft, right-click on the column you want to use for the Outlook link. 4. Select Edit Column > Select Data Type. 5. Choose the appropriate data type for the Outlook link (likely URL or Text). 6. Click Save Settings. To generate the actual Outlook link, you'll need to use a formula that creates a mailto: link with the draft content. This may require additional steps or a custom formula column. Would you like more information on creating custom formula columns in Clay?
Sources: Message drafting overview | Documentation | Clay University Select Column Data Type
ishrak h.
·
·
yes
Channeled
APP
·
·
To create a custom formula column for a mailto: link in Clay: 1. Add a new column and select "Formula" 2. In the AI Formula Generator box, type: "Generate a mailto: link for Outlook using {{Email}} as the recipient" 3. Click "Generate Formula" 4. Review the sample output 5. Click "Save Formula" if it looks correct The AI will likely generate a formula like: LBKS"mailto:" + {{Email}} + "?subject=Your%20Subject%20Here&body=Your%20message%20body%20here"LBKSYou can modify the subject and body as needed. This formula will create a clickable mailto: link that opens a new Outlook draft with the specified email address. If you need further assistance, click on "Talk to a person" for human support.
Sources: Formulas Formula generator | Documentation | Clay University
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in Clay Support.