Hi,
New to Activepieces - good to be part of a vibrant community.
My use case is simple but very manual right now:
I am tagging interested prospects in gmail and this is the trigger then for me to extract the relevant data and parse into a google sheet (CRM) with name/email/company/email summary - and ping a notification on discord once its done.
I tried running a flow but using openai it doesn’t scan the message - just returns a:
“I’m sorry, but as an AI language model, I do not have access to specific emails or contexts…”
I know I am missing something fundamental but what are the steps I should be doing?
I used to use Zapier with ease but realise that was taking a pre-filled form and putting into Google sheet so there was no parsing/extraction of unstructured data.
Seen a few people mention something similar but don’t quite understand what I need to do or if the functionality is missing. This would be a game changer for me…
You should share with us the prompt you use for the parsing, I guess your issue comes from there. Don’t ask to parse “an email”, ask to parse “the provided text” or something like that.
By no means finished and very messy but as a PoC wanted to see if it can
Access the inbox (it can)
Take the email and store the data
Get Chat GPT to parse it into relevant fields (Iike name / company / email body) to a google sheet
Fire a notification to discord or slack
I think I am missing how it should all hang together and be sequenced. I have extracted the data from the emails correctly and they appear to be getting stored in the activepieces database.
How do I store the outputs from this chatgpt command as variables that can be called later in the flow?
Chatgpt prompt: (looks at the data stored in step 2):
You are a helpful lead generation and appointment setting assistant. Parse the lead information from the text provided.
The company name should be apparent from the response email address (after the @ sign) or their signature.
“Company website” - based on their email ID suffix - include www. prefix
“Response” should be only the email reply the prospect sent
“Comment” should be less than 5 words and mark whether the prospect is Interested or Not. Whether they need more nurturing or not. Whether they have a question or not.
Return as fully structure JSON object like this.
{
“Namefirst”:“”,
“NameLast”:“”
“Email”:“”
“Company Website”:“”
“Telephone”
“Mobile”
“Response”:“”
“Comment”:“”}
The test output gives the correct data but not sure how I get this into the google sheet columns I setup:
{
“Namefirst”: “Christopher”,
“NameLast”: “Surname”,
“Email”: “christopher@domain.com”,
“Company Website”: “www.domain.com”,
“Telephone”: “(XXX) XXX-XXX”,
“Mobile”: “”,
“Response”: “Hi Nur,\nTell me more about your service.\n\nI’d be interested to test with you.\n\nBest,\nChris\n”,
“Comment”: “Interested”
}
