Extract imfomation from email

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1

Im trying to create a workflow in which I extract imfomation from email into the following fields on a specific table

  1. Email
  2. Payment method
  3. Amount paid
  4. Time stamp

I’ll need the information to relate to users tables to determine payments by users. Any information on this?

Thanks in advance

2

How is the email getting to Glide? Are you using an email triggered workflow?

3

Yes…I have set email settings to auto forward to the glide email if the emails meet the criteria

4

Okay.

So the email address you will be able to reference directly as part of the trigger payload.
Assuming the rest of the information is in the email body, you should use a Text to JSON AI step with appropriate instructions to extract that information.

To match to a row in your Users table, use a Query step, targeting the Users table and matching the email from the trigger payload with the email in the users table.

If you need to update any columns in that row, use a Single Value step to take the first from the Query, then a Set Column Values operating through the Single Value.

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5

Thank you