Can I specify which payment confirmation emails are included?

Yes, you can filter emails based on keywords or sender to only include relevant payment confirmations.

Can I include specific payment details?

Yes, you can customize the fields and data included in the summary in Coda.

Who will find this automation useful?

Accountants and financial managers who need to keep accurate records of payment confirmations and transactions.

Home Contact Pricing Apps Blog

Coda + Microsoft Outlook

Generate Financial Summary in Coda from Payment Emails

Generate a financial summary in Coda from payment confirmation emails received in Outlook, ensuring all transaction data is accurately recorded and easily accessible.

Payment Email Received

Triggers when a payment confirmation email is received in Outlook.

Create Financial Summary

Generates a financial summary in a Coda document.

See more Coda to Microsoft Outlook integrations or use AI to customize your automation.

or pick a common variation below

Draft Project Plans in Coda from Approval Emails

Coda + Microsoft Outlook

Log Work Hours in Coda from Timesheet Emails

Coda + Microsoft Outlook

Get Coda Updates for Important Outlook Emails

Coda + Microsoft Outlook

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate financial summary in Coda from payment emails"

Generate financial summary in Coda from payment emails

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Coda + Microsoft Outlook.

Create Row

Creates a new row in a specified Coda table

List Tables

Lists all tables in a Coda document

Search Table

Searches for records in a Coda table

New Coda Row

Triggers when a new row is added to a specified Coda table

Updated Coda Row

Triggers when a row is updated in a specified Coda table

New Coda Document

Triggers when a new document is created in Coda

Send Email

Sends an Outlook email

Make Draft

Makes a draft in Outlook

Forward Email

Forwards an Outlook email

Create Calendar Event

Creates a new Outlook calendar event

Update Calendar Event

Updates an existing Outlook calendar event

Delete Calendar Event

Deletes an Outlook calendar event

App details

Coda

Coda is an all-in-one doc platform that combines documents, spreadsheets, and applications. Create flexible and powerful documents that grow with your team and adapt to your workflow.