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Send a Microsoft Outlook Email to Assignee in a Torq Case - Workflow Template
Send a Microsoft Outlook Email to Assignee in a Torq Case - Workflow Template

Workflow that will notify the user by sending an email via Microsoft Outlook for every new Torq case that is assigned to the user.

Updated over 6 months ago

This workflow template "Send a Microsoft Outlook Email to Assignee in a Torq Case" streamlines the process of notifying users about new case assignments within Torq. Upon assignment, it confirms the assignee as a Microsoft 365 user, calculates the service level agreement (SLA) target date, and discerns whether the assignment originated from a user or a workflow. An email notification is then dispatched via Microsoft Outlook, including crucial case details and a direct link to the Torq case for efficient case management. This automation enhances communication efficiency and ensures timely case handling.

Use Cases

Case Management

Workflow Breakdown

  1. Set the Microsoft 365 integration and the source email address in the workflow parameters

  2. Calculate the SLA date and if the assignment was made by a user or workflow

  3. Send the email message via Microsoft Outlook with a short summary of the case.

Vendors

Utils, Microsoft Outlook, Microsoft Azure AD, Microsoft 365

Workflow Output

Email message to the user on case assignment.

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