The email will then appear in Workbooks (after the next synchronisation has been completed).

Automatically sync all emails into Workbooks

In Outlook, create a new rule:

Select the condition of what emails you would like this rule to apply:

Then tell Outlook what to do with the emails:

Finally define the category to give them:

All subsequent emails that you receive will be synced with Workbooks.

Creating a button to sync emails

Users of the Workbooks Outlook Connector (WOC) will be familiar with the Outlook Connector Ribbon, which appears when preparing a new email, and instructs Outlook which emails should be shared with Workbooks.

With the WESS, similar functionality can be achieved using the Microsoft Visual Basic Editor, which will allow you to Categorise your email as described below.

From within Outlook, hold down ALT and press F11, this will bring up the Microsoft Visual Basic Editor, as shown below

Click Insert and select Module.  You will then need to copy/paste the following code into the dialog box that appears:

--------------------------------------------------------------

Public Sub CategoriesButton()

  Dim Item As Outlook.MailItem

  Set Item = Application.ActiveInspector.CurrentItem

  Item.ShowCategoriesDialog

End Sub

---------------------------------------------------------

After entering this,  Save, and close Visual Basic.

Now right-click on the ribbon bar at the top of a new message and select 'customise this Ribbon option'.

In the following menu, you will need to add a group to the existing home tab, and call it Categories.

After this, simply add the button created through the Visual Basic Editor into the group by selecting macros from the dropdown menu, selecting the script with the title 'CategoriesButton', and adding it to the group.

Click OK and save it, and your new email window will now look like this:

The button will allow you to quickly categorise your emails as Workbooks to tell Outlook that you want it to be synced.  You can change the name of the button to make it more aesthetically pleasing by changing the name in Visual Basic Editor.

The 30 minute sync

The WESS synchronisation process runs every 30 minutes, you can see when the next synchronisation cycle should occur within your Preferences screen (Start > Preferences > Integration > Exchange Sync) and adding 30 minutes onto the most recent Sync.

This means that items will not appear in Workbooks or Outlook immediately and can take up to 30 minutes to be updated.

The 30-minute Sync can be overridden by clicking on the "Sync Now" button at the top of the Preferences Pane, as shown below: