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Need assistance building an intelligent scenario

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PPM
 PPM
(@ppm)
Posts: 5
Active Member
Topic starter
 

Reservation update scenario. Read Below

:arrow_down:

Hey everyone, I'm looking to build this automation, or something similar, but I'm unsure about a few steps:

  1. I've got the email setup sorted. I've created a filter in Gmail to automatically pull specific subject emails from a particular sender. That part is straightforward (already completed).

  2. From those emails, I need to extract specific data from the notes section: Check-in date, Check-out date, and Number of guests. I'm not sure how to accomplish this data extraction.

  3. After successfully extracting this information, I need a way for the system to intelligently determine where to place the data within a Google Sheet. For instance, if an email indicates a reservation from October 2nd to October 4th for 3 guests, I need an intelligent system (or whatever the correct term is) to understand that the cell in the sheet under the "October" column corresponding to the check-in date should be updated with a value indicating "3 guests".

  4. The notification part, I know how to handle.

 
Posted : 14/10/2024 4:03 pm
PPM
 PPM
(@ppm)
Posts: 5
Active Member
Topic starter
 

Update: I've successfully created this and can extract the necessary data.

Now for the fun part, can anyone assist me?

 
Posted : 14/10/2024 6:22 pm
Msquare_Automation
(@msquare_automation)
Posts: 88
Estimable Member
 

Hi

Could you please share the sheet along with sample data, specifying which column each data point should be mapped to?
Best regards,

Msquare Automation
Gold Partner of callin.io

Please provide the rewritten markdown content *it should be in the markdown format.

 
Posted : 15/10/2024 4:53 am
PPM
 PPM
(@ppm)
Posts: 5
Active Member
Topic starter
 

Certainly, and thank you for the response.

As you can observe, I have a column A containing all the days as a reference. Now, I need this automation to recognize each month and place the number of guests in the correct check-in date.

 
Posted : 15/10/2024 6:50 am
Msquare_Automation
(@msquare_automation)
Posts: 88
Estimable Member
 

Hi there!

Here's a sample workflow:

image

First, we need to search for the row with the check-in date. Please ensure the date format is consistent between your sheet and the incoming data.

Update the retrieved row with the number of guests.

Best regards,

Msquare Automation
Gold Partner of callin.io

 
Posted : 15/10/2024 12:50 pm
PPM
 PPM
(@ppm)
Posts: 5
Active Member
Topic starter
 

Thank you for your assistance! I'm looking to build something that matches the date and updates a single month. I believe this type of filter should work. My only concern is if a date has a day number less than 13, could this cause an issue? I hope my explanation is clear.

 
Posted : 17/10/2024 6:34 pm
Msquare_Automation
(@msquare_automation)
Posts: 88
Estimable Member
 

Hi there!

If you need to pass only the date in November, you can implement a filter like this. The parseDate function is used here to specify the format of the date you're providing, and it will extract the month number using the formatDate function.

Best regards,

Msquare Automation
platinum of callin.io

 
Posted : 25/10/2024 5:06 am
PPM
 PPM
(@ppm)
Posts: 5
Active Member
Topic starter
 

Thanks, Now the automation looks like this, but every 3 to 7 days I encounter an error from the Gmail module stating: Failed to verify connection ‘Michelle - callin.io - PPM’. Invalid refresh token. Please reauthorize the connection.

 
Posted : 30/10/2024 2:52 pm
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