Hello Gliders! Hope you are all doing wonderful! I saw the EMAIL TRIGGER tutorial in Glide University where they parse a PDF file (an invoice). I want to do pretty much the same, except I will receive a CSV (comma delimited) file which I then want to parse and place every value in a corresponding column in a Glide table. I saw there is a “CSV to JSON” action in the integrations section of workflows. Am I on the right track? Or is there a simpler step? How do I configure that action? Thanks!!!
Should be CSV to JSON, then work with the JSON through a loop (in your email workflow) to add them to corresponding places.
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Thanks Thinh, I am close but not there yet. Through an Email Trigger workflow, I have been able to write the URL of the CSV file in a column in a Glide Table. I also added a “CSV to JSON” column, but it says that I need “the csv string, not a URL to a csv file”. So what I cannot figure out is how to extract the string from the URL and place it in a column. Help please.
Use a “Get Webpage Source” column (against the URL) and grab the RAW HTML, then a CSV to JSON of that column.
Thanks Darren, but how do I extract the data from the csv file that is in the column “attachments”. If I use a “webpage source” column, I am not given the option to get the source from the “attachments” column (please see image attached). I also tried a “document to text” column but it wont work as it does not “read” csv files (if it were a PDF file for example it would, but not csv). Please help.
Ah, right. You would need to loop over the attachements column as it’s an array. You’d want an additional table for related attachments and write the results of each loop to that table along with the AI to read the data.
Does it have to be a multiple files column? As in for some cases, you would receive multiple files?
Nope, I will actually receive one file once a month
So if you write the URL to a normal text column, would it work with your flow? I was wondering why you would use a Multiple Files column there for Attachment (I assume it’s a Multiple Files column).
One further question, do you have to actually store the URL? If you’re using an email workflow and have access directly to a downloadable version of the CSV, maybe you can try parsing it directly in there.
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I believe Glide’s email action requires a multi file for attachments.
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Thanks for writing Thinh. As Darren says, the email trigger action requires a multi file column for the attachment. To be sincere I have not tried the other two options you mentioned because my customer said it would be also fine to upload the csv file with a “file picker” component so I did it that way instead and it works.
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