I’m looking to run a daily workflow or an incoming email workflow that first searches data in a row, to find the right row, either with one or multiple criteria and then can adjust that row.
Can anyone help?
What have you done so far ?
Your request is quite general. Could you be more specific? What is the user experience, precisely, step by step?
I have rows of data identified via a row ID. The row has user information including an email address. Using the AI Email Extractor and a workflow, I would like to search the row, using the the email address that comes into the app, via the user and then adjust that users row based on the information received.
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You can set it up like this:
- Email trigger. Make sure you setup a rule to forward your incoming emails to Glide’s trigger email.
- If the email you need is the sender, it is already there in the payload the email trigger receives. If it’s in the body, use an AI module and prompt it to extract the email.
- Loop through the table and find the email that matches with what AI extracts.
- Update the information (but I assume you would need additional AI steps to extract the relevant info from the email as well).
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Thanks. I understand the the basis of th the first 2 points. But there is not loop to search through a glide table of data?
Loop is not provided within a “normal” workflow. Considering your use case with incoming emails, I thought you don’t need that “normal” workflow?
Looping should be possible in an email trigger workflow.
Sorry, You seem to miss-understand or I do.
There is a loop. But there is no search data in a row column feature and then adjust that row?
You should be able to create a query for that, and then loop through the query to adjust the row.
However, you must first extract the pieces of info you need from the email, from what I understand about your use case.